Van Beuren Charitable Foundation INC FY2020 filing

Tax-deductible

Newport, RI501(c)(3)EIN 22-2773769Revenue $26.6M in FY2020

On file with the IRS130 Bellevue Ave Ste 304, 02840-3291 · Newport, RITax-exempt since Apr 1987Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $13.7M a year · 43% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
10 mo
of spending, in cash
Looks good: 10.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$76K
0.02% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$26.6M
Spent
$12.9M
Net assets
$341.0M
By yearFY2020–FY2024
Revenue
$26.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$26.6M
FY2021$49.6M
FY2022$28.7M
FY2023$19.9M
FY2024$35.8M
Expenses
$12.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$12.9M
FY2021$18.6M
FY2022$22.9M
FY2023$17.5M
FY2024$20.3M
Net assets
$341.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$341.0M
FY2021$382.1M
FY2022$305.8M
FY2023$342.9M
FY2024$377.8M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 68% · $8.8M Operating & administrative 32% · $4.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2021
Elizabeth R Lynn$363,081$271,279
Kim L Dame$111,935$87,715

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Newport, RI.

Questions for Van Beuren Charitable Foundation INC

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 220 grants · $14.7M · 2024–2024
Newport Public SchoolsFY2024$2,128,280
Preservation Society of Newport CountyFY2024$1,545,000
Newport Hospital Foundation INCRI · FY2024$1,195,000
Friends of Boca Grande Community CenterFY2024$1,010,000
Newport Historical SocietyFY2024$365,000
Individual RecipientFY2024$325,000
Newport County Community Mental Health CenterFY2024$299,128
Middletown Public SchoolsFY2024$281,500
Butler HospitalRI · FY2024$250,000
Rhode Island Association for Infant Mental HealthFY2024$199,395
Rhode Island Association for the Education of ChildrenFY2024$173,900
Iyrs School of TechnologyFY2024$172,000
Wesleyan UniversityCT · FY2024$155,000
St Columba - the Berkeley Memorial ChapelFY2024$147,800
See all 220 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV128
Average grantPart XV$67K
Median grantPart XV$10K
Largest grantPart XV$2.1M
Top cause focusNTEEEducation (12%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$26.6M
Investment income$16.0M
Gifts and grants$11.0M
Money out
$12.9M
Grants paid$8.8M
Running costs$4.0M
Owns and owes
$341.0M
net assets
Cash and savings$11.0M
Total assets$341.1M
Liabilities$76K
2In more detail
Revenue in detail
Gifts and grants$11.0M
Investment income$16.0M
Total revenue$26.6M
Assets in detailEnd of year
Cash and savings together$11.0M
Total assets$341.1M
Liabilities$76K
Net assets$341.0M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $35.8M$20.3M$15.5M$377.8M 990 PDF
FY2023 $19.9M$17.5M$2.4M$342.9M 990 PDF
FY2022 $28.7M$22.9M$5.8M$305.8M 990 PDF
FY2021 $49.6M$18.6M$30.9M$382.1M 990 PDF
FY2020 Viewing $26.6M$12.9M$13.7M$341.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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