Civic Intelligence

E Mauran & J Beals Charitable Trust

EIN 04-6183688 • Wellesley, MA

62 Walnut Street Floor 2Wellesley, MA 02481
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-170%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.9%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$326,030

Down $16,670 (-4.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$326,030

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$9,816

Up $1,367 (+16%) from 2023

Expenses

Down

$26,469

Down $1,774 (-6.3%) from 2023

Net Income

Up

-$16,653

Up $3,141 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $461,972Liabilities 2011: $02011Assets 2012: $454,681Liabilities 2012: $02012Assets 2013: $506,557Liabilities 2013: $02013Assets 2014: $513,178Liabilities 2014: $1Net Assets 2014: $513,1782014Assets 2015: $498,368Liabilities 2015: $12015Assets 2017: $449,986Liabilities 2017: $0Net Assets 2017: $449,9862017Assets 2018: $447,738Liabilities 2018: $0Net Assets 2018: $447,7382018Assets 2019: $472,948Liabilities 2019: $1Net Assets 2019: $472,9482019Assets 2020: $482,053Liabilities 2020: $0Net Assets 2020: $482,0532020Assets 2021: $509,022Liabilities 2021: $12021Assets 2022: $362,494Liabilities 2022: $1Net Assets 2022: $362,4942022Assets 2023: $342,700Liabilities 2023: $12023Assets 2024: $326,030Liabilities 2024: $0Net Assets 2024: $326,0302024

Highlighted filing

2024

Assets$326,030
Liabilities$0
Net Assets$326,030
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $40,356Expenses 2011: $30,508Net Income 2011: $9,8482011Revenue 2012: $23,602Expenses 2012: $30,893Net Income 2012: -$7,2912012Revenue 2013: $83,447Expenses 2013: $31,571Net Income 2013: $51,8762013Revenue 2014: $40,085Expenses 2014: $33,464Net Income 2014: $6,6212014Revenue 2015: $17,928Expenses 2015: $32,738Net Income 2015: -$14,8102015Revenue 2017: $18,814Expenses 2017: $30,059Net Income 2017: -$11,2452017Revenue 2018: $32,895Expenses 2018: $30,801Net Income 2018: $2,0942018Revenue 2019: $13,453Expenses 2019: $30,310Net Income 2019: -$16,8572019Revenue 2020: -$7,591Expenses 2020: $29,582Net Income 2020: -$37,1732020Revenue 2021: $17,365Expenses 2021: $29,228Net Income 2021: -$11,8632021Revenue 2022: $7,245Expenses 2022: $31,136Net Income 2022: -$23,8912022Revenue 2023: $8,449Expenses 2023: $28,243Net Income 2023: -$19,7942023Revenue 2024: $9,816Expenses 2024: $26,469Net Income 2024: -$16,6532024

Highlighted filing

2024

Revenue$9,816
Expenses$26,469
Net Income-$16,653
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,030
Liabilities
$0
Net assets
$326,030
Revenue
$9,816
Expenses
$26,469
Net income
-$16,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$0.08$0.28$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.07$0.31$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.00$0.17$0.29$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.08$0.30$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.13$0.30$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.00$4.48$0.33$0.31$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.19$0.30$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.00$0.18$0.33$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.40$0.33$0.07
2013Summary only. Only limited summary data is available for this year.$5.07$0.00$0.83$0.32$0.52
2012Summary only. Only limited summary data is available for this year.$4.55$0.00$0.24$0.31$0.07
2011Summary only. Only limited summary data is available for this year.$4.62$0.00$0.40$0.31$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET H BEALS CO CAPITAL FORMATITrustee-$0--
CAPITAL FORMATION GROUPAgent For Trustee-$0--
Filing and Contact Details

Filer

Filer Name
E Mauran & Julia O Beals Charitable
EIN
04-6183688
Phone
7812370123
Address
62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481

Signing Officer

Name
Margaret H Beals
Title
Trustee
Phone
7812370123
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Gray Gray & Gray Llp
Address
150 ROYALL STREET SUITE 102, CANTON, MA 02021
Preparer
Venice Williams
Phone
7814070300
Raw XML Appendix331 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt014321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110025
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt695800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN INTERNATIONAL VALUE INVESTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO DEVELOPING MARKETS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB S&P 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SELECT SECTOR HEALTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SPDR GOLD SHARES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7TECHNOLOGY SELECT SECTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024698
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09404
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16653
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015284
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0314
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0116
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARGARET H BEALS CO CAPITAL FORMATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAPITAL FORMATION GROUP
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CAPITAL FORMATION GROUP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt062 WALNUT STREET FLOOR 2
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WELLESLEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002481
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812370123
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE DONATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt019811
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAPITAL FORMATION GROUP INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07812370123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt062 WALNUT STREET FLOOR 2
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WELLESLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS MAY BE MADE ONLY TO CHARITABLE ORGANIZATIONS CONNECTED WITH CULTURAL PERFORMING ARTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIBRARY CREATIVE DRAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0WATERTOWN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST NEWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002465
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019811
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019811
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019811
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023604
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019811
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04790
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/Amt1116
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1116
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET H BEALS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812370123
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E MAURAN & JULIA O BEALS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O CAPITAL FORMATION GROUP
ReturnHeader/Filer/BusinessNameControlTxt0EMAU
ReturnHeader/Filer/EIN0046183688
ReturnHeader/Filer/PhoneNum07812370123
ReturnHeader/Filer/USAddress/AddressLine1Txt062 WALNUT STREET FLOOR 2
ReturnHeader/Filer/USAddress/CityNm0WELLESLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002481
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042088368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY GRAY & GRAY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 ROYALL STREET SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07814070300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VENICE WILLIAMS
ReturnHeader/ReturnTs02025-05-12T13:41:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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