Civic Intelligence

The Beechwood Foundation

EIN 31-1441552 • 501(c)3 • Cincinnati, OH

Profile

The beechwood foundation is a supporting organization of beechwood home. The beechwood foundation is organized and operated for the benefit of beechwood home. Beechwood home is a section 501(c) public organization charity that was formed to provide shelter, care, medical treatment, and protection for persons who are afflicted with incurable diseases.

Refreshing map…

2140 Pogue AveCincinnati, OH 45208-3234

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

29th percentile

-1.7%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

56th percentile

6.9%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.5%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$43,335,332

Down $3,640,346 (-7.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$43,335,332

Down $3,640,346 (-7.7%) from 2021

Operations
Liabilities / Revenue5th percentileNet Margin29th percentile

Revenue

Down

$2,188,720

Down $453,030 (-17%) from 2021

Expenses

Down

$2,226,728

Down $421,433 (-16%) from 2021

Net Income

Down

-$38,008

Down $31,597 (-493%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$60M$40M$20M$0Assets 2010: $28,564,396Liabilities 2010: $0Net Assets 2010: $28,564,3962010Assets 2011: $27,777,519Liabilities 2011: $0Net Assets 2011: $27,777,5192011Assets 2012: $28,579,793Liabilities 2012: $0Net Assets 2012: $28,579,7932012Assets 2013: $33,810,370Liabilities 2013: $0Net Assets 2013: $33,810,3702013Assets 2014: $34,882,626Liabilities 2014: $0Net Assets 2014: $34,882,6262014Assets 2015: $32,220,963Liabilities 2015: $0Net Assets 2015: $32,220,9632015Assets 2016: $33,156,123Liabilities 2016: $0Net Assets 2016: $33,156,1232016Assets 2017: $36,992,946Liabilities 2017: $0Net Assets 2017: $36,992,9462017Assets 2018: $33,806,684Liabilities 2018: $0Net Assets 2018: $33,806,6842018Assets 2019: $39,589,973Liabilities 2019: $0Net Assets 2019: $39,589,9732019Assets 2020: $41,840,513Liabilities 2020: $0Net Assets 2020: $41,840,5132020Assets 2021: $46,975,678Liabilities 2021: $0Net Assets 2021: $46,975,6782021Assets 2024: $43,335,332Liabilities 2024: $0Net Assets 2024: $43,335,3322024

Highlighted filing

2024

Assets$43,335,332
Liabilities$0
Net Assets$43,335,332
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,331,6352010Expenses 2011: $2,099,3832011Expenses 2012: $2,133,0902012Revenue 2013: $3,463,150Expenses 2013: $2,152,233Net Income 2013: $1,310,9172013Revenue 2014: $3,023,099Expenses 2014: $2,106,406Net Income 2014: $916,6932014Revenue 2015: $3,598,547Expenses 2015: $2,197,557Net Income 2015: $1,400,9902015Revenue 2016: $2,177,105Expenses 2016: $2,250,622Net Income 2016: -$73,5172016Revenue 2017: $2,728,069Expenses 2017: $2,271,041Net Income 2017: $457,0282017Revenue 2018: $3,126,540Expenses 2018: $2,566,948Net Income 2018: $559,5922018Revenue 2019: $3,308,692Expenses 2019: $2,432,208Net Income 2019: $876,4842019Revenue 2020: $1,864,054Expenses 2020: $2,038,492Net Income 2020: -$174,4382020Revenue 2021: $2,641,750Expenses 2021: $2,648,161Net Income 2021: -$6,4112021Revenue 2024: $2,188,720Expenses 2024: $2,226,728Net Income 2024: -$38,0082024

Highlighted filing

2024

Revenue$2,188,720
Expenses$2,226,728
Net Income-$38,008
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$43,335,332
Liabilities
$0
Net assets
$43,335,332
Revenue
$2,188,720
Expenses
$2,226,728
Net income
-$38,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.00$43.3$2.19$2.23$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$2.64$2.65$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$0.00$41.8$1.86$2.04$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$0.00$39.6$3.31$2.43$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$3.13$2.57$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$2.73$2.27$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$0.00$33.2$2.18$2.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$3.60$2.20$1.40
2014Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.02$2.11$0.92
2013Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$3.46$2.15$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$0.00$27.8$2.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$23,492,791
Mission and Program Overview

Mission

The beechwood foundation is a supporting organization of beechwood home. The beechwood foundation is organized and operated for the benefit of beechwood home. Beechwood home is a section 501(c) public organization charity that was formed to provide shelter, care, medical treatment, and protection for persons who are afflicted with incurable diseases.

To support beechwood home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,460,273$43,233,317▲ $2,773,044
Accounts Receivable$90,023$102,015▲ $11,992
Total Assets$40,550,296$43,335,332▲ $2,785,036
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,950,296$42,735,332▲ $2,785,036
Net Assets With Donor Restrictions$600,000$600,000→ $0
Total Net Assets Fund Balance$40,550,296$43,335,332▲ $2,785,036
Total Liabilities and Net Assets / Fund Balance$40,550,296$43,335,332▲ $2,785,036

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$40,550,296$50,000▲ $4,961,764$2,047,416$43,335,332
2023$38,299,378-▲ $4,732,837$2,357,650$40,550,296
2022$46,975,678-▼ $5,779,582$2,746,694$38,299,378
2021$41,840,513-▲ $7,783,326$2,455,412$46,975,678
2020$39,589,973-▲ $4,289,032$1,862,856$41,840,513
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Richard D OliverPresident
James R GibbsTrustee
Renie DohrmannTrustee
Robert Chip Heidt IiiTrustee
Tad DebordTrustee
Timothy ToftTrustee
William BaechtoldTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,188,720
Other Revenue
$0
Change in Net Assets
$-38,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,047,416
Other Expenses$179,312
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,047,416--$2,047,416
Fees for Service Investment Mgmnt Fees-$179,312-$179,312
Total Functional Expenses$2,047,416$179,312$0$2,226,728
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beechwood HomeCincinnati, OH501(c)(3)Fund Operations of Beechwood Home$2,047,416
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The director of finance will e-mail a copy of the form 990 to the finance committee to review and approve. Once the finance committee approves the form 990, they will inform the director of finance. The director of finance will then distribute the form 990 to the board of trustee's for their review. The director of finance will then inform the accounting firm of the approval by the finance committee.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
The Beechwood Foundation
EIN
31-1441552
Phone
5133219294
Address
2140 POGUE AVE, CINCINNATI, OH 45208-3234

Signing Officer

Name
Patricia Clark
Title
CEO
Phone
5133219294
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Clark
Formed
1995
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Gregory a Deyhle
Phone
5132412940
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Release from restrictions 50,000.”

Part XII, Line 2C

“The board of trustees reviews the reviewed financial statements prior to issuance.”

Financial Statement Notes

PART V, LINE 4:

“The home has a policy of appropriating for distribution each year 5 percent of its endowment fund's average fair value over the prior three years through the calendar year end preceding the year in which the distribution is planned. In establishing this policy, the home considered the long term expected return on its endowment. Accordingly, over the long term, the home expects the current spending policy to allow its endowment to grow at a rate that sufficiently satisfies the homes ability to provide care to its residents at a consistent level indefinitely. This is consistent with the home's objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term as well as to provide additional real growth through new gifts and investment return.”

PART X, LINE 2:

“The organization is exempt from income tax under section 501(c)(3) of the internal revenue code. However, the organization is subject to federal income tax on unrelated business income from rental of its former assisted living space. There was no tax charged against current operations. Contributions to the organization qualify as charitable deductions. In the normal course of business, the organization is subject to examination by various taxing authorities. Although the outcome of tax audits is always uncertain, the organization believes that there are no significant unrecognized tax liabilities at december 31, 2024.”

Raw XML Appendix399 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd01
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IRS990/AccountsReceivableGrp/EOYAmt0102015
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT BEECHWOOD HOME.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990/BooksInCareOfDetail/PhoneNum05133219294
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02140 POGUE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYOtherExpensesAmt0179312
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-38008
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IRS990/CYTotalExpensesAmt02226728
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IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES R GIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY TOFT
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM BAECHTOLD
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT CHIP HEIDT III
IRS990/Form990PartVIISectionAGrp/PersonNm5TAD DEBORD
IRS990/Form990PartVIISectionAGrp/PersonNm6RENIE DOHRMANN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310537069
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02047416
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02047416
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0179312
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt040550296
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt043335332
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04961764
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02047416
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0124269
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt038299378
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt040550296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04732837
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02357650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0150024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt046975678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt038299378
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5779582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02746694
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0192749
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt041840513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt046975678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07783326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02455412
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0175636
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt039589973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt041840513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04289032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01862856
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HOME HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE CALENDAR YEAR END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE HOME CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE HOME EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE THAT SUFFICIENTLY SATISFIES THE HOMES ABILITY TO PROVIDE CARE TO ITS RESIDENTS AT A CONSISTENT LEVEL INDEFINITELY. THIS IS CONSISTENT WITH THE HOME'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME FROM RENTAL OF ITS FORMER ASSISTED LIVING SPACE. THERE WAS NO TAX CHARGED AGAINST CURRENT OPERATIONS. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS. IN THE NORMAL COURSE OF BUSINESS, THE ORGANIZATION IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE ORGANIZATION BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02047416
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND OPERATIONS OF BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0310537069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0452083234
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING CONTROL OVER THE ELECTRONIC TRANSFER OF THE FUNDS FROM THE FOUNDATION TO BEECHWOOD HOME.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR OF FINANCE WILL E-MAIL A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY WILL INFORM THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE DIRECTOR OF FINANCE WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RELEASE FROM RESTRICTIONS 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310537069
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO CARE FOR RESIDENTS WITH INCURABLE MEDICAL CONDITIONS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0452083234
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02047416
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt040550296
IRS990/TotalAssetsEOYAmt043335332
IRS990/TotalAssetsGrp/BOYAmt040550296
IRS990/TotalAssetsGrp/EOYAmt043335332
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0179312
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02047416
IRS990/TotalFunctionalExpensesGrp/TotalAmt02226728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt040550296
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt043335332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02047416
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01298470
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0890250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02188720
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt040550296
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043335332
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02140 POGUE AVE
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452083234
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05133219294
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEECHWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEEC
ReturnHeader/Filer/EIN0311441552
ReturnHeader/Filer/PhoneNum05133219294
ReturnHeader/Filer/USAddress/AddressLine1Txt02140 POGUE AVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452083234
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0316063298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELLOTT & MELLOTT PLL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 WALNUT STREET - SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452024025
ReturnHeader/PreparerPersonGrp/PhoneNum05132412940
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A DEYHLE
ReturnHeader/ReturnTs02025-05-05T13:18:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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