Civic Intelligence

The Bruce a Beal & Robert L Beal

EIN 22-2572496 • Boston, MA

CO Related Beal 177 Milk StreetBoston, MA 02109-3410
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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

47th percentile

-3.6%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$206,238

Down $7,738 (-3.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$206,238

Down $7,738 (-3.6%) from 2024

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $268,533 (-100%) from 2024

Expenses

Down

$7,738

Down $59,758 (-89%) from 2024

Net Income

Down

-$7,738

Down $208,775 (-104%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$300K$200K$100K$0Assets 2011: $28,873Liabilities 2011: $02011Assets 2012: $28,838Liabilities 2012: $02012Assets 2013: $10,519Liabilities 2013: $02013Assets 2014: $10,376Liabilities 2014: $02014Assets 2015: $9,276Liabilities 2015: $02015Assets 2017: $2,784Liabilities 2017: $0Net Assets 2017: $2,7842017Assets 2018: $1,269Liabilities 2018: $0Net Assets 2018: $1,2692018Assets 2019: $2,060Liabilities 2019: $0Net Assets 2019: $2,0602019Assets 2020: $2,700Liabilities 2020: $0Net Assets 2020: $2,7002020Assets 2021: $11,756Liabilities 2021: $0Net Assets 2021: $11,7562021Assets 2022: $5,463Liabilities 2022: $0Net Assets 2022: $5,4632022Assets 2023: $12,939Liabilities 2023: $0Net Assets 2023: $12,9392023Assets 2024: $213,976Liabilities 2024: $0Net Assets 2024: $213,9762024Assets 2025: $206,238Liabilities 2025: $0Net Assets 2025: $206,2382025

Highlighted filing

2025

Assets$206,238
Liabilities$0
Net Assets$206,238
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $0Expenses 2011: $635Net Income 2011: -$6352011Revenue 2012: $0Expenses 2012: $35Net Income 2012: -$352012Revenue 2013: $943,000Expenses 2013: $961,319Net Income 2013: -$18,3192013Revenue 2014: $1,157,100Expenses 2014: $1,157,243Net Income 2014: -$1432014Revenue 2015: $0Expenses 2015: $1,100Net Income 2015: -$1,1002015Revenue 2017: $88,000Expenses 2017: $87,338Net Income 2017: $6622017Revenue 2018: $164,000Expenses 2018: $165,515Net Income 2018: -$1,5152018Revenue 2019: $491,750Expenses 2019: $490,959Net Income 2019: $7912019Revenue 2020: $808,500Expenses 2020: $807,860Net Income 2020: $6402020Revenue 2021: $3,252,232Expenses 2021: $3,243,176Net Income 2021: $9,0562021Revenue 2022: $0Expenses 2022: $6,293Net Income 2022: -$6,2932022Revenue 2023: $275,000Expenses 2023: $267,524Net Income 2023: $7,4762023Revenue 2024: $268,533Expenses 2024: $67,496Net Income 2024: $201,0372024Revenue 2025: $0Expenses 2025: $7,738Net Income 2025: -$7,7382025

Highlighted filing

2025

Revenue$0
Expenses$7,738
Net Income-$7,738
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,238
Liabilities
$0
Net assets
$206,238
Revenue
$0
Expenses
$7,738
Net income
-$7,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.27$0.07$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.28$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$3.25$3.24$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.81$0.81$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.49$0.49$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$0.17$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$1.16$1.16$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.94$0.96$0.02
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A BEALTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMSPCA ANGELLCHARITABLE DONATIONPUBLIC CHARITYBOSTON, MA, US$3,500
Paid GrantZOO NEW ENGLANDCHARITABLE DONATIONPUBLIC CHARITYBOSTON, MA, US$1,500
Filing and Contact Details

Filer

Filer Name
The Bruce a Beal & Robert L Beal
EIN
22-2572496
Phone
6174512100
Address
CO RELATED BEAL 177 MILK STREET, BOSTON, MA 02109-3410

Signing Officer

Name
Bruce a Beal
Title
Trustee
Phone
6174512100
Signed
2026-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Davies & Monahan Pc
Address
1 BATTERYMARCH PARK SUITE 101, QUINCY, MA 02169
Preparer
David Mwalshcpa
Phone
6177699600
Raw XML Appendix245 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.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1363
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE A BEAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174512100
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRUCE A BEAL & ROBERT L BEAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0222572496
ReturnHeader/Filer/PhoneNum06174512100
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO RELATED BEAL 177 MILK STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021093410
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043245662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES & MONAHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 BATTERYMARCH PARK SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum06177699600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MWALSHCPA
ReturnHeader/ReturnTs02026-01-19T16:44:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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