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Lena Sue And C Grier Beam Family Foundation

  • Cherryville, NC
  • Tax-exempt since Feb. 2009
  • EIN: 80-0271065

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$50.9k (2024)

Expenses
$57.9k (2024)

Total Assets
$641k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,879
Expenses
$57,942
Net Income
-$7,063
Net Assets
$641,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,238
2.4%
Dividends $16,710
32.8%
Sales of Assets $32,931
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,980
81.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $641,137
Total Liabilities $0
Net Assets $641,137
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,716
Expenses
$49,445
Net Income
-$29,729
Net Assets
$648,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $739
3.7%
Dividends $14,048
71.3%
Sales of Assets $4,665
23.7%
Other Income $264
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,825
80.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $648,200
Total Liabilities $0
Net Assets $648,200
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,754
Expenses
$60,667
Net Income
-$41,913
Net Assets
$677,929
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $409
2.2%
Dividends $14,383
76.7%
Sales of Assets $3,962
21.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,125
81.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $677,929
Total Liabilities $0
Net Assets $677,929
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,932
Expenses
$54,227
Net Income
$6,705
Net Assets
$719,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $10
0.0%
Dividends $12,889
21.2%
Sales of Assets $48,033
78.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,785
77.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $719,842
Total Liabilities $0
Net Assets $719,842
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,640
Expenses
$47,867
Net Income
-$7,227
Net Assets
$713,136
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $223
0.5%
Dividends $13,354
32.9%
Sales of Assets $27,025
66.5%
Other Income $38
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,999
79.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $713,137
Total Liabilities $1
Net Assets $713,136
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on July 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,704
Expenses
$45,315
Net Income
-$19,611
Net Assets
$720,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $555
2.2%
Dividends $14,197
55.2%
Sales of Assets $10,952
42.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,000
77.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $720,364
Total Liabilities $1
Net Assets $720,363
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,500
Expenses
$47,995
Net Income
-$495
Net Assets
$739,975
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $333
0.7%
Dividends $13,059
27.5%
Sales of Assets $33,797
71.2%
Other Income $311
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,034
77.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $739,975
Total Liabilities $0
Net Assets $739,975
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,921
Expenses
$38,599
Net Income
$19,322
Net Assets
$740,470
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $124
0.2%
Dividends $13,455
23.2%
Sales of Assets $44,342
76.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,231
73.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $740,470
Total Liabilities $0
Net Assets $740,470
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 3, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$405,887
Expenses
$24,507
Net Income
$381,380
Net Assets
$721,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $356,038
87.7%
Interest Revenue $20
0.0%
Dividends $11,406
2.8%
Sales of Assets $38,423
9.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,600
67.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $721,148
Total Liabilities $0
Net Assets $721,148
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,808
Expenses
$26,384
Net Income
$23,424
Net Assets
$339,768
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $6,935
13.9%
Sales of Assets $42,871
86.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,103
76.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $339,768
Total Liabilities $0
Net Assets $339,768
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on June 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$319,683
Expenses
$3,163
Net Income
$316,520
Net Assets
$316,344
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $280,771
87.8%
Interest Revenue $0
Dividends $7,990
2.5%
Sales of Assets $30,922
9.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $316,344
Total Liabilities $0
Net Assets $316,344
Compensation
Key Employees and Officers Compensation Other
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Linda B Beam (Trustee) $0 $0
Michael N Beam (Trustee) $0 $0
M'shel Beam Bowen (Trustee) $0 $0

Document Links

990-PF
Filed on March 31, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $1
Net Assets $0

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $1
Net Assets $0

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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