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Beels Kenneth W Char Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$63.4k (2023)

Expenses
$345k (2023)

Total Assets
$5.59M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,355
Expenses
$344,682
Net Income
-$281,327
Net Assets
$5,593,365
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $157,195
> 100%
Sales of Assets -$93,840
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $304,751
88.4%
Compensation of Officers* $50,359
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,593,365
Total Liabilities $0
Net Assets $5,593,365
Compensation
Key Employees and Officers Compensation Other
First National Trust Company (Trustee) $25,755 $0
Robert Mcfate (Co Trustee) $24,604 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$895,587
Expenses
$349,903
Net Income
$545,684
Net Assets
$5,874,161
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $114,096
12.7%
Sales of Assets $781,491
87.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $306,199
87.5%
Compensation of Officers* $57,567
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,874,161
Total Liabilities $0
Net Assets $5,874,161
Compensation
Key Employees and Officers Compensation Other
Robert Mcfate (Co Trustee) $29,068 $0
First National Trust Company (Trustee) $26,068 $0
Bny Mellon (Previous Trustee) $2,431 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$863,814
Expenses
$332,048
Net Income
$531,766
Net Assets
$1,244,389
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $102,847
11.9%
Sales of Assets $760,967
88.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,282
88.0%
Compensation of Officers* $54,836
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,244,389
Total Liabilities $0
Net Assets $1,244,389
Compensation
Key Employees and Officers Compensation Other
Fnb Wealth Management Trust Group (Trustee) $54,836 $0
Robert Mcfate (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$249,976
Expenses
$346,713
Net Income
-$96,737
Net Assets
$4,790,198
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,475
44.6%
Sales of Assets $137,236
54.9%
Other Income $1,265
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $293,244
84.6%
Compensation of Officers* $84,039
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,790,199
Total Liabilities $1
Net Assets $4,790,198
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $54,284 $0
Robert W Mcfate (Co Trustee) $29,755 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,098
Expenses
$365,386
Net Income
-$138,288
Net Assets
$4,887,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $126,784
55.8%
Sales of Assets $100,314
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $308,331
84.4%
Compensation of Officers* $83,327
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,887,385
Total Liabilities $0
Net Assets $4,887,385

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$244,209
Expenses
$335,043
Net Income
-$90,834
Net Assets
$5,068,848
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $116,358
47.6%
Sales of Assets $127,851
52.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $281,560
84.0%
Compensation of Officers* $84,310
25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,068,848
Total Liabilities $0
Net Assets $5,068,848

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$556,823
Expenses
$365,782
Net Income
$191,041
Net Assets
$5,159,926
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $127,713
22.9%
Sales of Assets $429,110
77.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $299,364
81.8%
Compensation of Officers* $82,564
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,159,926
Total Liabilities $0
Net Assets $5,159,926

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$498,538
Expenses
$303,033
Net Income
$195,505
Net Assets
$4,968,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $100,240
20.1%
Sales of Assets $398,298
79.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,294
83.6%
Compensation of Officers* $70,986
23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,968,747
Total Liabilities $0
Net Assets $4,968,747

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,695
Expenses
$298,423
Net Income
-$112,728
Net Assets
$4,777,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,026
57.1%
Sales of Assets $78,243
42.1%
Other Income $1,426
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $257,812
86.4%
Compensation of Officers* $63,105
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,777,598
Total Liabilities $0
Net Assets $4,777,598

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,310
Expenses
$321,235
Net Income
-$195,925
Net Assets
$4,885,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $127,625
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $276,790
86.2%
Compensation of Officers* $60,337
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,885,885
Total Liabilities $0
Net Assets $4,885,885

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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