2023-05-05T10:11:56-05:00 2022-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990PF 2022-01-01 854065871 THE BEACON FOUNDATION BEAC 4018252667 ONE BEACON CENTRE WARWICK RI 028861378 GREGG TUMEINSKI CFO & TREASURER 4018252667 2023-05-03 1 GREGG TUMEINSKI 999009999 0 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3295103 X 1000000 227 227 42760 42760 -1631 273368 0 1041356 42987 0 0 0 3860 0 3860 14411 2660 11751 755 0 0 1864 0 1864 20890 2660 17475 111263 111263 132153 2660 128738 909203 40327 43238 46108 46108 68857 132408 132408 1000000 1000000 1000000 1700944 1468906 1468906 841309 647681 647681 2654348 3295103 3295103 0 0 X 2654348 3295103 2654348 3295103 2654348 3295103 2654348 909203 0 3563551 268448 3295103 UNITED STATES TREASURY NOTE P 2021-12-31 2022-01-31 15000 15000 0 0 UNITED STATES TREASURY NOTE P 2021-12-31 2022-12-20 48748 49994 -1246 -1246 US TREASURY NIB P 2021-12-31 2022-02-15 54864 55003 -139 -139 US TREASURY NIB P 2021-12-31 2022-03-23 49900 50002 -102 -102 UNITED STATES TREASURY NOTE P 2021-12-31 2022-12-20 104856 105000 -144 -144 -1631 561 0 561 0 561 0 0 0 0 0 0 561 0 0 0 0 0 0 0 0 0 0 1 1 RI 0 0 0 0 0 1 BEACONMUTUAL.COM/THE-BEACON-FOUNDATION/ AMY C VITALE 4018252667 ONE BEACON CENTRE WARWICK RI 028861378 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 BRIAN J SPERO ONE BEACON CENTRE WARWICK RI 028861378 PRESIDENT, CEO & DIRECTOR 1.00 0 0 0 AMY C VITALE ONE BEACON CENTRE WARWICK RI 028861378 VICE PRESIDENT, SECRETARY & DIRECTOR 1.00 0 0 0 GREGG C TUMEINSKI ONE BEACON CENTRE WARWICK RI 028861378 CFO & TREASURER 1.00 0 0 0 PAMELA L ALARIE ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RAJANI MAHADEVAN ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RICHARD LENTO ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 RAYMOND C COIA ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 MICHELLE PELLETIER ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 CHARITABLE GIVING AND GRANT MAKING TO 501(C)(3) ORGANIZATIONS. THE FOUNDATION SUPPORTED 89 ORGANIZATIONS DURING THE YEAR. 128738 0 2228633 118431 0 2347064 0 0 2347064 35206 2311858 115593 115593 561 561 115032 0 115032 0 115032 128738 0 128738 115032 3418 0 0 128738 3418 0 0 115032 10288 0 0 10288 0 0 0 0 0 0 0 10288 10288 AMY C VITALE ONE BEACON CENTRE WARWICK RI 028861378 4018252681 AVITALE@BEACONMUTUAL.COM NAME AND ADDRESS; PRINCIPAL DIRECTOR'S NAME; STATUS AS A QUALIFIED 501 (C)(3) ORGANIZATION; STATEMENT OF THE NATURE AND PRINCIPAL PURPOSE OF THE FUNDING REQUEST; DETAILS ON HOW THE REQUEST WILL IMPROVE THE STATE OF RHODE ISLAND AND SUPPORT ITS BUSINESS, EDUCATIONAL, NONPROFIT AND CULTURAL COMMUNITY; CONTACT INFORMATION FOR THE REQUEST; AND THE WEB ADDRESS. REQUESTS FOR FUNDING OF $5,000 OR LESS SHOULD BE MADE ON THE ORGANIZATION'S LETTERHEAD. REQUESTS OF GREATER THAN $5,000 MAY BE MADE ON A WRITTEN GRANT APPLICATION WHICH, AMONG OTHER DETAILS, MAY INCLUDE THE FOLLOWING: STATEMENT OF THE PRINCIPAL PURPOSE OF THE ORGANIZATION, INCLUDING DETAIL REGARDING ITS PROJECTS AND GOALS; FINANCIAL AUDIT, COMPILATION OR REVIEW; DETAILS OF THE ORGANIZATION'S CURRENT OPERATING BUDGET AND REASONABLE AND ADEQUATE ACCOUNTING PROCEDURE; AND THE ORGANIZATION'S SOURCES OF INCOME, SUCH AS MAJOR CONTRIBUTORS OR SUPPORTERS, OTHER GRANTS, PRIVATE ENDOWMENTS AND COMMERCIAL ACTIVITIES. NOT APPLICABLE, SUBMISSIONS ARE ROLLING. THE BOARD, AT ITS DISCRETION, MAY REFUSE TO MAKE ANY GRANTS OR CONTRIBUTIONS OR OTHER FINANCIAL ASSISTANCE. THE BOARD HAS THE DISCRETION TO WITHDRAW ITS APPROVAL OF ANY FUNDING AT ANY TIME. THE BOARD MAY DETERMINE WHEN TO REQUIRE THAT FUNDING RECIPIENTS FURNISH A PERIODIC AND/OR FINAL ACCOUNTING TO SHOW THAT THE FUNDS WERE EXPENDED FOR BOARD-APPROVED PURPOSES. IF INSUFFICIENT INFORMATION IS PROVIDED, THE BOARD MAY REQUEST FURTHER INFORMATION. ALL DECISIONS ARE AT THE SOLE DISCRETION OF THE BOARD. UNLESS OTHERWISE DETERMINED BY THE BOARD, AWARDED GRANTS MUST BE SPENT WITHIN ONE YEAR OF THE FUNDING DATE OR THE FUNDS MUST BE RETURNED. IN THE EVENT THAT THE ORIGINAL PURPOSE FOR WHICH THE GRANT WAS PROVIDED CANNOT BE ACCOMPLISHED BECAUSE OF UNFORESEEN EVENTS OR CIRCUMSTANCES, GRANT FUNDS WILL BE RETURNED TO THE FOUNDATION. ANY REQUESTS TO CHANGE THE PURPOSE OF THE GRANT MUST BE SUBMITTED IN WRITING TO THE BOARD, AND CHANGE REQUESTS MUST BE SUBMITTED AND APPROVED PRIOR TO USE OF THE FUNDS. RHODE ISLAND INSTITUTE FOR LABOR STUDIES AND RES 1540 PONTIAC AVE STE A CRANSTON RI 02920 PC GENERAL SUPPORT 20000 CROSSROADS RHODE ISLAND 160 BROAD ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 5225 RHODE ISLAND CPCU SCHOLARSHIP FUND 100 AMICA WY LINCOLN RI 02865 PC GENERAL SUPPORT 5000 COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION 1762 LOUISQUISSET PIKE LINCOLN RI 02865 PC GENERAL SUPPORT 4000 MEETING STREET 1000 EDDY ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 3000 NEWPORT COUNTY YMCA 792 VALLEY RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 2550 OPERATION STAND DOWN RHODE ISLAND 1010 HARTFORD AVE JOHNSTON RI 02919 PC GENERAL SUPPORT 2525 GREGGS GIVING TREE INC 214B MAIN ST EAST GREENWICH RI 02818 PC GENERAL SUPPORT 2500 HOPEHEALTH HOSPICE AND PALLIATIVE CARE RI 1085 NORTH MAIN ST PROVIDENCE RI 02904 PC GENERAL SUPPORT 2100 ANGELS GIVING BACK 7 JOSEPHINE DR SMITHFIELD RI 02917 PC GENERAL SUPPORT 2000 HOPE ALZHEIMERS CENTER 25 BRAYTON AVE CRANSTON RI 02920 PC GENERAL SUPPORT 2000 SPECIAL OLYMPICS RHODE ISLAND 370 GEORGE WASHINGTON HWY SMITHFIELD RI 02917 PC GENERAL SUPPORT 2000 RHODE ISLAND ZOOLOGICAL SOCIETY 1000 ELMWOOD AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 1800 RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION 200 NIANTIC AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 1725 RHODE ISLAND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 186 AMARAL ST RIVERSIDE RI 02915 PC GENERAL SUPPORT 1700 RONALD MCDONALD HOUSE CHARITIES OF NEW ENGLAND INC 45 GAY ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 1963 SOJOURNER HOUSE INC 386 SMITH ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 1700 HOUSE OF HOPE COMMUNITY DEVELOPMENT CORPORATION 3188 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 1600 AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PKWY STE 200 KENNESAW GA 30144 PC GENERAL SUPPORT 1500 FIRSTWORKS 275 WESTMINSTER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1500 FOUR HEARTS FOUNDATION 106 CARNEGIE HARBOR DR PORTSMOUTH RI 02871 PC GENERAL SUPPORT 1500 THE MIRIAM HOSPITAL FOUNDATION 167 POINT ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1500 WE SHARE HOPE 310 BOURNE AVE BDG 70 RUMFORD RI 02916 PC GENERAL SUPPORT 1500 BIG BROTHER BIG SISTERS OF RHODE ISLAND 188 VALLEY ST STE 125 PROVIDENCE RI 02909 PC GENERAL SUPPORT 1325 CHILDRENS FRIEND AND SERVICE 153 SUMMER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1300 THUNDERMIST HEALTH CENTER 25 JOHN A CUMMINGS WY WOONSOCKET RI 02895 PC GENERAL SUPPORT 1100 ALS ASSOCIATION RHODE ISLAND CHAPTER 2374 POST RD STE 103 WARWICK RI 02886 PC GENERAL SUPPORT 1050 A WISH COME TRUE INC 1010 WARWICK AVE WARWICK RI 02888 PC GENERAL SUPPORT 1000 ACCESSPOINT RI CHARTIFY 111 COMSTOCK PKWY CRANSTON RI 02921 PC GENERAL SUPPORT 1000 AMENITY AID 55 JEFFERSON BLVD LL4 WARWICK RI 02888 PC GENERAL SUPPORT 1000 ARTHRITIS FOUNDATION INC 1355 PEACHTREE ST NE STE 600 ATLANTA GA 30309 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF PAWTUCKET ONE MOELLER PL PAWTUCKET RI 02860 PC GENERAL SUPPORT 1000 CENTER FOR DYNAMIC LEARNING 1 LOUISA ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 1000 CHILD AND FAMILY SERVICES OF NEWPORT COUNTY INC 31 JOHN CLARKE RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1000 DR MARTIN LUTHER KING JR COMMUNITY CENTER 20 DR MARCUS WHEATLAND BLVD NEWPORT RI 02840 PC GENERAL SUPPORT 2000 THE DAVINCI CENTER FOR COMMUNITY PROGRESS INC 470 CHARLES ST PROVIDENCE RI 02904 PC GENERAL SUPPORT 1000 LOOKING UPWARDS INC 438 EAST MAIN RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1000 RHODE ISLAND FOR COMMUNITY AND JUSTICE 271 NORTH MAIN ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1000 THE RHODE ISLAND FREE CLINIC INC 655 BROAD ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 RHODE ISLAND WIND ENSEMBLE 33 BLUEBERRY LN NORTH SCITUATE RI 02857 PC GENERAL SUPPORT 1000 THE SALVATION ARMY SOUTHERN NEW ENGLAND DIVISION 440 WEST NYACK RD WEST NYACK NY 10994 PC GENERAL SUPPORT 1000 TIDES FAMILY SERVICES INC 215 WASHINGTON ST WEST WARWICK RI 02893 PC GENERAL SUPPORT 1000 TIMES2 ACADEMY 50 FILMORE ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 1000 WARWICK CENTER FOR THE ARTS 3259 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 1000 MCAULEY MINISTRIES 622 ELMWOOD AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 900 MEALS ON WHEELS OF RI INC 70 BATH ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 800 BUTTON HOLE ONE BUTTON HOLE DR STE 1 PROVIDENCE RI 02909 PC GENERAL SUPPORT 750 PROGESO LATINO INC 626 BROAD ST CENTRAL FALLS RI 02863 PC GENERAL SUPPORT 700 THE CONFETTI FOUNDATION 212 OLD AIRPORT RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 625 LEADERSHIP RHODE ISLAND 1570 WESTMINSTER ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 625 RHODE ISLAND BUSINESS DEVELOPMENT INSTITUTE INC 3 REGENCY PLAZA STE 3E PROVIDENCE RI 02903 PC GENERAL SUPPORT 550 AMERICAN HEART ASSOCIATION 1 STATE ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 500 AMOS HOUSE 460 PINE ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 500 AQUIDNECK LAND TRUST 790 AQUIDNECK AVE MIDLETOWN RI 02842 PC GENERAL SUPPORT 500 THE ARC OF BLACKSTONE VALLEY 500 PROSPECT ST 203 PAWTUCKET RI 02860 PC GENERAL SUPPORT 500 CITY OF WARWICK - NEIGHBORS HELPING NEIGHBORS 27 PILGRIM PKWY WARWICK RI 02888 MUNICIPALITY GENERAL SUPPORT 500 CLOTHES TO KIDS RI INC 77 RESERVOIR AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 500 CONNECTING FOR CHILDREN AND FAMILIES INC 46 HOPE ST WOONSOCKET RI 02895 PC GENERAL SUPPORT 500 EAST BAY COMMUNITY ACTION PROGRAM 19 BROADWAY NEWPORT RI 02840 PC GENERAL SUPPORT 500 MAE ORGANIZATION FOR THE HOMELESS 1221 RESERVOIR AVE CRANSTON RI 02920 PC GENERAL SUPPORT 500 THE MANTON AVENUE PROJECT 55 PUTNAM ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 500 NEA RHODE ISLAND CHILDREN'S FUND 99 BALD HILL RD CRANSTON RI 02920 PC GENERAL SUPPORT 500 SMITHFIELD YMCA 15 DEERFIELD DR GREENVILLE RI 02828 PC GENERAL SUPPORT 500 WESTERLY AREA REST MEALS INC 56 SPRUCE ST WESTERLY RI 02891 PC GENERAL SUPPORT 500 WOOD RIVER HEALTH SERVICES INC 823 MAIN ST HOPE VALLEY RI 02832 PC GENERAL SUPPORT 500 YOUTH PRIDE INC 743 WESTMINSTER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 500 GREATER PROVIDENCE YOUNG MENS CHRISTIAN ASSOC 21 PEACE ST FLR 6 PROVIDENCE RI 02907 PC GENERAL SUPPORT 425 DORCUS INTERNATIONAL INSTITUTE OF RI SVE 645 ELMWOOD AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 400 GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND 500 GREENWICH AVE WARWICK RI 02886 PC GENERAL SUPPORT 400 NAACP PROVIDENCE BRANCH 7 THOMAS P WHITTEN WY PROVIDENCE RI 02903 501(C)(4) GENERAL SUPPORT 400 THE PROVIDENCE COMMUNITY HEALTH CENTERS INC 375 ALLENS AVE PROVIDENCE RI 02905 PC GENERAL SUPPORT 350 BOYS AND GIRLS CLUBS OF WARWICK 42 FREDERICK ST WARWICK RI 02888 PC GENERAL SUPPORT 300 CLEAN OCEAN ACCESS 21 JOHN CLARKE RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 300 J ARTHUR TRUDEAU MEMORIAL CENTER 3445 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 300 RHODE ISLAND PRIDE PO BOX 1082 PROVIDENCE RI 02901 PC GENERAL SUPPORT 300 RI PHILHARMONIC ORCHESTRA AND MUSIC SCHOOL 667 WATERMAN AVE EAST PROVIDENCE RI 02914 PC GENERAL SUPPORT 300 HORACE MANN EDUCATIONAL ASSOCIATES 8 FORGE PARK EAST FRANKLIN MA 02038 PC GENERAL SUPPORT 250 OCEAN TIDES CHRISTIAN BROTHERS CHARITABLE TRUST 635 OCEAN RD NARRANGANSETT RI 02882 PC GENERAL SUPPORT 250 SARGENT REHABILITATION CENTER 800 QUAKER LN WARWICK RI 02818 PC GENERAL SUPPORT 250 THRIVE BEHAVIORAL HEALTH INC 2756 POST RD STE 104 WARWICK RI 02886 PC GENERAL SUPPORT 200 CLEMENTS MARKETPLACE CHARITY GOLF CLASSIC 2575 EAST MAIN RD PORTSMOUTH RI 02871 NC GENERAL SUPPORT 150 YMCA OF PAWTUCKET INC 8 SUMMER ST LOWER LVL PAWTUCKET RI 02860 PC GENERAL SUPPORT 150 FAMILY SERVICES OF RHODE ISLAND INC 55 HOPE ST PROVIDENCE RI 02940 PC GENERAL SUPPORT 100 PACE ORGANIZATION OF RHODE ISLAND 225 CHAPMAN ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 100 SKILLS FOR RHODE ISLANDS FUTURE 30 EXCHANGE TERRACE FLR 1 PROVIDENCE RI 02903 PC GENERAL SUPPORT 100 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BEACH CA 90266 PC GENERAL SUPPORT 50 ADOPTION RHODE ISLAND 290 WEST EXCHANGE ST STE 100 PROVIDENCE RI 02903 PC GENERAL SUPPORT 25 FEDERAL HILL HOUSE ASSOCIATION INC 9 COURTLAND ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 25 FRIENDS OF HOMELESS ANIMALS INC 226 INDIAN TR SAUNDERSTOWN RI 02874 PC GENERAL SUPPORT 25 111263 0 14 227 14 42760 14 -1631 0 41356 0 41356 1 0 0 0 0 0 0 0 0 1a(1) 400 NAACP PROVIDENCE BRANCH GENERAL SUPPORT 0 X X 1 THE BEACON MUTUAL INSURANCE COMPANY ONE BEACON CENTRE WARWICK RI 02886 1000000 X NAACP PROVIDENCE BRANCH 7 THOMAS P WHITTEN WY PROVIDENCE RI 02963 2022-04-27 400 NAACP PROVIDENCE BRANCH IS ORGANIZED UNDER 501(C)(4) AND IS ORGANIZED EXCLUSIVELY TO PROMOTE SOCIAL WELFARE. THEIR OPERATING REQUIREMENTS UNDER 501(C)(4) ARE IN LINE WITH BEACON FOUNDATION'S CHARITABLE MISSION. 400 CLEMENTS MARKETPLACE CHARITY GOLF CLASSIC 2575 EAST MAIN RD PORTSMOUTH RI 02871 2022-07-06 150 CLEMENTS MARKETPLACE HOSTS AN ANNUAL CHARITY EVENT WHEREIN ALL PROCEEDS ARE SUBSEQUENTLY DONATED TO PUBLIC CHARITIES. THIS GRANT WAS IN SPONSORSHIP OF THIS ANNUAL EVENT. 150 UNDER RHODE ISLAND LAW, THE BEACON FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF ITS 990-PF FILING TO THE ATTORNEY GENERAL FOR THE STATE OF RHODE ISLAND. 647681 647681 1468906 1468906 3860 0 3860 UNREALIZED LOSSES 268448 BANK FEES 1821 0 1821 MISCELLANEOUS 43 0 43 CONSULTING 11751 0 11751 INVESTMENT EXPENSE 2660 2660 0 EXCISE TAX ON INVESTMENT INCOME 755 0 0