Anna Beal Trust
Anna Beal Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $487K in total assets. In 2025, it awarded 3 grants totaling $29K. Net investment income was $28K.
Anna Beal Trust at a glance
In short: Anna Beal Trust gave $29K across 3 grants in 2025 (avg $10K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $28,731
- +1.5% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $9,577
- +35.4% vs 2024
- Median grant
- $9,577
- Total assets
- $487,448
- -0.6% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Anna Beal Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Iowa State University ($10K). Together the top 3 received $29K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Anna Beal Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2023) to $31K (2022). In 2025 it made 3 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iowa State University Ames, IA | Scholarship | $9,577 |
| Coe College Cedar Rapids, IA | Scholarship | $9,577 |
| University of Dubuque Dubuque, IA | Scholarship | $9,577 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $487,448 | $36,980 | $39,546 | $28,731 | 3 | $31,121 | $28,259 | $27,665 |
| 2024 | $490,172 | $18,492 | $38,846 | $28,293 | 4 | $30,663 | $10,383 | $29,033 |
| 2023 | $508,445 | $17,691 | $34,607 | $24,313 | 3 | $27,046 | $8,887 | $25,008 |
| 2022 | $525,364 | $18,105 | $44,709 | $31,236 | 4 | $34,041 | $10,063 | $26,160 |
| 2021 | $551,977 | $107,049 | $40,614 | $28,770 | 6 | $31,638 | $97,753 | $31,737 |
| 2020 | $482,945 | $14,460 | $36,621 | $26,000 | 3 | — | $6,621 | $26,424 |
| 2019 | $505,116 | $32,887 | $34,783 | $25,100 | 3 | — | $25,025 | $26,356 |
Under IRS private-foundation payout rules, Anna Beal Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anna Beal Trust's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$8K (2019) → $9K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to US Bank N a (Trustee).
Frequently asked questions about Anna Beal Trust
How much does Anna Beal Trust give each year?
Anna Beal Trust gave $29K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 4 grants.
What is Anna Beal Trust's typical grant size?
Anna Beal Trust's median grant in 2025 was $9,577, and its average grant was $9,577, across 3 grants on its 2025 IRS Form 990-PF.
Where does Anna Beal Trust give grants?
Anna Beal Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Anna Beal Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Anna Beal Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).
How large is Anna Beal Trust?
Anna Beal Trust reported $487K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is Anna Beal Trust's EIN?
Anna Beal Trust's EIN (Employer Identification Number) is 42-6193621. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 7, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
- Added Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2019–2024
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