Thomas Birdie and Bette Lowe Charitable Trust

Foundation · Grantmaker MILWAUKEE, WI EIN: 84-4675310

Thomas Birdie and Bette Lowe Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $494K in total assets. In 2024, it awarded 2 grants totaling $40K. Net investment income was $25K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$494K

-3.6% YoY

Annual Giving

$40K

-23.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-23.1% YoY

Under IRS private-foundation payout rules, Thomas Birdie and Bette Lowe Charitable Trust reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Thomas Birdie and Bette Lowe Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $152K (100%)

States

Minnesota

Cities

South St Paul

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$494,481	$512,824	$542,333
Revenue	$32,262	$32,400	$14,238
Expenses	$50,600	$61,909	$45,562
Qualifying Distributions	$42,351	$54,331	$35,824
Net Investment Income	$24,551	$24,005	$7,067
Distributable Amount	$25,865	$25,162	$26,683

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Neighbors Inc ($20,000), South St Paul Educational Fdn ($20,000).

Recipient	Purpose	Amount
NEIGHBORS INC SOUTH ST PAUL, MN	GENERAL OPERATING	$20,000
SOUTH ST PAUL EDUCATIONAL FDN SOUTH ST PAUL, MN	GENERAL OPERATING	$20,000

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	$8,265

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Thomas Birdie and Bette Lowe Charitable Trust?

Thomas Birdie and Bette Lowe Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $494K in total assets as of 2024.

How large is Thomas Birdie and Bette Lowe Charitable Trust?

As of 2024, Thomas Birdie and Bette Lowe Charitable Trust holds $494K in total assets with $32K in annual revenue. It awarded 2 grants totaling $40K in 2024.

Where does Thomas Birdie and Bette Lowe Charitable Trust operate?

Thomas Birdie and Bette Lowe Charitable Trust has awarded grants in Minnesota.

What size grants does Thomas Birdie and Bette Lowe Charitable Trust award?

In 2024, Thomas Birdie and Bette Lowe Charitable Trust awarded 2 grants totaling $40K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Thomas Birdie and Bette Lowe Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Thomas Birdie and Bette Lowe Charitable Trust reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Thomas Birdie and Bette Lowe Charitable Trust's EIN?

Thomas Birdie and Bette Lowe Charitable Trust's EIN (Employer Identification Number) is 84-4675310. IRS Form 990 filing data is available on this page for 2020–2024.