Civic Intelligence

Orlean and Ralph W Beeson Fund

990 • Fiscal year 2015 • EIN 57-0885634

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

3100 Highland AvenueBirmingham, AL 35205

(205) 933-3705

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.04x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.48x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

10th percentile

$93,884

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

21st percentile

-3.8%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

68%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Down

$45,236,958

Down $1,765,718 (-3.8%) from 2014

Net Assets

Down

$43,588,001

Down $1,795,298 (-4.0%) from 2014

Liabilities

Up

$1,648,957

Up $29,580 (+1.8%) from 2014

Revenue

Up

$3,412,657

Up $1,379,958 (+68%) from 2014

Expenses

Up

$2,223,721

Up $260,888 (+13%) from 2014

Net Income

Up

$1,188,936

Up $1,119,070 (+1602%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $37,859,285Liabilities 2011: $1,367,754Net Assets 2011: $36,491,5312011Assets 2012: $40,871,204Liabilities 2012: $1,344,761Net Assets 2012: $39,526,4432012Assets 2013: $45,878,678Liabilities 2013: $1,500,449Net Assets 2013: $44,378,2292013Assets 2014: $47,002,676Liabilities 2014: $1,619,377Net Assets 2014: $45,383,2992014Assets 2015: $45,236,958Liabilities 2015: $1,648,957Net Assets 2015: $43,588,0012015Assets 2016: $46,118,605Liabilities 2016: $1,665,101Net Assets 2016: $44,453,5042016Assets 2017: $49,426,074Liabilities 2017: $1,687,795Net Assets 2017: $47,738,2792017Assets 2018: $45,397,581Liabilities 2018: $1,743,177Net Assets 2018: $43,654,4042018Assets 2019: $49,591,977Liabilities 2019: $1,687,431Net Assets 2019: $47,904,5462019Assets 2020: $53,115,253Liabilities 2020: $1,632,825Net Assets 2020: $51,482,4282020Assets 2021: $56,479,601Liabilities 2021: $1,764,715Net Assets 2021: $54,714,8862021Assets 2022: $47,857,948Liabilities 2022: $1,784,966Net Assets 2022: $46,072,9822022Assets 2023: $51,173,619Liabilities 2023: $1,902,709Net Assets 2023: $49,270,9102023Assets 2024: $53,466,329Liabilities 2024: $1,793,094Net Assets 2024: $51,673,2352024

Highlighted filing

2015

Assets$45,236,958
Liabilities$1,648,957
Net Assets$43,588,001

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,672,8732011Expenses 2012: $1,643,4072012Revenue 2013: $2,440,431Expenses 2013: $1,850,527Net Income 2013: $589,9042013Revenue 2014: $2,032,699Expenses 2014: $1,962,833Net Income 2014: $69,8662014Revenue 2015: $3,412,657Expenses 2015: $2,223,721Net Income 2015: $1,188,9362015Revenue 2016: $1,271,797Expenses 2016: $2,155,897Net Income 2016: -$884,1002016Revenue 2017: $2,458,608Expenses 2017: $2,155,887Net Income 2017: $302,7212017Revenue 2018: $2,687,210Expenses 2018: $2,151,189Net Income 2018: $536,0212018Revenue 2019: $1,677,482Expenses 2019: $2,129,904Net Income 2019: -$452,4222019Revenue 2020: $1,748,832Expenses 2020: $2,328,703Net Income 2020: -$579,8712020Revenue 2021: $3,607,280Expenses 2021: $2,249,323Net Income 2021: $1,357,9572021Revenue 2022: $1,222,791Expenses 2022: $2,326,711Net Income 2022: -$1,103,9202022Revenue 2023: $2,241,285Expenses 2023: $2,382,634Net Income 2023: -$141,3492023Revenue 2024: $4,916,249Expenses 2024: $2,306,110Net Income 2024: $2,610,1392024

Highlighted filing

2015

Revenue$3,412,657
Expenses$2,223,721
Net Income$1,188,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$25,942,456
Mission and Program Overview

Mission

The fund is devoted to the benefit of mankind, the education of youth, the relief of human suffering, and propagation of the christian religion. This mission is carried out by the award of grants. No programs are conducted.

The fund is devoted to the benefit of mankind through the award of grants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$43,018,276$37,084,643▼ $5,933,633
Investments in Publicly Traded Securities$1,343,431$5,413,299▲ $4,069,868
Savings and Temporary Cash Investments$2,469,734$2,368,586▼ $101,148
Accounts Receivable$171,235$370,430▲ $199,195
Total Assets$47,002,676$45,236,958▼ $1,765,718
Liabilities
Accounts Payable and Accrued Expenses$1,619,377$1,648,957▲ $29,580
Total Liabilities$1,619,377$1,648,957▲ $29,580
Net Assets / Fund Balance
Permanently Rstr Net Assets$34,313,405$34,563,728▲ $250,323
Temporarily Rstr Net Assets$11,069,894$9,024,273▼ $2,045,621
Total Net Assets Fund Balance$45,383,299$43,588,001▼ $1,795,298
Total Liabilities and Net Assets / Fund Balance$47,002,676$45,236,958▼ $1,765,718

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$37,084,643--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$45,383,299-▲ $201,087-$43,682,836
2014$44,378,230-▲ $3,007,068-$45,383,299
2013$39,526,443-▲ $6,783,047-$44,378,230
2012$36,491,531-▲ $4,678,319-$39,526,443
2011$38,118,151-▲ $46,254-$36,491,531
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise MooreExecutive DirectorPT$63,118$30,766$93,884

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,150,945
Other Revenue
$261,712
Change in Net Assets
$1,188,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,885,692
Other Expenses$267,616
Salaries, Compensation, and Employee Benefits$70,413
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,847,542--$1,847,542
Payments to Affiliates-$121,587-$121,587
Other Expenses-$78,701-$78,701
Current Officers, Directors, Trustees, and Key Employees-$70,413-$70,413
Fees for Service Investment Mgmnt Fees-$60,593-$60,593
Foreign Grants$38,150--$38,150
Fees for Services Accounting-$6,735-$6,735
Total Functional Expenses$1,885,692$338,029$0$2,223,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ipc - Community MinistriesBirmingham, AL, In501(c)(3)Support for Community Ministries Department$197,360
Kirkwood by the RiverBirmingham, AL501(c)(3)Chaplain Support$113,255
Make Way PartnersBirmingham, AL501(c)(3)New Life Ministry High School Project$100,000
Cure InternationalLemoyne, PA501(c)(3)SUPPORT WOMEN'S HEALTH INITIATIVES IN AFGHANISTAN$80,000
First LightBirmingham, AL501(c)(3)Operating Support$75,000
Teach for America- AlabamaAtlanta, GA501(c)(3)Support for K5 Teacher at Hayes K-8 School$60,000
Stair of BirminghamBirmingham, AL501(c)(3)Support for After-school Reading Program Conducted at Ipc$55,000
Outreach FoundationFranklin, TN501(c)(3)Support for Rev. Dr. Peter Lim$54,500
Mwandi Ucz Mission HospitalIrondale, AL501(c)(3)Salary Support for Mission Coordinator$52,000
Medical Benevolence FoundationStafford, TX501(c)(3)Medical Support in Turkey$47,000
Community Furniture BankBirmingham, AL501(c)(3)Operating Support$42,500
Grace HomeBirmingham, AL501(c)(3)Program Grant$30,000
Greater Birmingham MinistriesBirmingham, AL501(c)(3)Operating Support$30,000
St Annes HomeBirmingham, AL501(c)(3)Program Grant$27,500
Marion Medical MissionMarion, IL501(c)(3)Support for Shallow Wells in Africa$26,600
GOOD NEWS CHILDREN'S EDUCATION MISSIONSelma, AL501(c)(3)Program Grant$23,000
Presbyterian Home for ChildrenTalladega, AL501(c)(3)Support for Family Bridges Program$22,500
Birmingham Education FoundationVero Beach, FL501(c)(3)Program Grant$20,000
Cahaba River SocietyNew York, NY501(c)(3)Engage Partners in a Pilot Clean Enhancement Project to Strengthen Outreach Efforts and Educational Effectiveness for Urban and Rural Disadvantaged Communities$20,000
His Kids TooSpring Hill, TN501(c)(3)Program Support$20,000
Ywca of Birmingham-501(c)(3)Program Grant$20,000
HicaBirmingham, AL501(c)(3)Support for 4 Programs - (1) Strong Families, (2) Asset Building & Economic Development, (3) Immigration and Access to Justice, and (4) Community Education and Engagement$17,000
United Way of Central AlabamaBirmingham, AL501(c)(3)Fund the Startup of a Success by 6 Classroom Serving Four-year Old Children in the North Avondale Community$17,000
Cornerstone SchoolsBirmingham, AL501(c)(3)Support for Academic Program and to Engage Students in Summer Learning Experiences$16,700
Better BasicsBirmingham, AL501(c)(3)Support for Full Range of School-day Programs$16,500
Construction Education Foundation of AlabamaBirmingham, AL501(c)(3)Support for (1) Applied Math Skills Training Printed Materials Used in Training and (2) Transportation Assistance$15,000
Foundations Early Learning and Family CenterBirmingham, AL501(c)(3)Cover Food Costs$15,000
Girls IncBirmingham, AL501(c)(3)Support for Operation Smart/eureka Teen Achievement Program$15,000
Growing KingsTallahassee, FL501(c)(3)Program Support for Prince Charming and Measures of a Man Continuums in 10 Birmingham City Schools$15,000
Habitat for HumanityBirmingham, AL501(c)(3)Program Grant$15,000
Jones Valley Teaching FarmsMaryville, TN501(c)(3)Program Grant$15,000
M-powerBirmingham, AL501(c)(3)Support for Education Center$15,000
First Presbyterian - Vero Beach FlBirmingham, AL501(c)(3)Fund Position for Facilitator of the Education Dept of Abraham Kriel Child & Youth Care Center$13,657
Living Waters for the WorldBirmingham, AL501(c)(3)Operating Support$12,500
Beat (bethel-ensley Action Task Inc)Birmingham, AL501(c)(3)Operating Support$12,000
Breakthrough CollaborativeBirmingham, AL501(c)(3)Sail Grant$12,000
In Christ Supporting MinistriesBirmingham, AL501(c)(3)Program Grant$12,000
Maryville CollegeBirmingham, AL501(c)(3)Program Grant$12,000
Entrepreneurial Ventures in Education IncNashville, TN501(c)(3)Program Grantprogram Grant$11,600
Faith Aftercare Educational Enrichment CenterAtlanta, GA501(c)(3)Sail Grant$11,000
Alabama PossibleBirmingham, AL501(c)(3)Funds Bluesprings College Access Initiative$10,000
Clerestory IncBirmingham, AL501(c)(3)Program Support$10,000
Community Kitchens of BirminghamBirmingham, AL501(c)(3)Program Grants$10,000
Episcopal PlaceBirmingham, AL501(c)(3)Program Grant$10,000
Friends of Forman Christian CollegeIndianapolis, IN501(c)(3)Furnishing On-campus Elementary School Project for Over 100 Children on Their Staff & Faculty$10,000
Literacy CouncilSan Francisco, CA501(c)(3)Program Support$10,000
Ymca of Shades Valley-501(c)(3)Program Grant$10,000
Antioch Missionary Baptist ChurchBirmingham, AL501(c)(3)Program Supportsail Grant$9,000
Collaborative Solutions IncFairfield, AL501(c)(3)Program Grants$8,000
General Board of Discipleship - UmcBirmingham, AL501(c)(3)Expand E-readers for Theological Education Project in 15 Colleges in Africa & 4 in Phillipines$8,000
Candler School of TheologyAtlanta, GA501(c)(3)Assist Students With Housing Needs While Participating in International Exchanges During Their Seminary Education$7,500
Grace House MinistriesBirmingham, AL501(c)(3)Program Grant$7,500
Hayes Elementary School K-8Bessemer, AL501(c)(3)Program Grant$7,500
Impact AlabamaCharlotte, NC501(c)(3)Program Grant$7,500
Johnson C Smith Theological SeminaryBirmingham, AL501(c)(3)Program Grant$7,500
New Rising StarBirmingham, AL501(c)(3)Sail Grant$7,500
South Highland CenterTuscaloosa, AL501(c)(3)Program Grant$7,500
Stillman CollegeBirmingham, AL501(c)(3)Program Grant$7,500
Studio by the TracksBirmingham, AL501(c)(3)Defray the Costs of 5 Children in the Arts Program$7,500
Woodlawn FoundationBirmingham, AL501(c)(3)Program Grant$7,500
YouthserveBirmingham, AL501(c)(3)General Operating Support$7,500
Birmingham-southern CollegeBirmingham, AL501(c)(3)Program Support$7,000
American Baseball FoundationBirmingham, AL501(c)(3)Sail Grant$6,550
Zion Springs Baptist ChurchFairfield, AL501(c)(3)Sail Grants$6,500
CHILDREN'S OF ALABAMABirmingham, AL501(c)(3)Purchase of Hearing Aids$6,000
The Learning VillageBirmingham, AL501(c)(3)Sail Grants$6,000
Assistance League of BirminghamBirmingham, AL501(c)(3)Program Grant$5,500
Alabama Sheriffs Youth RanchesMontgomery, AL501(c)(3)Annual Distribution$5,300

International Summary

Offices
0
Employees
0
Spending
$38,150

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-saharan AfricaGrants to Recipients in RegionProvide Nutritional Assistance in Zambia. Distribute Bibles and Curriculums for Youth in the Democratic Republic of Congo.00$38,150
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anna JamesWife of Don James, DirectorGRANT TO STAIR OF BIRMINGHAM FOR $55,000. ANNA JAMES IS THE EXECUTIVE DIRECTOR OF STAIR OF BIRMINGHAM. MR. JAMES DID NOT PARTICIPATE IN THE REVIEW OF THIS GRANT.No$55,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The foundation is administered by an elected board of directors which has full responsibility and authority for the investment and administration of all funds entrusted to it. Board members must be members of the church and are elected by the congregation for three-year terms.

Form 990, Part VI, Section B, Line 11

A copy of form 990 is provided to the organization's governing body via the executive director, who conducts a review of the 990 return.

Form 990, Part VI, Section B, Line 12C

Each year, all directors, volunteers, and staff are covered on the policy and each must sign a copy certifying that they understand and will comply.

Form 990, Part VI, Section C, Line 19

The governing documents are available upon request. The code of conduct is published on the organization's website. The financial statements are published in the annual report, which is distributed widely, and available on the organization's website for the same period of disclosure as set forth in irc section 6104(d).

Filing and Contact Details

Filer

Filer Name
Orlean & Ralph W Beeson Fund
EIN
57-0885634
Phone
2059333705
Address
3100 HIGHLAND AVENUE, BIRMINGHAM, AL 35205
Doing Business As
The Beeson Fund

Signing Officer

Name
Denise Moore
Title
Executive Director
Phone
2059333705
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Moore
Formed
1989
Legal Domicile
Al
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Rsm US Llp
Address
216 SUMMIT BOULEVARD STE 300, BIRMINGHAM, AL 35243
Preparer
Richard J Tucker
Phone
2052780001
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Harbert u.s. Real estate fund iv, lp -164,450. Amsouth opportunity fund 17,490. Regions set ii 20,474. Harbert u.s. Real estate fund v, lp -87,045. Penn diversified fund -48,181. Cash/accrual adjustment 227,336.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used to make grants to further our exempt purpose to make an impact on our world.

PART X, LINE 2:

The foundation is a not-for-profit organization that is exempt from federal income taxes under section 501(c)(3); however, the beeson fund is subject to income tax for certain unrelated business activities, which generate taxable income. The foundation files a tax return in the united states federal jurisdiction. The board evaluated the foundation's tax position and concluded that the foundation has not entered into any events or transactions that would disqualify its tax-exempt status or has not taken any uncertain tax positions that would cause the foundation to incur income taxes at the entity level. With few exceptions, the foundation is no longer subject to united states federal tax examinations by tax authorities for years before 2012.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt159727
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSIE ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1BRYSON EDMONDS
IRS990/Form990PartVIISectionAGrp/PersonNm2STAN CASH
IRS990/Form990PartVIISectionAGrp/PersonNm3FOSTER COOK
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROLYN FEATHERINGILL
IRS990/Form990PartVIISectionAGrp/PersonNm5PAT PELHAM
IRS990/Form990PartVIISectionAGrp/PersonNm6RUFFNER PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm7LYDIA CHENEY
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE GRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm9PENNEY HARTLINE
IRS990/Form990PartVIISectionAGrp/PersonNm10FRED SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm12SHERI COOK
IRS990/Form990PartVIISectionAGrp/PersonNm13JIMMY HOLLWAY
IRS990/Form990PartVIISectionAGrp/PersonNm14SUSAN HASKELL
IRS990/Form990PartVIISectionAGrp/PersonNm15DENISE MOORE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1563118
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1521039
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01791109
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01885692
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01847542
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01847542
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024320908
IRS990/GrossReceiptsAmt025942456
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01359836
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01359836
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt043018276
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037084643
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01343431
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05413299
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt022529799
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0-37964
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0-37964
IRS990/MissionDesc0THE FUND IS DEVOTED TO THE BENEFIT OF MANKIND, THE EDUCATION OF YOUTH, THE RELIEF OF HUMAN SUFFERING, AND PROPAGATION OF THE CHRISTIAN RELIGION. THIS MISSION IS CARRIED OUT BY AW ARDING GRANTS. NO PROGRAMS ARE CONDUCTED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt045383299
IRS990/NetAssetsOrFundBalancesEOYAmt043588001
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01791109
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01791109
IRS990/NetUnrelatedBusTxblIncmAmt0168720
IRS990/NetUnrlzdGainsLossesInvstAmt0-2949858
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-34376
IRS990/OtherExpensesGrp/Desc0TAX EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078701
IRS990/OtherExpensesGrp/TotalAmt078701
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2523000
IRS990/OtherRevenueMiscGrp/Desc0HARBERT U.S. REAL ESTATE FUND IV,
IRS990/OtherRevenueMiscGrp/Desc1HARBERT U.S. REAL ESTATE FUND V,
IRS990/OtherRevenueMiscGrp/Desc2PENN DIVERSIFIED FUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt021853
IRS990/OtherRevenueMiscGrp/ExclusionAmt148611
IRS990/OtherRevenueMiscGrp/ExclusionAmt248181
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0164450
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt187045
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt248181
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0142597
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt138434
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0261712
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0121587
IRS990/PaymentsToAffiliatesGrp/TotalAmt0121587
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt034313405
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt034563728
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENISE MOORE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01697457
IRS990/PYInvestmentIncomeAmt01624374
IRS990/PYOtherExpensesAmt0265376
IRS990/PYOtherRevenueAmt0403595
IRS990/PYProgramServiceRevenueAmt04730
IRS990/PYRevenuesLessExpensesAmt069866
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01962833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02032699
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01188936
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02469734
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02368586
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/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237396600
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0192000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INDEPENDENT PRESBYTERIAN CHURCH FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0192000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0252593
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt045383299
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt043682836
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01648957
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0201087
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0222894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt044378230
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt045383299
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01779105
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03007068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0231165
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt039526443
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt044378230
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01700095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06783047
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0207452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt036491531
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt039526443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01435955
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04678319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0248974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt038118151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt036491531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01423900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046254
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt037084643
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES AND OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.79300
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO MAKE GRANTS TO FURTHER OUR EXEMPT PURPOSE TO MAKE AN IMPACT ON OUR WORLD.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3); HOWEVER, THE BEESON FUND IS SUBJECT TO INCOME TAX FOR CERTAIN UNRELATED BUSINESS ACTIVITIES, WHICH GENERATE TAXABLE INCOME. THE FOUNDATION FILES A TAX RETURN IN THE UNITED STATES FEDERAL JURISDICTION. THE BOARD EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAS NOT ENTERED INTO ANY EVENTS OR TRANSACTIONS THAT WOULD DISQUALIFY ITS TAX-EXEMPT STATUS OR HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS THAT WOULD CAUSE THE FOUNDATION TO INCUR INCOME TAXES AT THE ENTITY LEVEL. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO UNITED STATES FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt037084643
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt038150
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0PROVIDE NUTRITIONAL ASSISTANCE IN ZAMBIA. DISTRIBUTE BIBLES AND CURRICULUMS FOR YOUTH IN THE DEMOCRATIC REPUBLIC OF CONGO.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0GRANTS TO RECIPIENTS IN REGION
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt013250
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt124900
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CASH PAYMENT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1CASH PAYMENT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0OPERATING SUPPORT FOR NUTRITION ASSISTANCE IN ZAMBIA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1DISTRIBUTION OF BIBLES AND SUNDAY SCHOOL CURRICULUM FOR YOUTH IN DEMOCRATIC REPUBLIC OF CONGO
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0SUB-SAHARAN AFRICA
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1SUB-SAHARAN AFRICA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt038150
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EACH GRANTEE IS REQUIRED TO SUBMIT A REPORT ON GRANT USAGE, ANNUALLY FOR THE LIFE OF THE GRANT.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.5$1.79$51.7$4.92$2.31$2.61
2023Detailed filing. Detailed filing data is available for this year.$51.2$1.90$49.3$2.24$2.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$47.9$1.78$46.1$1.22$2.33$1.10
2021Detailed filing. Detailed filing data is available for this year.$56.5$1.76$54.7$3.61$2.25$1.36
2020Detailed filing. Detailed filing data is available for this year.$53.1$1.63$51.5$1.75$2.33$0.58
2019Detailed filing. Detailed filing data is available for this year.$49.6$1.69$47.9$1.68$2.13$0.45
2018Detailed filing. Detailed filing data is available for this year.$45.4$1.74$43.7$2.69$2.15$0.54
2017Detailed filing. Detailed filing data is available for this year.$49.4$1.69$47.7$2.46$2.16$0.30
2016Detailed filing. Detailed filing data is available for this year.$46.1$1.67$44.5$1.27$2.16$0.88
2015Detailed filing. Detailed filing data is available for this year.$45.2$1.65$43.6$3.41$2.22$1.19
2014Detailed filing. Detailed filing data is available for this year.$47.0$1.62$45.4$2.03$1.96$0.07
2013Detailed filing. Detailed filing data is available for this year.$45.9$1.50$44.4$2.44$1.85$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$1.34$39.5$1.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.9$1.37$36.5$1.67