STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BEEMOK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BEEMOK FAMILY FOUNDATION (EIN 46-5382571)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349103853
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:43:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-12SignatureDt
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
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$70,547,260FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,700,712ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,889,109DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,889,109DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,889,109DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$56NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,286GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,145CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$37,589,765TotalRevAndExpnssAmt
Total Net Invst Incm$1,903,254TotalNetInvstIncmAmt
Total Adj Net Incm$1,889,109TotalAdjNetIncmAmt
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$1,666,995OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,636,335OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$265,359PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$262,075PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,503LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$28,503LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,157AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$18,657AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$442,625OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$486,605OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$30,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$30,000TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$27,983TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$30,083TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$337,022OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$344,496OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,780,644TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,836,754TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,656,286ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,656,286ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,436,930TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,493,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,152,835ExcessRevenueOverExpensesAmt
Net Investment Income$1,903,254NetInvestmentIncomeAmt
Adjusted Net Income$1,889,109AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$433,254CashBOYAmt
Cash EOY$292,174CashEOYAmt
Cash EOYFMV$292,174CashEOYFMVAmt
Acct Rcvbl$1,170,516AcctRcvblAmt
Acct Rcvbl EOY$1,170,516AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,170,516AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$625PrepaidExpensesBOYAmt
Prepaid Expenses EOY$28,541PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$28,541PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$32,641,245USGovernmentObligationsBOYAmt
US Government Obligations EOY$26,781,341USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$26,781,341USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,490,800CorporateStockBOYAmt
Corporate Stock EOY$14,269,625CorporateStockEOYAmt
Corporate Stock EOYFMV$42,274,688CorporateStockEOYFMVAmt
Total Assets BOY$36,565,924TotalAssetsBOYAmt
Total Assets EOY$42,542,197TotalAssetsEOYAmt
Total Assets EOYFMV$70,547,260TotalAssetsEOYFMVAmt
Accounts Payable BOY$295,980AccountsPayableBOYAmt
Accounts Payable EOY$267,784AccountsPayableEOYAmt
Total Liabilities BOY$295,980TotalLiabilitiesBOYAmt
Total Liabilities EOY$267,784TotalLiabilitiesEOYAmt
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$36,269,944RetainedEarningBOYAmt
Retained Earning EOY$42,274,413RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,269,944TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,274,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,565,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,542,197TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,269,944TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,152,835ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$61,422,779SubtotalAmt
Other Decreases$19,148,366OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$42,274,413TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAMAZON COM INCPropertyDesc
Acquired2016-10-28AcquiredDt
Sold2024-11-13SoldDt
Gross Sales Price$17,286GrossSalesPriceAmt
Cost Or Other Basis$3,141CostOrOtherBasisAmt
Gain Or Loss$14,145GainOrLossAmt
Gains Minus Excess Or Losses$14,145GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$14,145CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,455InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,455SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,455TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$60,773EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$60,773TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$34,318OverpaymentAmt
Applied To ES Tax$34,318AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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$336,274$52,159$0
CARLEY LANE
200 MEETING STREET STE 206CHARLESTONSC29401VICE PRESIDENT40.00$270,085$42,938$0
ANDREA KINDORF
200 MEETING STREET STE 206CHARLESTONSC29401VICE PRESIDENT40.00$270,156$22,047$0
PAUL ASPER
200 MEETING STREET STE 206CHARLESTONSC29401VICE PRESIDENT40.00$234,605$38,984$0
JOHN HUBER-MACNEALY
200 MEETING STREET STE 206CHARLESTONSC29401SENIOR DIRECTOR40.00$91,230$29,688$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER N RUSZKOWSKIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11338 SEA BASS COVEAddressLine1Txt
CityCHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29412ZIPCd
FieldValueIRS element (for citing)
Service TypeEDUCATION CONSULTINGServiceTypeTxt
Compensation$316,333CompensationAmt
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 17 FOR CONTINUATION.Description1Txt
Expenses1$5,618,676Expenses1Amt
Description2EDUCATION INITIATIVES: PROVIDED STRATEGIC AND TECHNICAL SUPPORT TO GRANTEE SCHOOLS AND THEIR EDUCATION INITIATIVES.Description2Txt
Expenses2$1,293,425Expenses2Amt
Description3HEALTH INITIATIVES: PROVIDED STRATEGIC AND TECHNICAL SUPPORT TO PUBLIC CHARITY GRANTEES' INNOVATIVE MENTAL AND PHYSICAL WELLNESS INITIATIVES.Description3Txt
Expenses3$168,979Expenses3Amt

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$42,641,192AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$862,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,503,435TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,503,435AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$652,552CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,850,883NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,142,544MinimumInvestmentReturnAmt

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$12,493,040ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,493,040QualifyingDistributionsAmt

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$1,889,109CurrentYearAmt
Year1$1,808,411Year1Amt
Year2$668,825Year2Amt
Year3$187,490Year3Amt
Total$4,553,835TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$1,605,743CurrentYearAmt
Year1$1,537,149Year1Amt
Year2$568,501Year2Amt
Year3$159,367Year3Amt
Total$3,870,760TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$12,493,040CurrentYearAmt
Year1$12,036,678Year1Amt
Year2$7,909,500Year2Amt
Year3$8,543,348Year3Amt
Total$40,982,566TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$5,329,935CurrentYearAmt
Year1$7,126,583Year1Amt
Year2$5,830,458Year2Amt
Year3$7,826,250Year3Amt
Total$26,113,226TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,163,105CurrentYearAmt
Year1$4,910,095Year1Amt
Year2$2,079,042Year2Amt
Year3$717,098Year3Amt
Total$14,869,340TotalAmt

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$1,428,363CurrentYearAmt
Year1$1,405,387Year1Amt
Year2$1,726,850Year2Amt
Year3$2,057,837Year3Amt
Total$6,618,437TotalAmt

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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASHLEY HALL FOUNDATION
172 RUTLEDGE AVENUECHARLESTONSC29403NONEPCDEFERRED MAINTENANCE AND OTHER CAPITAL PROJECTS$1,000,000
AYCO CHARITABLE FOUNDATION
PO BOX 15203ALBANYNY12212NONEPCEDUCATIONAL PROGRAMS$500,000
AYCO CHARITABLE FOUNDATION
PO BOX 15203ALBANYNY12212NONEPCEDUCATIONAL PROGRAMS$500,000
CHARLOTTE AMATEUR TENNIS CHAMPIONSHIP
3404 CRESTA COURTCHARLOTTENC28269NONENCYOUTH EDUCATIONAL PROGRAMS$10,000
CINCINNATI INSTITUTE OF FINE ARTS DBA ARTSWAVE
20 EAST CENTRAL PKWY SUITE 200CINCINNATIOH45202NONEPCARTSWAVE COMMUNITY CAMPAIGN$100,000
COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVENUENORTH CHARLESTONSC29405NONEPCEMPOWER CHARLESTON$10,000
COLLEGE OF CHARLESTON FOUNDATION
66 GEORGE STREETCHARLESTONSC29424NONEPCEDUCATIONAL PROGRAMS$5,000
GOVERNOR'S MANSION FOUNDATION
800 RICHLAND STREETCOLUMBIASC29201NONEPCGOVERNOR'S MANSION FUND$25,000
GREEN HEART PROJECT INC
759 KING STREET SUITE ACHARLESTONSC29403NONEPCURBAN FARM$3,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573NONEPCCANCER RESEARCH AND PATIENT RESOURCES$2,500
MODERN MINDS
40 CALHOUN STREET SUITE 240CHARLESTONSC29401NONEPCCLINIC OPERATIONS$2,287,994
MUSC FOUNDATION
18 BEE ST MSC 450CHARLESTONSC29425NONESO III FIHOLLINGS CANCER CENTER$641,442
MUSC FOUNDATION
18 BEE ST MSC 450CHARLESTONSC29425NONESO III FIFRANK F NAVARRO UROLOGICAL CANCER FUND$100,000
POLK COUNTY COMMUNITY FOUNDATION
255 SOUTH TRADE STREETTRYONNC28782NONEPCHURRICANE HELENE RELIEF FUND$25,000
THE LENS FOUNDATION OF CHARLESTON
1050 JOHNNIE DODDS BLVD 912MT PLEASANTSC20465NONEPCLAW ENFORCEMENT NEIGHBORHOOD SUPPORT$12,000
UNBOUND BALLET
300 ASHLEY AVENUECHARLESTONSC29403NONEPCDANCE PROGRAMS$5,000
UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT
PO BOX 1700KINGSTONRI02881NONEPCEDUCATIONAL PROGRAMS$10,000
VARIOUS - SEE STMT 18-19 ANDERSON U
316 BOULEVARDANDERSONSC29621NONEIMEETING STREET SCHOLARSHIPS$36,268
VARIOUS - SEE STMT 18-19 CLAFLIN UN
400 MAGNOLIA STORANGEBURGSC29115NONEIMEETING STREET SCHOLARSHIPS$362,900
VARIOUS - SEE STMT 18-19 CLEMSON UN
PO BOX 1889CLEMSONSC29633NONEIMEETING STREET SCHOLARSHIPS$717,422
VARIOUS - SEE STMT 18-19 COASTAL CA
PO BOX 261954CONWAYSC29528NONEIMEETING STREET SCHOLARSHIPS$3,072
VARIOUS - SEE STMT 18-19 COLLEGE OF
66 GEORGE STREETCHARLESTONSC29424NONEIMEETING STREET SCHOLARSHIPS$439,056
VARIOUS - SEE STMT 18-19 COLUMBIA C
1301 COLUMBIA COLLEGE DRCOLUMBIASC29203NONEIMEETING STREET SCHOLARSHIPS$4,627
VARIOUS - SEE STMT 18-19 COLUMBIA I
7435 MONTICELLO RDCOLUMBIASC29203NONEIMEETING STREET SCHOLARSHIPS$22,274
VARIOUS - SEE STMT 18-19 CONVERSE C
580 E MAIN STREETSPARTANBURGSC29302NONEIMEETING STREET SCHOLARSHIPS$29,157
VARIOUS - SEE STMT 18-19 FRANCIS MA
PO BOX 100547FLORENCESC29502NONEIMEETING STREET SCHOLARSHIPS$2,349
VARIOUS - SEE STMT 18-19 FURMAN UNI
3300 POINSETT HWYGREENVILLESC29613NONEIMEETING STREET SCHOLARSHIPS$22,473
VARIOUS - SEE STMT 18-19 HORRY-GEOR
2050 HWY 501 EASTCONWAYSC29526NONEIMEETING STREET SCHOLARSHIPS$802
VARIOUS - SEE STMT 18-19 MIDLANDS T
PO BOX 2408COLUMBIASC29202NONEIMEETING STREET SCHOLARSHIPS$20,810
VARIOUS - SEE STMT 18-19 NEWBERRY C
2100 COLLEGE STNEWBERRYSC29108NONEIMEETING STREET SCHOLARSHIPS$83,894
VARIOUS - SEE STMT 18-19 NORTH GREE
7801 N TIGERVILLE ROADTIGERVILLESC29688NONEIMEETING STREET SCHOLARSHIPS$7,558
VARIOUS - SEE STMT 18-19 PRESBYTERI
503 S BROAD STCLINTONSC29325NONEIMEETING STREET SCHOLARSHIPS$17,216
VARIOUS - SEE STMT 18-19 THE CITADE
171 MOULTRIE STREETCHARLESTONSC29409NONEIMEETING STREET SCHOLARSHIPS$54,721
VARIOUS - SEE STMT 18-19 TRI-COUNTY
PO BOX 587PENDLETONSC29670NONEIMEETING STREET SCHOLARSHIPS$105,040
VARIOUS - SEE STMT 18-19 TRIDENT TE
7000 RIVERS AVENUENORTH CHARLESTONSC29406NONEIMEETING STREET SCHOLARSHIPS$3,743
VARIOUS - SEE STMT 18-19 UOFSC EDUC
1027 BARNWELL STCOLUMBIASC29208NONEIMEETING STREET SCHOLARSHIPS$1,901,171
VARIOUS - SEE STMT 18-19 WINTHROP U
701 OAKLAND AVEROCK HILLSC29733NONEIMEETING STREET SCHOLARSHIPS$409,059
VARIOUS - SEE STMT 18-19 WOFFORD CO
196 WOFFORD CAMPUS DRSPARTANBURGSC29303NONEIMEETING STREET SCHOLARSHIPS$82,738
VIRGINIA ATHLETICS FOUNDATION
PO BOX 400833CHARLOTTESVILLEVA22904NONEPCEDUCATIONAL PROGRAMS$93,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,656,286TotalGrantOrContriPdDurYrAmt
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$1,889,109ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$56ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,889,053ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,889,053TotalIncomeProducingActyAmt

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 (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
BENJAMIN W NAVARRO
1200 MEETING STREET SUITE 206CHARLESTONSC29401$14,963,596Yes (X)
KELLY K NAVARRO
2200 MEETING STREET SUITE 206CHARLESTONSC29401$14,963,596Yes (X)
MSS INVESTMENT HOLDINGS LLC
3200 MEETING STREET SUITE 206CHARLESTONSC29401$3,604,217Yes (X)
DARLA MOORE FOUNDATION
4133B EAST MAIN STREETLAKE CITYSC29560$1,984,031Yes (X)
THE SUNSHINE FOUNDATION INC
51664 JACKSON STREETBARNWELLSC29812$94,102Yes (X)
TREEHOUSE FAMILY FOUNDATION
6C/O WEWORK TREEHOUSE FAMILY SERVICENEW YORKNY10006$67,828Yes (X)
TODD AARON AND JESSICA AARON
710 KING STREETCHARLESTONSC29401$17,342Yes (X)
JOHN READ AND ALEXANDRA READ
83036 BISHOP GADSDEN WAYCHARLESTONSC29412$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1142,243 SHARES PUBLICLY TRADED STOCK$14,963,5962024-12-04
2142,243 SHARES PUBLICLY TRADED STOCK$14,963,5962024-12-04
781 SHARES PUBLICLY TRADED STOCK$17,3422024-11-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,157Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$18,657DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLOTTE AMATEUR TENNIS CHAMPIONSHIP LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13404 CRESTA CTAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28269ZIPCd
FieldValueIRS element (for citing)
Grant2024-07-08GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSUPPORT AMATEUR YOUTH TENNIS PROGRAMMINGPurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeBASED ON REPORT OF GRANTEE, ALL FUNDS WERE EXPENDED FOR INTENDED PURPOSE.AnyDiversionByGranteeTxt
Dates Of Reports By Grantee02/28/2025DatesOfReportsByGranteeTxt
Results Of VerificationTHE FOUNDATION REVIEWED THE GRANT REPORT FURNISHED BY THE GRANTEE ON 02/28/2025 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53.4945-5(C)).ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
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 2024, THE PROGRAM SERVED 860 STUDENTS GRADUATING FROM PUBLIC HIGH SCHOOLS IN THIRTEEN 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 2024, 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.
FORM 990-PF, PART XIV, LINE 3A2024 MEETING STREET SCHOLARSHIP RECIPIENTS:ASHLEY ADAMS HENRY ADAMS TOMAS ADARO AMANI AFFONSO AMEER ALAHMAD MARILYN ALAND JAYDA ALEXANDER JERMYZHA ALEXANDER DONNEZ ALFORD LOVELY JOY ALINSONORIN KERRINGTON ALLEN TAVARION ALSTON VICTORIA ANASTASIS DAVID ANDERSON PARAH ANDERSON MARLAY'JA ANDERSON IVANNA ARREDONDO AIDAN ARROWOOD ASHLEY ARZOLA ABIGAIL ATKINSON MASON AUSTIN TEON AUSTIN LILA AVENDANO DAYAN AVILA PEREZ PARKER BAILEY KEON BAILEY SHIVANI BALASUBRAMANIAM REMINGTON BANKER GERALDO BARBOSA MADELINE BARINO ANAH-LYRIC BARNETT EMILY BARRAGAN KANYISILE BARRETT ANSLEY BARRON LEE BEARSCH KENNEDE BEATON KAYLEE BECKSTRAND KATIE BEEBE JULIA BEEBE SIERRA BEERER TAYLOR BELIN MARIANO CONSTANTINO BELIN TELLO JALIYN BELL ERIC BELL HAYLEY BELLI TREYVON BELLMON TAMIR BELLMON TATIANA BELLMON JOY BENJAMIN VERCHALIE BENNETT ANNA BENSON TONAZIA BENSON ELLA BERNSTEIN ANAIJA BETHEA RICKIA BETHEA TOLGA BILGIS AUDREY BIRD DESTINEY BLAKELY KALIZ BLAKE-WADE KAROLINE BLANCO CHAVEZ ISABELLE BOGSTAD EVAN BOSOLUKE JAILA BOSTIC ISABELLE BOYER LILLY BRADLEY HALEY BRAHEN NEVIN BRANCH MATTHEW BRASINGTON AIDAN BRIGHT ETHAN BRIGMAN EMILY BRITT CADEN BROCK JAMES BROWN KEOSHA BROWN JAHMARION BROWN ATTICUS BROWN SHANQUELLA BROWN CADENCE BROWN MEAGAN BROWN KIMBERLY BROWN KALYN BROWN TREY BROWN DAIZA BROWN ERIN BROWN KENYA BROWN JA'KAYLA BROWN TAYLOR BROWN MABEL BROWN MADYSON BROWN CAMERON BROWNING BRIAN BROWNLEE BRILEY BRYSON ARIANNA BUMCUM JACOB BURKE JOSHUA BURKS JOEY BUSBY JON'SHEA BUTLER ROBERT BUXTON LILY CABRERA EMILY CAGLE AUGUST CAMPBELL HARLEY CAMPBELL JAQUELINE CAMPOS TATIANA CAMPOS INDYA CAPERS CHANCE CARDEN ADRIANA CARLUCCI FORRESTER CARRAWAY ANDREW CARREIRA BREANNA CARRIGG KAYLA CARTER MORGAN CARTER LUCA CASSELL YAQUELIN CASTELAN SANDOVAL MAYRIN CASTRO BARRIOS BRENDA CASTRO-LUIS KAYLEE CATHCART ELLIOTT CATOE-GRIFFIS ROBERT CAUSBY AARON CAUSEY JALEYA CEASER BIANCA CEDILLO PEREZ DAISY CEDILLO PEREZ ERIC CENTER LAUREN CENTER A'KEIMA CHANDLER GABRIELLE CHANEY THOMAS CHAPMAN TANIA CHARLES CARLY CHASTAIN RAELYNN CHATTMAN SAIF CHAUDHRY ALINA CHAUDHRY ANGELA CHEN KAEDE CHIKUMA ROSANNA CHING KAYDEN CHISOLM CARLE CHISOLM KIMBER CHRISTMAS LUCIA CIRIFALCO TRINITY CLETO JABERIE COBB FISHER COBB GRANT COBLE KYLA COCKFIELD NICOLE COKER VANESSA COLBRUNN ANTHONY COLELLA AMBER COLEMAN ELIN COLLINS EVA COLLINS ALEY COLLINS KEREN COLLINS ELLA COLLINS TYLA COLSTON DEJA COMMODORE JASMINE COOK JACKSON COOPER SAMUEL COOPER ZYTERRIA CORBIN MICHELL CORDOVA-HUERTA FERNANDO CORONADO HERNANDEZ BELLA COSENTINO NAKAIYA COVINGTON ALISSA CRAWFORD WILLIAM CROSBY MICHAEL CROUSE EMMA CROW JAY DAGGETT ANH THU DANG TRINITY DANG JADA DARGAN LAUREN DAVENPORT TEMARRIAN DAVIS TORION DAVIS BRIANNA DAVIS ISABELLA DAVIS XZAVION DAVIS DARREN DAWKINS EMMA DAYO ANGEL DE LOS SANTOS ALYSSA DEAL INDIA DEAS DONNASHIA DEAS KA'NAZION DEBERRY JESSICA DELGADO AVERY DETITTA DANIELA DIAZ MIA L. DIBERNARDO DARRYL DICKERSON D'ARIA DICKIE TIEU THIEN DIEP SYKIERA DILLARD AIDAN DILLON SAHRA DITTO-WILLIAMS JOSEPH DIXON PAIGE DOMBEY LAUREN DONNELLY ERIN DONNELLY KAYLA DORSEY GEORGIA DOSTERT MACKENZIE DOWLING JAIDA DOZIER DANIEL DROLET TRUMAN DROLET JULIA DUBAY ZOE DUBLIN KEENAN DUBOSE BRYAN DUGAN TYLER DUKE MAKAYLA DUKES PHILIP DUNCAN JAMIYA DUPREE DECKER ELAM KALEELAH EL-AMIN REED ELFERDINK FARRAH EL-KACHBENDI JOHN ELLER MAKAYLA ELLISON GRACE ELSESSER SHONDREA ENOCH MORGAN EPINGER HEATHER ERWIN ALONDRA ESCUDERO CHIMAL EVELYN ESQUIVEL PATIENCE EUTEN BODHI FABER TALIYAH FENNER AMERICA FERNANDEZ-GAMBOA MADISON FIELDS KATHERINE FIELDS JONATHAN FLEMISTER AARON FLETCHER ABIGAIL FLORES KARLIE FLORIDIA CONNOR FLOYD SHAR'QUEENIA FOGGY GRACE FORD CAROLINE FOREMAN AU'ZARIA FOSTER RHA'NYAI FRAZIER MY'KERRIA FRAZIER PRIYA FRAZIER KYRA FREEMAN JAMARION FREEMAN RODRIGO FUENTES MARISHA FULTON TAYLOR FULTON DERRICK FULTON DARNAISHIA GADSDEN-GOSS ALLEN-MICHAEL GADSON BRANTLEY GAETANO VICTORIA GALOW-MCGEADY DAVID GARCIA AILANI GARCIA BALDERAS HILLARY GARLAND GRAYSON GARNER MALIA GARVIN JOHN GASQUE SKYLAR GAYMON KENNEDY GEE SANAIA GENERETTE-SMITH TYASIA GEORGE ABIGAIL GEORGE ESSENCE GERMAN TALEAH GERMAN MCKAYLA GHOENS SAMARA GIBBS RANDY GIBSON TALIYAH GIBSON FAITHFULYNNE GIBSON HAILEY GIDDENS DOMINIQUE GILBERT AARON GILLAM NEVAEH GILLARD SOLOMON GLOVER JETT GOLDBERG ALLEN GOMEZ JULIANA GONZALEZ LAMAURIA GOODWIN JAYLA GORDON THOMAS GOTBETER JANIYA GOWANS JAYLEN GRAHAM KENYA GRAHAM TYNIECE GRAHAM AVIANCE GRAHAM SHIDAISA GRAHAM FAITH GRAMPUS KALIYAH GRANT ANTHONY GRANT, JR. SHYANNA GRAVES STELLA GRAY TYREE GREEN NA'DAIJA GREEN AMBER GREEN JAYDEN GREEN GIOVANNI GRICE LOGAN GRICE ELIANA GROSS JUSTIN GUEVARA CHLOE GUIDA JALAYSIA GURLEY JANYAH GURLEY DANIELA GUTIERREZ GISELLA GUTIERREZ SANJANA GUZZARLAMUDI CENTREA HADDON CAROLINE HAGBERG ANNELIESE HALL KEELY HALL RANI HAMEID MIASIA HAMILTON ANIYAH HAMILTON DEVONNE HAMITON TIFFANY HAMMOND EMMA HANLON MA'RYA HANNA NA'KIA HANNAH JEREMIAH HARDISON CALEB HARGROVE CHANTWAN HARKLESS, JR. LILLIAN HARRELL JORDAN HARRIS KEIRA HARRIS NAAZIAH HARRISON JOSEFINE HARTSELL KOULSTON HARTSON JALEN HAYES FAITH HEMINGWAY TRINITI HENDERSON BRANDON HERNANDEZ GUTIERREZ NATHALIA HERNANDEZ PERIANEZ PERLA HERNANDEZ-LOPEZ EMILY HERRING MARGARET HERRING SADIE HETZLER GAVIN HEWITT SAMARIA HEYWARD TYLER HEYWARD JAISHA HICKMON TYLER HICKS JACKSON HICKS ERICK HIDALGO DARRION HILTON JADYN HILTON KENYA HINES WILSON HOANG NICHOLAS HOBBS JOSHUA HODGE JAYDEN HODGE SHANE HOFFMAN CONNOR HOLBERG CHRISTIA HOLLAND KENDRA HOLLINGTON NATHAN HOLLOMAN CAMRYN HOLMES LOGAN HOLSOMBACK GRIFFIN HONIG JACELYN HONNEY LAW HOPE THOMAS HOPWOOD GABRIEL HOSEY MARGUERITE HOWARD CAMDEN HOWARD SANAI HOWARD KIARA HOWARD-JOHNSON XUXUAN HUANG SAVANNAH HUDSON I'YUNLA HUELL JACK HUGHEY JADA HUNT KINSLEY HUNTER KYLA HUTCHINSON LANDON HUYNH ANDREW JACKSON CHRISTEN JACKSON INDIA JACKSON BRYSON JACOBS DESMOND JACOBS HENDRICKS RYKIA JAKES BRITNEY JARILLO EMILY JEFFORDS KAYSHAWN JENKINS WILLIAM JENKINS MYSTARRIA JENKINS MAXWELL JENNESS CAROLINE JENNESS ELEANORA JETT HANNAH JEWELL BROOKE JEWELL NAKIA JOHNSON EMILY JOHNSON ACACIA JOHNSON KAYLA JOHNSON NIKARA JOHNSON AVERY JOHNSON ZION JOHNSON ANASTASIA JOHNSON GATLIN JOHNSON SHIKERIA JOHNSON SOREN JONES JESUS JORDAN BERNASIA JORDAN MADISON JOWERS JUSTIN JOYNER ALLANAH JUNE SHAKHRUZA KAMOLOVA LEAH KATKO STACIANNA KEITH NYAZIA KELLY KIERSTON KELLY DESTINEY KELLY LIA KHACHATRYAN ANNA-LAURYN KIEFFER JACOB KIKER JOSHUA KING TAKERIA KING-ANDERSON EVONNA KINLOCH KEEGHAN KNIERIM ANIYAH KNIGHT ZY'KEE KNOX PARIMAL KOTADIYA ANDREW KRABBENHOFT ZACKEUS KYNARD
FORM 990-PF, PART XIV, LINE 3A2024 MEETING STREET SCHOLARSHIP RECIPIENTS (CONTINUED):LESLIE LAMB HANNA LANE AMELIA LAWALL LAUREN LAWRENCE CHRISTIAN LAWRENCE MACKENZIE LAWRIMORE STEPHANIE LAYNE ETHAN LE AIDAN LEE BRANDON LEE GUNNAR LEE MIRANDA LEE YAAASANTEWA LEE ISABELLA LEFEW MYCHAI LEGETTE AMY LEON JADA LEONARD DESTINE LESESNE PATRICK LESESNE GABRIELLE LESTER KAMALI LEWIS KINZLEE LEWIS SASHA LEWIS CARYN LEWIS SYDNEY LEWIS LEGEND LEWIS GARRETT LILLEY AUDREY LIMLE JASON LIN JAYLEN LINK MAX LIPSCHITZ ALYSSA LITTLE ADRIAN LOCKWOOD ALLIE LOOPER CAROLINE LORD JEFFREY LORD SAMANTHA LOVE MONTANNA LUSSIER RYAN LYNCH FAITH MACHERIONE OLIVIA MADDEN AALIYAH MALLOY ALEXANDERIA MALLOY ASHLYN MALLOY TY'DAIRIUS MANER DANIERI MANIRAKIZA KATHERINE MARSHALL SOPHIA MARTIN PRESSLY MARTIN MADELINE MARTIN BRADFORD MARTIN LEVN MASINDET SANTAU MASINDET SANAU MASINDET SINAAYAH MATHIS MORGAN MATNEY K'LAYAH MAXWELL ASHLYN MAYHEW STORMIE MAYNARD ALAINA MAZYCK JAYLA MCALLISTER EMMANUEL MCBRIDE DAKARAI MCCLAM ALLONA MCCLAM NOAH MCCLAM SHAYLA MCCOLLUM DEANNA MCCRIMMON KAYA MCDONAGH IYAHNA MCDONALD KASSIE MCDOWELL JADA MCDUFFIE KENNERLY MCELVEEN JORDAN MCFADDEN KIRA MCGILL ALLA MCGILLIVRAY ZANIYAH MCKELLAR KAMAIYA MCKENZIE ALYSSA MCKNIGHT KRISTAN MCKNIGHT JORDEN MCLEAN Z'NYA MCLELLAN TRINITY MCMANUS CONOR MCMANUS ANNIE MCMURRAY MYAH MCNEIL ARYANNA MCPHAIL ZACHARY MEHDAOVA TYLER MELTON ANASTAZIA MENDONES HAZER MENDOZA AYALA TRINITY MICKELL JORDAN MIDDLETON IVOR MILES BETHLYN MILES BRAYDEN MILES SY'MONE MILES AUBREE MILLER LOGAN MILLER KAYLA MILLER DAQUAN MILLER JOSEPHINE MILLER KAILEE MILLIGAN JACOB MINER ANDREW MINTON TAYLOR MITCHELL FAITH MITCHELL AMMAR MOHAMED FAITH MOODY ALISSA MOORE MATTHEW MOORE LA'NYA MOORE ZIAYAHNA MOORE RACHEL MORALES MORALES JENNIFER MORALES MORALES ELIZABETH MORAN KAITLYN MORANCHEL ASHLEY MORENO ABIGAIL MORGAN SAVANNAH MORRIS PAMELA MOSES TRENYCE MOULTRIE FAITH MOZEAK BRIAN MUELLER SILVIA MUNDY JOYA MURPHY BLAIZE MURPHY SHARON MURRAY JORDEN MYERS ASHLYN MYERS IAN MYERS NURAH NAFEA SEBASTIAN NAJERA EMMALEE NAPIER CHARIS NAPIER JACOBIE NARCISO EVAN NASH ANDREA NASH ELIANNA NAVARRO JAYLA NEAL FRANCES NEAL THOMAS NEIGHBORS JONATHAN NEIGHBORS MYKAYLA NELSON TERMAINE NELSON CHRISTIAN NELSON TYNEISHA NELSON CIAN NELSON KALAYA NELSON PARIS NELSON MICHAEL NEWSOME MAHYLA NICKENS ELIJAH NORTH CHASE NOVAK ADEN NURIYEV JOSELYN OCHOA 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 DEVIN PARKER JARON PARKER HARRY PATEL ISHA PATEL DIYA PATEL ARCHI PATEL SAUMYA PATEL AIDEN PATNO KELVIN PEARSON ROBYN PENDERGRASS JAKAYLA PENDERGRASS JAMARRIA PENDERGRASS ANA PEREZ RIAN PETTIT ELISE PHILLIPS DALAISHA PICKENS CHRISTIAN PITTMAN JUDE PLYLER PEYTON POLING JAIDA POLITE TAYLOR POLITE KENNEDY POLSON JASON POPE MATTHEW PORZIO MELQUAN POUGE GEOFFREY POWELL MAKENLY POWERS DAYLANTA PRATT-LESTER JEREMIAH PRESCOTT RICHARD PRESSLEY KAMIAH PRINGLE GNIAH PRIOLEAU TERRANCE PUSHER MIKYAH QUARLES KYLAH RAINEY ANDREA RAMIREZ NUNEZ TIANA RAMSEY-GATHERS ROBERT RAVENELL DEVAR RAVENELL ELIZABETH RAVENELL CHRISTIAN REAVES RANDALL REED DALAILYN REED ARMANDO REYES CARLOS REYES SANCHEZ NEVAEH RHODES YULIIA RIABOKONENKO MILLIE RICE TYLER RICHARDSON MYKAILA RIVERS PARIS ROBERTS BAILEY ROBERTS LUCAYA ROBERTSON TAMIA ROBINSON AMANI ROBINSON MARLENA ROBINSON JOSALYN ROBINSON LOKEYA ROBINSON REYNA ROBLERO MORALES NATHANIEL ROCK JONATHAN RODRIGUEZ DIEGO RODRIGUEZ JONATHAN RODRIGUEZ-CHAVARRIA NICHOLAS ROGERS BRYSON ROGERS MIAH ROGERS CHARLES ROHALEY EMMA ROHALEY ELLIOT ROMERO REGINALD ROUSE MARY RUBY GILLIANE RUSSELL KATELYNN RYAN NY'SHIYA SABB JOSUE SALAZAR LESLY SALAZAR VELASQUEZ CHRISTIAN SALDANA JAHAIRA SALINAS JANIYA SALTERS TE'LASIA SAMUEL TROY SAMUEL SIDNEY (PREF: CLAIRE) SANGUINETTI LUCIA SANTAMARIA ALYSON SANTES EDUARDO SANTIAGO ERIC SANTIAGO VELASCO SIFAT SAWHNEY BENJAMIN SCHELL MONICA SCHENK DAVIS SCHLENKER KAMORI SCIPIO LAPORTIA SCOTT DANIEL SCOTT KATELYN SCOTT DEAN SEAGERS MOHAMED SECK JONATHAN SESSIONS ELAINA SEYMOUR SAGE SHANNON JONATHAN SHELLEY JA'NIYA SHEPPARD JACOB SHEPPARD MICHAEL SHEPPARD RUQAIYA SHUMAIL JOSHUA SHUMPERT CLARA SIERRA JOVANNY SILVA VELASQUEZ KAITLYN SIMMONS JAMESON SIMMONS ZARIA SIMMONS JULIAN SIMMONS NICHOLAS SIMONS MALIQUE SIMPSON JOHN SINGLETARY NIY'ASIA SINGLETARY CIONDRE SINGLETON NY'ASIA SINGLETON SAVANNAH SINGLETON ABIGAIL SKEE CAROLINE SLIFKA TYTIYANA SMALLS TY'ANGEL SMALLS JULIUS SMALLS JR DALAZIA SMITH KAYLA SMITH JORDAN SMITH DILLON SMITH MAKAYLA SMITH CHARLOTTE SMITH DAVID SMITH JALAYAH SMITH LILLIAN SMITH KALEB SNIDER MILEIA SNIPES MO'NAZIA SOWELLS ARIEL SPACH GARRETT SPELL MAKELYA STEVENS KISSARA STEWART CAMARIA STILLWELL BERNAISHA STOKES JOHANNA STONE JACKSON STORM MATTI STRALEY LACIE STRALEY ALLIE STRICKLAND MACKENZIE STUART CHENG SUN LUCAS SUTHERLAND NEVEAH SUTTON JAHMEIR SWINTON CODY TANG CAROLINE TANIS CLEMENTINE TAYLOR CRE'ASIA TAYLOR ME'SEAN THOMAS ZACH THOMAS LANAIH THOMAS MYA THOMAS NYKERRIA THOMPSON EDEN THOMPSON VIVIANA THOMPSON SARAH THOMPSON JAMES THORNE EVAN THRASHER KENNEDI TIMMONS YOK TIN JESUS TINAJERO-TORRES AMBER TINDAL ERIC TINDAL MALLORY TISDALE JUSTICE TODD LUIS TOLEDANO GARCIA MADISON TOLOMEA RACHAEL TONEY TYTUS TORMAN ERIC TORRES RIVAS KYLA TOWLES DORIAN TOWNSEND DARION TOWNSEND IAN TOWNSEND CHRISTOPHER TOWNSEND SIDNEY TRAN OSWALDO TREJO JACOB TRUESDALE MARY-SAVANNA TRUETT SARAH TRUNKLE MITCHELL TUNSTALL MILES TURK MATTHEW TURNER TARA TWOMBLEY LILAH URBINA-RODRIGUEZ JUSTINE UWIZEYIMANA ALYSSA VALACH CARA VAN COTT LUKE VAZQUEZ JAI VEAZEY NADIA VELASQUEZ-ROBLERO BELLA VESELY GRACYN VESELY DANTE VICK CHRISTINA VINES NATHAN VIOLETTE WALTER VONROSENBERG KELSEA WALKER NEVAEH WALKER EVERSON WALKER AYDEN WALLACE AMBER WARD SALLIE WARD JADA WASHINGTON MAEGAN WASHINGTON TANIYAH WASHINGTON ANARRIE WASHINGTON A'NAYIA WASHINGTON DA'MARWEA WASHINGTON CASSIE WATFORD HALEY WATFORD NEVAEH WATKINS URIAH WATKINS JONATHAN WATKINS RYAN WATKINS KEYON WATSON DA'ONNA WATSON DAMINICA WELLS SHAMIRRA WHITE LAJADA WHITE SHELBY WHITE KAYDEN WHITSON DONNA WILDER TRESHAUNA WILLIAMS KAIASIA WILLIAMS JAIDEN WILLIAMS NICHOLAS WILLIAMS KAH'MIYAH WILLIAMS BREANNA WILLIAMS TIAJAH WILLIAMS KARSYN WILLIAMS CAROLINE WILLIAMS JAKORI WILLIAMS DANIELLE WILLIAMS SONAI' WILLIAMS KENYA WILLIAMS TOMAS WILLIAMS ALEXIS WILSON JA'QUAZEON WILSON THOMAS WILSON ALISCIA WINGATE MACI WISE LAUREN WISE GABRIEL WOHLFARTH SAMANTHA WONG KELSY WOODBURY JAYVON WRIGHT JA'LIYAH WRIGHT TAQAISHA WRIGHTEN DANAISHA WRIGHTEN SABRINA WYNN GRETCHEN XALA PEREZ NEA XHINDI ELLIOTT YARBOROUGH JUDE YATES LILLIAN YI RIVER YOUNG NATALIE YOUNG KATE YOUNG VENUS ZHENG

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$1,196,095$4,395,000
GOLDMAN SACHS GROUP INC$2,294,705$9,190,551
FISERV INC$2,250,372$12,448,453
MERCK & CO INC NEW$839,973$2,160,308
ORGANON & CO$42,043$32,376
WELLS FARGO & CO NEW$7,646,437$14,048,000

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$26,781,341USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$26,781,341USGovtObligationsEOYFMVAmt
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$3,503LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$28,503DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS FMV OF DONATED STOCKDesc
Amt$19,148,366Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EVENTS$175,935$0$0$174,172
ADVERTISING/MARKETING/WEB$99,360$0$0$99,360
INSURANCE$37,695$0$0$45,883
INFORMATION TECHNOLOGY$20,634$0$0$21,841
SUPPLIES$1,859$0$0$1,859
FILING FEES$796$0$0$796
FINANCE CHARGES$743$0$0$585

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT LABOR - EDUCATION & SCHOLARSHIP$403,394$0$0$447,374
CONTRACT LABOR - HEALTH INITIATIVES$39,231$0$0$39,231

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
DARLA MOORE FOUNDATION
133B EAST MAIN STREETLAKE CITYSC29560
MSS INVESTMENT HOLDINGS LLC
200 MEETING STREET SUITE 206CHARLESTONSC29401

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$30,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$30,000DisbursementsCharitablePrpsAmt