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.
Louis E & Frances B Beatty Charitable at a glance
In short: Louis E & Frances B Beatty Charitable gave $66K across 6 grants in 2025 (avg $11K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,827
- +3.5% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $10,971
- +3.5% vs 2024
- Median grant
- $12,126
- Total assets
- $1,039,799
- +2.3% vs 2024
- Primary geography
- New York (81% 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 Louis E & Frances B Beatty Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Phoebus Lodge #82 Fam ($16K). Together the top 6 received $66K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Louis E & Frances B Beatty Charitable gives
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 97% 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 $63K (2021) to $72K (2023). In 2025 it made 6 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phoebus Lodge #82 Fam Edmeston, NY | Summer Youth Program | $16,225 |
| Shriners Hospital for Children Tampa, FL | General Operating | $12,625 |
| Masonic Medical Research Laboratory Utica, NY | General Operating | $12,526 |
| New Berlin Library Association New Berlin, NY | General Operating | $11,725 |
| New Berlin Emergency Squad New Berlin, NY | General Operating | $6,363 |
| New Berlin Fire Department New Berlin, NY | General Operating | $6,363 |
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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 | $1,039,799 | $104,459 | $78,706 | $65,827 | 6 | $67,886 | $93,910 | $69,929 |
| 2024 | $1,016,063 | $53,068 | $76,881 | $63,626 | 6 | $65,663 | $40,923 | $65,827 |
| 2023 | $1,039,945 | $71,920 | $83,613 | $71,689 | 6 | $73,682 | $60,209 | $63,626 |
| 2022 | $1,051,716 | $58,999 | $82,326 | $69,266 | 6 | $70,612 | $48,768 | $71,689 |
| 2021 | $1,077,367 | $91,211 | $76,200 | $62,880 | 6 | — | $78,758 | $69,266 |
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.
Leadership & Key People
Officers and directors from IRS filings
Louis E & Frances B Beatty Charitable's 2025 filing lists 4 officers; 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
NBT Bank NA
Co Trustee
On filings since 2021
1 hr/week
$11K (2021) → $11K (2025)
Brian Burton
Co Trustee
On filings since 2021
1 hr/week
No compensation reported
Peter Lennon
Co Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Terry Potter
Co Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: John Wheeler (2021–2024) — Co Trustee
- Former: Robert Wadsworth (2021–2024) — Co 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 $11K, to NBT Bank NA (Co Trustee).
Frequently asked questions about Louis E & Frances B Beatty Charitable
How much does Louis E & Frances B Beatty Charitable give each year?
Louis E & Frances B Beatty Charitable gave $66K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $64K across 6 grants.
What is Louis E & Frances B Beatty Charitable's typical grant size?
Louis E & Frances B Beatty Charitable's median grant in 2025 was $12,126, and its average grant was $10,971, across 6 grants on its 2025 IRS Form 990-PF.
Where does Louis E & Frances B Beatty Charitable give grants?
Louis E & Frances B Beatty Charitable gives mostly in New York: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (19%). The most frequent recipient cities were New Berlin, NY (3 grants).
Does Louis E & Frances B Beatty Charitable give general operating support?
Yes: 83% of Louis E & Frances B Beatty Charitable's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Louis E & Frances B Beatty Charitable's largest grantees?
Louis E & Frances B Beatty Charitable's largest 2025 grantees include Phoebus Lodge #82 Fam ($16,225), Shriners Hospital for Children ($12,625) and Masonic Medical Research Laboratory ($12,526), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Louis E & Frances B Beatty Charitable?
Louis E & Frances B Beatty Charitable reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $70K (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.
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.
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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