Nonprofit · EIN 88-3608928
ROBERT J BESAL MEMORIAL EDUCATION FUND
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $154,605 | $110,210 | $44,395 | $2,320,639 | $0 | $2,320,639 |
| June 30, 2025 | 990-PF | $131,144 | $115,206 | $15,938 | $2,269,038 | $0 | $2,269,038 |
| June 30, 2024 | 990-PF | $100,204 | $152,201 | -$51,997 | $2,194,611 | $0 | $2,194,611 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $154,604
- Interest
- $1
Expenses
- Grants and similar amounts paid
- $110,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $110,210
- Excise tax on investment income
- $2,146
Balance sheet and other
- Total assets, start of year
- $2,269,038
- Total assets, end of year
- $2,320,639
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,320,639
- Fair market value of assets
- $2,320,639
- Qualifying distributions
- $110,210
- Net investment income
- $154,605
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dani Senne 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Renee Borg 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Ryan Stewart 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| David Nocar Jr 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| C Dan Smith 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Treasurer | 2 | $0 |
| Michael Linck 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Chairman of the Board | 2 | $0 |
990-PF for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tricia Foster 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Chairman of the Board | 2 | $0 |
| Shannon Fry 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Dani Senne 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Renee Borg 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Ryan Stewart 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| David Nocar Jr 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Alexandra Clay 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Secretary | 1 | $0 |
| C Dan Smith 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Treasurer | 2 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tricia Foster 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Chairman of the Board | 2 | $0 |
| Shannon Fry 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Dani Senne 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Renee Borg 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Ryan Stewart 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| David Nocar Jr 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Board Director | 1 | $0 |
| Alexandra Clay 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Secretary | 1 | $0 |
| C Dan Smith 1170 Peachtree Street NE, Suite 1200, Atlanta, GA 30309 | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1170 PEACHTREE ST NE STE 1200, ATLANTA, GA 30309-7673
- In care of
- % TRICIA FOSTER
- Signed the 990-PF
- C Dan Smith, Treasurer
- Phone
- (404) 853-1400
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-3608928
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,320,639
- Income (IRS master file)
- $154,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $154,605 | $110,210 | $2,320,639 | XML |
| 990-PF | June 2025 | $131,144 | $115,206 | $2,269,038 | XML |
| 990-PF | June 2024 | $100,204 | $152,201 | $2,194,611 | XML |
| 990-PF | June 2023 | – | – | – | 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 88-3608928).
Questions about ROBERT J BESAL MEMORIAL EDUCATION FUND
- What is the EIN of ROBERT J BESAL MEMORIAL EDUCATION FUND?
- The employer identification number (EIN) of ROBERT J BESAL MEMORIAL EDUCATION FUND is 88-3608928.
- Is ROBERT J BESAL MEMORIAL EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ROBERT J BESAL MEMORIAL EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT J BESAL MEMORIAL EDUCATION FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT J BESAL MEMORIAL EDUCATION FUND due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT J BESAL MEMORIAL EDUCATION FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of ROBERT J BESAL MEMORIAL EDUCATION FUND?
- The 990-PF for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROBERT J BESAL MEMORIAL EDUCATION FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $154,605, expenses of $110,210 and total assets of $2,320,639 at year end.
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