NEWPORT, RI

Van Beuren Charitable Foundation Inc.

Quick Facts

EIN: 222773769
Location: NEWPORT, RI
Category: General
Total Assets: $378.2M
Annual Income: $46.8M
IRS Ruling Year: 1987

About This Foundation

Van Beuren Charitable Foundation Inc. is a private foundation based in NEWPORT, RI. The foundation received its IRS ruling in 1987. It holds total assets of $378.2M. Annual income is reported at $46.8M.

View 990 Filings

Financial Overview

Total Giving

$17.5M

2023-24%

Total Assets

$343.3M

2023+12%

Fair Market Value

$343.3M

2023

Net Worth

$342.9M

2023

Grants Paid

$11.9M

2023

Contributions

2023

Net Investment Income

$16.8M

2023

Distribution Amount

$15.8M

2023

Total Giving by Year

$5.6M

$4.5M

$7M

$8.2M

$8.8M

$12.6M

$12.9M

$18.6M

$22.9M

$17.5M

Asset Growth

$189.3M

$200.9M

$220.3M

$227.1M

$220.7M

$287.9M

$341.1M

$382.3M

$306M

$343.3M

Investment Portfolio (2023)

Total: $116.7M

Corporate Stock: $91.7M

Corporate Bonds: $25M

Other Investments: $206.2M

Corporate Stock (28%)

Corporate Bonds (8%)

Other Investments (64%)

Expense Breakdown (2023)

Grants Paid$11.9M

Officer Compensation$436K

Interest$402K

Pension & Benefits$257K

Occupancy$114K

Depreciation$85K

Accounting Fees$53K

Travel & Conferences$22K

Legal Fees$9K

Revenue Sources (2023)

Capital Gains (Net): $11.8M
Dividends: $6.1M
Other Income: $2M

Financial Details (2023)

Total Revenue: $19.9M
Total Expenses: $17.5M
Exempt Purpose Expenses: $13.9M
Required Distribution: $15.8M
Undistributed Income: $9.3M
Total Liabilities: $445K
Excise Tax: $233K

Foundation Classification (2023)

Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings

990-PF Filings

Tax Period	Return Type	View
2023-12	990PF	View Filing
2022-12	990PF	View Filing
2021-12	990PF	View Filing
2020-12	990PF	View Filing
2018-12	990PF	View Filing
2017-12	990PF	View Filing
2016-12	990PF	View Filing
2015-12	990PF	View Filing