Nonprofit · EIN 26-6684203
BEACON FOUNDATION CHARITABLE TR
Also known as CATHERINE M SMITH TTEE
Tax-exempt · KENNESAW, GA 30156
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,596,756 | $1,087,659 | $1,509,097 | $7,026,135 | $0 | $7,026,135 |
| December 31, 2024 | 990-PF | $443,507 | $1,011,906 | -$568,399 | $5,517,038 | $0 | $5,517,038 |
| December 31, 2023 | 990-PF | $414,305 | $914,981 | -$500,676 | $6,085,437 | $0 | $6,085,437 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,003,339
- Dividends
- $422,522
- Interest
- $70
- Net gain from sales of assets
- $170,825
Expenses
- Grants and similar amounts paid
- $915,000
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $915,000
- Excise tax on investment income
- $7,572
Balance sheet and other
- Total assets, start of year
- $5,517,038
- Total assets, end of year
- $7,026,135
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,026,135
- Fair market value of assets
- $19,268,975
- Qualifying distributions
- $915,000
- Net investment income
- $593,417
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 |
|---|---|---|---|
| ELIZABETH SMITH WILLIAMS P O BOX 2804, KENNESAW, GA 30156 | TRUSTEE | 3 | $135,000 |
| CRAIG DOUGLAS SMITH 194 COLLINGSWOOD DR, WINSTONSALEM, NC 27127 | TRUSTEE | 1 | $15,000 |
| CATHERINE M SMITH 297 ALEXIAN WAY APT 305, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH SMITH WILLIAMS P O BOX 2804, KENNESAW, GA 30156 | TRUSTEE | 3 | $135,000 |
| CRAIG DOUGLAS SMITH 194 COLLINGSWOOD DR, WINSTONSALEM, NC 27127 | TRUSTEE | 1 | $15,000 |
| CATHERINE M SMITH 297 ALEXIAN WAY APT 305, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH SMITH WILLIAMS P O BOX 2804, KENNESAW, GA 30156 | TRUSTEE | 2 | $100,000 |
| CATHERINE M SMITH 488 ALEXION WAY APT CV611, SIGNAL MOUNTAIN, TN 37377 | TRUSTEE | 0 | $0 |
| CRAIG DOUGLAS SMITH 228 HEATHCLIFF PLACE, WINSTONSALEM, NC 27104 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2804, KENNESAW, GA 30156-9114
- Signed the 990-PF
- ELIZABETH SMITH WILLIAMS, SECRETARY/TREASURER
- Phone
- (205) 914-8681
- Return prepared by
- JACKSON THORNTON & CO PC
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
- 26-6684203
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,026,135
- Income (IRS master file)
- $3,053,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,596,756 | $1,087,659 | $7,026,135 | IRS |
| 990-PF | December 2024 | $443,507 | $1,011,906 | $5,517,038 | IRS |
| 990-PF | December 2023 | $414,305 | $914,981 | $6,085,437 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 26-6684203).
Questions about BEACON FOUNDATION CHARITABLE TR
- What is the EIN of BEACON FOUNDATION CHARITABLE TR?
- The employer identification number (EIN) of BEACON FOUNDATION CHARITABLE TR is 26-6684203.
- Is BEACON FOUNDATION CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to BEACON FOUNDATION CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEACON FOUNDATION CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEACON FOUNDATION CHARITABLE TR 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 BEACON FOUNDATION CHARITABLE TR 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 BEACON FOUNDATION CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $135,000 (ELIZABETH SMITH WILLIAMS, TRUSTEE).
- How much revenue does BEACON FOUNDATION CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,596,756, expenses of $1,087,659 and total assets of $7,026,135 at year end.
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