Donald & Carla Beam Family
The Donald & Carla Beam Family is a private foundation based in Fernandina Beach, Florida. The foundation maintains assets of $2,083,769 and distributes grants to support charitable causes, with a primary focus on North Carolina.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$579K
-72.2% YoY
Annual Giving
$3.7M
+2785.2% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$410K
+1182.3% YoY
Under IRS private-foundation payout rules, Donald & Carla Beam Family reported a distributable amount of $146K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grant-making priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation has demonstrated consistent grantmaking activity with available IRS Form 990 filings from 2019 through 2023.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in North Carolina, though it is based in Fernandina Beach, Florida.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $2,083,769 |
| Total Annual Giving | $128,000 |
Financial data based on most recent IRS Form 990 filing from 2023, updated February 8, 2026.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $578,820 | $2,083,769 | $2,220,909 |
| Revenue | $2,146,705 | $75,463 | $240,193 |
| Expenses | $3,710,212 | $149,363 | $176,287 |
| Qualifying Distributions | $3,693,000 | $128,000 | $154,000 |
| Net Investment Income | $2,129,493 | $53,584 | $221,023 |
| Distributable Amount | $146,490 | $131,682 | $145,135 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Edward Jones Charitable Gift Fund ($3,500,000), City of Shelby Nc ($100,000), Cherryville H Schl Edu Foundation ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HEALTH CARE FOUNDATION OF CLEVELAND SHELBY, NC | COMMUNITY OUTREACH - MEDICAL | $13,000 |
| EARL SCRUGGS CENTER SHELBY, NC | COMMUNITY OUTREACH - MUSIC | $5,000 |
| CITY OF SHELBY NC SHELBY, NC | COMMUNITY OUTREACH - PARKS | $100,000 |
| ST JOHN'S LUTHERAN CHURCH CHERRYVILLE, NC | CHARITABLE RELIGOUS OUTREACH | $10,000 |
| GASTONIA CORNERSTONE CHRISTIAN CENT GASTONIA, NC | COMMUNITY OUTREACH THRIVE PROJECT | $10,000 |
| MOUNT ZION BAPTIST CHURCH CHERRYVILLE, NC | COMMUNITY OUTREACH | $20,000 |
| CHERRYVILLE H SCHL EDU FOUNDATION CHERRYVILLE, NC | EDUCATIONAL | $30,000 |
| CRU ORLANDO, FL | OUTREACH | $5,000 |
| EDWARD JONES CHARITABLE GIFT FUND INDIANAPOLIS, IN | COMMUNITY OUTREACH | $3,500,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DONALD W BEAM | DIRECTOR PRE | 0.5 | — |
| CARLA C BEAM | DIRECTOR | 0.5 | — |
| THOMAS BEAM | DIRECTOR | 0.25 | — |
Frequently Asked Questions
What does Donald & Carla Beam Family fund?
The foundation's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Donald & Carla Beam Family?
**Grant Activity:** • Total annual giving: $128,000 (based on most recent 2023 IRS filing) • Typical award range: $1,000–$100,000 • Currently has 0 live grant opportunities The foundation has demonstrated consistent grantmaking activity with available IRS Form 990 filings from 2019 through 2023.
Where does Donald & Carla Beam Family make grants?
The foundation primarily funds organizations in North Carolina, though it is based in Fernandina Beach, Florida.
What size grants does Donald & Carla Beam Family award?
In 2024, Donald & Carla Beam Family awarded 9 grants totaling $3.7M — an average of about $410K per grant, based on its IRS Form 990 filings.
How much is Donald & Carla Beam Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald & Carla Beam Family reported a distributable amount of $146K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald & Carla Beam Family's EIN?
Donald & Carla Beam Family's EIN (Employer Identification Number) is 20-3985774. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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