2022-09-01T07:14:24-05:00 2021-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2021-01-01 311441552 THE BEECHWOOD FOUNDATION BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2022-08-29 1 PATRICIA CLARK 999009999 GREGORY A DEYHLE P00341594 5132412940 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 29756780 0 X N/A X 1995 OH TO SUPPORT BEECHWOOD HOME. 7 7 0 0 0 0 0 0 0 0 1864054 2641750 0 0 1864054 2641750 1862856 2455412 0 0 0 0 0 0 0 175636 192749 2038492 2648161 -174438 -6411 41840513 46975678 0 0 41840513 46975678 X THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. BEECHWOOD HOME IS A SECTION 501(C) PUBLIC ORGANIZATION CHARITY THAT WAS FORMED TO PROVIDE SHELTER, CARE, MEDICAL TREATMENT, AND PROTECTION FOR PERSONS WHO ARE AFFLICTED WITH INCURABLE DISEASES. 0 0 2455412 2455412 1275715 THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. 2455412 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OH X BEECHWOOD HOME 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 X ADELE CRAFT TRUSTEE 0.50 X 0 0 0 RICHARD D OLIVER PRESIDENT 0.50 X X 0 0 0 JAMES R GIBBS TRUSTEE 0.50 X 0 0 0 TIMOTHY TOFT TRUSTEE 0.50 X 0 0 0 WILLIAM BAECHTOLD TRUSTEE 0.50 X 0 0 0 ROBERT CHIP HEIDT III TRUSTEE 0.50 X 0 0 0 TAD DEBORD TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1366035 1366035 28390745 27115030 1275715 1275715 1275715 2641750 1275715 0 1366035 2455412 2455412 192749 192749 2648161 2455412 192749 0 80748 74338 41759765 46901340 41840513 46975678 0 0 X 41240513 46375678 600000 600000 41840513 46975678 41840513 46975678 -6411 5141576 0 X X 1 X 0 1 0 X X 1 BEECHWOOD HOME 310537069 10 1 2455412 0 1 2455412 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 41840513 7783326 2455412 192749 46975678 39589973 4289032 1862856 175636 41840513 33806684 100000 8115497 2255137 177071 39589973 36992946 -619314 2383128 183820 33806684 33156123 6107864 2095956 175085 36992946 0.98700 0.01300 0 0 0 X PART V, LINE 4: THE HOME HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE CALENDAR YEAR END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE HOME CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE HOME EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE THAT SUFFICIENTLY SATISFIES THE HOMES ABILITY TO PROVIDE CARE TO ITS RESIDENTS AT A CONSISTENT LEVEL INDEFINITELY. THIS IS CONSISTENT WITH THE HOME'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME FROM RENTAL OF ITS FORMER ASSISTED LIVING SPACE. THERE WAS NO TAX CHARGED AGAINST CURRENT OPERATIONS. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS. IN THE NORMAL COURSE OF BUSINESS, THE ORGANIZATION IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE ORGANIZATION BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2021. 1 BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 452083234 310537069 501(C)(3) 2455412 0 FUND OPERATIONS OF BEECHWOOD HOME PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING CONTROL OVER THE ELECTRONIC TRANSFER OF THE FUNDS FROM THE FOUNDATION TO BEECHWOOD HOME. FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL E-MAIL A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY WILL INFORM THE CFO. THE CFO WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE CFO WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. PART XII, LINE 2C THE BOARD OF TRUSTEES REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. BEECHWOOD HOME 2140 POGUE AVENUE CINCINNATI OH 452083234 310537069 TO CARE FOR RESIDENTS WITH INCURABLE MEDICAL CONDITIONS. OH 501(C)(3) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEECHWOOD HOME B 2455412