Nonprofit · EIN 20-8112510
THOMAS J BEATSON JR FOUNDATION INC
Tax-exempt · MESA, AZ 85203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,451,414 | $3,195,624 | -$744,210 | $41,282,957 | $0 | $41,282,957 |
| December 31, 2023 | 990-PF | $2,672,882 | $2,516,995 | $155,887 | $42,614,925 | $0 | $42,614,925 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,125,420
- Net gain from sales of assets
- $1,325,994
Expenses
- Grants and similar amounts paid
- $2,422,350
- Compensation of officers, directors and key employees
- $270,000
- Disbursements for charitable purposes
- $2,621,580
- Excise tax on investment income
- $27,548
Balance sheet and other
- Total assets, start of year
- $42,614,925
- Total assets, end of year
- $41,282,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,282,957
- Fair market value of assets
- $49,966,640
- Qualifying distributions
- $2,621,580
- Net investment income
- $2,451,414
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L PACKARD 664 W ESTRELLA DRIVE, GILBERT, AZ 85233 | President | 7 | $94,500 |
| BRENT D ELLSWORTH 4445 E HOLMES AVE SUITE 106, MESA, AZ 85206 | VP/SECRETARY | 7 | $94,500 |
| JAMES G LECHEMINANT 2426 E IVY ST, MESA, AZ 85213 | Director | 7 | $81,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L PACKARD 664 W ESTRELLA DRIVE, GILBERT, AZ 85233 | President | 7 | $80,400 |
| BRENT D ELLSWORTH 4445 E HOLMES AVE SUITE 106, MESA, AZ 85206 | VP/SECRETARY | 7 | $80,400 |
| JAMES G LECHEMINANT 2426 E IVY ST, MESA, AZ 85213 | Director | 7 | $69,000 |
Address and contacts
- Address (IRS master file)
- 2158 N GILBERT RD STE 117, MESA, AZ 85203-2111
- In care of
- % THOMAS J BEATSON
- Signed the 990-PF
- ROBERT L PACKARD, President
- Phone
- (480) 834-3550
- Return prepared by
- PACKARD APPLEBY & ROGERS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8112510
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $41,282,957
- Income (IRS master file)
- $20,621,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,451,414 | $3,195,624 | $41,282,957 | XML |
| 990-PF | December 2023 | $2,672,882 | $2,516,995 | $42,614,925 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-8112510).
Questions about THOMAS J BEATSON JR FOUNDATION INC
- What is the EIN of THOMAS J BEATSON JR FOUNDATION INC?
- The employer identification number (EIN) of THOMAS J BEATSON JR FOUNDATION INC is 20-8112510.
- Is THOMAS J BEATSON JR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to THOMAS J BEATSON JR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS J BEATSON JR FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS J BEATSON JR FOUNDATION INC 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 THOMAS J BEATSON JR FOUNDATION INC 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 THOMAS J BEATSON JR FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $94,500 (ROBERT L PACKARD, President).
- How much revenue does THOMAS J BEATSON JR FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,451,414, expenses of $3,195,624 and total assets of $41,282,957 at year end.
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