Donald & Carla Beam Family

EIN 20-3985774 • Fernandina Beach, FL

960194 Gateway Blvd Ste 101Fernandina Beach, FL 32034

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

-73%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

-72%

Faster asset growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

2745%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$578,820

Down $1,504,949 (-72%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$578,820

Down $1,504,949 (-72%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin7th percentile

Revenue

$2,146,705

Up $2,071,242 (+2745%) from 2023

Expenses

$3,710,212

Up $3,560,849 (+2384%) from 2023

Net Income

Down

-$1,563,507

Down $1,489,607 (-2016%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Latest loaded filing

2024

Assets$578,820

Liabilities$0

Net Assets$578,820

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Latest loaded filing

2024

Revenue$2,146,705

Expenses$3,710,212

Net Income-$1,563,507

Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: -
Liabilities: -
Net assets: -
Revenue: -
Expenses: -
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$2.15	$3.71	$1.56
2023Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.08	$0.15	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$2.22	$0.00	$2.22	$0.24	$0.18	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.30	$0.18	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$0.12	$0.19	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.06	$0.06	$0.01

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Mar 14, 2026
Return Version: 2025v4.0

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DONALD W BEAM	Director Pre	-	$0	-	-
CARLA C BEAM	Director	-	$0	-	-
THOMAS BEAM	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CLEAVELAND COMMUNITY COLLEGE FOUNDA	SCHOLARSHIPS	-	SHELBY, NC, US	$585,018
Paid Grant	CITY OF SHELBY	COMMUNITY OUTREACH	-	SHELBY, NC, US	$400,000
Paid Grant	CITY OF SHELBY	COMMUNITY OUTREACH	-	SHELBY, NC, US	$100,000
Paid Grant	EDWARD JONES CHARITABLE GIFT FUND RENAISSANCE CHARITABLE FOUNDATION INC	COMMUNITY OUTREACH	-	INDIANAPOLIS, IN, US	$105

Filing and Contact Details

Filer

Filer Name: Donald & Carla Beam Family
EIN: 20-3985774
Phone: 7043006727
Address: 960194 GATEWAY BLVD STE 101, FERNANDINA BEACH, FL 32034

Signing Officer

Name: Donald W Beam
Title: Director President
Phone: 7043006727
Signed: 2026-03-14
Discuss with paid preparer: Yes

Preparer

Firm: Amelia Law Group Pllc
Address: 960194 GATEWAY BLVD 101, FERNANDINA BEACH, FL 32034
Preparer: Lorie L Chism
Phone: 9043109501

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	585018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	COMMUNITY OUTREACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CITY OF SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	EDWARD JONES CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CITY OF SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	CLEAVELAND COMMUNITY COLLEGE FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	RENAISSANCE CHARITABLE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	POBOX 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	8910 PURDUE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	POBOX 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	137 S POST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	46268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28152
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1085123
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	22520
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	22520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3546510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	8865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	41089
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	41089
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4617978
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1062603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3546510
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8865
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1085123
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1062603
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4659067
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3596464
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	2500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	2500
LiquidationExplanationStmt/ExplanationTxt	0	IN THE PLAN FOR FINAL LIQUIDATION AND DISSOLUTION OF THE FOUNDATION, MAJOR DISTRIBUTIONS WERE MADE IN THE ORIDNARY COURSE OF OPERATIONS TO THE CITY OF SHELBY NORTH CAROLINA IN THE AMOUNT OF 500,000 AND CLEAVELAND COMMUNITY COLLEGE IN THE AMOUNT OF 585,018.19. A SMALL RESIDUAL DISTRIBUTION WAS MADE TO THE RENAISSANCE CHARITABLE FOUNDATION IN THE AMOUNT OF 104.58. NO TRANSFER WAS MADE TO A "RECEIVING ORGANIZATION" AS PART OF A PLAN OF LIQUIDATION. ARTICLES OF DISSOLUTION WERE FILED WITH THE SECRETARY OF STATE OF FLORIDA.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FLORIDA ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	61
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	61
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	REFUND TAXES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	31
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	31
TaxesSchedule/TaxesDetail/Amt	0	27245
TaxesSchedule/TaxesDetail/Amt	1	500
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	27245
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	500
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DONALD W BEAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7043006727
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DONALD & CARLA BEAM FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	DONA
ReturnHeader/Filer/EIN	0	203985774
ReturnHeader/Filer/PhoneNum	0	7043006727
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	960194 GATEWAY BLVD STE 101
ReturnHeader/Filer/USAddress/CityNm	0	FERNANDINA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	464185731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	AMELIA LAW GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	960194 GATEWAY BLVD 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FERNANDINA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	32034
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9043109501
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LORIE L CHISM
ReturnHeader/ReturnTs	0	2026-03-17T11:36:08-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2025-01-01
ReturnHeader/TaxPeriodEndDt	0	2025-12-31
ReturnHeader/TaxYr	0	2025

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