STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BEEMOK FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BEEMOK FAMILY FOUNDATION (EIN 46-5382571)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202433129349101233
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T12:55:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 5TH AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465382571EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEEMOK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEEMBusinessNameControlTxt
Phone8432663880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MEETING STREET 206AddressLine1Txt
CityCHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABBY KNABPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone8432663880PhoneNum
Signature2024-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUE ROBISONPreparerPersonNm
PTINP00560072PTIN
Phone2062814444PhoneNum
Preparation2024-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,633,732FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,066,207ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,808,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,808,411DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,808,411DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$3,874,618TotalRevAndExpnssAmt
Total Net Invst Incm$1,808,411TotalNetInvstIncmAmt
Total Adj Net Incm$1,808,411TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,350,233OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,151,465OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$183,538PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$177,513PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$35,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,157AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$657AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$263,373OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$235,873OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$50,000TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,945TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,858TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$298,276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$294,434OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,211,522TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,928,800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,107,878ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,107,878ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,319,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,036,678TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,444,782ExcessRevenueOverExpensesAmt
Net Investment Income$1,808,411NetInvestmentIncomeAmt
Adjusted Net Income$1,808,411AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$236,516CashBOYAmt
Cash EOY$433,254CashEOYAmt
Cash EOYFMV$433,254CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,921,845SavAndTempCashInvstBOYAmt
Prepaid Expenses BOY$5,595PrepaidExpensesBOYAmt
Prepaid Expenses EOY$625PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$625PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$32,641,245USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$32,641,245USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,490,800CorporateStockBOYAmt
Corporate Stock EOY$3,490,800CorporateStockEOYAmt
Corporate Stock EOYFMV$9,558,608CorporateStockEOYFMVAmt
Land BOY$80,000LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Total Assets BOY$44,734,756TotalAssetsBOYAmt
Total Assets EOY$36,565,924TotalAssetsEOYAmt
Total Assets EOYFMV$42,633,732TotalAssetsEOYFMVAmt
Accounts Payable BOY$20,030AccountsPayableBOYAmt
Accounts Payable EOY$295,980AccountsPayableEOYAmt
Total Liabilities BOY$20,030TotalLiabilitiesBOYAmt
Total Liabilities EOY$295,980TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$44,714,726RetainedEarningBOYAmt
Retained Earning EOY$36,269,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,714,726TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,269,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,734,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,565,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,714,726TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,444,782ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$36,269,944SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,269,944TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,137InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,137SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,137TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$55,910EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,910TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$30,773OverpaymentAmt
Applied To ES Tax$30,773AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressMEETINGSTREETSCHOLARSHIPFUND.ORGWebsiteAddressTxt
Individual With BooksABIGAIL KNAB BEEMOK CAPITALIndividualWithBooksNm
Phone8432663880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 MEETING STREET STE 206AddressLine1Txt
CityCHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BENJAMIN W NAVARRO
200 MEETING STREET STE 206CHARLESTONSC29401TRUSTEE/CHAIRPERSON0.25$0$0$0
KELLY K NAVARRO
200 MEETING STREET STE 206CHARLESTONSC29401TRUSTEE0.25$0$0$0
ABIGAIL KNAB
200 MEETING STREET STE 206CHARLESTONSC29401CFO/TREASURER0.25$0$0$0
ISAAC GRUBER
200 MEETING STREET STE 206CHARLESTONSC29401GENERAL COUNSEL1.20$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOSH BELL
200 MEETING STREET STE 206CHARLESTONSC29401EXECUTIVE DIRECTOR40.00$272,803$47,794$0
CARLEY LANE
200 MEETING STREET STE 206CHARLESTONSC29401VP40.00$216,333$40,120$0
ANDREA KINDORF
200 MEETING STREET STE 206CHARLESTONSC29401VP40.00$228,317$11,878$0
PAUL ASPER
200 MEETING STREET STE 206CHARLESTONSC29401VP40.00$197,572$22,577$0
JOHN HUBER-MACNEALY
200 MEETING STREET STE 206CHARLESTONSC29401DIRECTOR40.00$79,847$25,474$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CHRISTOPHER N RUSZKOWSKI
1338 SEA BASS COVECHARLESTONSC29412EDUCATION CONSULTING$89,000
BLAKE CAMERON
348 5TH AVEMT PLEASANTSC29464HEALTH CONSULTING$61,154
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIP: THE MEETING STREET SCHOLARSHIP FUND. SEE STMT 15 FOR CONTINUATION.Description1Txt
Expenses1$4,144,936Expenses1Amt
Description2HEALTH INITIATIVES: PROVIDED STRATEGIC AND TECHNICAL SUPPORT TO PUBLIC CHARITY GRANTEES' INNOVATIVE MENTAL AND PHYSICAL WELLNESS INITIATIVES.Description2Txt
Expenses2$328,908Expenses2Amt
Description3EDUCATION INITIATIVES: PROVIDED STRATEGIC AND TECHNICAL SUPPORT TO GRANTEE SCHOOLS AND THEIR EDUCATION INITIATIVES.Description3Txt
Expenses3$314,766Expenses3Amt
Description4COLLEGE ACCESS PROGRAM (PILOT): AFTER-SCHOOL PROGRAM AT FOUR PUBLIC HIGH SCHOOLS TO SUPPORT COLLEGE-BOUND SENIORS WITH THE COLLEGE ADMISSIONS AND FINANCIAL AID PROCESS.Description4Txt
Expenses4$39,996Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,293,376AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,510,295AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$42,803,671TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$42,803,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$642,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,161,616NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,108,081MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,036,678ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,036,678QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$4,016,192ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,976,182ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,459,199ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,328,522ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,780,095TotalExcessDistributionCyovAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$31,780,095TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,780,095ExcessDistriCyovToNextYrAmt
Excess From Year4$4,016,192ExcessFromYear4Amt
Excess From Year3$16,976,182ExcessFromYear3Amt
Excess From Year2$5,459,199ExcessFromYear2Amt
Excess From Year1$5,328,522ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,808,411CurrentYearAmt
Year1$668,825Year1Amt
Year2$187,490Year2Amt
Year3$417,894Year3Amt
Total$3,082,620TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$1,537,149CurrentYearAmt
Year1$568,501Year1Amt
Year2$159,367Year2Amt
Year3$355,210Year3Amt
Total$2,620,227TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$12,036,678CurrentYearAmt
Year1$7,909,500Year1Amt
Year2$8,543,348Year2Amt
Year3$20,435,911Year3Amt
Total$48,925,437TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$7,126,583CurrentYearAmt
Year1$5,830,458Year1Amt
Year2$7,826,250Year2Amt
Year3$20,424,000Year3Amt
Total$41,207,291TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$4,910,095CurrentYearAmt
Year1$2,079,042Year1Amt
Year2$717,098Year2Amt
Year3$11,911Year3Amt
Total$7,718,146TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$1,405,387CurrentYearAmt
Year1$1,726,850Year1Amt
Year2$2,057,837Year2Amt
Year3$2,310,359Year3Amt
Total$7,500,433TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBENJAMIN W NAVARROContributingManagerNm
Contributing ManagerKELLY K NAVARROContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWWWMEETINGSTREETSCHOLARSHIPFUNDORGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MEETING STREET SUITE 206AddressLine1Txt
CityCHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8432122931RecipientPhoneNum
Form And Info And MaterialsPLEASE APPLY ONLINE. APPLICATIONS ARE NOT ACCEPTED BY PHONE OR MAIL.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsTHE MEETING STREET SCHOLARSHIP FUND AWARDS GRANTS TO QUALIFIED INDIVIDUALS. SEE WWW.MEETINGSTREETSCHOLARSHIPFUND.ORG FOR MORE INFORMATION. OUTSIDE OF THE MEETING STREET SCHOLARSHIP FUND, THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601NONEPCMATCHING CONTRIBUTION$250
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPCLOWCOUNTRY HEART WALK CAMPAIGN$1,000
AMERICAN RED CROSS
2424-A CITY HALL LANENORTH CHARLESTONSC29406NONEPCLOWCOUNTRY CHAPTER$5,000
AYCO CHARITABLE FOUNDATION
25 BRITISH AMERICAN BLVDLATHAMNY12110NONEPCHEALTH INITIATIVES$600,000
AYCO CHARITABLE FOUNDATION
25 BRITISH AMERICAN BLVDLATHAMNY12110NONEPCEDUCATIONAL PROGRAMMING$500,000
AYCO CHARITABLE FOUNDATION
25 BRITISH AMERICAN BLVDLATHAMNY12110NONEPCEDUCATIONAL PROGRAMMING$500,000
AYCO CHARITABLE FOUNDATION
25 BRITISH AMERICAN BLVDLATHAMNY12110NONEPCEDUCATIONAL PROGRAMMING$100,000
CITY OF CHARLESTON
75 CALHOUN STREET SUITE 3200CHARLESTONSC29401NONEPCHOUSING AND COMMUNITY DEVELOPMENT$333,333
COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVENUENORTH CHARLESTONSC29405NONEPCSOCIAL VENTURE PARTNERS$10,000
COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVENUENORTH CHARLESTONSC29405NONEPCACCESS TO QUALITY EDUCATION$220,000
GREEN HEART PROJECT INC
759 KING STREET SUITE ACHARLESTONSC29403NONEPCURBAN FARM$3,000
MEETING STREET SCHOOLS
200 MEETING STREET SUITE 206CHARLESTONSC29401NONEPCSCHOOL OPERATIONS$146,121
MODERN MINDS
40 CALHOUN STREET SUITE 240CHARLESTONSC29401NONEPCCLINIC OPERATIONS$3,845,000
MUSC FOUNDATION
18 BEE ST MSC 450CHARLESTONSC29425NONESO III FIHOLLINGS CANCER CENTER$534,379
MUSC FOUNDATION
18 BEE ST MSC 450CHARLESTONSC29425NONESO III FIFRANK F NAVARRO UROLOGICAL CANCER FUND$100,000
PALMETTO PROMISE INSTITUTE
PO BOX 12676COLUMBIASC29211NONEPCARTIS WARE CENTER FOR EDUCATIONAL OPPORTUNITY FUND$60,000
RECEPTIONS FOR RESEARCH THE GREG OLSEN FOUNDATION
200 EAST LAS OLAS BLVD STE 1550FORT LAUDERDALEFL33301NONEPCPROGRAMS SUPPORTING FAMILIES WITH CHILDREN WITH CONGENITAL HEART DISEASE$12,000
ST MARY OF THE ANNUNCIATION CATHOLIC CHURCH
95 HASELL STREETCHARLESTONSC29401NONEPCCAPITAL IMPROVEMENTS$58,500
UNBOUND BALLET
300 ASHLEY AVENUECHARLESTONSC29403NONEPCEDUCATIONAL DANCE PROGRAMMING$5,000
VARIOUS - SEE STMT 13 ANDERSON UNIV
316 BOULEVARDANDERSONSC29621NONEIMEETING STREET SCHOLARSHIPS$27,970
VARIOUS - SEE STMT 13 CLAFLIN UNIVE
400 MAGNOLIA STORANGEBURGSC29115NONEIMEETING STREET SCHOLARSHIPS$215,208
VARIOUS - SEE STMT 13 CLEMSON UNIVE
PO BOX 1889CLEMSONSC29633NONEIMEETING STREET SCHOLARSHIPS$974,151
VARIOUS - SEE STMT 13 COLLEGE OF CH
66 GEORGE STREETCHARLESTONSC29424NONEIMEETING STREET SCHOLARSHIPS$254,963
VARIOUS - SEE STMT 13 COLUMBIA COLL
1301 COLUMBIA COLLEGE DRCOLUMBIASC29203NONEIMEETING STREET SCHOLARSHIPS$2,202
VARIOUS - SEE STMT 13 CONVERSE COLL
580 E MAIN STREETSPARTANBURGSC29302NONEIMEETING STREET SCHOLARSHIPS$16,375
VARIOUS - SEE STMT 13 FLORENCE-DARL
2715 W LUCAS STFLORENCESC29501NONEIMEETING STREET SCHOLARSHIPS$1,890
VARIOUS - SEE STMT 13 FURMAN UNIVER
3300 POINSETT HWYGREENVILLESC29613NONEIMEETING STREET SCHOLARSHIPS$28,432
VARIOUS - SEE STMT 13 MIDLANDS TECH
PO BOX 2408COLUMBIASC29202NONEIMEETING STREET SCHOLARSHIPS$1,361
VARIOUS - SEE STMT 13 NEWBERRY COLL
2100 COLLEGE STNEWBERRYSC29108NONEIMEETING STREET SCHOLARSHIPS$53,360
VARIOUS - SEE STMT 13 NORTH GREENVI
7801 N TIGERVILLE ROADTIGERVILLESC29688NONEIMEETING STREET SCHOLARSHIPS$2,557
VARIOUS - SEE STMT 13 PRESBYTERIAN
503 S BROAD STCLINTONSC29325NONEIMEETING STREET SCHOLARSHIPS$4,128
VARIOUS - SEE STMT 13 THE CITADEL F
171 MOULTRIE STREETCHARLESTONSC29409NONEIMEETING STREET SCHOLARSHIPS$46,548
VARIOUS - SEE STMT 13 TRI-COUNTY TE
PO BOX 587PENDLETONSC29670NONEIMEETING STREET SCHOLARSHIPS$38,233
VARIOUS - SEE STMT 13 TRIDENT TECHN
7000 RIVERS AVENUENORTH CHARLESTONSC29406NONEIMEETING STREET SCHOLARSHIPS$3,950
VARIOUS - SEE STMT 13 UOFSC EDUCATI
1027 BARNWELL STCOLUMBIASC29208NONEIMEETING STREET SCHOLARSHIPS$1,027,486
VARIOUS - SEE STMT 13 WINTHROP UNIV
701 OAKLAND AVEROCK HILLSC29733NONEIMEETING STREET SCHOLARSHIPS$223,076
VARIOUS - SEE STMT 13 WOFFORD COLLE
196 WOFFORD CAMPUS DRSPARTANBURGSC29303NONEIMEETING STREET SCHOLARSHIPS$59,405
VIRGINIA ATHLETICS FOUNDATION
ROOM 260 BRYANT HALL 1815 STADIUMCHARLOTTESVILLEVA22903NONEPCEDUCATIONAL PROGRAMMING$93,000ROAD
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,107,878TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,808,411ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,808,411ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,808,411TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MSS INVESTMENT HOLDINGS LLC
1200 MEETING STREET SUITE 206CHARLESTONSC29401$1,010,989Yes (X)
DARLA MOORE FOUNDATION
2133B EAST MAIN STREETLAKE CITYSC29560$1,019,060Yes (X)
THE SUNSHINE FOUNDATION INC
31664 JACKSON STREETBARNWELLSC29812$23,015Yes (X)
TREEHOUSE FAMILY FOUNDATION
4C/O WEWORK TREEHOUSE FAMILY SERVICENEW YORKNY10006$13,143Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,157Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$657DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART XIV, LINE 3A2023 MEETING STREET SCHOLARSHIP RECIPIENTS:ABIGAIL ADAJAR HENRY ADAMS SOFIA ADARO AMEER ALAHMAD DONNEZ ALFORD KERRINGTON ALLEN TAVARION ALSTON VICTORIA ANASTASIS MARLAY'JA ANDERSON DENSEL AQUINO IVANNA ARREDONDO ASHLEY ARZOLA ABIGAIL ATKINSON MASON AUSTIN LILLIAN AVERY REMINGTON BANKER MADELINE BARINO KANYISILE BARRETT ANSLEY BARRON LEE BEARSCH KENNEDE BEATON KAYLEE BECKSTRAND JULIA BEEBE KATIE BEEBE SIERRA BEERER TAYLOR BELIN HAYLEY BELLI TREYVON BELLMON JOANNA BENITEZ JOY BENJAMIN ANNA BENSON TONAZIA BENSON ANAIJA BETHEA KAIANNE BLAKE-WADE KALIZ BLAKE-WADE KATELYN BRACEY ETHAN BRIGMAN CHRISTIAN BRITT EMILY BRITT CADENCE BROWN DAIZA BROWN ERIN BROWN JAMES BROWN JANAYAH BROWN KALYN BROWN KENYA BROWN KEOSHA BROWN KIMBERLY BROWN MEAGAN BROWN SHANQUELLA BROWN TREY BROWN ARIANNA BUMCUM JACOB BURKE JOSHUA BURKS ROBERT BUXTON EMILY CAGLE JAQUELINE CAMPOS ADRIANA CARLUCCI ANDREW CARREIRA KAYLA CARTER MORGAN CARTER LUCA CASSELL YAQUELIN CASTELAN SANDOVAL MAYRIN CASTRO BARRIOS BRENDA CASTRO-LUIS ELLIOTT CATOE-GRIFFIS BIANCA CEDILLO PEREZ DAISY CEDILLO PEREZ ERIC CENTER LAUREN CENTER A'KEIMA CHANDLER SAIF CHAUDHRY ANGELA CHEN KAEDE CHIKUMA ROSANNA CHING LUCIA CIRIFALCO FISHER COBB JABERIE COBB GRANT COBLE KYLA COCKFIELD ANTHONY COLELLA ELLA COLLINS DEJA COMMODORE JACKSON COOPER SAMMY COOPER ZYTERRIA CORBIN MICHELL CORDOVA-HUERTA FERNANDO CORONADO HERNANDEZ LESLIE CORONADO HERNANDEZ BELLA COSENTINO NAKAIYA COVINGTON ALISSA CRAWFORD KYLA CRAWFORD WILLIAM CROSBY EMMA CROW TEMARRIAN DAVIS DARREN DAWKINS ANGEL DE LOS SANTOSALYSSA DEAL KA'NAZION DEBERRY JESSICA DELGADO BREYON DENT AVERY DETITTA DANIELA DIAZ DARRYL DICKERSON D'ARIA DICKIE MALISSA DICKINSON SYKIERA DILLARD AIDAN DILLON SAHRA DITTO-WILLIAMS JOSEPH DIXON PAIGE DOMBEY KAYLA DORSEY JAIDA DOZIER TYLER DUKE PHILIP DUNCAN JAMIYA DUPREE FARRAH EL KACHBENDI DECKER ELAM KALEELAH EL-AMIN MAKAYLA ELLISON MORGAN EPINGER AZARIA ERVIN ALONDRA ESCUDERO CHIMAL MICHAEL ESPINOSA EVELYN ESQUIVEL BODHI FABER TALIYAH FENNER AMERICA FERNANDEZ-GAMBOA CIAN FERNANDEZ-GAMBOA MADISON FIELDS JONATHAN FLEMISTER ABIGAIL FLORES GRACE FORD AU'ZARIA FOSTER RYLEE FOWLER MY'KERRIA FRAZIER PRIYA FRAZIER RHA'NYAI FRAZIER KYRA FREEMAN MARISHA FULTON TAYLOR FULTON DARNAISHIA GADSDEN-GOSS ALLEN-MICHAEL GADSON BRANTLEY GAETANO VICTORIA GALOW-MCGEADY AILANI GARCIA BALDERAS HILLARY GARLAND KADEN GARRIS JOHN GASQUE SHAMYRA GEIGEL TYASIA GEORGE ESSENCE GERMAN TALEAH GERMAN MCKAYLA GHOENS AMARI GIBSON RANDY GIBSON TALIYAH GIBSON HAILEY GIDDENS KAITLYN GIL AARON GILLAM NAVEAH GILLARD JETT GOLDBERG ALLEN GOMEZ JULIANA GONZALEZ LAMAURIA GOODWIN JAYLA GORDON JA'NAYIA GOURDINE AVIANCE GRAHAM JAYLEN GRAHAM PARKER GRAHAM SHIDAISA GRAHAM FAITH GRAMPUS MEAGAN GRANT ANTHONY GRANT, JR. SHYANNA GRAVES STELLA GRAY AMBER GREEN JAYDEN GREEN TYREE GREEN LOGAN GRICE JUSTIN GUEVARA SILVA DANIELA GUTIERREZ SANJANA GUZZARLAMUDI CENTREA HADDON CAROLINE HAGBERG RANI HAMEID MIASIA HAMILTON SIREEN HAMMAD TIFFANY HAMMOND EMMA HANLON NA'KIA HANNAH JEREMIAH HARDISON CALEB HARGROVE KEIRA HARRIS ERIKA HERNANDEZ GIL PERLA HERNANDEZ-LOPEZ EMILY HERRING MARGARET HERRING GAVIN HEWITT SAMARIA HEYWARD TYLER HEYWARD JAISHA HICKMON TYLER HICKS DARRION HILTON KENYA HINES JAYDEN HODGE JOSHUA HODGE CONNOR HOLBERG KENDRA HOLLINGTON NATHAN HOLLOMAN LOGAN HOLSOMBACK GRIFFIN HONIG GABRIEL HOSEY CAMDEN HOWARD MARGUERITE HOWARD SANIYHA HOWARD XUXUAN HUANG I'YUNLA HUELL JADA HUNT KYLA HUTCHINSON LANDON HUYNH CHRISTEN JACKSON INDIA JACKSON DESMOND JACOBS HENDRICKS BRITNEY JARILLO EMILY JEFFORDS KAYSHAWN JENKINS MYSTARRIA JENKINS WILLIAM JENKINS MAXWELL JENNESS BROOKE JEWELL HANNAH JEWELL ACACIA JOHNSON GATLIN JOHNSON NAKIA JOHNSON NIKARA JOHNSON SHIKERIA JOHNSON SOREN JONES LOVELY JOY ALINSONORIN JUSTIN JOYNER LEAH KATKO KIERSTON KELLY NYAZIA KELLY ANNA-LAURYN KIEFFER JOSHUA KING TAKERIA KING-ANDERSON EVONNA KINLOCH ANIYAH KNIGHT ZY'KEE KNOX PARIMAL KOTADIYA ANDREW KRABBENHOFT ZACKEUS KYNARD KATHLENE LACHANCE BRIAN LAM LESLIE LAMB HANNA LANE CHRISTIAN LAWRENCE LAUREN LAWRENCE MACKENZIE LAWRIMORE STEPHANIE LAYNE ETHAN LE BRANDON LEE MYCHAI LEGETTE DESTINE LESESNE GABRIELLE LESTER CARYN LEWIS JALA LEWIS JONAZIA LEWIS SYDNEY LEWIS AUDREY LIMLE JASON LIN JAYLEN LINK ADRIAN LOCKWOOD CAROLINE LORD JEFFREY LORD SAMANTHA LOVE MONTANNA LUSSIER RYAN LYNCH FAITH MACHERIONE DAKOTA MAGWOOD JAYLEN MALCOLM AALIYAH MALLOY ALEXANDERIA MALLOY DANIERI MANIRAKIZA KATHERINE MARSHALL PRESSLY MARTIN SOPHIA MARTIN MYNOR MARTINEZ-GARCIA SANAU MASINDET SANTAU MASINDET SINAAYAH MATHIS MORGAN MATNEY STORMIE MAYNARD ALAINA MAZYCK ERICA MCCALL KENNERLY MCELVEEN KIRA MCGILL ALYSSA MCKNIGHT GABRIELLE MCKNIGHT JAHEEM MCLAURIN CONOR MCMANUS TRINITY MCMANUS ANNIE MCMURRAY MYAH MCNEIL ARYANNA MCPHAIL ZACHARY MEHDAOVA TYLER MELTON ANASTAZIA MENDONES HAZER MENDOZA AYALA JORDAN MIDDLETON SY'MONE MILES AUBREE MILLER DAQUAN MILLER JOSEPHINE MILLER KAYLA MILLER LOGAN MILLER KAILEE MILLIGAN JACOB MINER ANDREW MINTON TAYLOR MITCHELL FAITH MOODY ALISSA MOORE JENNIFER MORALESRACHEL MORALES ELIZABETH MORAN ASHLEY MORENO SAVANNAH MORRIS TRENYCE MOULTRIE SILVIA MUNDY BLAIZE MURPHY SHARON MURRAY NURAH NAFEA FRANCES NEAL JAYLA NEAL THOMAS NEIGHBORS CIAN NELSON MYKAYLA NELSON PARIS NELSON TERMAINE NELSON TYNEISHA NELSON JOSELYN OCHOA ROBERT O'DELL SEMILORE OLALERE BRYANNA OLIVER-REED SHELBY O'NEAL LUCAS ORIA MATEO ORIA BAILEY OWENS SUNNI OWENS JORDAN PAGE JASMINE PALMER RADHIKA PANDEY REBECA PARAMO HAILEY PARKER SA'MYAH PARKER HARRY PATEL ISHA PATEL AIDEN PATNO JAKAYLA PENDERGRASS LEVI PEREZ RIAN PETTIT DALAISHA PICKENS ALEXIS PINCKNEY JUDE PLYLER MELQUAN POGUE JAIDA POLITE JASON POPE MATTHEW PORZIO MAKENLY POWERS RICHARD PRESSLEY GNIAH PRIOLEAU TERRANCE PUSHER MIKYAH QUARLES KYLAH RAINEY TIANA RAMSEY-GATHERS YORASIA RANDALL ROBERT RAVENELL CHRISTIAN REAVES RANDALL REED ZAKEE RENDELL CARLOS REYES SANCHEZ MILLIE RICE TYLER RICHARDSON ZARIA RICHARDSON MYKAILA RIVERS BAILEY ROBERTS AMANI ROBINSON JOSALYN ROBINSON NATHANIEL ROCK DIEGO RODRIGUEZ BRYSON ROGERS NICHOLAS ROGERS CHARLES ROHALEY EMMA ROHALEY REGINALD ROUSE MARY RUBY JOANNA RUNEY GILLIANE RUSSELL JOSUE SALAZAR TE'LASIA SAMUEL TROY SAMUEL SIDNEY SANGUINETTI LUCIA SANTAMARIA ALYSON SANTES ERIC SANTIAGO VELASCO SIFAT SAWHNEY MONICA SCHENK DAVIS SCHLENKER DANIEL SCOTT KATELYN SCOTT LAPORTIA SCOTT MOHAMED SECK SAGE SHANNON JONATHAN SHELLEY JA'NIYA SHEPPARD RUQAIYA SHUMAIL JUSTIN SILVA ALIYHIA SIMMONS JAMESON SIMMONS KENTRELL SIMMONS ZARIA SIMMONS MALIQUE SIMPSON JOHN SINGLETARY KYLE SINGLETON CAROLINE SLIFKA PEYTON SMALL JULIUS SMALLS JR LADIAMOND SMALLS TYTIYANA SMALLS DALAZIA SMITH DILLON SMITH KAYLA SMITH LILLIAN SMITH MAKAYLA SMITH KALEB SNIDER SAMANTHA SOUTHERLAND MO'NAZIA SOWELLS MAKELYA STEVENS KISSARA STEWART CAMARIA STILLWELL JOHANNA STONE MATTI STRALEY ALLIE STRICKLAND MACKENZIE STUART CHENG SUN NAUTIKA SWINTON JHAMARI TALLEY CODY TANG CRE'ASIA TAYLO
FORM 990-PF, PART VI-A, LINE 8BTHE BEEMOK FAMILY FOUNDATION IS REGISTERED WITH THE SOUTH CAROLINA SECRETARY OF STATE CHARITIES DIVISION AND SUBMITS A COPY OF FORM 990-PF ANNUALLY. THE SOUTH CAROLINA ATTORNEY GENERAL DOES NOT REQUIRE THAT A COPY OF FORM 990-PF BE FILED WITH THEIR OFFICE, BUT MAINTAINS THE RIGHT TO RECEIVE A COPY IF REQUESTED. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUEST AS APPLICABLE.
FORM 990-PF, PART VIII-ACONTINUATION OF SUMMARY OF DIRECT CHARITABLE ACTIVITIES:LINE 1. SCHOLARSHIP: THE MEETING STREET SCHOLARSHIP FUND (MSSF) EMPOWERS EACH ELIGIBLE STUDENT IN THE STATE OF SOUTH CAROLINA WITH A COLLEGE SCHOLARSHIP OF UP TO $10,000 PER YEAR (UP TO $40,000 IN TOTAL.) IN 2023, THE PROGRAM SERVED 518 STUDENTS GRADUATING FROM PUBLIC HIGH SCHOOLS IN ELEVEN ELIGIBLE COUNTIES WHO MET OBJECTIVE ACADEMIC PERFORMANCE AND FINANCIAL NEED CRITERIA AND ATTENDED ONE OF SOUTH CAROLINA'S COLLEGES WITH A GRADUATION RATE OVER 50%. THE FOUNDATION MAINTAINS SIGNIFICANT INVOLVEMENT WITH MSSF RECIPIENTS BY PROVIDING ONGOING RESOURCES THEY NEED TO GRADUATE FROM COLLEGE AND ENTER THE WORKFORCE. THE FOUNDATION CONDUCTS PRESENTATIONS, WORKSHOPS, AND PANEL DISCUSSIONS FOR MSSF RECIPIENTS AT THE ANNUAL MSSF AWARD CELEBRATION AND ON CAMPUSES. THE CONTENT PRESENTED THROUGHOUT THE YEAR INCLUDES AN INTRODUCTION TO AND ADVICE FROM PROMINENT BUSINESS AND CIVIC LEADERS IN THE COMMUNITY, INSTRUCTION ON RELATIONSHIP BUILDING SKILLS, MENTORSHIP FROM PAST SCHOLARSHIP RECIPIENTS, NETWORKING WITH PEERS AND ADMINISTRATORS SPECIFIC TO THE COLLEGE CAMPUS THEY WILL ATTEND, TOOLS FOR MENTAL AND PHYSICAL WELLNESS, AND CAREER READINESS. THE FOUNDATION CONTINUES TO SUPPORT STUDENTS WHEN THEY REACH CAMPUS. MSSF RECIPIENTS ENTERING COLLEGE ARE PAIRED WITH A NEAR-PEER MENTOR. MENTORS SHARE RELEVANT ADVICE, INFORMATION, RECOMMENDATIONS, AND RESOURCES AIMED AT ENCOURAGING BEHAVIOR AND HABITS THAT CONTRIBUTE TO MSSF RECIPIENTS PROGRESSING TO COLLEGE GRADUATION. MENTORS REMAIN ACCESSIBLE TO STUDENTS THROUGH ALL FOUR YEARS OF COLLEGE. IN 2023, THE FOUNDATION TRAINED AND SUPERVISED CAMPUS AMBASSADORS AT EACH MAJOR PARTNER CAMPUS. THE CAMPUS AMBASSADORS PROGRAM PROVIDES LEADERSHIP OPPORTUNITIES TO SECOND THROUGH FOURTH YEAR MSSF RECIPIENTS. CAMPUS AMBASSADORS ARE RESPONSIBLE FOR ENGAGING AND SUPPORTING MSSF RECIPIENTS ON THEIR SAME CAMPUS THROUGH WEEKLY COMMUNICATION, IN-PERSON EVENTS AND GATHERINGS, AND COMMUNITY BUILDING THAT FOSTERS INCLUSIVITY AND NETWORKING. THE FOUNDATION'S FULL-TIME SPECIALIZED STAFF OF FORMER EDUCATORS AND NUMEROUS VOLUNTEERS MAINTAIN SIGNIFICANT INVOLVEMENT WITH STUDENTS THROUGHOUT THEIR COLLEGE EDUCATION VISITING AND CONDUCTING PROGRAMS FOR STUDENTS ON THEIR CAMPUSES, SERVING AS A RESOURCE FOR INTERNSHIPS, AND PROVIDING INDIVIDUALIZED SUPPORT FOR ATTAINING GRADUATION AND ENTERING SUCCESSFUL CAREERS. EVIDENCE OF THEIR IMPACT IS SIGNIFICANT. FIRST-YEAR MSSF RECIPIENTS PERSIST IN COLLEGE AND ACHIEVE AT A HIGHER RATE THAN COMPARABLE FIRST-YEAR STUDENTS. ADDITIONALLY, 90 PERCENT OF MSSF RECIPIENTS WHO HAVE COMPLETED ONE YEAR OF COLLEGE HAVE GRADUATED OR ARE ON TRACK TO GRADUATE FROM COLLEGE.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$1,196,095$3,367,000
GOLDMAN SACHS GROUP INC$2,294,705$6,191,608

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$32,641,245USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$32,641,245USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$35,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING/MARKETING/WEB DESIGN$189,439$0$0$190,840
INFORMATION TECHNOLOGY$24,701$0$0$19,731
FILING FEES$50$0$0$50
SUPPLIES$927$0$0$927
FINANCE CHARGES$430$0$0$430
EVENTS$82,729$0$0$82,456

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT LABOR - EDUCATION & SCHOLARSHIP$163,400$0$0$135,900
CONTRACT LABOR - HEALTH INITIATIVES$61,154$0$0$61,154
CONSULTING FEES$38,819$0$0$38,819

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$50,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50,000DisbursementsCharitablePrpsAmt