Marilyn & Robert Beach Foundation
Marilyn & Robert Beach Foundation is a private foundation, based in Winston-Salem, NC. IRS filing data is available for 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 4 grants totaling $26K. Net investment income was $36K.
Marilyn & Robert Beach Foundation at a glance
In short: Marilyn & Robert Beach Foundation gave $26K across 4 grants in 2025 (avg $6K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,500
- Grants made (2025)
- 4
- Average grant
- $6,375
- Median grant
- $7,500
- Total assets
- $1,070,887
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marilyn & Robert Beach Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Calvary Day School ($10K). Together the top 4 received $26K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Marilyn & Robert Beach Foundation gives
- In 2025 it paid out 22% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 4 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Calvary Day School Winston-Salem, NC | Unrestricted | $10,000 |
| Westlawn Winston-Salem, NC | Unrestricted | $10,000 |
| Summit School Winston-Salem, NC | Capital Campaign | $5,000 |
| ABC of NC Winston-Salem, NC | Lunchbox Fundraiser | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,070,887 | $61,370 | $26,230 | $25,500 | 4 | $25,500 | $35,855 | $116,969 |
Under IRS private-foundation payout rules, Marilyn & Robert Beach Foundation reported a distributable amount of $117K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marilyn & Robert Beach Foundation is led by Marilyn Broyhill Beach, President on the 2025 filing; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Marilyn Broyhill Beach
President
New on the 2025 filing
1 hr/week
No compensation reported
Ashley Beach Brooks
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Laura Beach Dugan
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Lindsay Beach Grdina
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Robert Beach
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marilyn & Robert Beach Foundation
How much does Marilyn & Robert Beach Foundation give each year?
Marilyn & Robert Beach Foundation gave $26K across 4 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Marilyn & Robert Beach Foundation's typical grant size?
Marilyn & Robert Beach Foundation's median grant in 2025 was $7,500, and its average grant was $6,375, across 4 grants on its 2025 IRS Form 990-PF.
Where does Marilyn & Robert Beach Foundation give grants?
Marilyn & Robert Beach Foundation gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winston-Salem, NC (4 grants).
Does Marilyn & Robert Beach Foundation give general operating support?
Yes: 50% of Marilyn & Robert Beach Foundation's 2025 grants with a stated purpose (2 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Marilyn & Robert Beach Foundation?
Marilyn & Robert Beach Foundation reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $117K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Marilyn & Robert Beach Foundation's EIN?
Marilyn & Robert Beach Foundation's EIN (Employer Identification Number) is 33-3120797. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal year 2025
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