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Nonprofiteer
← ORLEAN AND RALPH W BEESON FUND

Form 990 for tax year 2022

Filed by ORLEAN AND RALPH W BEESON FUND.

Totals

Total revenue
$1,222,791
Total expenses
$2,326,711
Contributions and grants received
$0
Grants paid
$1,980,086
Program service revenue
$0
Investment income
$1,222,791
Other revenue
$0
Total assets, end of year
$47,857,948
Total liabilities, end of year
$1,784,966
Net assets or fund balances, end of year
$46,072,982
Program services expenses (Part IX)
$1,980,086
Management and general expenses
$346,625
Fundraising expenses
$0
Program service expenses (Part III)
$1,980,086

Program services were 85.1% 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 $737,819 · excluded $737,819

  • 7a · Gross sales of assets other than inventory

    securities $13,463,759

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

    securities $12,978,787

  • 7c · Gain or loss

    securities $484,972

  • 7d · Net gain or loss

    total $484,972 · excluded $484,972

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,889,086 · program services $1,889,086

  • 3 · Grants to foreign organizations and individuals

    total $91,000 · program services $91,000

  • 11a · Fees: management

    total $195,000 · management and general $195,000

  • 11f · Fees: investment management

    total $70,031 · management and general $70,031

  • 24a · Other expenses: TAX EXPENSE

    total $81,594 · management and general $81,594

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,570,583 · end of year $3,001,713

  • 4 · Accounts receivable

    beginning of year $12,150 · end of year $17,434

  • 11 · Investments: publicly traded securities

    beginning of year $47,826,499 · end of year $38,771,213

  • 12 · Investments: other securities

    beginning of year $7,070,369 · end of year $6,067,588

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,764,715 · end of year $1,784,966

  • 28 · Net assets with donor restrictions

    beginning of year $54,714,886 · end of year $46,072,982

Mission and programs · 2022

Mission

THE FUND IS DEVOTED TO THE BENEFIT OF MANKIND, THE EDUCATION OF YOUTH, THE RELIEF OF HUMAN SUFFERING, AND PROPAGATION OF THE CHRISTIAN RELIGION. THIS MISSION IS CARRIED OUT BY AWARDING GRANTS. NO PROGRAMS ARE CONDUCTED.

Activities or mission (Part I)

THE FUND IS DEVOTED TO THE BENEFIT OF MANKIND THROUGH THE AWARD OF GRANTS.

  • IN 2022, THE FUND AWARDED $1,980,086 MILLION IN GRANTS TO MAKE AN IMPACT ON OUR WORLD AND ITS PEOPLE.

    Expenses $1,980,086 · Grants $1,980,086

As filed on the 2022 return.

Listed in Part VII

  • SUMNER STARLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETH ADAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM ADAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET BRUNSTAD

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JOHN JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BUD KELLER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JEAN SHANKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA SMITH

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MELANIE TALBOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN DULIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN NORRIS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • WILL WYKLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WIN BAIRD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA PATRICK REVEREND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM SHEPHERD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARRIE WALTHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA HARPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN LONG

    HEAD OF STAFF, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENISE MOORE

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    5

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202313129349302066

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

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