June Michael Charitable Trust FBO Beverly
June Michael Charitable Trust FBO Beverly is a private foundation, based in Clayton, MO. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $15.6M in total assets. In 2025, it awarded 1 grant totaling $1.4M. Net investment income was $1.2M.
June Michael Charitable Trust FBO Beverly at a glance
In short: June Michael Charitable Trust FBO Beverly gave $1.4M across 1 grant in 2025 (avg $1.4M), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,404,175
- -4.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,404,175
- -4.0% vs 2024
- Median grant
- $1,404,175
- Total assets
- $15,576,395
- -6.8% vs 2024
- Primary geography
- Illinois (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 June Michael Charitable Trust FBO Beverly funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Beverly Farm Foundation ($1.4M).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How June Michael Charitable Trust FBO Beverly gives
- Giving grew 1304% from 2022 to 2025. Method
- In 2025 it paid out 139% of its IRS minimum distribution (the 5% rule). 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 2022 to 2025, annual grant giving ranged from $100K (2022) to $1.5M (2024). In 2025 it made 1 grant totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beverly Farm Foundation Godfrey, IL | General Purpose | $1,404,175 |
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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 | $15,576,395 | $1,460,080 | $2,597,426 | $1,404,175 | 1 | $1,439,368 | $1,212,518 | $1,037,176 |
| 2024 | $16,716,141 | $1,053,821 | $1,806,765 | $1,462,265 | 1 | $1,503,638 | $720,581 | $1,002,326 |
| 2022 | $19,655,322 | $19,782,089 | $117,533 | $100,000 | 1 | $103,507 | $34,510 | $125,808 |
Under IRS private-foundation payout rules, June Michael Charitable Trust FBO Beverly reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
June Michael Charitable Trust FBO Beverly is led by M. Harvey Pines, Co-Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2025 filing
M. Harvey Pines
Co-Trustee
On filings since 2022
1 hr/week
$9K (2022) → $55K (2025)
Data from IRS Form 990 filings, 2022–2025. "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 $55K, to M Harvey Pines (Co-Trustee).
Frequently asked questions about June Michael Charitable Trust FBO Beverly
How much does June Michael Charitable Trust FBO Beverly give each year?
June Michael Charitable Trust FBO Beverly gave $1.4M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 1 grant.
How large is June Michael Charitable Trust FBO Beverly?
June Michael Charitable Trust FBO Beverly reported $15.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets).
Where does June Michael Charitable Trust FBO Beverly operate?
June Michael Charitable Trust FBO Beverly has awarded grants in Illinois.
What is June Michael Charitable Trust FBO Beverly's EIN?
June Michael Charitable Trust FBO Beverly's EIN (Employer Identification Number) is 37-6756554. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2022–2024
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