BEACH ROAD FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEACH ROAD FOUNDATION INC (EIN 86-2217839)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349102294
- Schema version
- 2022v5.0
- 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
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:26:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | KELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,423,945 | 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 | $563,730 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $267,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,451 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $664,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,331 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,840 | CashBOYAmt |
| Cash EOY | $94,781 | CashEOYAmt |
| Cash EOYFMV | $94,781 | CashEOYFMVAmt |
| Other Investments BOY | $908,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,341,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,329,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,034,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,435,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,423,945 | 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 | $1,034,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,435,844 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,034,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,034,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,435,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,034,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,341 | OtherIncreasesAmt |
| Subtotal | $1,435,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDWARD JONES | P | 2021-01-01 | 2022-11-07 | $19,893 | $15,112 | $4,781 | $4,781 |
| EDWARD JONES | P | 2021-01-01 | 2022-11-07 | $10,107 | $20,266 | -$10,159 | -$10,159 |
| EDWARD JONES | P | 2021-01-01 | 2022-12-06 | $200,000 | $133,221 | $66,779 | $66,779 |
| CAPITAL GAINS DIVIDENDS | P | $37,050 | $37,050 | $37,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,451 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,395 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $1,395 | 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 (4 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 |
| MICHELLE POLK | ||||||||
| 12710 LARGO DRIVE | SAVANNAH | GA | 31419 | SECRETARY & 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 | $980,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,067,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,067,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,051,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,395 | TotalTaxAmt |
| Distributable Before Adj | $51,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,178 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,281 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,281 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $56,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,006 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $273,109 | 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 | $273,109 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $56,006 | ExcessFromYear1Amt |
| Excess From Current Year | $217,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 7 BRIDGES TO RECOVERY CORPORATION | ||||||||
| 231 MAXHAM ROAD STE 100 | AUSTELL | GA | 30168 | NONE | PUBLIC | GENERAL FUND | $943 | |
| ALSAC- ST JUDE CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL FUND | $2,591 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL FUND | $707 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL FUND | $942 | |
| ANGEL FLIGHT SOARS INC | ||||||||
| 2000 AIRPORT ROAD | CHAMBLEE | GA | 30341 | NONE | PUBLIC | GENERAL FUND | $4,000 | |
| AUSTRALIAN SHEPERDS FUREVER | ||||||||
| 2512 PINECONE WAY | ONTARIO | CA | 91761 | NONE | PUBLIC | GENERAL FUND | $2,356 | |
| BARKVILLE DOG RESCUE INC | ||||||||
| 2274 UPPER SALEM CHURCH RD | JASPER | GA | 30143 | NONE | PUBLIC | GENERAL FUND | $2,000 | |
| BARROW MINISTRY VILLAGE | ||||||||
| 46 S BROAD STREET | WINDER | GA | 30680 | NONE | PUBLIC | GENERAL FUND | $1,100 | |
| CALVARY CHILDRENS HOME | ||||||||
| 1430 LOST MOUNTAIN ROAD | POWDER SPRINGS | GA | 30127 | NONE | PUBLIC | GENERAL FUND | $1,884 | |
| CAYA RECONCILIATION MINISTRIES INTERNATIONAL INC | ||||||||
| PO BOX 2133 | DALLAS | GA | 30132 | NONE | PUBLIC | GENERAL FUND | $2,827 | |
| CENTRALHATCHEE FIRST BAPTIST CHURCH | ||||||||
| 212 CHURCH STREET | FRANKLIN | GA | 30217 | NONE | PUBLIC | GENERAL FUND | $2,198 | |
| CHASE THE VICTORY | ||||||||
| 341 MALLARD DR | CARROLLTON | GA | 30116 | NONE | PUBLIC | GENERAL FUND | $4,000 | |
| CHILDHOOD LEUKEMIA RESEARCH AND ASSISTANCE FUND | ||||||||
| 6509 E CLINTON STREET | SCOTTSDALE | AZ | 85254 | NONE | PUBLIC | GENERAL FUND | $706 | |
| CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION | ||||||||
| 1575 NORTHEAST EXPRESSWAY | BROOKHAVEN | GA | 30329 | NONE | PUBLIC | GENERAL FUND | $3,426 | |
| CLAY COUNTY CHRISTIAN ACADEMY | ||||||||
| 37993 HWY 77 | ASHLAND | AL | 36251 | NONE | PUBLIC | GENERAL FUND | $1,650 | |
| CMT RESEARCH FOUNDATION INC | ||||||||
| 4062 PEACHTREE RD NE STE A209 | ATLANTA | GA | 30319 | NONE | PUBLIC | GENERAL FUND | $5,000 | |
| COBB FOOTBALL LEAGUE INC | ||||||||
| 114 TOWNPARK DR NW STE 400 | KENNESAW | GA | 30144 | NONE | PUBLIC | GENERAL FUND | $2,828 | |
| CREATIVETS | ||||||||
| 1123 12TH AVENUE S UNIT B | NASHVILLE | TN | 37203 | NONE | PUBLIC | GENERAL FUND | $1,100 | |
| CROHN'S AND COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE STE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL FUND | $943 | |
| DERRICK WHITTLE MEMORIAL FUND | ||||||||
| 3079 TRACKROCK GAP ROAD | BLAIRSVILLE | GA | 30512 | NONE | PUBLIC | GENERAL FUND | $20,000 | |
| FAIRWAYS FOR WARRIORS | ||||||||
| PO BOX 342 | PLYMOUTH | FL | 32768 | NONE | PUBLIC | GENERAL FUND | $32,426 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | NONE | PUBLIC | GENERAL FUND | $25,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET SECOND FLOOR | LONGMONT | CO | 80501 | NONE | PUBLIC | GENERAL FUND | $1,885 | |
| FLANDERS FIELDS | ||||||||
| 745 ATLANTA RD STE 108 | CUMMING | GA | 30040 | NONE | PUBLIC | GENERAL FUND | $393 | |
| GEORGIA CENTER FOR CHILD ADVOCACY | ||||||||
| PO BOX 11270 SW | ATLANTA | GA | 30310 | NONE | PUBLIC | GENERAL FUND | $943 | |
| HABITATS FOR DOGS AND CATS | ||||||||
| 607 BLUE WATER WAY | CANTON | GA | 30114 | NONE | PUBLIC | GENERAL FUND | $1,977 | |
| HELPING HANDS OF PAULDING COUNTY INC | ||||||||
| PO BOX 1130 | DALLAS | GA | 30132 | NONE | PUBLIC | GENERAL FUND | $4,713 | |
| HUMAN KINDNESS FOUNDATION | ||||||||
| PO BOX 61619 | DURHAM | NC | 27715 | NONE | PUBLIC | GENERAL FUND | $5,913 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC | GENERAL FUND | $1,885 | |
| LOTTIE MOON CHRISTMAS OFFERING | ||||||||
| 3860 MONUMENT AVENUE | RICHMOND | VA | 23230 | NONE | PUBLIC | GENERAL FUND | $3,770 | |
| LOVE WITHOUT REASON INC | ||||||||
| 5600 BRAINERD RD WS-3 | CHATTANOOGA | TN | 37411 | NONE | PUBLIC | GENERAL FUND | $707 | |
| MENTAL HEALTH AMERICA | ||||||||
| 500 MONTGOMERY STREET SUITE 820 | ALEXANRIA | VA | 22314 | NONE | PUBLIC | GENERAL FUND | $943 | |
| NEW PATH 1010 INC | ||||||||
| PO BOX 245 | BETHLEHEM | GA | 30620 | NONE | PUBLIC | GENERAL FUND | $6,048 | |
| NORTHWEST CHRISTIAN CHURCH INC | ||||||||
| 3737 DALLAS ACWORTH HWY NW | DALLAS | GA | 30101 | NONE | PUBLIC | GENERAL FUND | $1,885 | |
| OPERATION UNDERGROUND RAILROAD | ||||||||
| 1950 W CORPORATE WAY | ANAHEIM | CA | 92801 | NONE | PUBLIC | GENERAL FUND | $1,200 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 4010 DEANS BRIDGE RD | HEPHZIBAH | GA | 30815 | NONE | PUBLIC | GENERAL FUND | $2,121 | |
| PAULDING CHILD ADVOCACY CENTER INC | ||||||||
| PO BOX 703 | DALLAS | GA | 30132 | NONE | PUBLIC | GENERAL FUND | $2,500 | |
| PAWSITTIVE SUPPORTERS | ||||||||
| 2290 CAMDEN DRIVE | MARIETTA | GA | 30064 | NONE | PUBLIC | GENERAL FUND | $943 | |
| PEACE PLACE INC | ||||||||
| 652 BARROW PARK DRIVE STE A | WINDER | GA | 30680 | NONE | PUBLIC | GENERAL FUND | $4,163 | |
| POTTERS HOUSE FOR WOMEN INC | ||||||||
| 112 POINTE VIEW CT | JACKSON | GA | 30233 | NONE | PUBLIC | GENERAL FUND | $943 | |
| PUP & CAT CO | ||||||||
| PO BOX 1987 | WINDER | GA | 30680 | NONE | PUBLIC | GENERAL FUND | $2,199 | |
| REDNATION INC | ||||||||
| 767 FERN VALLEY LANE | BLAIRSVILLE | GA | 30512 | NONE | PUBLIC | GENERAL FUND | $1,770 | |
| SALVATION ARMY NATIONAL CORP | ||||||||
| 784 N CHASE ST | ATHENS | GA | 30601 | NONE | PUBLIC | GENERAL FUND | $1,100 | |
| SAMARITANS PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC | GENERAL FUND | $54,447 | |
| SCHIZOPHRENIA INTERNATIONAL RESEARCH SOCIETY | ||||||||
| 5034 THOROUGHBRED LANE STE A | BRENTWOOD | TN | 37027 | NONE | PUBLIC | GENERAL FUND | $943 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PUBLIC | GENERAL FUND | $943 | |
| SOUTHEAST ANIMAL WELFARE SERVICES | ||||||||
| 1109 S PARK STREET STE 504-199 | CARROLLTON | GA | 30117 | NONE | PUBLIC | GENERAL FUND | $2,357 | |
| SOUTHEASTERN HEALTHCARE FOUNDATION | ||||||||
| PO BOX 100336 | GAINESVILLE | FL | 32610 | NONE | PUBLIC | GENERAL FUND | $25,000 | |
| ST BALDRICK'S FOUNDATION | ||||||||
| 1333 SOUTH MAYFLOWER AVENUE STE 400 | MONROVIA | CA | 91016 | NONE | PUBLIC | GENERAL FUND | $1,100 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL FUND | $5,106 | |
| TEAM RUBICON (MATCH) | ||||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | NONE | PUBLIC | GENERAL FUND | $200 | 200 |
| THE SALVATION ARMY | ||||||||
| 202 WATERMAN ST SE | MARIETTA | GA | 30060 | NONE | PUBLIC | GENERAL FUND | $943 | |
| THE ST VINCENT DEPAUL SOCIETY OF GEORGIA | ||||||||
| 2050 CHAMBLEE TUCKER ROAD | ATLANTA | GA | 30341 | NONE | PUBLIC | GENERAL FUND | $943 | |
| UNION COUNTY SENIOR CENTER ACTIVITY FUND | ||||||||
| 474 MEEKS AVENUE | BLAIRSVILLE | GA | 30512 | NONE | PUBLIC | GENERAL FUND | $1,188 | |
| VERTICAL LIFE CHURCH | ||||||||
| PO BOX 2144 | DALLAS | GA | 30132 | NONE | PUBLIC | GENERAL FUND | $7,540 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PUBLIC | GENERAL FUND | $943 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,281 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,451 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,331 | 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 | $563,730 | 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 | $563,730 | FairMarketValueAmt |
| Received | 2022-12-01 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LORD ABBETT DEV GROWTH A | AT COST | $375,002 | $246,578 |
| LORD ABBETT GROWTH LEADERS A | AT COST | $498,502 | $482,650 |
| JH FNDM LARGE CAP CORE A | AT COST | $467,559 | $599,936 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT TRANSACTIONS AT YEAR-END | Desc |
| Amt | $5,341 | Amt |
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 |
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