BEACH ROAD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEACH ROAD FOUNDATION INC (EIN 86-2217839)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349106248
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:46:05-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862217839 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACH ROAD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAC | BusinessNameControlTxt |
| Phone | 4703657893 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 GOLD SPRINGS COURT | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN KELLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6783132900 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM D DUKES | PreparerPersonNm |
| PTIN | P01217457 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $611,035 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $905,081 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $147,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,794,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,056,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,873,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,873,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,874,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,873,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$818,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,781 | CashBOYAmt |
| Cash EOY | $17,586 | CashEOYAmt |
| Cash EOYFMV | $17,586 | CashEOYFMVAmt |
| Other Investments BOY | $1,341,063 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $593,449 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,435,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $617,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $611,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,435,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $617,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,435,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $617,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,435,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $617,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,435,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$818,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $617,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $617,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EDWARD JONES | PropertyDesc |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,794,339 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,646,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $147,886 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $147,886 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $80 | EsPenaltyAmt |
| Tax Due | $2,181 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN KELLER | IndividualWithBooksNm |
| Phone | 6783132900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 GOLD SPRINGS COURT | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN KELLER | ||||||||
| 139 GOLD SPRINGS COURT | CANTON | GA | 30114 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOANNE WEBB | ||||||||
| 169 FOGGY BOTTOM FARM DRIVE | BLAIRSVILLE | GA | 30512 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK WEBB | ||||||||
| 169 FOGGY BOTTOM FARM DRIVE | BLAIRSVILLE | GA | 30512 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $503,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $731,132 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $731,132 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $720,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,101 | TotalTaxAmt |
| Distributable Before Adj | $33,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,873,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,873,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $56,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $217,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,873,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,907 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,839,093 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,112,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,112,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $56,006 | ExcessFromYear2Amt |
| Excess From Year1 | $217,103 | ExcessFromYear1Amt |
| Excess From Current Year | $1,839,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADRA | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| ANGEL WIGS OF HOPE | |||||||
| 250 AVENIDA LOS ANGELOS | THE VILLAGES | FL | 32162 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| ANGELIC KINDNESS | |||||||
| 438 BLOOMFIELD DRIVE | BOLLINGBROOK | IL | 60440 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| ASEA ADVANCING LIFE FOUNDATION | |||||||
| 1488 W PLEASANT VIEW DR | PLEASANT GROVE | UT | 84062 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| ATLANTA COMMUNITY FOOD BANK INC | |||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| ATLANTA DREAM CENTER INC | |||||||
| PO BOX 54537 | ATLANTA | GA | 30308 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| ATLANTA MONTEGO BAY SISTER CITIES COMMITTEE INC | |||||||
| 4910 JONESBORO RD SUITE 701 | UNION CITY | GA | 30291 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| BARNABAS CENTER INC | |||||||
| 1303 JASMINE ST SUITE 101 | FERNANDINA BEACH | FL | 32034 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| BIG DOG RANCH RESCUE | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE | FL | 33470 | NONE | PUBLIC | GENERAL FUND | $12,500 |
| BSA TROOP 208 | |||||||
| 8760 CLUB ESTATES WAY | LAKE WORTH | FL | 33467 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| CAMILLUS HOUSE INC | |||||||
| PO BOX 11829 | MIMI | FL | 33101 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 1575 NORTHEAST EXPY NE | BROOKHAVEN | GA | 30329 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| FAIRWAYS FOR WARRIORS | |||||||
| PO BOX 342 | PLYMOUTH | FL | 32768 | NONE | PUBLIC | GENERAL FUND | $48,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILLE | MD | 20852 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| HERO DOG RESCUE | |||||||
| 2300 BETHELVIEW ROAD SUITE 110-170 | CUMMING | GA | 30040 | NONE | PUBLIC | GENERAL FUND | $150,000 |
| HOPE FOR SOKY INC | |||||||
| 1873 CHRISTIAN CARE WAY | BOWLING GREEN | KY | 42104 | NONE | PUBLIC | GENERAL FUND | $30,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 505 8TH AVE RM 902 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| JORDAN THOMAS FOUNDATION | |||||||
| 9005 OVERLOOK BLVD 742 | BRENTWOOD | TN | 37027 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| MAHANA MAGIC FOUNDATION INC | |||||||
| PO BOX 4613 | BURLINGTON | VT | 05406 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| MID-SOUTH FOOD BANK | |||||||
| 3865 S PERKINS ROAD | MEMPHIS | TN | 38118 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| PTA FLORIDA CONGRESS | |||||||
| 11901 LAKE WORTH RD | WELLINGTON | FL | 33449 | NONE | PUBLIC | GENERAL FUND | $12,500 |
| RAISING SPECIAL KIDS | |||||||
| 5025 E WASHINGTON ST SUITE 204 | PHOENIX | AZ | 85034 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| ROSWELL STREET BAPTIST CHURCH | |||||||
| 774 ROSWELL STREET SE | MARIETTA | GA | 30060 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 SAINT JUDE PL | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL FUND | $200,000 |
| THE STONEHAVEN SCHOOL-KNIGHT FUND | |||||||
| 1480 JOYNER AVENUE | MARIETTA | GA | 30060 | NONE | PUBLIC | GENERAL FUND | $10,000 |
| TRIO ANIMAL FOUNDATION | |||||||
| 516 N OGDEN AVENUE SUITE 199 | CHICAGO | IL | 60642 | NONE | PUBLIC | GENERAL FUND | $75,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| VILLAGERS FOR VETERANS | |||||||
| 2518 BURNSED BLVD | THE VILLAGES | FL | 32163 | NONE | PUBLIC | GENERAL FUND | $40,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| CHASE THE VICTORY | |||||||
| 341 MALLARD DR | CARROLLTON | GA | 30116 | NONE | PUBLIC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,873,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $147,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,185 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACH ROAD ASSETS LP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 GOLD SPRINGS CT | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $905,081 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MUTUAL FUNDS | NoncashPropertyDesc |
| Fair Market Value | $905,081 | FairMarketValueAmt |
| Received | 2023-12-27 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NUCOR CORP | AT COST | $213,009 | $207,978 |
| VNG LARGE CAP | AT COST | $387,026 | $385,471 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACH ROAD ASSETS LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 139 GOLD SPRINGS CT | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30114 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,489 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments