The Beveridge Family Foundation
The Beveridge Family Foundation is a private foundation based in West Newbury, Massachusetts, that supports nonprofit organizations through grantmaking and engagement. Its stated mission is to enhance the quality of life in Hampden and Hampshire counties in Western Massachusetts.
The Beveridge Family Foundation at a glance
In short: The Beveridge Family Foundation gave $2.6M across 144 grants in 2025 (avg $18K), mostly in Massachusetts. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,648,100
- +4.1% vs 2024
- Grants made (2025)
- 144
- +6.7% vs 2024
- Average grant
- $18,390
- -2.4% vs 2024
- Median grant
- $5,000
- Total assets
- $67,050,137
- +6.7% vs 2024
- New grantees (estimate)
- 41% first-time grantees (54 of 131, 2025)
- Primary geography
- Massachusetts (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Beveridge Family Foundation
- How to Apply
-
The foundation’s filing says giving is not restricted to preselected organizations. Applicants should use the foundation’s application process and review its eligibility requirements before submitting.
- Review Cycle
- The website lists two annual deadlines, February 1 and August 1, at 5 p.m. ET. The next listed deadline is February 1, 2027.
- Deadline
- The website lists two annual deadlines, February 1 and August 1, at 5 p.m.
- Contact
Application contact: Ward Caswell
Mailing address: 3 Upland Lane, West Newbury, MA 01985
Phone: (800) 229-9667
Email: ward@caswell.org
Website: https://beveridge.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Beveridge Family Foundation
Who The Beveridge Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Stanley Park of Westfield Inc ($787K across 2 grants). Together the top 10 received $1.2M.
Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.
Grant Size Distribution
669 grants across all recorded years
The most common grant size was under $50K: 644 grants of 669 (96%).
Geographic Focus
Where this funder awards grants
The foundation’s website identifies Hampden and Hampshire counties in Western Massachusetts as its service area. In filing year 2025, 96% of grant dollars went to recipients in Massachusetts; smaller shares went to recipients in Colorado, Florida, and Washington, and a reported less than 1% to California.
Grant Distribution by State
Share of 2025 grant dollars across all 144 itemized grants.
States
Cities
Is The Beveridge Family Foundation open to new grantees?
41%
first-time grantees, 2025
In 2025, 54 of 131 grantees (41%) were first-time recipients. First grants averaged $14K; repeat grants $24K. How we count
Medians: $5K first-time, $5K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.4M (2023) to $3.0M (2021). In 2025 it made 144 grants totaling $2.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Stanley Park of Westfield Inc Westfield, MA | General Operating Support | $782,160 |
| Human Service Forum Holyoke, MA | Responsive Capacity Building and Technical Assistance | $50,000 |
| 1 individual scholarship Recipients not named | — | $50,000 |
| YWCA of Western Massachusetts Springfield, MA | YWCA of Western Ma Interior Renovations | $50,000 |
| Human Service Forum Holyoke, MA | INNOVATE413 | $48,000 |
| Follow My Steps Foundation Inc Springfield, MA | Thrive Over Survive | $47,440 |
| One Can Help Inc Waban, MA | Providing the missing resources underserved children in the juvenile court and child welfare system urgently need to improve difficult lives, build better futures and advance justice in hampshire and Hampden counties.. | $45,000 |
| Greater Springfield Habitat for Humanity West Springfield, MA | Affordable Homeownership Holyoke & Springfield | $40,000 |
| Hilltown Village Inc Huntington, MA | Village Closet Basic Needs and Family Support Center | $40,000 |
| J C Williams Community Center Inc Springfield, MA | JC Williams Community Resource Hub Renovation Project | $40,000 |
Ready to take the next step with The Beveridge Family Foundation?
Financial History
Multi-year comparison from IRS filings
The filing type is Form 990-PF, a private foundation.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $67,050,137 | $6,642,021 | $3,796,321 | $2,648,100 | 144 | $3,201,169 | $6,073,468 | $3,134,903 |
| 2024 | $62,816,494 | $4,558,441 | $3,592,523 | $2,543,528 | 135 | $3,026,423 | $4,038,400 | $3,051,626 |
| 2023 | $60,560,634 | $1,764,719 | $3,393,253 | $2,429,910 | 131 | $2,821,756 | $1,198,017 | $2,855,425 |
| 2022 | $56,758,354 | $2,269,828 | $3,563,036 | $2,571,596 | 122 | $2,914,782 | $1,747,268 | $2,919,583 |
| 2021 | $71,242,725 | $8,082,831 | $3,961,937 | $2,995,730 | 137 | $3,341,527 | $7,528,894 | $3,306,145 |
| 2020 | $66,936,661 | $3,387,622 | $3,387,986 | $2,554,810 | 142 | — | $2,894,828 | $2,957,240 |
Under IRS private-foundation payout rules, The Beveridge Family Foundation reported a distributable amount of $3.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated mission is to enhance the quality of life in Hampden and Hampshire counties. Its website describes support for nonprofit organizations in those counties. It excludes individuals, foreign organizations or expenditures, organizations not operating in the two counties, and most other private foundations. Scholarship programs and funds may be supported, but not scholarships to individuals. The website also says that government units—including schools, colleges, universities, and hospitals—are generally ineligible; its application description notes that certain schools, hospitals, and universities may be funded.
Examples of supported organizations illustrate a range of community services. The YWCA of Western Massachusetts describes its mission as eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity. Human Service Forum says it strengthens member and area nonprofit organizations’ capacity to address community needs. Follow My Steps Foundation describes work providing mentorship, career skills, and financial resources to youth in under-resourced communities. These are the grantees’ own descriptions, not stated foundation program areas.
Grantmaking
In filing year 2025, the foundation reported 144 grants totaling $2,648,100. Grants ranged from $500 to $782,160, with a median of $5,000. The largest award was $782,160 to Stanley Park of Westfield for general operating support. Other notable grants included $50,000 to Human Service Forum for responsive capacity building and technical assistance; $50,000 to an individual recipient for an endowed financial aid fund; $50,000 to the YWCA of Western Massachusetts for interior renovations; and $48,000 to Human Service Forum for Innovate413. Other awards included $47,440 to Follow My Steps Foundation for Thrive Over Survive and $45,000 to One Can Help for resources for underserved children in the juvenile court and child welfare system.
The foundation’s website describes a two-stage application process: applicants submit an application, after which directors review it and the foundation decides whether to accept it for further consideration. Accepted applicants are asked for supporting documents; selected applicants may receive a site visit before the board considers the request. Listed materials include proof of charitable status, recent Forms 990, board-member names and affiliations, project budget, other project funding sources, and other documents depending on the project. Construction requests require three bids. The website says requests may not exceed the lowest of $50,000, 25% of contributions for the most recently ended fiscal year, or 20% of the project budget. It prefers not to make multi-year grant payments. The 2025 filing also lists restrictions on various types of support, including general operating support, endowment funds, debt reduction, and grants or scholarships to individuals.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ward S. Caswell as president and director; Jonathan Caswell as vice president; Frederick William Stecher as treasurer; Frederic Palmer as assistant treasurer; Leah Beveridge Richardson as clerk; Alexandra B. Russell as assistant clerk; and Christa Palmer Bigue, Henry Du Pont, and Ruth S. Du Pont as directors. Philip Caswell III is listed as emeritus.
The Beveridge Family Foundation is led by Ward S. Caswell, President & Director on every filing since 2020; 12 of 15 officers listed in 2025 are compensated.
Officers on the 2025 filing
Ward S. Caswell
President & Director
On filings since 2020
40 hrs/week
$184K (2020) → $208K (2025)
Christa Palmer Bigue
Director
On filings since 2020
0.5 hrs/week
$6K (2024) → $7K (2025)
Jabez Palmer
Director
On filings since 2020
0.5 hrs/week
$7K (2024) → $8K (2025)
Nancy Reiche
Director
On filings since 2020
0.5 hrs/week
$7K (2024) → $7K (2025)
Patrice Swan
Director
On filings since 2020
0.5 hrs/week
$7K (2024) → $7K (2025)
Peter Weston
Director
On filings since 2020
0.5 hrs/week
$8K (2024) → $8K (2025)
Ruth S. Du Pont
Director
New on the 2025 filing
0.5 hrs/week
$7K (2025)
Henry Du Pont
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Vanessa Pabon-Hernandez
Director
New on the 2025 filing
0.5 hrs/week
No compensation reported
Alexandra B. Russell
Assistant Clerk
On filings since 2020
1 hr/week
$7K (2024) → $7K (2025)
Frederic Palmer
Assistant Treasurer
Director → Assistant Treasurer, 2025
On filings since 2020
2 hrs/week
$7K (2024) → $9K (2025)
Frederick William Stecher
Treasurer
On filings since 2020
2 hrs/week
$9K (2024) → $7K (2025)
Jonathan Caswell
Vice President
First Vice President → Co-Vice President, 2022
Co-Vice President → Vice President, 2023
On filings since 2020
1 hr/week
$9K (2024) → $9K (2025)
Leah Beveridge Richardson
Clerk
On filings since 2020
1 hr/week
$6K (2024) → $6K (2025)
Philip Caswell III
Emeritus
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (5)
- Former: Henry Dupont (2020–2024) — Director
- Former: Ruth S. Dupont (2020–2024) — Director
- Former: Elizabeth L. Caswell (2021–2022) — Co-Vice President
- Former: Alexander Caswell (2020) — Assistant Clerk
- Former: Elizabeth L. Kirkpatrick (2020) — Second Vice President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $208K, to Ward S Caswell (President/Director). 12 officers or directors reported compensation on that filing.
Frequently asked questions about The Beveridge Family Foundation
How much does The Beveridge Family Foundation give each year?
The Beveridge Family Foundation gave $2.6M across 144 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.5M across 135 grants.
What is The Beveridge Family Foundation's typical grant size?
The Beveridge Family Foundation's median grant in 2025 was $5,000, and its average grant was $18,390, across 144 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Beveridge Family Foundation that year got $14K on average.
Where does The Beveridge Family Foundation give grants?
The Beveridge Family Foundation gives mostly in Massachusetts: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, MA (32 grants), Holyoke, MA (8 grants), Northampton, MA (8 grants) and Westfield, MA (7 grants).
Does The Beveridge Family Foundation give general operating support?
Occasionally: 1% of The Beveridge Family Foundation's 2025 grants with a stated purpose (1 of 144) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "2025 Qualified Discretionary Distribution" (92 grants).
Who are The Beveridge Family Foundation's largest grantees?
The Beveridge Family Foundation's largest 2025 grantees include Stanley Park of Westfield Inc ($787,160 across 2 grants), Human Service Forum ($103,000 across 3 grants) and YWCA of Western Massachusetts ($50,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($50,000), which are not listed by name. Together they received 36% of its itemized 2025 grant dollars.
How large is The Beveridge Family Foundation?
The Beveridge Family Foundation reported $67.1M in total assets on its 2025 IRS Form 990-PF. It paid out $3.2M in qualifying distributions that year, against a required minimum of $3.1M (roughly 5% of its investment assets).
What does The Beveridge Family Foundation fund?
The foundation’s stated mission is to enhance the quality of life in Hampden and Hampshire counties. Its website describes support for nonprofit organizations in those counties. See mission & focus areas ↑
How do I apply for a grant from The Beveridge Family Foundation?
The foundation’s filing says giving is not restricted to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Beveridge Family Foundation's EIN?
The Beveridge Family Foundation's EIN (Employer Identification Number) is 31-1698286. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Beveridge Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Beveridge Family Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/the-beveridge-family-foundation-morg_c56c6b9d635243c3bef8f9956275ab41
BibTeX
@misc{grantable_311698286_2026,
author = {{Grantable}},
title = {{The Beveridge Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-beveridge-family-foundation-morg_c56c6b9d635243c3bef8f9956275ab41},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Beveridge Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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