Nonprofit · EIN 82-5098630
JOSEPH AND CARRIE BESL FOUNDATION
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $272,939 | $96,895 | $176,044 | $1,271,760 | $0 | $1,271,760 |
| December 31, 2023 | 990-PF | $149,925 | $59,549 | $90,376 | $1,094,901 | $0 | $1,094,901 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $39,063
- Net gain from sales of assets
- $233,876
Expenses
- Grants and similar amounts paid
- $81,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $81,000
- Excise tax on investment income
- $3,620
Balance sheet and other
- Total assets, start of year
- $1,094,901
- Total assets, end of year
- $1,271,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,271,760
- Fair market value of assets
- $1,913,575
- Qualifying distributions
- $81,000
- Net investment income
- $272,939
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH E BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | PRESIDENT | 2 | $0 |
| CARRIE B BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | SECRETARY/TREASURER | 1 | $0 |
| JAMES A SINGLER 255 E 5TH STREET SUITE 2800, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| ALEXANDER J BESL 3695 NANTUCKET DRIVE APT NO A, LOVELAND, OH 45140 | TRUSTEE | 1 | $0 |
| JOSHUA R BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | TRUSTEE | 1 | $0 |
| ZACHARY J BESL 506 KATHERINE AVENUE, LEBANON, OH 45036 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH E BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | PRESIDENT | 5 | $0 |
| CARRIE B BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | SECRETARY/TREASURER | 2 | $0 |
| JAMES A SINGLER 255 E 5TH STREET SUITE 2800, CINCINNATI, OH 45202 | TRUSTEE | 2 | $0 |
| ALEXANDER J BESL 3695 NANTUCKET DRIVE APT NO A, LOVELAND, OH 45140 | TRUSTEE | 2 | $0 |
| JOSHUA R BESL 2374 MANISTIQUE LAKES DRIVE, LEBANON, OH 45036 | TRUSTEE | 2 | $0 |
| ZACHARY J BESL 506 KATHERINE AVENUE, LEBANON, OH 45036 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2374 MANISTIQUE LAKES DR, LEBANON, OH 45036-8980
- In care of
- % JOSEPH E BESL
- Signed the 990-PF
- JOSEPH BESL, PRESIDENT
- Phone
- (513) 868-0900
- Return prepared by
- BARNES DENNIG & CO LTD
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 | Not 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
- 82-5098630
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,271,760
- Income (IRS master file)
- $585,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $272,939 | $96,895 | $1,271,760 | IRS |
| 990-PF | December 2023 | $149,925 | $59,549 | $1,094,901 | 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 82-5098630).
Questions about JOSEPH AND CARRIE BESL FOUNDATION
- What is the EIN of JOSEPH AND CARRIE BESL FOUNDATION?
- The employer identification number (EIN) of JOSEPH AND CARRIE BESL FOUNDATION is 82-5098630.
- Is JOSEPH AND CARRIE BESL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to JOSEPH AND CARRIE BESL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH AND CARRIE BESL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH AND CARRIE BESL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH AND CARRIE BESL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOSEPH AND CARRIE BESL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does JOSEPH AND CARRIE BESL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $272,939, expenses of $96,895 and total assets of $1,271,760 at year end.
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