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← THE BEALL FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by THE BEALL FAMILY FOUNDATION.

Totals

Total revenue
$243,729
Total expenses
$1,419,644
Contributions and grants received
$0
Grants paid
$1,242,635
Program service revenue
$0
Investment income
$145,695
Other revenue
$98,034
Total assets, end of year
$6,797,037
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,797,037
Program services expenses (Part IX)
$1,242,635
Management and general expenses
$177,009
Fundraising expenses
$0
Program service expenses (Part III)
$1,242,635

Program services were 87.5% 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 $59,666 · unrelated business $253 · excluded $59,413

  • 6a · Gross rents

    real property $87,773

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $87,773

  • 6d · Net rental income or loss

    total $87,773 · unrelated business $87,775 · excluded -$2

  • 7a · Gross sales of assets other than inventory

    securities $1,348,924

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

    securities $1,262,895

  • 7c · Gain or loss

    securities $86,029

  • 7d · Net gain or loss

    total $86,029 · excluded $86,029

  • 11a · Other revenue: OTHER INCOME FROM K-1S

    total $47,887 · unrelated business $0 · excluded $47,887

  • 11b · Other revenue: ORDINARY INCOME/(LOSS) FROM K-1S

    total -$3,426 · unrelated business $0 · excluded -$3,426

  • 11c · Other revenue: CAPITAL GAIN/(LOSS) FROM K-1S

    total -$34,200 · unrelated business -$7 · excluded -$34,193

  • 11e · Other revenue, total

    $10,261

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,242,635 · program services $1,242,635

  • 11c · Fees: accounting

    total $20,074 · management and general $20,074

  • 24a · Other expenses: STATE TAX PAYMENTS

    total $8,500 · management and general $8,500

  • 24b · Other expenses: OTHER DED(FROM K-1'S)

    total $130,811 · management and general $130,811

  • 24c · Other expenses: INVT MGMT FEES-VARIOUS

    total $17,260 · management and general $17,260

  • 24d · Other expenses: FOREIGN TAXES PAID

    total $264 · management and general $264

  • 24e · All other expenses

    total $100 · management and general $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $258,441 · end of year $141,190

  • 2 · Savings and temporary cash investments

    beginning of year $138,804 · end of year $46,157

  • 11 · Investments: publicly traded securities

    beginning of year $1,734,314 · end of year $457,999

  • 12 · Investments: other securities

    beginning of year $5,706,097 · end of year $6,058,421

  • 15 · Other assets

    beginning of year $109,432 · end of year $93,270

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $7,947,088 · end of year $6,797,037

Mission and programs · 2023

Mission

TO PROVIDE CHARITABLE CONTRIBUTIONS AND SUPPORT TO VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS.

Activities or mission (Part I)

TO SUPPORT THE ORANGE COUNTY COMMUNITY FOUNDATION

  • CASH DONATIONS WERE MADE TO CHARITABLE ORGANIZATIONS TO SUPPORT VARIOUS LOCAL AND NATIONAL CHARITIES AND FOUNDATIONS.

    Expenses $1,242,635 · Grants $1,242,635

As filed on the 2023 return.

Listed in Part VII

  • Jeffrey R Beall

    CHAIRMAN/PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenneth L Beall

    VP/CFO/SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Shelley Hoss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael E Rakestraw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carol Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202402989349301685

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