Edwin J Beccue Memorial Foundation Trust

990PF • Fiscal year 2021 • EIN 84-2726862

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 01, 2022

Organization Profile

3665 Bee Ridge Road No 300Sarasota, FL 34233

(941) 954-5772

Siviq Scores

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

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

77%

Higher net margin than 93% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

$27,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

128%

Faster asset growth than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

54%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

$2,197,108

Up $1,232,470 (+128%) from 2020

Net Assets

$2,197,108

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin93rd percentile

Revenue

$1,600,913

Up $564,527 (+54%) from 2020

Expenses

$368,443

Up $296,695 (+414%) from 2020

Net Income

$1,232,470

Up $267,832 (+28%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

Highlighted filing

2021

Assets$2,197,108

Liabilities$1

Net Assets$2,197,108

Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2021

Revenue$1,600,913

Expenses$368,443

Net Income$1,232,470

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2020 to Mar 31, 2021
Signed: Feb 1, 2022
Return Version: 2020v4.2

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WAYNE SEITL	Trustee	-	$27,000	-	$27,000

Filing and Contact Details

Filer

Filer Name: Edwin J Beccue Memorial Foundation Trust
EIN: 84-2726862
Phone: 9419545772
Address: 3665 BEE RIDGE ROAD NO 300, SARASOTA, FL 34233

Signing Officer

Name: Wayne Seitl
Title: Trustee
Phone: 9419545772
Signed: 2022-02-01
Discuss with paid preparer: Yes

Preparer

Firm: Kerkering Barberio & Co
Address: PO BOX 49348, SARASOTA, FL 34230-6348
Preparer: Rebecca U Stoner
Phone: 9413654617

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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	48368
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	PENNSYLVANIA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NC STATE ENGINEERING FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	BUCKNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	GA INST OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	FLORIDA GULF COAST UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1305 W GREEN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	120 S BURROWES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	230 PAGE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	301 MARKET STREET SUITE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	760 SPRING ST NW SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	10501 FGCU BLVD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	URBANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	STATE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	LEWISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	FT MYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	61801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	16801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	27695
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	17837
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	30308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	33965
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	298368
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	107337
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	107337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	14962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	236018
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	221056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	14962
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	328393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	221056
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	236018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	14962
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	ESTATE OF EDWIN J BECCUE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	1	ESTATE OF EDWIN J BECCUE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	3665 BEE RIDGE ROAD STE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	3665 BEE RIDGE ROAD STE 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	34233
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	34233
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	695886
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	864489
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	7	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	8	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	9	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	220787
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	70323
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	68917
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	69143
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	128918
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	115989
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	75062
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	7	20088
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	8	9146
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	9	86116
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	1965 SH ISHARES TIPS BD ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	1191 SH I SHARES TR MSCI USA MIN VOL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	1829 SH I SHARES TR CORE DIV GRWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	6420 SH VIVALDI MERGER ARBITRAGE CLASS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	5763 SH INCOME FUND OF AMERICA CLASS F2
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	3761 SH CALAMOS GROWTH & INCOME FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	2081 SH FIDELITY ADVISOR STOCK SELECTOR MID CAP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	7	626 SH CLEARBRIDGE LARGE CAP VALUE FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	8	245 SH CLEARBRIDGE SMALL CAP GROWTH FUND I CLASS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	9	3446 SH CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS I
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2020-08-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2020-08-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2020-08-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	7	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	8	2020-08-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	9	2020-08-18
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	36679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	36679
TaxesSchedule/TaxesDetail/Amt	0	3371
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,197,108
Liabilities: $1
Net assets: $2,197,108
Revenue: $1,600,913
Expenses: $368,443
Net income: $1,232,470

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.25	$0.00	$3.25	$0.27	$0.26	$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.24	$0.00	$3.24	$0.15	$0.47	$0.31
2023Detailed filing. Detailed filing data is available for this year.	$3.56	$0.00	$3.56	$0.08	$0.33	$0.25
2022Detailed filing. Detailed filing data is available for this year.	$3.81	$0.00	$3.81	$1.97	$0.37	$1.61
2021Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$1.60	$0.37	$1.23
2020Summary only. Only limited summary data is available for this year.	$0.96	$0.00		$1.04	$0.07	$0.96