Administration/organizational papers
Application of Exemption Form 1023 (Draft) undated
Articles of Incorporation 1979 September 4
Assembly Bill #495: Non-profit Corporations 1979 October
Assignment of Agreement with Summit Management Company 1986 December 2
Beverly Foundation's Articles of Incorporation 1978 October 13
Beverly Foundation brochure undated
Beverly Foundation 15 year report undated
By-laws and Amendments 1978 November 29
Certificate Agreement of Articles of Incorporation 1982-1992
Evaluation 2005
Evaluations 2005
"First Steps in Starting a Foundation: An Executive Summary." undated
History, Mission and Goals 1990 August
Interim report 1998 October
Mission statement undated
National Taxonomy of Exempt Entities 1987 March 14
Organization chart 1992 July
Pioneering Times Newsletters 1997-1998
Request for Ruling between the Beverly Foundation and Beverly Enterprises 1984
Unanimous Written Consent 1986 January 23
Website archive 2012 December
Written Consent for Nonprofit Code 1979 August 27
Board of Trustees
Annual reports 1983, 1985-1987
Annual report 1997
Annual report 1991 December 31
Annual reports 1998-2005
Beverly Foundation meeting dates 2000
Board development plan 1999 November
Minutes--Beverly Foundation Board of Trustees 1977-1979
Minutes--Beverly Foundation Board of Trustees 1980-1981
Minutes--Beverly Foundation Board of Trustees 1982-1983
Minutes--Beverly Foundation Board of Trustees 1984
Minutes--Beverly Foundation Board of Trustees 1985
Minutes--Beverly Foundation Board of Trustees 1986
Minutes--Beverly Foundation Board of Trustees 1987
Minutes--Beverly Foundation Board of Trustees 1988-1989
Minutes--Beverly Foundation Board of Trustees 1990
Minutes--Beverly Foundation Board of Trustees 1991
Minutes--Beverly Foundation Board of Trustees 1992
Minutes--Beverly Foundation Board of Trustees 1993
Minutes--Beverly Foundation Board of Trustees 1994
Minutes--Beverly Foundation Board of Trustees 1995
Minutes--Beverly Foundation Board of Trustees 1996
Minutes--Beverly Foundation Board of Trustees 1997
Minutes--Beverly Foundation Board of Trustees 1998
Board of Trustees meeting agenda 1998 August 24
Board of Trustees meeting agenda 1998 November 16
Executive Committee and Board of Trustees meetings agendas 1999 November
Board of Trustees meeting agenda 2000 May 1
Trustee meeting agenda 2000 December 21
Annual Trustee meeting presentation 2000 October 23
Board of Trustees meeting presentation 2001 May 21
Annual Trustees meeting agenda 2001 November
Board of Trustees meeting report 2002 May 13
Board of Trustees meeting agenda 2002 November 11
Biannual Trustee meeting packet 2003 May 12
Board report 2003
Strategic planning board meeting 2004 June 2
Trustee meeting agenda 2004 August 30
Trustee meeting agenda 2004 December 1
Trustee meeting agenda 2005 December 5
Strategic planning 2005
Board of Trustees--2005 reports 2005
Notes--New Board Members undated
Executive Committee meeting 1997 June 23
Executive Committee meeting 1998 January 23
Executive Committee meeting 1999 November 15
Executive Committee meeting 1999 November 20
Operations reports 2004
Trustee Handbook (Original) undated
Trustee Handbook (Copy) undated
Trustee Handbook (Revised) 2000
Trustee directory undated
Trustee roster 2002
Member biographies undated
Virginia Boyack, Ph.D. undated
Covell, Ruth undated
Doyle, Bill 2004
Robert H. Finch, Esq. 1986-1987, 1994-1996
Sarah Ingersoll 1997, 2004
Sidney (Sid) Kanazawa 1997, 2000
Kerler, William R. undated
Kieffer, Evelyn T. undated
Bill Mathies 2001 December 3
Mercadante, Blaize J. undated
Robert L. Parker 1997
Pearson, Don M. undated
Robert Van Tuyle 1979-1996
Mark D. Wortley, P.T. 1997, 2001
Financial records
Agenda [for financial presentation] 1990 March 2
Analysis of Execution of Beverly Enterprise Stock by Harvard University 1994 May 6
Auditor's report 1980 December 31
Auditor's report 1982 December 31
Auditor's report 1987
Auditor's report 1987 December 31
Auditor's report 1992 December 31
Auditor's report 1993 December 31
Auditor's report 1994 December 31
Auditor's report 1995 December 31
Auditor's report 1996 December 31
Auditor's report 1997 December 31
Auditor's report 1996 December 13
Auditor's report 1997 December 31
Auditor's report 2003 October 21
Balance sheet 2005 October 31
"Beverly Enterprises, Inc. Prospectus" 1994 May 4
Beverly Foundation Endowment Fund: Goals (draft) 1986 February 24
Beverly Foundation investment strategy 1985 December 23
Beverly Foundation operating budget 2000 December 31
Beverly Foundation operating budget 2001
Bill of sale agreement of stock option agreement 1985 December 23
Borrowing agreement 1984 May 31
Borrowing agreement between the Beverly Foundation and Beverly Enterprises 1984 January 1
Certificate of insurance 1979 September 4
Endowments/investments 1982-1985
Financial statements and auditors reports 1986-2005
Fixed-Income Glossary." First Boston Company. undated
Form ADV 1997
Joint Venture Agreement--Beverly Foundation and CRACOM Corporation 1993 February 1
Investment Advisory Committee 1986-1989
Investment Advisory Committee 1990-1994
Investment Advisor Resolution 1986 April 28
LA County Property Tax 1999-2002
Power of Attorney 1984-1986
Schwab Fund 1997
Security and Exchange Commission--Form S-3 1997 April 7
Stock option purchase agreement 1985
Stock options 1984-1986
Summary of matters for trustee approval 1984 April
Tax exempt status 1984-1986
Written consent for Goldman, Sachs 1986 January 23
Joseph Lazara
Joseph Lazara to Patricia Michaels. Re: Beverly Foundation 1983 December 16
Lazara to Patricia Matheny. Re: Beverly Foundation 1984 June 8
Lynette Wright to Lazara. Re: Stock Option Agreement 1984 May 29
Lazara to IRS. Re: Request for Ruling on Behalf of Beverly Enterprises and Beverly Foundation 1984 June 8
Joseph Lazara to J.E. Griffith. Re: Beverly Foundation Request for Ruling 1984 July 10
Lazara to Van Tuyle. Re: Private Letter Ruling 1984 October 24
Lazara to Van Tuyle. Re: IRS Ruling 1984 November 8
Memorandum--Lazara to Pearson. Re: Beverly Foundation, Trade or Business 1992 July 29
Don Pearson
Don Pearson to Wendland. Re: HCA Option Agreement 1983 September 14
Pearson to Robert Van Tuyle. Re: Hospital Corporation of America 1984 January 4
Pearson to Van Tuyle. Re: Consideration of Option Grant to Beverly Foundation 1984 January 23
Pearson to Robert Malloy. Re: Stock Option Agreement 1985 December 6
Pearson to Christopher Klem. Re: Sale to Harvard by Beverly Foundation of Option Agreement 1985 December 23
Pearson to Christopher Klem. Re: Sale to Harvard of Stock Option by Beverly Foundation 1986 January 30
Pearson to Van Tuyle. Re: Tax Status 1994
Memo--Pearson to Board of Trustees. Re: Corporate Governance Issues 2000 February 28
Carroll Wendland
Carroll Wendland to David Banks. Re: Endowment Fund 1983 January 17
Wendland to Don Pearson. Re: IRS Response 1984 October 29
Wendland to Trustees. Re: David Paluska and Eugene Lucas Introduction 1992 October 15
IRS and Franchise Tax Board
IRS to Beverly Foundation. Re: Excise Tax Liability 1984 June 28
IRS to Beverly Foundation 1986 June 6
Franchise Tax Board to Beverly Foundation. Re: Tax Exemption 1979 July 17
Beverly Enterprises to Harvard Management Company. Re: Stock Option Agreement 1985 December 23
Gamble to Kershner. Re: Spreadsheet 2001 June 13
Gamble to Kershner. Re: Stock Portfolio 2001 October
Griffith to Lazara. Re: IRS Ruling 1984 October 16
Richard Manfreda to Lazara. Re: IRS Authorization 1984 October 26
Memorandum--Paluska to Wendland. Re: Public Charity Status 1994 March 18
Leonard Smith to Antrim's Security Company. Re: Locksmiths 2000 May 16
Van Tuyle to Board Members. Re: Option Grant 1984 March 13
Publications
Beverly Foundation books, pamphlets, and DVD
Behavior Management in the Nursing Facility: Staff Development Resource Kit undated
Behavior Management in the Nursing Facility: Nursing Assistant Handbook and Video 1996
Delivering Community Transportation Services 2009 January
Guided Autobiography with James E. Birren, Ph.D. 2009
Think of Your Future: Retirement Planning Workbook--Introduction 1991
Think of Your Future: Chapters 1-3 1991
Think of Your Future: Chapters 4-6 1991
Think of Your Future: Chapters 7-9 1991
Think of Your Future: Chapter 10 and Master Action Plan 1991
Wendland, Leonard, "Healing People--Using Behavioral Approaches to Improve Wound Care Effectiveness" 1995
Rehabilitating for Continence in Long-Term Care 1987
Luxenberg, Jay Stanley, "Behavior Management in Geriatric Long-Term Care" 1995
Nurse Assistant Video Theater Training Program Trainers Guide 1985
Senior Drivers on the Alert: A Guide to Information and Services in Greater Pasadena 1998
Beverly Foundation reports and brochures
Pre-1991 publications
Adult Day Services reports 2002 May
Books and articles 1998-2008
Drive-A-Friend Pilot Project report 2007 June 15
Fact Sheet series 2008
Highlighting and Replicating Successful Models for Door through Door Service 2005 August 18
How To Meet Operational Challenges of Providing Transportation to Seniors 2008 February
The Human Side of the Enterprise report 2000 March-May
Miscellaneous reports and snapshots 2001-2005
Miscellaneous transportation reports 2006-2008
Public transit 2007 December
Risk and Risk Management Strategies 2007
Rural transportation 2006
Senior Drivers on the Alert 1998 May
STAR Search reports and snapshots 2002-2008
STAR Search reports 2005
STPs 2001, 2008
STPs Mobilizer Project and snapshots 2002-2005
Supplemental Transportation Programs for Seniors 2001, 2004
Technical assistance materials and snapshots 2006-2008
Transportation in an Aging Society 1999 November
Transportation reports and snapshots 2001-2008
Volunteer Driver TurnKey Kit planning, implementation, evaluation 2007
Volunteer friends model undated
Beverly Cracom Publications
Levenson, Steven, "Subacute and Transitional Care Handbook: Defining, Delivering, and Improving Care" 1996
Swenson, Harvey K., "Residential Care: Your Role in the Health Care Team" 1996
Miller, Douglas K., "Recognizing Delirium in the Elder Person: Perspectives for the Emergency Care Professional"
Steel, R. Knight, "All the Alternatives to Aging are Bad" 1996
Photographs for "Fitness after 50"
Other publications
Senior Transportation Abstracts: A Focus on Options, by Helen Kerschner and Nina Silverstein 2011