Byron J & Suzanne M Beattie Charitable Trust
Byron J & Suzanne M Beattie Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $75K. Net investment income was $85K.
Byron J & Suzanne M Beattie Charitable Trust at a glance
In short: Byron J & Suzanne M Beattie Charitable Trust gave $75K across 1 grant in 2025 (avg $75K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $74,814
- +0.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $74,814
- +0.8% vs 2024
- Median grant
- $74,814
- Total assets
- $1,392,287
- +0.4% vs 2024
- Primary geography
- Florida (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 Byron J & Suzanne M Beattie Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Shriners Hospital ($75K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Byron J & Suzanne M Beattie Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 98% 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 $74K (2024) to $91K (2022). In 2025 it made 1 grant totaling $75K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shriners Hospital Orlando, FL | General Operating | $74,814 |
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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 | $1,392,287 | $108,668 | $103,584 | $74,814 | 1 | $79,135 | $84,959 | $80,928 |
| 2024 | $1,387,201 | $60,729 | $100,987 | $74,242 | 1 | $78,375 | $36,051 | $76,033 |
| 2023 | $1,427,458 | $37,051 | $104,207 | $76,411 | 1 | $80,573 | $15,223 | $73,396 |
| 2022 | $1,494,625 | $182,309 | $126,626 | $91,100 | 1 | $95,813 | $155,043 | $86,817 |
| 2021 | $1,439,436 | $184,259 | $107,530 | $77,000 | 1 | — | $158,297 | $85,606 |
Under IRS private-foundation payout rules, Byron J & Suzanne M Beattie Charitable Trust reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Byron J & Suzanne M Beattie Charitable 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
$24K (2023) → $26K (2025)
Former officers (1)
- Former: US 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 $26K, to US Bank N a (Trustee).
Frequently asked questions about Byron J & Suzanne M Beattie Charitable Trust
How much does Byron J & Suzanne M Beattie Charitable Trust give each year?
Byron J & Suzanne M Beattie Charitable Trust gave $75K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $74K across 1 grant.
How large is Byron J & Suzanne M Beattie Charitable Trust?
Byron J & Suzanne M Beattie Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $81K (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.
Where does Byron J & Suzanne M Beattie Charitable Trust operate?
Byron J & Suzanne M Beattie Charitable Trust has awarded grants in Florida, Oregon.
What is Byron J & Suzanne M Beattie Charitable Trust's EIN?
Byron J & Suzanne M Beattie Charitable Trust's EIN (Employer Identification Number) is 93-6151155. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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