Beck Memorial Trust
Beck Memorial Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 4 grants totaling $70K. Net investment income was $107K.
Beck Memorial Trust at a glance
In short: Beck Memorial Trust gave $70K across 4 grants in 2025 (avg $18K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,139
- +3.6% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $17,535
- +3.6% vs 2024
- Median grant
- $7,793
- Total assets
- $1,289,168
- +2.7% 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 October 2026.
Who Beck Memorial Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Indian Hills Community College ($47K). Together the top 4 received $70K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 17 grants of 19 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Beck Memorial Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $68K (2024) to $83K (2023). In 2025 it made 4 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indian Hills Community College Ottumwa, IA | General Operating | $46,760 |
| River Hills Community Health Center Inc Ottumwa, IA | General Operating | $7,793 |
| Jefferson County Hospital Fairfield, IA | General Operating | $7,793 |
| Davis County Hospital Bloomfield, IA | General Operating | $7,793 |
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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 | $1,289,168 | $126,632 | $92,803 | $70,139 | 4 | $73,694 | $106,709 | $80,037 |
| 2024 | $1,255,334 | $55,669 | $93,959 | $67,734 | 4 | $72,809 | $37,426 | $75,215 |
| 2023 | $1,293,625 | $146,430 | $103,594 | $83,237 | 3 | $86,545 | $129,511 | $71,042 |
| 2022 | $1,250,794 | $47,920 | $103,473 | $80,262 | 4 | $83,785 | $29,186 | $86,760 |
| 2021 | $1,306,410 | $66,966 | $92,698 | $71,751 | 4 | — | $49,061 | $82,944 |
Under IRS private-foundation payout rules, Beck Memorial Trust reported a distributable amount of $80K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Beck Memorial Trust's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$18K (2023) → $21K (2025)
Former officers (1)
- Former: U S Bank (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $21K, to US Bank N a (Trustee).
Frequently asked questions about Beck Memorial Trust
How much does Beck Memorial Trust give each year?
Beck Memorial Trust gave $70K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $68K across 4 grants.
What is Beck Memorial Trust's typical grant size?
Beck Memorial Trust's median grant in 2025 was $7,793, and its average grant was $17,535, across 4 grants on its 2025 IRS Form 990-PF.
Where does Beck Memorial Trust give grants?
Beck Memorial Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ottumwa, IA (2 grants).
Does Beck Memorial Trust give general operating support?
Yes: 100% of Beck Memorial Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Beck Memorial Trust?
Beck Memorial Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $80K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Beck Memorial Trust's EIN?
Beck Memorial Trust's EIN (Employer Identification Number) is 42-6187249. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 27, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
- IRS filings on file for fiscal years 2021–2025
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