Raymond a & Amella P Beilke Trust for St

WAUSAU, WI EIN: 81-6298723

Raymond a & Amella P Beilke Trust for St 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 $2.6M in total assets. In 2024, it awarded 1 grants totaling $231K. Net investment income was $263K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

+0.8% YoY

Annual Giving

$231K

-0.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$231K

-0.3% YoY

Under IRS private-foundation payout rules, Raymond a & Amella P Beilke Trust for St reported a distributable amount of $235K for 2024 — the minimum it must pay out in qualifying distributions.

About Raymond a & Amella P Beilke Trust for St

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 $1.1M (100%)

States

Wisconsin

Cities

Marathon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,596,736	$2,576,853	$2,700,067
Revenue	$291,117	$150,560	$187,199
Expenses	$270,440	$271,992	$271,829
Qualifying Distributions	$244,063	$243,947	$243,154
Net Investment Income	$263,245	$123,475	$159,258
Distributable Amount	$234,792	$211,786	$211,432

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 St Mary's Parish ($230,652).

Recipient	Purpose	Amount
ST MARY'S PARISH MARATHON, WI	OPERATIONS	$230,652

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	$16,263
Amy E Ebeling	TRUSTEE	1	$16,264

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Raymond a & Amella P Beilke Trust for St?

Raymond a & Amella P Beilke Trust for St is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAUSAU, WI. It holds $2.6M in total assets as of 2024.

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

As of 2024, Raymond a & Amella P Beilke Trust for St holds $2.6M in total assets with $291K in annual revenue. It awarded 1 grants totaling $231K in 2024.

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

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

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

In 2024, Raymond a & Amella P Beilke Trust for St awarded 1 grants totaling $231K — an average of about $231K per grant, based on its IRS Form 990 filings.

How much is Raymond a & Amella P Beilke Trust for St 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 St reported a distributable amount of $235K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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

Raymond a & Amella P Beilke Trust for St's EIN (Employer Identification Number) is 81-6298723. IRS Form 990 filing data is available on this page for 2020–2024.