Raymond a & Amella P Beilke Trust for

WAUSAU, WI EIN: 81-1617859

Raymond a & Amella P Beilke Trust for is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUSAU, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $446K in total assets. In 2024, it awarded 1 grants totaling $37K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$446K

+2.0% YoY

Annual Giving

$37K

+0.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$37K

+0.2% YoY

Under IRS private-foundation payout rules, Raymond a & Amella P Beilke Trust for reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About Raymond a & Amella P Beilke Trust for

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $172K (100%)

States

Wisconsin

Cities

Marshfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$445,665	$436,994	$450,963
Revenue	$53,852	$30,823	$28,830
Expenses	$44,893	$44,533	$44,809
Qualifying Distributions	$39,761	$39,538	$39,528
Net Investment Income	$48,690	$25,964	$23,763
Distributable Amount	$38,115	$34,130	$33,923

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 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marshfield Clinic Research Foundation ($37,236).

Recipient	Purpose	Amount
MARSHFIELD CLINIC RESEARCH FOUNDATION MARSHFIELD, WI	OPERATIONS	$37,236

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MELISSA KAMPMANN	TRUSTEE	1	$2,656
Amy E Ebeling	TRUSTEE	1	$2,655

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Raymond a & Amella P Beilke Trust for?

Raymond a & Amella P Beilke Trust for is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUSAU, WI. It holds $446K in total assets as of 2024.

How large is Raymond a & Amella P Beilke Trust for?

As of 2024, Raymond a & Amella P Beilke Trust for holds $446K in total assets with $54K in annual revenue. It awarded 1 grants totaling $37K in 2024.

Where does Raymond a & Amella P Beilke Trust for operate?

Raymond a & Amella P Beilke Trust for has awarded grants in Wisconsin.

What size grants does Raymond a & Amella P Beilke Trust for award?

In 2024, Raymond a & Amella P Beilke Trust for awarded 1 grants totaling $37K — an average of about $37K per grant, based on its IRS Form 990 filings.

How much is Raymond a & Amella P Beilke Trust for required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Raymond a & Amella P Beilke Trust for reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Raymond a & Amella P Beilke Trust for's EIN?

Raymond a & Amella P Beilke Trust for's EIN (Employer Identification Number) is 81-1617859. IRS Form 990 filing data is available on this page for 2020–2024.