Beatrice L Compton Memorial Trust Fund is a private foundation focused on Education, based in Palmetto, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $17K. Net investment income was $279.
Key facts about Beatrice L Compton Memorial Trust Fund
In short: Beatrice L Compton Memorial Trust Fund gave $17K across 2 grants in 2023 (avg $8K), mostly in Pennsylvania. Source: 2023 IRS Form 990-PF.
- EIN
- 25-1676211
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $16,830
- Grants made (2023)
- 2
- Average grant
- $8,415
- Median grant
- $8,415
- Primary geography
- Pennsylvania (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$17K
-97.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$8K
-97.2% YoY
Under IRS private-foundation payout rules, Beatrice L Compton Memorial Trust Fund reported a distributable amount of $671 for 2023 — the minimum it must pay out in qualifying distributions.
How Beatrice L Compton Memorial Trust Fund gives
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2023 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $17K (2023) to $600K (2022). In 2023 it made 2 grants totaling $17K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
The largest 2023 recipient was St Monica Angel Fund of Beaver County ($16K). Together the top 2 received $17K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Monica Angel Fund of Beaver County Beaver Falls, PA | Tuition assistance | $16,451 |
| The Pittsburgh Foundation Pittsburgh, PA | To improve quality of life in the Pittsburgh region. | $379 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $27,424 | $308,452 |
| Revenue | $279 | $76,683 | $45,379 |
| Expenses | $27,703 | $640,414 | $63,597 |
| Qualifying Distributions | $16,830 | $599,545 | $35,127 |
| Net Investment Income | $279 | $76,683 | $44,893 |
| Distributable Amount | $671 | $32,278 | $40,139 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
Beatrice L Compton Memorial Trust Fund is led by Richard Rocereto, President since 2021 (on filings since 2020) — the only officer listed, and uncompensated.
Officers on the 2023 filing
Richard Rocereto
President
Accountant → President, 2021
On filings since 2020
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Beatrice L Compton Memorial Trust Fund
How much does Beatrice L Compton Memorial Trust Fund give each year?
Beatrice L Compton Memorial Trust Fund gave $17K across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $600K across 2 grants.
What is Beatrice L Compton Memorial Trust Fund?
Beatrice L Compton Memorial Trust Fund is a private foundation focused on Education, based in Palmetto, FL.
Where does Beatrice L Compton Memorial Trust Fund operate?
Beatrice L Compton Memorial Trust Fund has awarded grants in Pennsylvania.
How much is Beatrice L Compton Memorial Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Beatrice L Compton Memorial Trust Fund reported a distributable amount of $671 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beatrice L Compton Memorial Trust Fund's EIN?
Beatrice L Compton Memorial Trust Fund's EIN (Employer Identification Number) is 25-1676211. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Beatrice L Compton Memorial Trust Fund by hand.
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