BEACH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEACH FOUNDATION (EIN 23-2897351)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349107210
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:36:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 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 | 2022-11-15 | 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 | 2021 | 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 | $13,672,091 | 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 | $146,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $899,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,804,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $899,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,046,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,046,087 | 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 |
| Interest Rev And Expnss | $850 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $850 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $608 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,975 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $668,892 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $668,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $668,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $353,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,044,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $654,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $654,805 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $503 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $503 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $503 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $7,663,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,441,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,510,660 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $723,659 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $723,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $725,050 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $655,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $535,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $781,073 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,055,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,355,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,672,091 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $638 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $8,560,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,861,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,055,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,355,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,055,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,355,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,055,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $353,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,364 | OtherIncreasesAmt |
| Subtotal | $9,411,348 | SubtotalAmt |
| Other Decreases | $55,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,355,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN, NOMINEE | $2,493,918 | $2,443,623 | $50,295 | $50,295 | |
| JP MORGAN, NOMINEE | $3,876,104 | $2,897,579 | $978,525 | $978,525 | |
| JP MORGAN, NOMINEE | $2,434,503 | $2,561,863 | -$127,360 | -$127,360 | |
| ENTERPRISE PRODUCTS PARTNERS LP K-1 - SEC 1231 | -$1,959 | -$1,959 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $899,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,511 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $263 | EsPenaltyAmt |
| Overpayment | $13,729 | OverpaymentAmt |
| Applied To ES Tax | $13,729 | 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 | $12,970,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $503 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,272,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,272,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,073,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $653,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $653,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,519 | TotalTaxAmt |
| Distributable Before Adj | $639,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $639,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $639,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $668,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $668,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $21,273 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $668,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,341 | 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 | $219,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,273 | ExcessFromYear3Amt |
| Excess From Year2 | $104,596 | ExcessFromYear2Amt |
| Excess From Year1 | $63,722 | ExcessFromYear1Amt |
| Excess From Current Year | $29,750 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $75,000 | |||||
| BALD PEAK COMMUNITY FUND | ||||||||||||
| P O BOX 201 | MELVIN VILLAGE | NH | 03850 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |||||
| 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 | |||||
| CHOCORUA CHAPEL | ||||||||||||
| P O BOX 356 | HOLDERNESS | NH | 03245 | NONE | 501(C)(3) | GENERAL FUND | $200 | |||||
| COMMONWEATLH FOUNDATION | ||||||||||||
| 225 STATE STREET STE 302 | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | GENERAL FUND | $75,000 | |||||
| COMPETITIVE ENTERPRISE INSTITUTE | ||||||||||||
| 1899 L ST NW 12 FL | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL FUND | $25,000 | |||||
| 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 | $25,000 | |||||
| FOUNDATION FOR GOVT ACCOUNTABILITY | ||||||||||||
| 15275 COLLIER BOULEVARD STE 201 | NAPLES | FL | 34119 | NONE | 501(C)(3) | GENERAL FUND | $50,000 | |||||
| FREE TO CHOOSE NETWORK | ||||||||||||
| 2002 FILMORE AVE STE 1 | ERIE | PA | 16506 | NONE | 501(C)(3) | GENERAL FUND | $3,000 | |||||
| GEORGE MASON UNIVERSITY - MERCATUS CENTER | ||||||||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |||||
| GRANITE STATE ADAPTIVE | ||||||||||||
| 44 MIRROR LAKE DRIVE PO BOX 24 | MIRROR LAKE | NH | 03853 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |||||
| HILLSIDE COLLEGE | ||||||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MT | 49242 | NONE | 501(C)(3) | GENERAL FUND | $2,000 | |||||
| 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 | $10,000 | DC 20024 | ||||
| LAKES REGION CONSERVATION TRUST | ||||||||||||
| 156 DANE RD RT 25B PO BOX 766 | CENTER HARBOR | NH | 03226 | NONE | 501(C)(3) | GENERAL FUND | $100 | |||||
| LAW ENFORCEMENT ACTION PARTNERSHIP | ||||||||||||
| 121 MYSTIC AVENUE SUITE 9 MEDFORD | MEDFORD | MA | 02155 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | MASSACHUSETTS 02155 | ||||
| LOON PRESERVATION COMMITTEE | ||||||||||||
| P O BOX 604 | MOULTONBOROUGH | NH | 03254 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| 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 | |||||
| PERC | ||||||||||||
| 2048 ANALYSIS DR STE A | BOZEMAN | MT | 59718 | 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 | |||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1617 JFK BLVD SUITE 1840 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |||||
| 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 | $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 | $50,000 | |||||
| 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 | |||||
| AMERICAN STROKE ASSOCIATION | ||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |||||
| BARRY GOLDWATER INSTITUTE | ||||||||||||
| 500 E CORONADO RD | PHOENIX | AZ | 85004 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| CENTER FOR INDONESIAN POLICY STUDIES | ||||||||||||
| NONE | 501(C)(3) | GENERAL FUND | $1,000 | JALAN TEROGONG RAYA NO 6B | CILANDAK JAKARTA | ID | 12430 | |||||
| FREEDOM FOUNDATION | ||||||||||||
| PO BOX 552 | OLYMPIA | WA | 98507 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |||||
| FREEDOMWORKS FOUNDATION | ||||||||||||
| 111 K ST NE SUITE 600 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | GENERAL FUND | $10,000 | |||||
| INSTITUTE FOR HUMANE STUDIES | ||||||||||||
| 343434 WASHUNGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| FGCU WOMEN'S | ||||||||||||
| 10501 FGCU BOULEVARD SOUTH | FORT MYERS | FL | 33965 | NONE | 501(C)(3) | GENERAL FUND | $1,000 | |||||
| LEADERSHIP INSTITUTE | ||||||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| JDFRJUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||||
| 555 CROTON RD SUITE 111 | KING OF PRUSSIA | PA | 19406 | NONE | 501(C)(3) | GENERAL FUND | $4,000 | |||||
| MOVING PICTURE INSTITUTE | ||||||||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GENERAL FUND | $2,500 | |||||
| YOUNG AMERICANS AGAINST SOCIALISM | ||||||||||||
| PO BOX 162 | BOEME | TX | 78006 | NONE | 501(C)(3) | GENERAL FUND | $2,000 | |||||
| YOUNG AMERICANS FOR LIBERTY FOUNDATION | ||||||||||||
| 500 N CAPITAL OF TEXAS HWY BLDG 5 | AUSTIN | TX | 78746 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| NATIONAL TAXPAYERS UNION | ||||||||||||
| 122 C STREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL FUND | $5,000 | |||||
| ENTERPRISE PRODUCTS PARTNERS LP - K-1 | ||||||||||||
| PO BOX 4018 | HOUSTON | TX | 77210 | NONE | 501(C)(3) | GENERAL FUND | $42 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $668,892 | 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 | $146,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $899,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,046,087 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,046,087 | 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 |
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 | $725,050 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,320,055 | $7,758,905 |
| PUBLICLY TRADED ALTERNATIVE ASSETS | $1,121,422 | $3,751,755 |
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 | $535,058 | BookValueAmt |
| EOYFMV | $781,073 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DEDUCTIBLE EXPENSES | $87 |
| UBTI REPORTED ON FORM 990-T | $55,759 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-TAXABLE INCOME | Desc |
| Amt | $2,364 | Amt |
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 | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $608 | $608 | $0 |
| 990-PF TAX | $20,000 | $0 | $0 |
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