BEALE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEALE FAMILY FOUNDATION INC (EIN 87-3853136)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202421419349100212
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T07:23:51-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873834167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucida Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20633 Watertown Court | AddressLine1Txt |
| City | Brookfield | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873853136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beale Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAL | BusinessNameControlTxt |
| Phone | 6082205451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1669 Whistling Hill Cir | AddressLine1Txt |
| City | Hartland | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian J Beale | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brian J | PersonFirstNm |
| Person Last | Beale | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen F Prochaska CPA | PreparerPersonNm |
| PTIN | P00187585 | PTIN |
| Phone | 6082338333 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $689,436 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $101,322 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,047 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,047 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,741 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,741 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,332 | GrossSalesPriceAmt |
| Total Rev And Expnss | $106,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,788 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,447 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $723 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $724 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,398 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,788 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,230 | CashBOYAmt |
| Cash EOY | $99,488 | CashEOYAmt |
| Cash EOYFMV | $99,488 | CashEOYFMVAmt |
| Other Investments BOY | $496,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $553,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $589,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $601,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $652,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $689,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $601,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $652,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $601,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $652,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $601,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $652,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $601,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $652,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $652,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| A) ST: First Business Bank-Details Avail | P | 2023-01-01 | 2023-12-31 | $13,606 | $14,892 | -$1,286 | -$1,286 |
| D) LT: First Business Bank-Details Avail | P | 2022-01-01 | 2023-12-31 | $49,726 | $59,859 | -$10,133 | -$10,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,419 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,286 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $171 | SubtotalAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $171 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $171 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Porter & Sack CPAs SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082338333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 Fourier Drive 100 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Brian J Beale | ||||||
| 5242 W Highlands Ct | Franklin | WI | 53132 | President | 0.20 | $0 |
| Brooke A Beale | ||||||
| 5242 W Highlands Ct | Franklin | WI | 53132 | Vice President | 0.20 | $0 |
| Gail Beale | ||||||
| 2860 Dunton Circle | Madison | WI | 53132 | Secretary/Treas | 0.20 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $491,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $594,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $594,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $585,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $29,096 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,096 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,724 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,108 | UndistributedIncomePYAmt |
| Qualifying Distributions | $50,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,108 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,520 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,520 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Karen F Prochaska | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 Fourier Drive 100 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082338333 | RecipientPhoneNum |
| Form And Info And Materials | Applications must be in writing. Full disclosure of the intended use of the funds and current financial statements of the applicant must be included. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No later than 120 days prior to the desired date of receipt. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The requesting organization must be a section 501(c)(3) organization. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Children's Wisconsin Foundation | |||||||
| MS 3050 PO Box 1997 | Milwaukee | WI | 53201 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $10,000 |
| Make-A-Wish Foundation | |||||||
| 1702 E Highland Ave 400 | Phoenix | AZ | 85016 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $10,000 |
| Vince Lombardi Cancer Foundation | |||||||
| 13400 Bishops Lane Suite 120 | Brookfield | WI | 53005 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $10,000 |
| Milwaukee Diaper Mission | |||||||
| 9600 S Franklin Dr | Franklin | WI | 53132 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $5,000 |
| Lake County Caring | |||||||
| 603 Progress Dr | Hartland | WI | 53029 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $5,000 |
| Heartland Area Food Pantry | |||||||
| 555 S Industrial Dr | Hartland | WI | 53029 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $5,000 |
| Ronald McDonald House Charities Eas | |||||||
| 8948 W Watertown Plank Rd | Milwaukee | WI | 53226 | None | PC | Donation of cash to provide funds to help fulfill the mission of donee. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,047 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,369 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Brian J Beale | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1669 Whistling Hill Cir | AddressLine1Txt |
| City | Hartland | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $101,322 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Account Fee | $125 | $62 | $0 | $63 |
| Tax Preparation Fee | $1,322 | $661 | $0 | $661 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $3,398 | Amt |
| Net Investment Income | $3,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2022 Federal Excise tax | $90 | $90 |
| Foreign Tax Expense | $287 | $287 |