BEAL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEAL FAMILY FOUNDATION (EIN 45-5092245)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349101041
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T09:08:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992277914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG NEW ENGLAND LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455092245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RELATED COMPANIES LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAL | BusinessNameControlTxt |
| Phone | 2128013467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 HUDSON YARDS 72ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE A BEAL JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128013467 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,867 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,125,483 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,335,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,357,070 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,103,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,375,642 | 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 |
| Other Expenses Rev And Expnss | $166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,093,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,093,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,093,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,093,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,375,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,300 | CashBOYAmt |
| Cash EOY | $40,867 | CashEOYAmt |
| Cash EOYFMV | $40,867 | CashEOYFMVAmt |
| Total Assets BOY | $30,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,867 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,335,161 | GrossSalesPriceAmt |
| Cost Or Other Basis | $978,091 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,357,070 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,357,070 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,357,070 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $586 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $586 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,754 | EsPenaltyAmt |
| Tax Due | $34,189 | TaxDueAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BEAL FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 2128013467 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 HUDSON YARDS 72ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BRUCE A BEAL JR | |||||||||
| C/O RELATED COMPANIES LP 30 HUDSON | YARDS 72ND FLOOR | NEW YORK | NY | 10001 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KATHRYN BEAL | |||||||||
| C/O RELATED COMPANIES LP 30 HUDSON | YARDS 72ND FLOOR | NEW YORK | NY | 10001 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $389,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $427,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,021 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,093,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,093,166 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,125,876 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $953,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,305,234 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,269,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,223,726 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,878,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,093,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,093,166 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,971,520 | 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 | $1,125,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,845,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $953,855 | ExcessFromYear4Amt |
| Excess From Year3 | $2,305,234 | ExcessFromYear3Amt |
| Excess From Year2 | $2,269,663 | ExcessFromYear2Amt |
| Excess From Year1 | $1,223,726 | ExcessFromYear1Amt |
| Excess From Current Year | $6,093,166 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE A BEAL JR | ContributingManagerNm |
| Contributing Manager | KATHRYN BEAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE | |||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PC | ANNUAL CONTRIBUTION | $4,000,000 |
| URBAN LEAGUE OF EASTERN MASSACHUSETTS | |||||||
| 88 WARREN STREET | ROXBURY | MA | 02119 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| SOCCER UNITY PROJECT | |||||||
| PO BOX 180833 | BOSTON | MA | 02118 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| SHED NYC INC | |||||||
| 545 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | ANNUAL CONTRIBUTION | $25,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| MORSE LIFE FOUNDATION | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | ANNUAL CONTRIBUTION | $10,000 |
| LOUIS D BROWN PEACE INSTITUTE | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| LAPPIN FOUNDATION | |||||||
| 100 CUMMINGS CENTER STE 220-G | BEVERLY | MA | 01915 | NONE | PC | ANNUAL CONTRIBUTION | $1,500 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PC | ANNUAL CONTRIBUTION | $6,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | ANNUAL CONTRIBUTION | $2,000,000 |
| HALEY HOUSE | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| GIRL'S LEAP | |||||||
| 177 MILK STREET | BOSTON | MA | 02109 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| GAVIN FOUNDATION | |||||||
| 675 EAST FOURTH STREET | BOSTON | MA | 02127 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| FRIENDS OF BLACKSTONE SCHOOL INC | |||||||
| 380 HARRISON AVE - PH 1F | BOSTON | MA | 02118 | NONE | PC | ANNUAL CONTRIBUTION | $1,000 |
| COURAGEOUS SAILING CENTER FOR YOUTH INC | |||||||
| 197 8TH STREET | BOSTON | MA | 02129 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| CATHOLIC CHARITIES BOSTON | |||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| BOYS AND GIRLS CLUB OF ROXBURY | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| BOYS AND GIRLS CLUB OF MATTAPAN | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PC | ANNUAL CONTRIBUTION | $2,000 |
| BOSTON LGBTQ MUSEUM OF ART HISTORY | |||||||
| 5 REVERE TERRACE | ATTLEBORO | MA | 02703 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| WILAHMENAS PLACE INC | |||||||
| 9 MERRITT PLACE | ATTLEBORO | MA | 02703 | NONE | PC | ANNUAL CONTRIBUTION | $2,500 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 86 WATER ST | FALMOUTH | MA | 02543 | NONE | PC | ANNUAL CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,093,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,489 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,750 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BRUCE AND KATHRYN BEAL | |||||||
| 1 | C/O RELATED COMPANIES LP 30 HUDSON | NEW YORK | NY | 10001 | $2,750,000 | Yes (X) | |
| BEACHBOX HOLDINGS II LLC | |||||||
| 2 | C/O RELATED COMPANIES LP 30 HUDSON | NEW YORK | NY | 10001 | $3,375,483 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | COCA COLA | $282,946 | 2024-03-07 |
| 2 | COLGATE PALMOLIVE | $220,350 | 2024-03-07 |
| 2 | COSTCO WHOLESALE CORP | $424,219 | 2024-03-07 |
| 2 | JOHNSON & JOHNSON | $84,201 | 2024-03-07 |
| 2 | MCDONALDS CORP | $729,813 | 2024-03-07 |
| 2 | MICROSOFT CORP | $462,737 | 2024-03-07 |
| 2 | PFIZER INC. | $149,756 | 2024-03-07 |
| 2 | VIATRIS INC. | $8,545 | 2024-03-07 |
| 2 | WALMART | $329,566 | 2024-03-07 |
| 2 | UBER TECHNOLOGIES | $317,600 | 2024-05-28 |
| 2 | UBER TECHNOLOGIES | $365,750 | 2024-06-12 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $166 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $166 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACHBOX HOLDINGS II LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE RELATED COMPANIES 30 HUDSON | AddressLine1Txt |
| Address Line2 | YARDS 72ND FLR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |