BEEMOK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEEMOK FAMILY FOUNDATION (EIN 46-5382571)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349104536
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:57:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARK AVE SUITE 1725 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465382571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEEMOK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEEM | BusinessNameControlTxt |
| Phone | 8432122931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MEETING STREET 206 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBY KNAB | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 8432122931 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABBY | PersonFirstNm |
| Person Last | KNAB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN NOWAKOWSKI | PreparerPersonNm |
| PTIN | P01796934 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,851,480 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $187,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,490 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,490 | 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 |
| Legal Fees Rev And Expnss | $107,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $107,968 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,019 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,019 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $32,469 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,469 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $147,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $436,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $425,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,117,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,117,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,553,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,543,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,326,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $711,403 | CashBOYAmt |
| Cash EOY | $329,532 | CashEOYAmt |
| Cash EOYFMV | $329,532 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,865,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,853,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,853,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,490,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,490,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,588,928 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $80,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $20,000 | LandBOYAmt |
| Land EOY | $80,000 | LandEOYAmt |
| Land EOYFMV | $80,000 | LandEOYFMVAmt |
| Total Assets BOY | $60,087,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,753,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,851,480 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,353 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,435 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,353 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,435 | 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 | $60,077,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,750,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,077,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,750,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,087,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,753,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,077,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,326,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,750,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,750,917 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,606 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,606 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,840 | 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 | $5,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $3,207 | OverpaymentAmt |
| Applied To ES Tax | $3,207 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MEETINGSTREETSCHOLARSHIPFUND.ORG | WebsiteAddressTxt |
| Individual With Books | ABIGAIL KNAB BEEMOK CAPITAL | IndividualWithBooksNm |
| Phone | 8432122931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MEETING STREET STE 206 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN W NAVARRO | ||||||||
| 200 MEETING STREET STE 206 | CHARLESTON | SC | 29401 | TRUSTEE/CHAIRPERSON | 0.25 | $0 | $0 | $0 |
| KELLY K NAVARRO | ||||||||
| 200 MEETING STREET STE 206 | CHARLESTON | SC | 29401 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ABIGAIL KNAB | ||||||||
| 200 MEETING STREET STE 206 | CHARLESTON | SC | 29401 | CFO/TREASURER | 1.20 | $0 | $0 | $0 |
| ISAAC GRUBER | ||||||||
| 200 MEETING STREET STE 206 | CHARLESTON | SC | 29401 | GENERAL COUNSEL | 1.80 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHRISTOPHER N RUSZKOWSKI | |||||
| 1338 SEA BASS COVE | CHARLESTON | SC | 29412 | EDUCATION CONSULTING | $114,368 |
| CRAVATH SWAINE & MOORE LLP | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | LEGAL SERVICES | $104,731 |
| OBVIOUSLEE MARKETING LLC | |||||
| 654C KING ST | CHARLESTON | SC | 29403 | ADVERTISING & MARKETING | $71,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MEETING STREET SCHOLARSHIP FUND (MSSF) EMPOWERS EACH ELIGIBLE STUDENT IN CHARLESTON COUNTY, SOUTH CAROLINA WITH A COLLEGE SCHOLARSHIP OF UP TO $10,000 PER YEAR (UP TO $40,000 IN TOTAL.) IN ITS INAUGURAL YEAR, THE PROGRAM SERVED PUBLIC SCHOOL STUDENTS LIVING IN CHARLESTON COUNTY WHO MET SIMPLE ACADEMIC PERFORMANCE AND FINANCIAL NEED CRITERIA, AND ENROLLED TO ATTEND ONE OF SOUTH CAROLINA'S BEST COLLEGES. 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 AT OTHER TIMES THROUGHOUT THE YEAR. SESSIONS INCLUDE AN INTRODUCTION TO AND ADVICE FROM PROMINENT BUSINESS AND CIVIC LEADERS IN THE COMMUNITY AND NETWORKING WITH PEERS AND ADMINISTRATORS SPECIFIC TO THE COLLEGE CAMPUS THEY WILL ATTEND. CONTINUED ON STATEMENT 16. | Description1Txt |
| Expenses1 | $677,610 | Expenses1Amt |
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 | $9,886,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,788,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,675,229 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,675,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $940,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,735,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,086,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,086,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,606 | TotalTaxAmt |
| Distributable Before Adj | $3,084,149 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,084,149 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,084,149 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,543,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,543,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,084,149 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,256,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,976,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,233,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,543,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,084,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,459,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,692,241 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,692,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,256,860 | ExcessFromYear2Amt |
| Excess From Year1 | $16,976,182 | ExcessFromYear1Amt |
| Excess From Current Year | $5,459,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN W NAVARRO | ContributingManagerNm |
| Contributing Manager | KELLY K NAVARRO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWMEETINGSTREETSCHOLARSHIPFUNDORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MEETING STREET SUITE 206 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8432122931 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE APPLY ONLINE. APPLICATIONS ARE NOT ACCEPTED BY PHONE OR MAIL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AYCO CHARITABLE FOUNDATION | ||||||||
| 25 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | NONE | PC | EDUCATION | $600,000 | |
| CATHOLIC EDUCATION ADVANCEMENT ARCHDIOCESE OF NEW YORK | ||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | PC | TO BENEFIT THE SCHOOL AND SPECIAL NEEDS PROGRAMS ACROSS ARCHDIOCESE OF NEW YORK | $25,000 | |
| CHARLESTON PARKS CONSERVANCY | ||||||||
| PO BOX 31187 | CHARLESTON | SC | 29417 | NONE | PC | CONSERVATION OF CHARLESTON PARKS | $5,000 | |
| VARIOUS - SEE STMT 14 CLAFLIN UNIVE | ||||||||
| 400 MAGNOLIA ST | ORANGEBURG | SC | 29115 | NONE | I | MEETING STREET SCHOLARSHIPS | $13,750 | |
| VARIOUS - SEE STMT 14 CLEMSON UNIVE | ||||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | NONE | I | MEETING STREET SCHOLARSHIPS | $109,508 | |
| COASTAL COMMUNITY FOUNDATION | ||||||||
| 1691 TURNBULL AVENUE | NORTH CHARLESTON | SC | 29405 | NONE | PC | EDUCATION | $220,000 | |
| VARIOUS - SEE STMT 14 COLLEGE OF CH | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | I | MEETING STREET SCHOLARSHIPS | $35,432 | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | NONE | PC | PRESIDENT'S STRATEGIC INITIATIVES FUND | $45,000 | |
| VARIOUS - SEE STMT 14 COLUMBIA COLL | ||||||||
| 1301 COLUMBIA COLLEGE DR | COLUMBIA | SC | 29203 | NONE | I | MEETING STREET SCHOLARSHIPS | $607 | |
| VARIOUS - SEE STMT 14 FURMAN UNIVER | ||||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | NONE | I | MEETING STREET SCHOLARSHIPS | $5,000 | |
| GREEN HEART PROJECT INC | ||||||||
| 759 KING STREET SUITE A | CHARLESTON | SC | 29403 | NONE | PC | URBAN FARM | $3,000 | |
| MAYFIELD CONSUMER PRODUCTS EMERGENCY EMPLOYEE RELIEF FUND INC | ||||||||
| 126 SEVEN FARMS DRIVE SUITE 110 | DANIEL ISLAND | SC | 29492 | NONE | PC | DISASTER ASSISTANCE 2021 TORNADO | $25,000 | |
| MEETING STREET SCHOOLS | ||||||||
| 200 MEETING STREET SUITE 206 | CHARLESTON | SC | 29401 | NONE | PC | SCHOOL OPERATIONS | $4,500,000 | |
| MODERN MINDS | ||||||||
| 40 CALHOUN STREET SUITE 240 | CHARLESTON | SC | 29401 | NONE | PC | CLINIC OPERATIONS | $1,900,000 | |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 86 816 MILL STREET | CRAWFORDSVILLE | IN | 47933 | NONE | PC | MONTGOMERY COUNTY FREE CLINIC | $10,000 | |
| MUSC HOSPITAL HEART AND VASCULAR CENTER | ||||||||
| 268 CALHOUN STREET MSC 182 | CHARLESTON | SC | 29425 | NONE | SO I | CARDIOVASCULAR DISEASE PREVENTION | $25,000 | |
| PALMETTO CHRISTIAN ACADEMY | ||||||||
| PO BOX 50564 | GREENWOOD | SC | 29649 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 | |
| THE NATIONAL WORLD WAR II MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,000 | |
| THE CITADEL FOUNDATION | ||||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | NONE | PC | SCHOOL OF HUMANITIES AND SOCIAL SCIENCES | $250,000 | |
| THE HAVEN | ||||||||
| 112 WEST MARKET ST | CHARLOTESVILLE | VA | 22902 | NONE | PC | DAY SHELTER AND HOUSING SERVICES | $10,000 | |
| VARIOUS - SEE STMT 14 TRI-COUNTY TE | ||||||||
| PO BOX 587 | PENDLETON | SC | 29670 | NONE | I | MEETING STREET SCHOLARSHIPS | $6,034 | |
| VARIOUS - SEE STMT 14 UOFSC EDUCATI | ||||||||
| 1027 BARNWELL ST | COLUMBIA | SC | 29208 | NONE | I | MEETING STREET SCHOLARSHIPS | $72,650 | |
| VIRGINIA ATHLETICS FOUNDATION | ||||||||
| ROOM 260 BRYANT HALL 1815 STADIUM | CHARLOTTESVILLE | VA | 22903 | NONE | PC | CAPITAL IMPROVEMENTS | $205,000 | ROAD |
| VARIOUS - SEE STMT 14 WINTHROP UNIV | ||||||||
| 701 OAKLAND AVE | ROCK HILL | SC | 29733 | NONE | I | MEETING STREET SCHOLARSHIPS | $48,699 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,117,930 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $187,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,490 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BENJAMIN W NAVARRO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MEETING STREET SUITE 206 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,019 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,019 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE STATEMENT 11, PART VIII-A SUMMARY OF DIRECT CHARITABLE ACTIVITIES | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART XIV, LINE 3A | 2021 MEETING STREET SCHOLARSHIP RECIPIENTS:EVAN ARREDONDOKAYLA BROWNRYLAN CAMPBELLDYLAN CARTERERIC CENTERLESLIE CORONADO HERNANDEZKYLA CRAWFORDCAROLINE DEERJESSICA DELGADODANIELA DIAZDAVID DUONGFARRAH EL KACHBENDILOGAN ELIASAZARIA ERVINJOHNNY ESQUIVELAMERICA FERNANDEZ-GAMBOAKADEN GARRISAARON GILLAMJETT GOLDBERGALLEN GOMEZJULIANA GONZALEZYAHIRA GONZALEZMEAGAN GRANTAMBER GREENIVY GRINNAGEGAVIN HEWITTTYLER HICKSGRIFFIN HONIGBROOKE JEWELLQWANAJAH JOHNSONTA'NIYA JOHNSONTHERESA JONESHUDSON KELLYLIA KHACHATRYANANDREW KRABBENHOFTKATHLENE ("NOAH") LACHANCEJING LINADRIAN LOCKWOODCAROLINE LORDMONTANNA LUSSIERTRINITY MCMANUSKAILEE MILLIGANELIZABETH MORANTRAVEZ NORTONJUSTIN PALMERSHIVANI PANDEYALEXIS PINCKNEYMATTHEW PORZIOBRENDAN QUINNYORASIA RANDALLALYSON SANTESASHLEY SCHAALDAVIS SCHLENKERSAGE SHANNONAALIYAH SIMMONS-RIVERSJASMIN SIMPSONDALAZIA SMITHJOCELYN SORIANO MELENDEZMAKELYA STEVENSJOHANNA STONEBENJAMIN THOMPSONEDEN THOMPSONSIDNEY TRANNADIA VELASQUEZ-ROBLEROBELLA VESELYDEVIN WARRENKAIASIA WILLIAMSKENYA WILLIAMSTOMAS WILLIAMSTRE'SHAUNA WILLIAMSJANAE WILSONJORDAN ("JC") WOODALEXIS ZILLI |
| FORM 990-PF, PART VI-A, LINE 8B | THE 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-A, LINE 1 | CONTINUATION OF SUMMARY OF DIRECT CHARITABLE ACTIVITIES:IN ADDITION, FOUNDATION VOLUNTEERS WILL MAINTAIN SIGNIFICANT INVOLVEMENT WITH STUDENTS THROUGHOUT THEIR COLLEGE EDUCATION SERVING AS A RESOURCE FOR INTERNSHIPS, SUMMER JOBS, RESUME REVIEW, MOCK INTERVIEWS, AND OTHER SUPPORT FOR ATTAINING GRADUATION AND ENTERING SUCCESSFUL CAREERS. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP BAC | $1,196,095 | $4,449,000 |
| GOLDMAN SACHS GROUP INC GS | $2,294,705 | $6,139,928 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $107,968 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $107,968 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING/MARKETING/WEB DESIGN | $98,782 | $0 | $98,782 |
| INFORMATION TECHNOLOGY | $13,297 | $0 | $12,900 |
| FILING FEES | $393 | $0 | $0 |
| SUPPLIES | $32,912 | $0 | $32,912 |
| FORM 8940 USER FEE | $2,500 | $0 | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING - SCHOLARSHIP FUND | CategoryTxt |
| Amt | $130,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $130,868 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $9,814 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |