Nonprofit · EIN 84-6722467
SHIRLEY & HARRY BEER CHARITABLE FOUNDATION
Also known as IRA K MAGID TTEE
Tax-exempt · SAN DIEGO, CA 92130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,432 | $103,452 | -$38,020 | $1,388,473 | $0 | $1,388,473 |
| December 31, 2024 | 990-PF | $61,888 | $134,894 | -$73,006 | $1,334,414 | $0 | $1,334,414 |
| December 31, 2023 | 990-PF | -$71,312 | $76,220 | -$147,532 | $1,299,872 | $0 | $1,299,872 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,114
- Interest
- $50
- Net gain from sales of assets
- $39,268
Expenses
- Grants and similar amounts paid
- $73,500
- Compensation of officers, directors and key employees
- $18,000
- Disbursements for charitable purposes
- $87,550
- Excise tax on investment income
- $793
Balance sheet and other
- Total assets, start of year
- $1,334,414
- Total assets, end of year
- $1,388,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,388,473
- Fair market value of assets
- $1,388,473
- Qualifying distributions
- $87,550
- Net investment income
- $65,432
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRA KENNETH MAGID 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130 | TRUSTEE | 10 | $12,000 |
| BARBARA BEER MAGID 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130 | TRUSTEE | 2 | $6,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRA KENNETH MAGID 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130 | TRUSTEE | 10 | $18,614 |
| BARBARA BEER MAGID 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRA KENNETH MAGID 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130 | TRUSTEE | 5 | $13,808 |
Address and contacts
- Address (IRS master file)
- 3830 VALLEY CENTRE DR STE 705-724, SAN DIEGO, CA 92130-3307
- Signed the 990-PF
- IRA KENNETH MAGID, TRUSTEE
- Phone
- (858) 722-9121
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 84-6722467 or by the name SHIRLEY & HARRY BEER CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 84-6722467
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,388,473
- Income (IRS master file)
- $334,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,432 | $103,452 | $1,388,473 | IRS |
| 990-PF | December 2024 | $61,888 | $134,894 | $1,334,414 | IRS |
| 990-PF | December 2023 | -$71,312 | $76,220 | $1,299,872 | 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 84-6722467).
Questions about SHIRLEY & HARRY BEER CHARITABLE FOUNDATION
- What is the EIN of SHIRLEY & HARRY BEER CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SHIRLEY & HARRY BEER CHARITABLE FOUNDATION is 84-6722467.
- Is SHIRLEY & HARRY BEER CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SHIRLEY & HARRY BEER CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY & HARRY BEER CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY & HARRY BEER CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIRLEY & HARRY BEER CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHIRLEY & HARRY BEER CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $12,000 (IRA KENNETH MAGID, TRUSTEE).
- How much revenue does SHIRLEY & HARRY BEER CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,432, expenses of $103,452 and total assets of $1,388,473 at year end.
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