The Beryl Cave Charitable Trust

MILWAUKEE, WI EIN: 74-6372106

The Beryl Cave Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $160K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$160K

-2.0% YoY

Annual Giving

$7K

+24.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+24.7% YoY

Under IRS private-foundation payout rules, The Beryl Cave Charitable Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About The Beryl Cave Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $35K (100%)

States

Colorado

Cities

Denver

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$159,607	$162,886	$167,869
Revenue	$8,783	$5,469	$9,127
Expenses	$12,058	$10,452	$14,606
Qualifying Distributions	$9,042	$7,579	$11,722
Net Investment Income	$5,750	$2,684	$6,185
Distributable Amount	$9,973	$9,007	$9,312

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 The Denver Foundation ($7,219).

Recipient	Purpose	Amount
THE DENVER FOUNDATION DENVER, CO	GENERAL OPERATING	$7,219

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$3,231

Frequently Asked Questions

How large is The Beryl Cave Charitable Trust?

As of 2024, The Beryl Cave Charitable Trust holds $160K in total assets with $9K in annual revenue. It awarded 1 grants totaling $7K in 2024.

Where does The Beryl Cave Charitable Trust operate?

The Beryl Cave Charitable Trust has awarded grants in Colorado.

What size grants does The Beryl Cave Charitable Trust award?

In 2024, The Beryl Cave Charitable Trust awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is The Beryl Cave Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Beryl Cave Charitable Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Beryl Cave Charitable Trust's EIN?

The Beryl Cave Charitable Trust's EIN (Employer Identification Number) is 74-6372106. IRS Form 990 filing data is available on this page for 2020–2024.