Civic Intelligence

R M Beall Sr Charitable Foundation

990PF • Fiscal year 2023 • EIN 59-2851924

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization Profile
1806 38th Ave EastBradenton, FL 34208

(941) 747-2355

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

41st percentile

1.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,502,822

Up $53,581 (+1.0%) from 2022

Net Assets

Up

$5,502,822

Up $57,081 (+1.0%) from 2022

Liabilities

Down

$0

Down $3,500 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin64th percentile

Revenue

Down

$503,466

Down $474,715 (-49%) from 2022

Expenses

Down

$446,385

Down $622,285 (-58%) from 2022

Net Income

Up

$57,081

Up $147,570 (+163%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,895,477Liabilities 2011: $02011Assets 2012: $3,792,539Liabilities 2012: $02012Assets 2013: $5,271,698Liabilities 2013: $02013Assets 2014: $5,553,712Liabilities 2014: $02014Assets 2015: $5,488,532Liabilities 2015: $02015Assets 2019: $5,318,792Liabilities 2019: $46,1252019Assets 2020: $5,184,167Liabilities 2020: $3,500Net Assets 2020: $5,180,6672020Assets 2021: $5,536,230Liabilities 2021: $0Net Assets 2021: $5,536,2302021Assets 2022: $5,449,241Liabilities 2022: $3,500Net Assets 2022: $5,445,7412022Assets 2023: $5,502,822Liabilities 2023: $0Net Assets 2023: $5,502,8222023Assets 2024: $5,364,371Liabilities 2024: $0Net Assets 2024: $5,364,3712024

Highlighted filing

2023

Assets$5,502,822
Liabilities$0
Net Assets$5,502,822
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $108,132Expenses 2011: $272,826Net Income 2011: -$164,6942011Revenue 2012: $128,228Expenses 2012: $231,166Net Income 2012: -$102,9382012Revenue 2013: $191,532Expenses 2013: $328,112Net Income 2013: -$136,5802013Revenue 2014: $665,971Expenses 2014: $383,957Net Income 2014: $282,0142014Revenue 2015: $265,726Expenses 2015: $330,906Net Income 2015: -$65,1802015Revenue 2019: $308,449Expenses 2019: $263,932Net Income 2019: $44,5172019Revenue 2020: $192,210Expenses 2020: $284,300Net Income 2020: -$92,0902020Revenue 2021: $731,143Expenses 2021: $375,580Net Income 2021: $355,5632021Revenue 2022: $978,181Expenses 2022: $1,068,670Net Income 2022: -$90,4892022Revenue 2023: $503,466Expenses 2023: $446,385Net Income 2023: $57,0812023Revenue 2024: $627,092Expenses 2024: $765,543Net Income 2024: -$138,4512024

Highlighted filing

2023

Revenue$503,466
Expenses$446,385
Net Income$57,081
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRYSTEL BEALLBoard-$0--
MICHAEL MADDALONITreasurer-$0--
CLIFFORD L WALTERSBoard-$0--
BILL WEBSTERBoard-$0--
Filing and Contact Details

Filer

Filer Name
Rm Beall Sr Charitable Foundation
EIN
59-2851924
Phone
9417472355
Address
1806 38TH AVE EAST, BRADENTON, FL 34208

Signing Officer

Name
Michael Maddaloni
Title
Treasurer
Phone
9417444309
Signed
2024-11-07
Raw XML Appendix333 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt014000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt014000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01914765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01727823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02565103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03569243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS - SEE ATTACHED
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0256985
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0256079
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149068
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt057081
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01191410
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0137594
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IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt08730
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt069170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034096
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0103266
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04121
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04121
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0174352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0412289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0446385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0303216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0503466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt089392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0123488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0255981
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1128864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1128864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0264711
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01 SHORT TERM GAINS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11 LONG TERM GAINS - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt057081
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05502822
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05445741
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0293598
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IRS990PF/FMVAssetsEOYAmt06215586
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0133004
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0199191
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0338853
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0242941
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05932247
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt090560
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KRYSTEL BEALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL MADDALONI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CLIFFORD L WALTERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BILL WEBSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Board
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Board
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034208
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL MADDALONI
IRS990PF/StatementsRegardingActyGrp/PhoneNum09417472355
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DONATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0DISASTER RELIEF
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0304625
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03672
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt014600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PRESCRIBED APPLICATION FORM - SEE ATTACHED COPY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FOUNDATION ADMINISTRATOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09417444506
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01806 38TH AVE EAST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BRADENTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED COPY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1304625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DISASTER RELIEF HELP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Disaster Relief Recipients -See Att
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Scholarship Recipients -See Attache
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Donation Recipients -See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0EMPLOYEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Employee Dependent
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01806 38TH AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11806 38TH AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21806 38TH AVE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRADENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRADENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRADENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234208
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0322897
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0293598
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0293598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0755828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09921
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0122494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0122494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0884440
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0118691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0755828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09921
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0412289
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0118691
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01006934
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0888243
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SCHOLARSHIP REVIEW COMMITTEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0301
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0301
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt134096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt069170
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt134096
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Conrad Szymanski
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03506 Riverview Blvd
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Bradenton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034205
TaxesSchedule/TaxesDetail/Amt04121
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04121
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MADDALONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09417444309
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RM BEALL SR CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RMBE
ReturnHeader/Filer/EIN0592851924
ReturnHeader/Filer/PhoneNum09417472355
ReturnHeader/Filer/USAddress/AddressLine1Txt01806 38TH AVE EAST
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-07T08:22:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,502,822
Liabilities
$0
Net assets
$5,502,822
Revenue
$503,466
Expenses
$446,385
Net income
$57,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.63$0.77$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.50$0.45$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.98$1.07$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.73$0.38$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.00$5.18$0.19$0.28$0.09
2019Summary only. Only limited summary data is available for this year.$5.32$0.05$0.31$0.26$0.04
2015Summary only. Only limited summary data is available for this year.$5.49$0.00$0.27$0.33$0.07
2014Summary only. Only limited summary data is available for this year.$5.55$0.00$0.67$0.38$0.28
2013Summary only. Only limited summary data is available for this year.$5.27$0.00$0.19$0.33$0.14
2012Summary only. Only limited summary data is available for this year.$3.79$0.00$0.13$0.23$0.10
2011Summary only. Only limited summary data is available for this year.$3.90$0.00$0.11$0.27$0.16