Nonprofit · EIN 04-6183688
E MAURAN & JULIA O BEAL CHARITABLE TR
Tax-exempt · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,138 | $31,547 | -$3,409 | $322,640 | $0 | $322,640 |
| December 31, 2024 | 990-PF | $9,816 | $26,469 | -$16,653 | $326,030 | $0 | $326,030 |
| December 31, 2023 | 990-PF | $8,449 | $28,243 | -$19,794 | $342,700 | $0 | $342,700 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,898
- Interest
- $6
- Net gain from sales of assets
- $18,234
Expenses
- Grants and similar amounts paid
- $23,604
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $23,604
- Excise tax on investment income
- $316
Balance sheet and other
- Total assets, start of year
- $326,030
- Total assets, end of year
- $322,640
- Total liabilities, end of year
- $0
- Net assets, end of year
- $322,640
- Fair market value of assets
- $531,042
- Qualifying distributions
- $23,604
- Net investment income
- $28,138
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET H BEALS CO CAPITAL FORMATI 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| CAPITAL FORMATION GROUP 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | AGENT FOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET H BEALS CO CAPITAL FORMATI 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| CAPITAL FORMATION GROUP 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | AGENT FOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET H BEALS CO CAPITAL FORMATI 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| CAPITAL FORMATION GROUP 62 WALNUT STREET FLOOR 2, WELLESLEY, MA 02481 | AGENT FOR TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2227 WASHINGTON STREET 303, NEWTON, MA 02462-1417
- In care of
- % CAPITAL FORMATION GROUP
- Signed the 990-PF
- MARGARET H BEALS, TRUSTEE
- Phone
- (781) 237-0123
- Return prepared by
- GRAY GRAY & GRAY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6183688
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $322,640
- Income (IRS master file)
- $61,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,138 | $31,547 | $322,640 | IRS |
| 990-PF | December 2024 | $9,816 | $26,469 | $326,030 | IRS |
| 990-PF | December 2023 | $8,449 | $28,243 | $342,700 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6183688).
Questions about E MAURAN & JULIA O BEAL CHARITABLE TR
- What is the EIN of E MAURAN & JULIA O BEAL CHARITABLE TR?
- The employer identification number (EIN) of E MAURAN & JULIA O BEAL CHARITABLE TR is 04-6183688.
- Is E MAURAN & JULIA O BEAL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to E MAURAN & JULIA O BEAL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E MAURAN & JULIA O BEAL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E MAURAN & JULIA O BEAL CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E MAURAN & JULIA O BEAL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of E MAURAN & JULIA O BEAL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does E MAURAN & JULIA O BEAL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,138, expenses of $31,547 and total assets of $322,640 at year end.
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