2026-03-25T13:02:24-05:00 2023-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990PF 2023-01-01 854065871 THE BEACON FOUNDATION BEAC 4018252667 ONE BEACON CENTRE WARWICK RI 028861378 GREGG TUMEINSKI CFO & TREASURER 4018252667 2026-03-24 1 0 ANDREW HASSLER P02469039 9197196400 2023 2025-03-06 01:10:19Z X X 4160164 X 750000 6861 6861 86941 86941 -19253 2320476 0 824549 93802 0 0 0 453 0 453 20074 8348 11726 1561 0 0 1383 0 1383 23471 8348 13562 153650 153650 177121 8348 167212 647428 85454 46108 47986 47986 132408 157984 157984 1000000 1466519 1639695 1639695 645591 2294946 2294946 4477 19553 19553 3295103 4160164 4160164 0 0 X 3295103 4160164 3295103 4160164 3295103 4160164 3295103 647428 217633 4160164 0 4160164 PUBLICLY TRADED SECURITIES P 2320476 2339729 -19253 -19253 -19253 1188 0 1188 0 1188 1000 0 0 0 1000 0 188 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 0 0 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 (TO FEB '23) 1.00 0 0 0 SHANNON BROADBENT ONE BEACON CENTRE WARWICK RI 028861378 DIRECTOR (FROM FEB '23) 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 87 ORGANIZATIONS DURING THE YEAR. 167212 0 3270888 184842 19553 3475283 0 0 3475283 52129 3423154 171158 171158 1188 1188 169970 0 169970 0 169970 167212 0 167212 169970 0 0 10288 10288 167212 0 0 0 167212 0 2758 2758 7530 0 0 0 0 0 0 0 7530 7530 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. A WISH COME TRUE INC 1010 WARWICK AVE WARWICK RI 02888 PC GENERAL SUPPORT 1200 ALS ASSOCIATION RHODE ISLAND CHAPTER 2374 POST RD STE 103 WARWICK RI 02886 PC GENERAL SUPPORT 1025 AMEGO INC 33 PERRY AVE ATTLEBORO MA 02703 PC GENERAL SUPPORT 1000 AMENITY AID 33 PLAN WAY BLDG 3B WARWICK RI 02886 PC GENERAL SUPPORT 1500 AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PKWY STE 200 KENNESAW GA 30144 PC GENERAL SUPPORT 1125 AMERICAN HEART ASSOCIATION 1 STATE ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 2900 AMOS HOUSE 460 PINE ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 800 ANGELS GIVING BACK 7 JOSEPHINE DRIVE SMITHFIELD RI 02917 PC GENERAL SUPPORT 2000 AQUIDNECK LAND TRUST 790 AQUIDNECK AVE MIDDLETOWN RI 02842 PC GENERAL SUPPORT 500 BIG BROTHER BIG SISTERS OF RHODE ISLAND 188 VALLEY ST STE 125 PROVIDENCE RI 02909 PC GENERAL SUPPORT 2100 BOYS AND GIRLS CLUB OF NEWPORT COUNTY INC 95 CHURCH ST NEWPORT RI 02840 PC GENERAL SUPPORT 1000 BOYS AND GIRLS CLUB OF PAWTUCKET ONE MOELLER PLACE PAWTUCKET RI 02860 PC GENERAL SUPPORT 2500 BOYS AND GIRLS CLUBS OF WARWICK 42 FREDERICK ST WARWICK RI 02888 PC GENERAL SUPPORT 2700 BRYANT UNIVERSITY 1150 DOUGLAS PIKE SMITHFIELD RI 02917 PC GENERAL SUPPORT 2500 BUTLER HOSPITAL FOUNDATION 345 BLACKSTONE BLVD PROVIDENCE RI 02906 SO I GENERAL SUPPORT 1500 CHILD AND FAMILY SERVICES OF NEWPORT COUNTY INC 31 JOHN CLARKE RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1500 CHILDRENS FRIEND AND SERVICE 153 SUMMER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 100 CLEAN OCEAN ACCESS 21 JOHN CLARKE RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 400 CLOTHES TO KIDS RI INC 77 RESERVOIR AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 COMMUNITY BOATING CENTER INC PO BOX 5849 PROVIDENCE RI 02903 PC GENERAL SUPPORT 1000 COMMUNITY COLLEGE OF RHODE ISLAND FOUNDATION 1762 LOUISQUISSET PIKE LINCOLN RI 02865 PC GENERAL SUPPORT 4000 CROSSROADS RHODE ISLAND 160 BRD ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 5500 CULTURAL ORGANIZATION FOR THE ARTS PO BOX 258 EAST GREENWICH RI 02818 PC GENERAL SUPPORT 500 DORCUS INTERNATIONAL INSTITUTE OF RI 645 ELMWOOD AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 2900 DR MARTIN LUTHER KING JR COMMUNITY CENTER 20 DR MARCUS WHEATLAND BLVD NEWPORT RI 02840 PC GENERAL SUPPORT 2000 EAST GREENWICH ANIMAL PROTECTION LEAGUE INC 44 WORTHINGTON RD CRANSTON RI 02920 PC GENERAL SUPPORT 500 FAMILY SERVICES OF RHODE ISLAND INC 55 HOPE ST PO BOX 6688 PROVIDENCE RI 02940 PC GENERAL SUPPORT 1000 FARM FRESH RHODE ISLAND 10 SIMS AVE NO 103 PROVIDENCE RI 02909 PC GENERAL SUPPORT 2000 FEDERAL HILL HOUSE ASSOCIATION INC 9 COURTLAND ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 100 FIRSTWORKS 235 PROMENADE ST STE 130 PROVIDENCE RI 02908 PC GENERAL SUPPORT 1500 GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND 500 GREENWICH AVE WARWICK RI 02886 PC GENERAL SUPPORT 1700 GOTTA HAVE SOLE FOUNDATION INC 39 EAST BEL AIR RD CRANSTON RI 02920 PC GENERAL SUPPORT 500 GREATER PROVIDENCE YOUNG MENS CHRISTIAN ASSOC 21 PEACE ST FL 6 PROVIDENCE RI 02907 PC GENERAL SUPPORT 1950 GREGGS GIVING TREE INC 214B MAIN ST EAST GREENWICH RI 02818 PC GENERAL SUPPORT 3500 THE GRODEN CENTER INC 610 MANTON AVE PROVIDENCE RI 02909 PC GENERAL SUPPORT 1000 HARMONY HILL SCHOOL 63 HARMONY HILL RD CHEPACHET RI 02814 PC GENERAL SUPPORT 200 HASBRO CHILDRENS HOSPITAL RI HOSPITAL FOUNDATION 167 POINT ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1000 HOPE ALZHEIMERS CENTER 25 BRAYTON AVE CRANSTON RI 02920 PC GENERAL SUPPORT 1100 HOPEHEALTH HOSPICE AND PALLIATIVE CARE RI 1085 NORTH MAIN ST PROVIDENCE RI 02904 PC GENERAL SUPPORT 3200 HOUSE OF HOPE COMMUNITY DEVELOPMENT CORPORATION 3188 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 2500 IMPACT MELANOMA INC 490 VIRGINIA RD STE 9 CONCORD MA 01742 PC GENERAL SUPPORT 1000 J ARTHUR TRUDEAU MEMORIAL CENTER 3445 POST RD WARWICK RI 02886 PC GENERAL SUPPORT 1600 JOE ANDRUZZI FOUNDATION 49 PLAIN ST STE 500 NORTH ATTLEBORO MA 02035 PC GENERAL SUPPORT 500 JOHNSTON MEMORIAL CANCER EVENTS INC 75 ORCHARD MEADOWS DRIVE SMITHFIELD RI 02917 PC GENERAL SUPPORT 250 JUNIOR ACHIEVEMENT OF RHODE ISLAND INC 3205 POST RD NO 7549 WARWICK RI 02886 PC GENERAL SUPPORT 1000 LOOKING UPWARDS INC 438 EAST MAIN RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1500 MAKE A WISH FOUNDATION OF MA AND RI 133 FEDERAL ST FL 2 BOSTON MA 02110 PC GENERAL SUPPORT 1025 MCAULEY MINISTRIES 622 ELMWOOD AVE PO BOX 73195 PROVIDENCE RI 02907 PC GENERAL SUPPORT 2500 MEALS ON WHEELS OF RI INC 70 BATH ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 925 MEETING STREET 1000 EDDY ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 4000 THE MIRIAM HOSPITAL FOUNDATION 167 POINT ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 1500 MS DREAM CENTER-RI INC 300 TOLL GATE RD STE 104 WARWICK RI 02886 PC GENERAL SUPPORT 500 NEWPORT COUNTY YMCA 792 VALLEY RD MIDDLETOWN RI 02842 PC GENERAL SUPPORT 1500 OCEAN TIDES CHRISTIAN BROTHERS CHARITABLE TRUST 635 OCEAN RD NARRAGANSETT RI 02882 PC GENERAL SUPPORT 1000 OPERATION STAND DOWN RHODE ISLAND 1010 HARTFORD AVE JOHNSTON RI 02919 PC GENERAL SUPPORT 3100 PAN MASSACHUSETTS CHALLENGE INC 77 FOURTH AVE NEEDHAM MA 02494 PC GENERAL SUPPORT 500 PANCREATIC CANCER ACTION NETWORK INC 1500 ROSECRANS AVE STE 200 MANHATTAN BEACH CA 90266 PC GENERAL SUPPORT 25 PROGESO LATINO INC 626 BRD ST CENTRAL FALLS RI 02863 PC GENERAL SUPPORT 100 RHODE ISLAND BUSINESS DEVELOPMENT INSTITUTE INC 3 REGENCY PLAZA STE 3E PROVIDENCE RI 02903 PC GENERAL SUPPORT 2000 RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION 200 NIANTIC AVE PROVIDENCE RI 02907 PC GENERAL SUPPORT 6725 RHODE ISLAND CPCU SCHOLARSHIP FUND CO AMICA 100 AMICA WAY LINCOLN RI 02865 PC GENERAL SUPPORT 5000 THE RHODE ISLAND FREE CLINIC INC 655 BRD ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 RHODE ISLAND INSTITUTE FOR LABOR STUDIES AND RESEARCH 1540 PONTIAC AVE STE A CRANSTON RI 02920 PC GENERAL SUPPORT 20000 RHODE ISLAND PRIDE PO BOX 1082 PROVIDENCE RI 02901 PC GENERAL SUPPORT 400 RHODE ISLAND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 155 PLAN WAY WARWICK RI 02886 PC GENERAL SUPPORT 2125 RHODE ISLAND TREE COUNCIL PO BOX 6144 PROVIDENCE RI 02940 PC GENERAL SUPPORT 500 RI PHILHARMONIC ORCHESTRA AND MUSIC SCHOOL 667 WATERMAN AVE EAST PROVIDENCE RI 02914 PC GENERAL SUPPORT 400 RONALD MCDONALD HOUSE CHARITIES OF NEW ENGLAND INC 45 GAY ST PROVIDENCE RI 02905 PC GENERAL SUPPORT 1800 SAINT VINCENTS SERVICES INC 2425 HIGHLAND AVE FALL RIVER MA 02720 PC GENERAL SUPPORT 1000 THE SALVATION ARMY SOUTHERN NEW ENGLAND DIVISION 440 WEST NYACK RD WEST NYACK NY 10994 PC GENERAL SUPPORT 1000 SARGENT REHABILITATION CENTER 800 QUAKER LANE WARWICK RI 02818 PC GENERAL SUPPORT 250 SAVE THE BAY INC 100 SAVE THE BAY DRIVE PROVIDENCE RI 02905 PC GENERAL SUPPORT 2000 SOJOURNER HOUSE INC 386 SMITH ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 2900 SPECIAL OLYMPICS RHODE ISLAND 370 GEORGE WASHINGTON HWY SMITHFIELD RI 02917 PC GENERAL SUPPORT 3400 STAND UP TO CANCER 10880 WILSHIRE BLVD STE 1400 LOS ANGELES CA 90024 PC GENERAL SUPPORT 25 STAR KIDS SCHOLARSHIP PROGRAM PO BOX 6214 MIDDLETOWN RI 02842 PC GENERAL SUPPORT 500 THUNDERMIST HEALTH CENTER 25 JOHN A CUMMINGS WAY WOONSOCKET RI 02895 PC GENERAL SUPPORT 2500 TIDES FAMILY SERVICES INC 215 WASHINGTON ST WEST WARWICK RI 02893 PC GENERAL SUPPORT 2000 UNITED WAY OF RHODE ISLAND 50 VALLEY ST PROVIDENCE RI 02909 PC GENERAL SUPPORT 2500 WE SHARE HOPE 310 BOURNE AVE BDG 70 RUMFORD RI 02916 PC GENERAL SUPPORT 3000 WESTBAY COMMUNITY ACTION INC 224 BUTTONWOODS AVE WARWICK RI 02886 PC GENERAL SUPPORT 150 WESTERLY AREA REST MEALS INC 56 SPRUCE ST WESTERLY RI 02891 PC GENERAL SUPPORT 2500 WHAT CHEER FLOWER FARM 63 MAGNOLIA ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 WILBURY THEATRE GROUP 475 VALLEY ST PROVIDENCE RI 02908 PC GENERAL SUPPORT 250 WOOD RIVER HEALTH SERVICES INC 823 MAIN ST HOPE VALLEY RI 02832 PC GENERAL SUPPORT 500 YMCA OF PAWTUCKET INC 8 SUMMER ST LOWER LVL PAWTUCKET RI 02860 PC GENERAL SUPPORT 200 YOUTH PRIDE INC 743 WESTMINSTER ST PROVIDENCE RI 02903 PC GENERAL SUPPORT 500 153650 0 14 6861 14 86941 18 -19253 0 74549 0 74549 0 0 0 0 0 0 0 0 0 0 X X 1 THE BEACON MUTUAL INSURANCE COMPANY ONE BEACON CENTRE WARWICK RI 02886 750000 X 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. 2294946 2294946 1639695 1639695 453 0 453 INVESTMENT INCOME DUE AND ACCRUED 4477 19553 19553 BANK FEES 1362 0 1362 MISCELLANEOUS 21 0 21 UNREALIZED GAINS 217633 CONSULTING 11726 0 11726 INVESTMENT EXPENSE 8348 8348 0 EXCISE TAX ON INVESTMENT INCOME 1561 0 0