2024-05-14T08:25:09-05:00 2023-12-31 854352547 JOHNSON MESSAL BRISTOW PLLC 1001 3RD AVE W STE 750 BRADENTON FL 34205 990PF 2023-01-01 650808807 BEVERLY BEALL & R KEMP RIECHMANN FOUNDATION BEVE 9417444854 PO BOX 25207 BRADENTON FL 34206 KRYSTEL BEALL TRUSTEE 9417379696 2024-05-14 1 KRYSTEL BEALL 999009999 0 LISA R JOHNSON P00277830 9418772022 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 432301 X X 5 5 8709 8709 58379 210990 58379 629 629 67722 67722 9000 500 8500 8405 0 8405 6226 5411 815 3495 340 0 64 0 64 26885 0 26885 54075 6251 44669 21675 21675 75750 6251 66344 -8028 61471 38552 62546 62546 361 259 259 276985 235270 359496 300 10000 10000 316198 308075 432301 229 134 229 134 X 473799 473799 0 0 -157830 -165858 315969 307941 316198 308075 315969 -8028 0 307941 0 307941 SHORT TERM 2023-01-01 2023-12-31 42912 47309 -4397 -4397 LONG TERM 2020-01-01 2023-12-31 163732 105302 58430 58430 ADJUSTMENT FOR PTP SALES 4149 4149 4149 CAPITAL GAINS DIVIDENDS P 197 197 197 58379 854 0 854 0 854 720 0 0 0 720 0 134 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 1 0 0 0 1 N/A PK ISIMINGER 9417379696 PO BOX 25207 BRADENTON FL 342065207 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY BEALL 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 20.00 2500 0 0 R KEMP RIECHMANN 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 20.00 2500 0 0 ROLF C RIECHMANN 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 1.50 1000 0 0 R KEMP RIECHMANN JR 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 1.50 1000 0 0 KRYSTEL BEALL 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 2.50 2000 0 0 NONE 0 NONE 0 SCHOLARSHIP PROGRAM - SIGNIFICANT INVOLVEMENT GRANT PROGRAM 20875 DONATIONS TO OTHER CHARITABLE ORGANIZATIONS 800 0 389171 52402 0 441573 0 0 441573 6624 434949 21747 X 66344 0 66344 1998-04-29 X 0 0 0 0 0 0 0 0 0 0 66344 95559 81284 81219 324406 800 10800 27670 11250 50520 65544 84759 53614 69969 273886 0 0 14498 17942 21733 18751 72924 0 0 0 0 BEVERLY BEALL BEVERLY BEALL R KEMP RIECHMANN FNDT PO BOX 25207 BRADENTON FL 342065207 9417472355 PRESCRIBED APPLICATION FORM AVAILABLE UPON REQUEST OF THE FOUNDATION. APRIL 1 APPLICANT MUST BE A GRADUATING HIGH SCHOOL SENIOR WITH A MINIMUM OF A 2.5 GPA (UNDER CERTAIN CIRCUMSTANCES, STUDENTS WITH A LOWER GPA MAY BE ACCEPTED). THE APPLICANT MUST MEET MINIMUM STANDARDS FOR STATE UNIVERSITY STUDENT ADMISSIONS, AND BE FORMALLY ACCEPTED TO A COLLEGE OR UNIVERSITY IN PURSUIT OF A 4 YEAR DEGREE, AA DEGREE OR CERTIFICATION. SCHOLARSHIP AMOUNT VARIES BASED ON ASSESSED STUDENT NEEDS AND IS TO BE USED FOR TUITION, FEES, BOOKS, AND OTHER QUALIFIED EDUCATIONAL EXPENSES. BEVERLY BEALL R KEMP RIECHMANN FNDT PO BOX 25207 BRADENTON FL 342069883 9417472355 PRESCRIBED APPLICATION FORM AVAILABLE UPON REQUEST OF THE FOUNDATION. NONE GRANTS ARE AVAILABLE TO ORGANIZATIONS WORKING TO PROMOTE EDUCATION. GRANT AMOUNT VARIES BASED ON ASSESSED NEED AND ARE GIVEN AS SITUATIONS ARISE. MANATEE POLICE ATHLETIC LEAGUE 202 13TH AVE E BRADENTON FL 34208 NONE DONTATION 800 BLAKE O'NEAL 9723 50TH STREET CIRCLE EAST PARRISH FL 34219 NONE I SCHOLARSHIP 2500 JUDONN DAVIS 2610 7TH AVENUE EAST PALMETTO FL 34221 NONE I SCHOLARSHIP 1500 KAYLA BOONE 4506 9TH AVENUE WEST BRADENTON FL 34209 NONE I SCHOLARSHIP 7000 KIMARI WATKINS 5434 74TH PLACE EAST ELLENTON FL 34222 NONE I SCHOLARSHIP 5000 RAYMOND LEE 519 COUNTRY LANE BRADENTON FL 34212 NONE I SCHOLARSHIP 3000 TREKEL HODO PO BOX 1701 PALMETTO FL 34220 NONE I SCHOLARSHIP 1875 21675 0 14 5 14 8709 14 629 18 58379 0 67722 0 67722 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8405 0 8405 ABBVIE INC COM 2001 3719 ALPHABET INC CL A 1962 8381 AMAZON COM INC 1822 3039 AMPERIPRISE FINCL INC. 5695 8736 APPLE INC 1054 8086 ARES CAPITAL CORP 3767 4727 BERKSHIRE HATHAWAY CL-B NEW 982 1783 BLACKSTONE INC 2053 5630 BLACKSTONE SECURED LENDING 7002 7325 BROADCOM INC 640 2233 COSTCO WHOLESALE CORP NEW 2889 5281 COSTCO WHOLESALE CORP NEW 5886 9851 CVS HEALTH CORP 654 869 DANAHER CORPORTATION 1133 1746 DEERE & CO 1692 1999 EXXON MOBIL CORP 2988 5699 FERRARI N V 6186 10834 GOLDMAN SACHS BDC INC 1341 1319 HCW BIOLOGICS INC 21950 12250 HDFC BANK LTD ADR 2232 3618 HOME DEPOT INC 1415 3812 HONEYWELL INTERNATIONAL INC 1403 2517 HUMANA INC 1855 3205 INVITATION HOMES INC 1511 2285 IQVIA HOLDINGS INC 1863 3239 ISHARES TR US MED DVC ETF 5801 13809 JOHNSON & JOHNSON 729 784 JP MORGAN CHASE 1434 2381 JP MORGAN CHASE & CO 7343 9719 KINDER MORGAN INCORP 2879 3052 KOPERNIK GLB ALL CAP INSTL 6734 7443 LVMH MOET HENNESSY LOUIS VUITT 2982 6455 LYONDELLBASSEL NV CL-A 541 475 MASTERCARD INC CL A 1603 4265 MASTERCARD INC CL A 5011 8962 MERCK & CO 3231 4034 METLIFE INCORPORATED 3836 4629 MICROSOFT CORP 6273 17305 MICROSOFT CORP 2331 6393 NETLEASE.COM INC 8848 9316 NEXTERA ENERGY INC 313 416 NIKE INC B 1186 1737 ONEOK INC 1819 2107 PALO ALTO NETWORKS INC 899 2654 PIONEER NATURAL RESOURCES CO 2853 2699 PROCTER & GAMBLE 2130 2784 QUALCOMM INC 1972 4194 QUANTA SERVICES INC 1227 2374 SELECT SECTOR SPRD TRUST TECHNOLOGY 4499 16782 SVB FNCL GRP 211 0 TAIWAN SMCNDCTR MFG CO LTD ADR 2355 8074 TENCENT HLDGS LTD UNSPON ADR 2043 4157 T-MOBILE US INC COM 2360 3207 UNITED RENTALS INC 2259 9346 UNITEDHEALTH GP INC 2107 2632 WASTE MGMT INC 3657 6276 WILLIAMS CO INC 2532 2926 CHENIER ENERGY INC 1496 1536 DELL TECHNOLOGIES INC 1109 1760 DIAMONDBACK ENERGY INC 455 465 ELI LILLY & CO 927 1166 NVIDIA CORPORATION 872 990 TESLA INC 2744 2733 BLACKROCK HEALTH SCIENCES TERM 744 703 BLACKROCK SCIEN & TECH BEN INT 754 702 FED FARM CR BK 3993 4029 EATON VANCE EM MKTS DEBT OPP I 3813 3793 CRH PLC 8747 12449 MITSUI & CO LTD ADR 7964 8277 NETFLIX INC 5375 5681 NVIDIA CORPORATION 11321 12744 PROGRESSIVE CORP OHIO 8982 8898 FL DOR TAX REFUND RECIVABLE 300 0 0 DUE FROM TRUSTEE 0 10000 10000 INSURANCE 2586 0 2586 CORPORATE ADMINISTRATIVE 24286 0 24286 OFFICE SUPPLIES 13 0 13 ENTERPRISE PRODUCT PARTNERS 629 629 629 TAXES 990-PF 229 134 INVESTMENT FEES 5411 5411 0 PROFESSIONAL FEES 815 0 815 EXCISE TAXES 3155 0 0 FOREIGN TAXES 340 340 0