Byron J & Suzanne M Beattie Charitable Trust

MILWAUKEE, WI EIN: 93-6151155

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 grants totaling $75K. Net investment income was $85K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+0.4% YoY

Annual Giving

$75K

+0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$75K

+0.8% YoY

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.

About Byron J & Suzanne M Beattie Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $225K (57%)

Oregon $168K (43%)

States

Florida Oregon

Cities

OrlandoPortland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,392,287	$1,387,201	$1,427,458
Revenue	$108,668	$60,729	$37,051
Expenses	$103,584	$100,987	$104,207
Qualifying Distributions	$79,135	$78,375	$80,573
Net Investment Income	$84,959	$36,051	$15,223
Distributable Amount	$80,928	$76,033	$73,396

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Shriners Hospital ($74,814).

Recipient	Purpose	Amount
SHRINERS HOSPITAL ORLANDO, FL	GENERAL OPERATING	$74,814

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$25,921

Frequently Asked Questions

How large is Byron J & Suzanne M Beattie Charitable Trust?

As of 2025, Byron J & Suzanne M Beattie Charitable Trust holds $1.4M in total assets with $109K in annual revenue. It awarded 1 grants totaling $75K in 2025.

Where does Byron J & Suzanne M Beattie Charitable Trust operate?

Byron J & Suzanne M Beattie Charitable Trust has awarded grants in Florida, Oregon.

What size grants does Byron J & Suzanne M Beattie Charitable Trust award?

In 2025, Byron J & Suzanne M Beattie Charitable Trust awarded 1 grants totaling $75K — an average of about $75K per grant, based on its IRS Form 990 filings.

How much is Byron J & Suzanne M Beattie Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Byron J & Suzanne M Beattie Charitable Trust reported a distributable amount of $81K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.