STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BEARDSLEY FOUNDATION TRUST 2-0351

2024 · Form 990PF · revenue $339K · expenses $393K · assets $5.1M

EIN
91-6214189
Address
PO BOX 634, MILWAUKEE, WI 53201-0634
NTEE code
-
Subsection
501(c)(3)
Ruling year
1977
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Mufg Union Bank Na Institution (former) AGENT2020-2021 $53,214$101,618 120
Unpaid officers and directors · 1 person
NameLatest titleYearsOrganizations
Gregory Beardsley CO-TRUSTEE2020-2024 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGORY BEARDSLEY CO-TRUSTEE20 $0-- $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGORY BEARDSLEY CO-TRUSTEE20 $0-- $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREGORY BEARDSLEY CO-TRUSTEE20 $0-- $01
2021 · 2 people listed · 1 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MUFG UNION BANK N A Institution AGENT20 $53,214-- $53,214120
GREGORY BEARDSLEY CO-TRUSTEE20 $0-- $01
2020 · 2 people listed · 1 paid, $48K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MUFG UNION BANK N A Institution AGENT20 $48,404-- $48,404120
GREGORY BEARDSLEY CO-TRUSTEE20 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 61 grants to organizations · $277K
2023 · 16 grants to organizations · $58K
2022 · 60 grants to organizations · $362K
2021 · 55 grants to organizations · $312K
2020 · 46 grants to organizations · $284K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$338,743$392,634 $5,082,097$5,082,097 -- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$212,356$110,589 $5,137,205$5,137,205 -- ---
2022 · Form 990PF period ending 2023-05-31 · view filing · original 990 ↗
$379,781$450,352 $5,036,149$5,036,149 -- $0--
2021 · Form 990PF period ending 2022-05-31 · view filing · original 990 ↗
$517,174$398,689 $5,087,136$5,087,136 -- $53,214--
2020 · Form 990PF period ending 2021-05-31 · view filing · original 990 ↗
$438,196$361,606 $4,969,422$4,969,422 -- $48,404--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $392,634 spent · pay $0 · grants $277,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $277,000 70.5%
Fees: other professional $88,408 22.5%
Other expenses $16,504 4.2%
Taxes $9,922 2.5%
Fees: accounting $800 0.2%
Total$392,634100%

View the filing

2023 · Form 990PF · $110,589 spent · pay $0 · grants $57,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $57,500 52.0%
Fees: other professional $28,086 25.4%
Other expenses $21,000 19.0%
Taxes $3,403 3.1%
Fees: accounting $600 0.5%
Total$110,589100%

View the filing

2022 · Form 990PF · $450,352 spent · pay $0 · grants $362,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $362,100 80.4%
Fees: other professional $47,884 10.6%
Other expenses $30,232 6.7%
Taxes $9,336 2.1%
Fees: accounting $800 0.2%
Total$450,352100%

View the filing

2021 · Form 990PF · $398,689 spent · pay $53,214 · grants $312,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $312,000 78.3%
Pay: officers, directors, trustees $53,214 13.3%
Other expenses $24,191 6.1%
Taxes $8,484 2.1%
Fees: accounting $800 0.2%
Total$398,689100%

View the filing

2020 · Form 990PF · $361,606 spent · pay $48,404 · grants $283,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $283,500 78.4%
Pay: officers, directors, trustees $48,404 13.4%
Other expenses $24,385 6.7%
Taxes $4,517 1.2%
Fees: accounting $800 0.2%
Total$361,606100%

View the filing