BEANE FAMILY FOUNDATION 862-74C21: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BEANE FAMILY FOUNDATION 862-74C21 (EIN 31-1560574)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349103121
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:01:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311560574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEANE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAN | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SILAS ROBERT BEANE III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $5,079,796 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $113,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $580,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,040 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $318,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,312 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,896 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,364 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,364 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $226,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,329 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $595,093 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $539,671 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $546,793 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,340,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,625,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,101,194 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $371,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $314,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $323,478 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,532,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,588,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,079,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,532,627 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,588,449 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,532,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,588,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,532,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,588,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,532,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,629 | OtherIncreasesAmt |
| Subtotal | $2,588,449 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,588,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2020-04-29 | 2025-03-10 | $74,563 | $28,819 | $45,744 | $45,744 | |
| 23000. US TSY 4.500% FEB 15 2036 4.500% FEB 15 2036 | 2011-03-08 | 2025-04-23 | $23,402 | $22,765 | $637 | $637 | |
| 7000. US TSY 4.750% FEB 15 2037 4.750% FEB 15 2037 | 2007-03-26 | 2025-04-23 | $7,227 | $6,955 | $272 | $272 | |
| 3000. US TSY 4.750% FEB 15 2037 4.750% FEB 15 2037 | 2010-04-14 | 2025-04-23 | $3,097 | $3,028 | $69 | $69 | |
| 20000. US TSY 3.500% FEB 15 2039 3.500% FEB 15 2039 | 2011-03-08 | 2025-04-23 | $17,823 | $16,410 | $1,413 | $1,413 | |
| 100000. U.S. TREASURY NOTE 4.750% JUL 31 2025 | 2023-08-23 | 2025-07-31 | $100,000 | $99,621 | $379 | $379 | |
| 100000. U.S. TREASURY NOTE 5.000% SEP 30 2025 | 2023-10-17 | 2025-09-30 | $100,000 | $99,621 | $379 | $379 | |
| 150. MICROSOFT CORPORATION | 2011-06-29 | 2025-10-27 | $79,856 | $3,853 | $76,003 | $76,003 | |
| 150. APPLE INC | 2016-04-15 | 2025-12-09 | $41,744 | $4,189 | $37,555 | $37,555 | |
| 50. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2020-04-29 | 2025-12-09 | $24,597 | $9,606 | $14,991 | $14,991 | |
| 400. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896 | 2008-07-21 | 2025-12-09 | $34,300 | $29,164 | $5,136 | $5,136 | |
| 350. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896 | 2018-02-13 | 2025-12-09 | $30,013 | $47,938 | -$17,925 | -$17,925 | |
| 25. ELI LILLY CO | 2013-10-15 | 2025-12-09 | $24,830 | $1,223 | $23,607 | $23,607 | |
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,951 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,040 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $394 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| SILAS ROBERT BEANE JR | ||||||
| 167 LITTLE HARBOR RD | NEW CASTLE | NH | 03854 | TRUSTEE | 0 | $0 |
| ROSA T BEANE | ||||||
| 167 LITTLE HARBOR ROAD | NEW CASTLE | NH | 03854 | TRUSTEE | 0 | $0 |
| SILAS ROBERT BEANE III | ||||||
| 167 LITTLE HARBOR RD | NEW CASTLE | NH | 03854 | TRUSTEE | 0 | $0 |
| MARIA E BEANE-BONOMET | ||||||
| 167 LITTLE HARBOR RD | NEW CASTLE | NH | 03854 | TRUSTEE | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,783,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,885,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,885,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,812,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,994 | TotalTaxAmt |
| Distributable Before Adj | $236,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $233,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,364 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,364 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $215,480 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SILAS ROBERT BEANE JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEBSTER HOUSE | |||||||
| 135 WEBSTER STREET | MANCHESTER | NH | 03104 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| GATHER (SEACOAST FAMILY FOOD PANTRY) | |||||||
| 210 WEST ROAD | PORTSMOUTH | NH | 03801 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| NE ORGANIC FARMING ASSN OF NEW HAMPSHIRE | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| BLUE OCEAN SOCIETY MARINE CONSERVATION | |||||||
| 143 PLEASANT STREET | PORTSMOUTH | NH | 03801 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| SNOW FARM-NEW ENGLAND CRAFT PROGRAM | |||||||
| 5 CLARY ROAD | WILLIAMSBURG | MA | 01096 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| GIRLS INC | |||||||
| 120 WALL STREET 18TH FL | NEW YORK | NY | 10005 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| ACTION AGAINST HUNGER | |||||||
| 1 WHITEHALL STREET | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| IRC - INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| BOSTON GRADUATE SCHOOL OF PSYCHOANALYSIS | |||||||
| 1581 BEACON STREET | BROOKLINE | MA | 02446 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| LAFAYETTE COLLEGE | |||||||
| 730 SULLIVAN ROAD | EASTON | PA | 18042 | NA | PC | UNRESTRICTED GENERAL | $20,000 |
| MARY'S PLACE SEATTLE | |||||||
| PO BOX 1711 | SEATTLE | WA | 98111 | N/A | PC | UNRESTRICTED GENERAL | $4,382 |
| WORLD CENTRAL KITCHEN INC | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| K-9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | N/A | PC | UNRESTRICTED GENERAL | $3,682 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 60637 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| STOLENYOUTH | |||||||
| 3101 E MADISON STREET | SEATTLE | WA | 98112 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| TIGER SANCTUARIES INC | |||||||
| 250 W 12TH STREET | NEW YORK | NY | 10014 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| RAVE FOUNDATION | |||||||
| 1901 OAKESDALE AVENUE SW | RENTON | WA | 98057 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NV | 68010 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| CASCADIA ART MUSEUM | |||||||
| 190 SUNSET AVENUE E | EDMONDS | WA | 98020 | N/A | PC | UNRESTRICTED GENERAL | $5,300 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| PO BOX 172449 | DENVER | CO | 80217 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| THE SOUTHERN DOCUMENTARY FUND | |||||||
| 1105 W CHAPEL HILL STREET | DURHAM | NC | 27701 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| GLOBAL FUND FOR WOMEN | |||||||
| 505 MONTGOMERY ST 18TH FL | SAN FRANCISCO | CA | 94111 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| LYNNWOOD FOOD BANK | |||||||
| 5320 176TH STREET SW | LYNNWOOD | WA | 98037 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| SEATTLE ART MUSEUM SUPPORTERS | |||||||
| 1300 1ST AVENUE | SEATTLE | WA | 98101 | N/A | PC | UNRESTRICTED GENERAL | $37,500 |
| SEATTLE SYMPHONY | |||||||
| PO BOX 21906 | SEATTLE | WA | 98111 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| PACIFIC NORTHWEST BALLET | |||||||
| 301 MERCER STREET | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 THIRD AVENUE | SEATTLE | WA | 98121 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| REFUGEE WOMEN'S ALLIANCE (ReWA) | |||||||
| 4008 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98108 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| FRED HUTCHINSON CANCER CENTER | |||||||
| 1100 FAIRVIEW AVENUE N | SEATTLE | WA | 98109 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,364 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,312 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NJ attorney general only needs a copy if there is solicitation, which does not apply to this foundation. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 458140100 INTEL CORP | $67,852 | $110,700 |
| 166764100 CHEVRON CORP | $96,247 | $152,410 |
| 780087102 ROYAL BANK CANADA PV | $78,130 | $170,490 |
| 30231G102 EXXON MOBIL CORP | $50,953 | $120,340 |
| 58933Y105 MERCK AND CO INC SHS | $33,527 | $105,260 |
| 459200101 INTL BUSINESS MACHIN | $71,844 | $148,105 |
| 369550108 GENL DYNAMICS CORP | $24,249 | $100,998 |
| 580135101 MCDONALDS CORP | $23,658 | $122,252 |
| 25243Q205 DIAGEO PLC SPON ADR | ||
| 037833100 APPLE INC | $57,800 | $448,569 |
| 962166104 WEYERHAEUSER CO | $84,498 | $71,070 |
| 717081103 PFIZER INC | $71,548 | $82,170 |
| 594918104 MICROSOFT CORP | $33,826 | $411,077 |
| 110122108 BRISTOL-MYERS SQUIBB | $24,931 | $53,940 |
| 026874784 AMERICAN INTERNATION | $19,458 | $42,775 |
| 00287Y109 ABBVIE INC SHS | $8,796 | $91,396 |
| 002824100 ABBOTT LABS | $8,111 | $50,116 |
| 532457108 ELI LILLY & CO | $22,007 | $483,606 |
| 20030N101 COMCAST CORP NEW CL | $82,130 | $74,725 |
| 75513E101 RTX CORP CORP | $40,115 | $183,400 |
| 084670702 BERKSHIRE HATHAWAYIN | $189,465 | $402,120 |
| 254687106 DISNEY (WALT) CO COM | $155,885 | $170,655 |
| 30161N101 EXELON CORPORATION | $39,959 | $43,590 |
| 81369Y506 ST STRT ENERGY SLCT | $51,170 | $67,065 |
| 81369Y605 ST STRT FINANCIAL SL | $101,220 | $164,310 |
| 46434V456 ISHARES MSCI INTL QU | $109,081 | $136,350 |
| 921943858 VANGUARD FTSE DEVELO | $79,260 | $93,705 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $539,671 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $546,793 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 81369Y506 ENERGY SELECT SECTOR | |||
| 30254T759 FPA CRESCENT FUND IN | AT COST | $163,417 | $171,328 |
| 46434V456 ISHARES EDGE MSCI | |||
| 81369Y605 FINANCIAL SELECT SEC | |||
| 77954M105 T ROWE PRICE CAPITAL | AT COST | $151,310 | $152,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME ADJUSTMENT | $625 |
| ROUNDING | $4 |
| GRANT RECOVERY | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $49,741 | Amt |
| Net Investment Income | $29,845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,896 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $647 | $647 | $0 |
| EXCISE TAX - PRIOR YEAR | $71 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,600 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $360 | $360 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $33 | $33 | $0 |