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Nonprofit · EIN 01-0620454

J BRUCE & ROSE W BEVERIDGE FOUNDATION

Tax-exempt · BAY MINETTE, AL 36507

Financials

$106K$275K2023$156K$278K2024
Revenue Expenses · by fiscal year end
Financials of J BRUCE & ROSE W BEVERIDGE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$155,514$278,465-$122,951$3,911,582$0$3,911,582
December 31, 2023990-PF$105,735$275,181-$169,446$4,034,533$0$4,034,533
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$300
Dividends
$101,904
Interest
$31,067
Net gain from sales of assets
$22,026
Other income
$217

Expenses

Grants and similar amounts paid
$196,490
Disbursements for charitable purposes
$208,365
Excise tax on investment income
$1,192

Balance sheet and other

Total assets, start of year
$4,034,533
Total assets, end of year
$3,911,582
Total liabilities, end of year
$0
Net assets, end of year
$3,911,582
Fair market value of assets
$4,729,589
Qualifying distributions
$208,365
Net investment income
$155,214

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HAMILTON C SMITH
2410 HAND AVE, BAY MINETTE, AL 36507
TRUSTEE0$0
AIREY S NIX
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0
BRUCE B SMITH
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0
ROSE ANNE TISDALE
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
HAMILTON C SMITH
2410 HAND AVE, BAY MINETTE, AL 36507
TRUSTEE0$0
AIREY S NIX
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0
BRUCE B SMITH
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0
ROSE ANNE TISDALE
2410 HAND AVE, BAY MINETTE, AL 36507
DIRECTOR0$0

Address and contacts

Address (IRS master file)
2410 HAND AVE, BAY MINETTE, AL 36507-4121
In care of
% HAMILTON C SMITH
Signed the 990-PF
HAMILTON C SMITH, TRUSTEE
Phone
(251) 937-5561
Return prepared by
ROBERTSON ANDREOLI & COVINGTON PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
01-0620454
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,911,582
Income (IRS master file)
$415,056

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$155,514$278,465$3,911,582IRS
990-PFDecember 2023$105,735$275,181$4,034,533XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0620454).

Questions about J BRUCE & ROSE W BEVERIDGE FOUNDATION

What is the EIN of J BRUCE & ROSE W BEVERIDGE FOUNDATION?
The employer identification number (EIN) of J BRUCE & ROSE W BEVERIDGE FOUNDATION is 01-0620454.
Is J BRUCE & ROSE W BEVERIDGE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to J BRUCE & ROSE W BEVERIDGE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J BRUCE & ROSE W BEVERIDGE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of J BRUCE & ROSE W BEVERIDGE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did J BRUCE & ROSE W BEVERIDGE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of J BRUCE & ROSE W BEVERIDGE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does J BRUCE & ROSE W BEVERIDGE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $155,514, expenses of $278,465 and total assets of $3,911,582 at year end.

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