BEACH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEACH FOUNDATION (EIN 23-2897351)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-14
- IRS object ID
- 202220459349101407
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T17:45:12-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231994281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZWEIG RAMICK & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3466 PROGRESS DR STE 108 | AddressLine1Txt |
| City | BENSALEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232897351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEACH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAC | BusinessNameControlTxt |
| Phone | 6109401111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DRIVE NO 220 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E BEACH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6109401111 | PhoneNum |
| Signature | 2022-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | BEACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J BORTON | PreparerPersonNm |
| PTIN | P01392742 | PTIN |
| Phone | 2156451311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,742,656 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $189,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$218,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,954,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$28,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,139 | 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 |
| Accounting Fees Rev And Expnss | $10,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,600 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,600 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $667,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$696,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,988 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $503 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $503 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $503 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $6,253,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,663,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,292,837 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,251,819 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $723,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $739,551 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,191,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $655,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $696,777 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,854 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,797,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,055,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,742,656 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $638 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $638 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $638 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $494,441 | CapitalStockBOYAmt |
| Capital Stock EOY | $494,441 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,302,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,560,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,797,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,055,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,797,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,055,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,797,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$696,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,100,873 | SubtotalAmt |
| Other Decreases | $45,524 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,055,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LIQUIDATION OF GARDEN LANE INVESMTNET FUND | P | $22,242 | $22,242 | $22,242 | |
| ENERGY TRANSFER LP K-1 - SEC 1231 | P | -$10 | -$10 | ||
| ENTERPRISE PRODUCTS PARTNERS LP K-1 - SEC 1231 | P | -$1,997 | -$1,997 | ||
| JP MORGAN, NOMINEE | $7,931,824 | -$238,344 | -$238,344 | $8,170,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$218,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Overpayment | $2,511 | OverpaymentAmt |
| Applied To ES Tax | $2,511 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | THOMAS E BEACH | IndividualWithBooksNm |
| Phone | 6109401111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 300 BARR HARBOR DRIVE STE 220 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS E BEACH | ||||||||
| C/O 300 BARR HARBOR DRIVE STE 220 | WEST CONSHOHOCKEN | PA | 19428 | PRESIDENT & DIRECTOR | 2.00 | $0 | $0 | $0 |
| WALTER T BEACH | ||||||||
| C/O 300 BARR HARBOR DRIVE STE 220 | WEST CONSHOHOCKEN | PA | 19428 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONATHAN T BEACH | ||||||||
| C/O 300 BARR HARBOR DRIVE STE 220 | WEST CONSHOHOCKEN | PA | 19428 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| THEODORE T BEACH | ||||||||
| C/O 300 BARR HARBOR DRIVE STE 220 | WEST CONSHOHOCKEN | PA | 19428 | TREASURER & DIRECTOR | 0.00 | $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 | $10,999,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $503 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,190,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,190,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,022,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $551,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $551,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,439 | TotalTaxAmt |
| Distributable Before Adj | $548,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $548,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $548,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $612,433 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $612,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $548,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $21,273 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $104,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $548,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,722 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $189,591 | 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 | $189,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,273 | ExcessFromYear2Amt |
| Excess From Year1 | $104,596 | ExcessFromYear1Amt |
| Excess From Current Year | $63,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS E BEACH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ENERGY TRANSFER LP - K-1 | ||||||||
| 8111 WESTCHESTER DRIVE | DALLAS | TX | 75225 | NONE | 501(C)(3) | GENERAL FUND | $33 | |
| AMERICANS FOR PROSPERITY FOUNDATION | ||||||||
| 1310 N COURTHOUSE RD STE 700 | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| ATLAS NETWORK | ||||||||
| 1201 L STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL FUND | $50,000 | |
| BALD PEAK COMMUNITY FUND | ||||||||
| P O BOX 201 | MELVIN VILLAGE | NH | 03850 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| BETH TORTOLINI FOUNDATION | ||||||||
| P O BOX 1004 | MANHASSET | NY | 11030 | NONE | 501(C)(3) | GENERAL FUND | $250 | |
| CASTLE PRESERVATION SOCIETY | ||||||||
| P O BOX 687 | MOULTONBOROUGH | NH | 03254 | NONE | 501(C)(3) | GENERAL FUND | $250 | |
| CATO INSTITUTE | ||||||||
| 1000 MASS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL FUND | $25,000 | |
| CIT CENTER FOR INDEPENDENT THOUGHT | ||||||||
| 1420 WALNUT STREET SUITE 1011 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | GENERAL FUND | $3,000 | |
| COMMONWEATLH FOUNDATION | ||||||||
| 225 STATE STREET STE 302 | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | GENERAL FUND | $75,000 | |
| CITRS | ||||||||
| 40 MORRIS AVE SUITE 100 | BRYN MAWR | PA | 19010 | NONE | 501(C)(3) | GENERAL FUND | $800 | |
| COMPETITIVE ENTERPRISE INSTITUTE | ||||||||
| 1899 L ST NW 12 FL | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL FUND | $25,000 | |
| CHOCORUA CHAPEL | ||||||||
| P O BOX 356 | HOLDERNESS | NH | 03245 | NONE | 501(C)(3) | GENERAL FUND | $200 | |
| DONORS TRUST THE COMMUNITY FOUNDATION FOR LIBERTY | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| EDCHOICE | ||||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |
| FEDERALIST SOCIETY FOR LAW & PUBLIC STUDIES | ||||||||
| 1776 I ST NW SUITE 300 WASHINGTON | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL FUND | $15,000 | DC 20006 |
| FIRE (FOUND FOR IND RIGHTS IN EDU) | ||||||||
| 510 WALNUT ST STE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | GENERAL FUND | $50,000 | |
| FOREIGN POLICY RESEARCH INSTITUTE | ||||||||
| 1528 WALNUT ST STE 610 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 1819 PEACHTREE ROAD NE SUITE 300 | ATLANTA | GA | 30309 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |
| FOUNDATION FOR GOVT ACCOUNTABILITY | ||||||||
| 15275 COLLIER BOULEVARD STE 201 | NAPLES | FL | 34119 | NONE | 501(C)(3) | GENERAL FUND | $40,000 | |
| FREE TO CHOOSE NETWORK | ||||||||
| 2002 FILMORE AVE STE 1 | ERIE | PA | 16506 | NONE | 501(C)(3) | GENERAL FUND | $3,000 | |
| GMU FOUND (GEORGE MASON) | ||||||||
| ENTERPRISE HALL RM 354 4400 UNIV DR | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | MS3G4 |
| HILLSIDE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MT | 49242 | NONE | 501(C)(3) | GENERAL FUND | $2,000 | |
| HOOVER INSTITUTION | ||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| ILLINOIS POLICY INSTITUTE | ||||||||
| 190 S LASALLE STREET SUITE 1500 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | GENERAL FUND | $3,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | GENERAL FUND | $25,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD ST SW SUITE 800 WASHINGTO | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | GENERAL FUND | $12,000 | DC 20024 |
| LAW ENFORCEMENT ACTION PARTNERSHIP | ||||||||
| 121 MYSTIC AVENUE SUITE 9 MEDFORD | MEDFORD | MA | 02155 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | MASSACHUSETTS 02155 |
| LAKES REGION CONSERVATION TRUST | ||||||||
| 156 DANE RD RT 25B PO BOX 766 | CENTER HARBOR | NH | 03226 | NONE | 501(C)(3) | GENERAL FUND | $100 | |
| LOON PRESERVATION COMMITTEE | ||||||||
| P O BOX 604 | MOULTONBOROUGH | NH | 03254 | NONE | 501(C)(3) | GENERAL FUND | $15,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 W MAIN ST P O BOX 568 | MIDLAND | MT | 48640 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| NAPLES BOTANTICAL GARDEN | ||||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| NAPLES YACHT CLUB | ||||||||
| 700 FOURTEEN AVENUE SOUTH | NAPLES | FL | 34102 | NONE | 501(C)(3) | GENERAL FUND | $250 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) | GENERAL FUND | $15,000 | |
| PLATT CADDIE SCHOLARSHIP | ||||||||
| P O BOX 808 | SOUTHEASTERN | PA | 19399 | NONE | 501(C)(3) | GENERAL FUND | $250 | |
| PRAGER UNIVERSITY FOUNDATION | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1617 JFK BLVD SUITE 1840 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |
| REAL CLEAR FOUNDATION | ||||||||
| 666 DUNDEE ROAD BUILDING 600 | NORTHBROOK | IL | 60062 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| CONSERVANCY OF SW FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |
| REASON FOUNDATION | ||||||||
| 3415 S SEPULVEDA BLVDSTE 400 | LOS ANGELES | CA | 90034 | NONE | 501(C)(3) | GENERAL FUND | $60,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| P O BOX 204 | HOLDERNESS | NH | 03245 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |
| SQUAM LAKES CONSERVATION SOCIETY | ||||||||
| P O BOX 696 | HOLDERNESS | NH | 03245 | NONE | 501(C)(3) | GENERAL FUND | $10,250 | |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||||
| P O BOX 173 | HOLDERNESS | NH | 03245 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 NORTH FORT MYER DRIVE SUITE | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | GENERAL FUND | $15,000 | 360 |
| STUDENTS FOR LIBERTY | ||||||||
| P O BOX 17321 | ARLINGTON | VA | 22216 | NONE | 501(C)(3) | GENERAL FUND | $45,000 | |
| ST BALDRICK'S FOUNDATION | ||||||||
| 1333 SMAYFLOWER AVENUE SUITE 400 | MONROVIA | CA | 91016 | NONE | 501(C)(3) | GENERAL FUND | $500 | |
| THE WRIGHT MUSEUM | ||||||||
| P O BOX 1212 77 CENTER ST | WOLFEBORO | NH | 03894 | NONE | 501(C)(3) | GENERAL FUND | $250 | |
| TURNING POINT USA NFP | ||||||||
| 217 1/2 ILLINOIS STREET | LEMONT | IL | 60439 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| UNITED SOUTH END SETTLEMENT (CAMP HALE) | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | 501(C)(3) | GENERAL FUND | $1,800 | |
| YOUNG VOICES | ||||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| GEORGE MASON UNIVERSITY - MERCATUS CENTER | ||||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |
| PERC | ||||||||
| 2048 ANALYSIS DR STE A | BOZEMAN | MT | 59718 | NONE | 501(C)(3) | GENERAL FUND | $15,000 | |
| SEEKING EDUCATIONAL EXCELLENCE | ||||||||
| P O BOX 542 HIGLEY | HIGLEY | AZ | 85236 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |
| GRANITE STATE ADAPTIVE | ||||||||
| 44 MIRROR LAKE DRIVE PO BOX 24 | MIRROR LAKE | NH | 03853 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,433 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$218,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$28,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$28,970 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF FORM 990-PF | CategoryTxt |
| Amt | $10,280 | Amt |
| Net Investment Income | $10,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED BONDS | BondNm |
| EOY Book Value | $723,659 | EOYBookValueAmt |
| EOYFMV | $739,551 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,061,246 | $6,691,362 |
| PUBLICLY TRADED ALTERNATIVE ASSETS | $1,602,390 | $3,601,475 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENTERPRISE PRODUCTS PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $655,201 | BookValueAmt |
| EOYFMV | $696,777 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $9 | $0 | $0 |
| PURCHASED INTEREST | $11,845 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES | $199 |
| UBTI REPORTED ON FORM 990-T | $45,325 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INNOVATION PLUS LLC | Desc |
| BOY Book Value | $638 | BOYBookValueAmt |
| EOY Book Value | $638 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,782 | $1,782 | $0 |
| 990-PF TAX | $41,323 | $0 | $0 |
| PA REGISTRATION FEE | $30 | $0 | $0 |
Comments