Orlean and Ralph W Beeson Fund

Analysis

Orlean and Ralph W Beeson Fund is a registered charity in United States, based in Birmingham, AL. It received its IRS tax-exemption ruling in June 1989, 37 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Orlean and Ralph W Beeson Fund reported income of $2.2m and spending of $2.4m, spending 106% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $1.7m to $2.2m (+34%), an average of +7.5% a year. The sharpest change came in the year to December 2021, when income rose by 106%. Over the whole period it spent 109% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Orlean and Ralph W Beeson Fund sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 90th percentile within AL. Charities of a similar size with the same main cause include Old Globe Endowment Trust ($2.2m), 456 West 129 Street Housing Corp ($2.2m) and Methodist Home for the Aging ($2.2m).

At year end it held assets of $51.2m against liabilities of $1.9m, net assets of $49.3m.