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Nonprofiteer
← CALVIN B BEACH TRUST 01-13620

Form 990 for tax year 2023

Filed by CALVIN B BEACH TRUST 01-13620.

Totals

Total revenue
$887,987
Total expenses
$751,769
Contributions and grants received
$0
Grants paid
$656,828
Program service revenue
$0
Investment income
$418,448
Other revenue
$469,539
Total assets, end of year
$8,602,489
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,602,489
Program services expenses (Part IX)
$656,828
Management and general expenses
$94,941
Fundraising expenses
$0
Program service expenses (Part III)
$656,828

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $352,858 · excluded $352,858

  • 5 · Royalties

    total $469,539 · excluded $469,539

  • 7a · Gross sales of assets other than inventory

    securities $971,414

  • 7b · Less cost or other basis and sales expenses

    securities $905,824

  • 7c · Gain or loss

    securities $65,590

  • 7d · Net gain or loss

    total $65,590 · excluded $65,590

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $656,828 · program services $656,828

  • 5 · Compensation of officers, directors and key employees

    total $87,032 · management and general $87,032

  • 11c · Fees: accounting

    total $2,500 · management and general $2,500

  • 24a · Other expenses: FOREIGN TAXES

    total $5,394 · management and general $5,394

  • 24b · Other expenses: STATE FILING FEE

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,161,967 · end of year $466,991

  • 11 · Investments: publicly traded securities

    beginning of year $7,302,017 · end of year $8,135,498

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,463,984 · end of year $8,602,489

Mission and programs · 2023

Mission

TO SUPPORT ORGANIZATIONS LISTED IN SCHEDULE A PART I

  • BISHOP OF PROT. EPISCOPAL CHURCH - GRANT

    Expenses $328,414 · Grants $328,414

  • ST. MARY'S SERVICES - GRANT

    Expenses $328,414 · Grants $328,414

As filed on the 2023 return.

Listed in Part VII

  • Northern Trust Company

    TRUSTEE

    Total calculated
    $87,032
    From this org
    $87,032
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
23 January 2025
IRS schema version
2023v6.0
Source object
202510389349300041

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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