Louis E & Frances B Beatty Charitable
Louis E & Frances B Beatty Charitable is a private foundation, based in NORWICH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 6 grants totaling $66K. Net investment income was $94K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.0M
+2.3% YoY
Annual Giving
$66K
+3.5% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$11K
+3.5% YoY
Under IRS private-foundation payout rules, Louis E & Frances B Beatty Charitable reported a distributable amount of $70K for 2025 — the minimum it must pay out in qualifying distributions.
About Louis E & Frances B Beatty Charitable
Based on IRS filings
Louis E & Frances B Beatty Charitable is a private foundation, based in NORWICH, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 6 grants totaling $66K. Net investment income was $94K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,039,799 | $1,016,063 | $1,039,945 |
| Revenue | $104,459 | $53,068 | $71,920 |
| Expenses | $78,706 | $76,881 | $83,613 |
| Qualifying Distributions | $67,886 | $65,663 | $73,682 |
| Net Investment Income | $93,910 | $40,923 | $60,209 |
| Distributable Amount | $69,929 | $65,827 | $63,626 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Phoebus Lodge #82 Fam ($16,225), Shriners Hospital for Children ($12,625), Masonic Medical Research Laboratory ($12,526).
| Recipient | Purpose | Amount |
|---|---|---|
| NEW BERLIN EMERGENCY SQUAD New Berlin, NY | GENERAL OPERATING | $6,363 |
| MASONIC MEDICAL RESEARCH LABORATORY UTICA, NY | GENERAL OPERATING | $12,526 |
| NEW BERLIN LIBRARY ASSOCIATION NEW BERLIN, NY | GENERAL OPERATING | $11,725 |
| NEW BERLIN FIRE DEPARTMENT NEW BERLIN, NY | GENERAL OPERATING | $6,363 |
| SHRINERS HOSPITAL FOR CHILDREN TAMPA, FL | GENERAL OPERATING | $12,625 |
| PHOEBUS LODGE #82 FAM EDMESTON, NY | SUMMER YOUTH PROGRAM | $16,225 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | CO TRUSTEE | 1 | $10,790 |
| PETER LENNON | CO TRUSTEE | 1 | — |
| TERRY POTTER | CO TRUSTEE | 1 | — |
| BRIAN BURTON | CO TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Louis E & Frances B Beatty Charitable?
As of 2025, Louis E & Frances B Beatty Charitable holds $1.0M in total assets with $104K in annual revenue. It awarded 6 grants totaling $66K in 2025.
Where does Louis E & Frances B Beatty Charitable operate?
Louis E & Frances B Beatty Charitable has awarded grants in Florida, New York.
What size grants does Louis E & Frances B Beatty Charitable award?
In 2025, Louis E & Frances B Beatty Charitable awarded 6 grants totaling $66K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Louis E & Frances B Beatty Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Louis E & Frances B Beatty Charitable reported a distributable amount of $70K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Louis E & Frances B Beatty Charitable's EIN?
Louis E & Frances B Beatty Charitable's EIN (Employer Identification Number) is 16-1447310. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.