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Beech Acres Foundation FY2021 filing

Tax-deductible

Cincinnati, OH501(c)(3)Foundations & Grantmakers EIN 31-1742685Revenue $802K in FY2021Latest return filed Mar 10, 2026

On file with the IRSCincinnati, OHTax-exempt since Feb 2001Supporting organization — 509(a)(3)

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To support the educational and charitable activities of Beech Acres.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1742685) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $1.2M a year · 67% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
99% of spending went to programs.
Pt IX · Ln 25 · col B
Cash reserves
<0.1 mo
of spending, in cash
Plus $49.7M in investments, Pt X · Ln 11–13
<0.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$49.7M
100% of total assets
Liabilities are 100% of assets.
Pt X · Ln 26
Independent board members
6
of 7 voting members
6 of 7 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$802K
-9% vs prior year
Spent
$1.4M
To programs
99%
Net assets
$0
By yearFY2020–FY2025
Revenue
$802K
FY2021▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$882K
FY2021$802K
FY2022$834K
FY2023$2.9M
FY2024$4.2M
FY2025$1.0M
Expenses
$1.4M
FY2021▼ -53%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.0M
FY2021$1.4M
FY2022$7.0M
FY2023$751K
FY2024$3.9M
FY2025$1.6M
Net assets
$0
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2020$0
FY2021$0
FY2022$0
FY2023$0
FY2024$0
FY2025$0

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2001.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $1.4M Management & general 1% · $17K Fundraising 0% · $980

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
James E Russell
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
James R Mason
Board Member
$0Pt VII · Sec A
L Richard Rothhaas
Board Member
$0Pt VII · Sec A
Aliya Riddle
Board Member
$0Pt VII · Sec A
Susan J Cummings
Board Member
$0Pt VII · Sec A
Jonathan McCann
Board Member
$0Pt VII · Sec A
Ruthann H Zins
Secretary/Treasurer
$0Pt VII · Sec A
See Beech Acres Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports educational and charitable activities for Beech Acres.

Questions for Beech Acres Foundation

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1 program · $1.4M · in their own filed words · FY2020
01

Support of Beech Acres educational and charitable activities.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1742685) · Dispute this line
$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2021
The Duke Energy FoundationFY2021$20
Total grants receivedfrom 1 funder$20
Grants paid · 6 grants · $17.6M · 2019–2024
Beech Acres Parenting CenterOH · FY2024$1,584,466
Beech Acres Parenting CenterOH · FY2023$3,870,390
Beech Acres Parenting CenterOH · FY2022$750,877
Beech Acres Parenting CenterOH · FY2021$6,970,366
Beech Acres Parenting CenterOH · FY2020$1,406,921
Beech Acres Parenting CenterOH · FY2019$3,012,289

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$802K
Ln 12
Investment incomeLn 3$801K
Gifts and grantsLn 1h$1K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.4M
Managementcol C$17K
Fundraisingcol D$980
Owns and owesPt X
$0
net assets · Ln 32
Cash and savingsLn 1–2$2K
Total assetsLn 16$49.7M
LiabilitiesLn 26$49.7M
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1K
Investment incomeLn 3$801K
Total revenueLn 12$802K
Assets in detailPt X, end of year
CashLn 1$2K
Cash and savings togetherLn 1–2$2K
InvestmentsLn 11–13$49.7M
Total assetsLn 16$49.7M
LiabilitiesLn 26$49.7M
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$50.3M$39.6M$40.9M$41.7M$40.4M
SpentLn 1d–1f$1.4M$3.0M$3.4M$2.2M$4.2M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2K$2K
InvestmentsLn 11–13$39.0M$49.7M
Total assetsLn 16$39.0M$49.7M
LiabilitiesLn 26$39.0M$49.7M
Net assetsLn 32$0$0
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.4M$1.4M
InsuranceLn 23$17K$17K
Other expenses (24a–d)Ln 24$1K$200$980
Total functional expensesLn 25$1.4M$1.4M$17K$980

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Mar 10, 2026 $1.0M$1.6M−$553K$0 990 PDF
FY2024Filed with the IRS Mar 27, 2025 $4.2M$3.9M$324K$0 990 PDF
FY2023Filed with the IRS Mar 27, 2024 $2.9M$751K$2.1M$0 990 PDF
FY2022Filed with the IRS May 15, 2023 $834K$7.0M−$6.2M$0 990 PDF
FY2021 ViewingFiled with the IRS Mar 25, 2022 $802K$1.4M−$623K$0 990 PDF
FY2020Filed with the IRS May 17, 2021 $882K$3.0M−$2.2M$0 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $801,964 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $17,061$1,210
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $864,359$800,754
I-11 Other revenuePrior year $123$0
I-12 Total revenuePrior year $881,543$801,964
I-13 Grants and similar amounts paidPrior year $3,012,289$1,406,921
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $34,524$17,952
I-18 Total expensesPrior year $3,046,813$1,424,873
I-19 Revenue less expensesPrior year −$2,165,270−$622,909
Part VI · Governance 6 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $801,964 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,210
VIII-1h Total contributions, gifts and grants$1,210
VIII-3 Investment incomeExcluded from tax $800,754$800,754
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $800,754$801,964
Part IX · Statement of functional expenses $1,424,873 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $1,406,921$1,406,921
IX-23 InsuranceManagement $16,772$16,772
IX-24 Other expenses (24a–d)Management $200 · Fundraising $980$1,180
IX-25 Total functional expensesPrograms $1,406,921 · Management $16,972 · Fundraising $980$1,424,873
Part X · Balance sheet $49,661,389 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $1,627$1,857
X-11 Publicly traded securitiesStart of year $38,967,739$49,659,532
X-16 Total assetsStart of year $38,969,366$49,661,389
X-25 Other liabilitiesStart of year $38,969,366$49,661,389
X-26 Total liabilitiesStart of year $38,969,366$49,661,389
X-27 Net assets without donor restrictionsStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $0$0
X-33 Total liabilities and net assetsStart of year $38,969,366$49,661,389
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$801,964
XI-2 Total expenses$1,424,873
XI-3 Revenue less expenses−$622,909
XI-4 Net assets at start of year$0
XI-5 Net unrealized gains (losses) on investments$11,314,932
XI-9 Other changes in net assets−$10,692,023
XI-10 Net assets at end of year$0

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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