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Nonprofit · EIN 93-6151155

BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA

Tax-exempt · MILWAUKEE, WI 53201

Financials

$61K$101K2023$109K$104K2024
Revenue Expenses · by fiscal year end
Financials of BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$108,668$103,584$5,084$1,392,287$0$1,392,287
June 30, 2024990-PF$60,729$100,987-$40,258$1,387,201$0$1,387,201
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$56,323
Net gain from sales of assets
$52,294
Other income
$51

Expenses

Grants and similar amounts paid
$74,814
Compensation of officers, directors and key employees
$25,921
Disbursements for charitable purposes
$79,135
Excise tax on investment income
$1,181

Balance sheet and other

Total assets, start of year
$1,387,201
Total assets, end of year
$1,392,287
Total liabilities, end of year
$0
Net assets, end of year
$1,392,287
Fair market value of assets
$1,718,189
Qualifying distributions
$79,135
Net investment income
$108,615

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$25,921
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$24,398

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US NATL BANK OF OREGON
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(503) 464-3580
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
93-6151155
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1983
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,392,287
Income (IRS master file)
$696,325

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$108,668$103,584$1,392,287IRS
990-PFJune 2024$60,729$100,987$1,387,201XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6151155).

Questions about BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA

What is the EIN of BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA?
The employer identification number (EIN) of BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA is 93-6151155.
Is BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA file?
Form 990-PF. Private foundations file every year.
When is the next return of BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,921 (US BANK N A, TRUSTEE).
How much revenue does BYRON J AND SUZANNE M BEATTIE CHARITABLE TRUST FOR MEDICAL RESEA have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $108,668, expenses of $103,584 and total assets of $1,392,287 at year end.

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