2025-03-27T11:57:15-05:00 2024-12-31 854352547 JOHNSON MESSAL BRISTOW PLLC 1001 3RD AVE W STE 750 BRADENTON FL 34205 990PF 2024-01-01 650808807 BEVERLY BEALL & R KEMP RIECHMANN FOUNDATION BEVE 9417444854 PO BOX 25207 BRADENTON FL 34206 KRYSTEL BEALL TRUSTEE 9417379696 2025-03-27 1 0 LISA R JOHNSON P00277830 9418772022 2025-03-27 2024 2025-03-06 01:10:19Z X 509664 X X 285 285 10079 10079 31468 165011 31468 8 8 41840 41840 34000 0 34000 9500 0 9500 6130 5998 132 605 112 0 5632 0 5632 55867 6110 49264 25125 25125 80992 6110 74389 -39152 35730 62546 36627 36627 259 646 646 235270 231516 472391 10000 0 0 308075 268789 509664 134 0 134 0 X 473799 473799 0 0 -165858 -205010 307941 268789 308075 268789 307941 -39152 0 268789 0 268789 SHORT TERM 2024-01-01 2024-12-31 79789 80985 -1196 -1196 LONG TERM 2020-01-01 2024-12-31 85166 52558 32608 32608 CAPITAL GAINS DIVIDENDS P 56 56 56 31468 497 0 497 0 497 880 0 0 0 880 0 383 383 0 0 0 0 0 0 0 0 0 0 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 ROLF C RIECHMANN 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 0.50 2000 0 0 R KEMP RIECHMANN JR 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 1.00 2000 0 0 KRYSTEL BEALL 1806 38TH AVE E BRADENTON FL 34208 TRUSTEE 1.00 5000 0 0 PK ISIMINGER PO BOX 25207 BRADENTON FL 34206 TRUSTEE 15.00 25000 0 0 NONE 0 NONE 0 SCHOLARSHIP PROGRAM - SIGNIFICANT INVOLVEMENT GRANT PROGRAM 25125 0 396213 55396 0 451609 0 0 451609 6774 444835 22242 X 74389 0 74389 1998-04-29 X 0 0 0 0 0 0 0 0 0 0 74389 66344 95559 81284 317576 0 800 10800 27670 39270 74389 65544 84759 53614 278306 0 0 14828 14498 17942 21733 69001 0 0 0 0 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. JUDONN DAVIS 2610 7TH AVENUE EAST PALMETTO FL 34221 NONE I FUNDS RETURNED FOR CHECK ISSUED AS A SCHOLARSHIP PAYMENT -1500 KAYLA BOONE 4506 9TH AVENUE WEST BRADENTON FL 34209 NONE I SCHOLARSHIP 500 SKYLAR SHAPIRO 13204 SORRENTO WAY BRADENTON FL 34211 NONE D SCHOLARSHIP 750 CHASE SHAPIRO 13204 SORRENTO WAY BRADENTON FL 34211 NONE D SCHOLARSHIP 750 SAMMY LEVITA 4220 2ND AVENUE NE BRADENTON FL 34208 NONE I SCHOLARSHIP 1000 ANNA OUREDNIK 4362 ROCKEFELLER AVENUE SARASOTA FL 34231 NONE I SCHOLARSHIP 1250 GRACE OUREDNIK 4362 ROCKEFELLER AVENUE SARASOTA FL 34231 NONE I SCHOLARSHIP 1250 ANDREW HYNICK 104 ROSANA DRIVE BRADENTON FL 33511 NONE I SCHOLARSHIP 1750 SAMANTHA MCLEOD 1889 VAMO DRIVE SARASOTA FL 34231 NONE I SCHOLARSHIP 1750 RAYMOND LEE 519 COUNTRY LANE BRADENTON FL 34212 NONE I SCHOLARSHIP 2625 JENNIFER SMITH 2014 10TH STREET WEST UNIT B BRADENTON FL 34205 NONE D SCHOLARSHIP 3250 RACHEL LEE 519 COUNTRY LANE BRADENTON FL 34212 NONE I SCHOLARSHIP 3250 MICHELLE MCLEOD 1889 VAMO DRIVE SARASOTA FL 34231 NONE I SCHOLARSHIP 3500 KIMARI WATKINS 5434 74TH PLACE EAST ELLENTON FL 34222 NONE I SCHOLARSHIP 5000 25125 0 14 285 14 10079 14 8 18 31468 0 41840 0 41840 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9500 0 9500 ABBVIE INC COM 1462 3199 ALPHABET INC CL A 1445 5819 AMAZON COM INC 1367 3291 AMPERIPRISE FINCL INC. 5735 12176 APPLE INC 774 7763 ARES CAPITAL CORP 3036 4247 BERKSHIRE HATHAWAY CL-B NEW 589 1360 BLACKROCK HEALTH SCIENCES TERM 724 691 BLACKROCK SCIEN & TECH BEN INT 734 870 BLACKSTONE INC 1165 5517 BLACKSTONE SECURED LENDING 5815 7205 BLOOM ENERTY CORP COM CL A 1278 2399 BROADCOM INC 1214 3246 CBRE GROUP INC - A 7305 6977 CHENIER ENERGY INC 1308 1719 CLEARWAY ENERGY INC CL C 2169 2028 COSTCO WHOLESALE CORP NEW 5886 13674 COSTCO WHOLESALE CORP NEW 2014 5498 CRH PLC 8073 15451 DEERE & CO 677 847 DELL TECHNOLOGIES INC 1355 2305 DIAMONDBACK ENERGY INC 455 491 EATON VANCE EM MKTS DEBT OPP I 3163 3313 ELI LILLY & CO 2013 2316 ELI LILLY & CO 5247 5226 EXXON MOBIL CORP 2936 4088 FERRARI N V 5700 12266 GOLDMAN SACHS GRP INC 810 1145 HCW BIOLOGICS INC 21950 4461 HOME DEPOT INC 1029 3112 HONEYWELL INTERNATIONAL INC 957 2033 INVITATION HOMES INC 2017 2366 IQVIA HOLDINGS INC 1263 1965 ISHARES TR US MED DVC ETF 5801 14930 JOHNSON & JOHNSON 729 723 JP MORGAN CHASE 1019 2397 JP MORGAN CHASE & CO 7343 13696 KOPERNIK GLB ALL CAP INSTL 3940 4423 LPL FINL HLDGS INC COM 4759 6457 MASTERCARD INC CL A 1440 6037 MASTERCARD INC CL A 990 3686 MERCK & CO 2440 2785 META PLATFORMS INC CL A 951 1171 METLIFE INCORPORATED 2777 4340 MICROSOFT CORP 2518 3794 MICROSOFT CORP 3754 15656 MITSUI & CO LTD ADR 7175 8295 NETFLIX INC 6759 12308 NEXTERA ENERGY INC 3323 3969 NEXTERA ENERGY INC 1467 1362 NVIDIA CORPORATION 7106 22292 NVIDIA CORPORATION 1759 3492 ONEOK INC 1322 2209 PALO ALTO NETWORKS INC 526 2184 PROCTER & GAMBLE 1542 2347 PROGRESSIVE CORP OHIO 10403 15078 QUALCOMM INC 1496 3380 QUANTA SERVICES INC 885 2528 RTX CORPORATION 698 694 SELECT SECTOR SPRD TRUST TECHNOLOGY 4499 20273 STARWOOD PROPERTY TRUST INC 2820 2729 SUMITOMO MITSUI FINL GROUP INC 5671 5637 TAIWAN SMCNDCTR MFG CO LTD ADR 2408 14140 TENCENT HLDGS LTD UNSPON ADR 9922 9838 TESLA INC 852 1615 T-MOBILE US INC COM 1759 3311 TRANE TECHNOLOGIES PLC 754 73870 UBER TECHNOLOGIES INC 1270 1206 UNITED RENTALS INC 2325 10227 UNITEDHEALTH GP INC 1252 1518 WASTE MGMT INC 4533 7920 WILLIAMS CO INC 1912 3464 FEDERATED HRMS SHT-TRM INC IS 1441 1424 WS MLP & ENERGY INFRA INST 4131 4560 FIRST TRUST SMID CAP RIS DIV 1380 1362 DUE FROM TRUSTEE 10000 0 0 INSURANCE 1641 0 1641 CORPORATE ADMINISTRATIVE 3716 0 3716 BANK CHARGES 275 0 275 ENTERPRISE PRODUCT PARTNERS 8 8 8 TAXES 990-PF 134 0 INVESTMENT FEES 5998 5998 0 PROFESSIONAL FEES 132 0 132 FOREIGN TAXES 112 112 0 EXCISE TAXES 493 0 0