Bethke Family Charitable Tuw

Private foundation · Grantmaker St Petersburg, FL EIN: 41-6165048

Bethke Family Charitable Tuw is a private foundation, based in St Petersburg, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 3 grants totaling $102K. Net investment income was $466K.

Key facts about Bethke Family Charitable Tuw

In short: Bethke Family Charitable Tuw gave $102K across 3 grants in 2025 (avg $34K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
41-6165048
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$102,475
Grants made (2025)
3
Average grant
$34,158
Median grant
$25,619
Total assets
$1,364,176
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+34.5% YoY

Annual Giving

$102K

+16.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$34K

+16.7% YoY

Under IRS private-foundation payout rules, Bethke Family Charitable Tuw reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.

How Bethke Family Charitable Tuw gives

  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 117% of 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

1state

Share of 2025 grant dollars across all 3 itemized grants.

States

Cities

WeyauwegaFremont

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $75K (2021) to $102K (2025). In 2025 it made 3 grants totaling $102K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

St Peter's Lutheran Church: $51KSt Peter's Lutheran Church$51KWeyauwega Parent-Teacher: $26KWeyauwega Parent-Teacher$26KZion Evangelical Lutheran Church: $26KZion Evangelical LutheranChurch$26K

The largest 2025 recipient was St Peter's Lutheran Church ($51K). Together the top 3 received $102K.

Grant Size Distribution

15 grants across all recorded years

14<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 14 grants of 15 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Peter's Lutheran Church Weyauwega, WIGeneral$51,237
Weyauwega Parent-Teacher Weyauwega, WIGeneral$25,619
Zion Evangelical Lutheran Church Fremont, WIGeneral Support$25,619

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,364,176$1,014,307$1,060,789
Revenue$490,825$81,252$124,115
Expenses$140,926$127,873$125,399
Qualifying Distributions$116,298$101,189$102,196
Net Investment Income$466,336$56,928$100,394
Distributable Amount$99,407$104,226$97,599

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 3, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Bethke Family Charitable Tuw's only listed officer is Raymond James Trust N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Raymond James Trust N A

    Trustee

    On filings since 2020

    1 hr/week

    $27K (2020) → $31K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Raymond James Trust N a — Trustee: $31KRaymond James Trust N aTrustee$31K

The highest reported compensation on the 2025 filing was $31K, to Raymond James Trust N a (Trustee).

Frequently asked questions about Bethke Family Charitable Tuw

How much does Bethke Family Charitable Tuw give each year?

Bethke Family Charitable Tuw gave $102K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 3 grants.

What is Bethke Family Charitable Tuw's typical grant size?

Bethke Family Charitable Tuw's median grant in 2025 was $25,619, and its average grant was $34,158, across 3 grants on its 2025 IRS Form 990-PF.

Where does Bethke Family Charitable Tuw give grants?

Bethke Family Charitable Tuw gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Weyauwega, WI (2 grants).

Does Bethke Family Charitable Tuw give general operating support?

Yes: 100% of Bethke Family Charitable Tuw's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bethke Family Charitable Tuw?

Bethke Family Charitable Tuw reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets).

What is Bethke Family Charitable Tuw's EIN?

Bethke Family Charitable Tuw's EIN (Employer Identification Number) is 41-6165048. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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