Nonprofit · EIN 91-6214189
BEARDSLEY FOUNDATION TRUST 2-0351
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $338,743 | $392,634 | -$53,891 | $5,082,097 | $0 | $5,082,097 |
| December 31, 2023 | 990-PF | $212,356 | $110,589 | $101,767 | $5,137,205 | $0 | $5,137,205 |
| May 31, 2023 | 990-PF | $379,781 | $450,352 | -$70,571 | $5,036,149 | $0 | $5,036,149 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $193,349
- Net gain from sales of assets
- $145,394
Expenses
- Grants and similar amounts paid
- $277,000
- Disbursements for charitable purposes
- $303,145
- Excise tax on investment income
- $3,527
Balance sheet and other
- Total assets, start of year
- $5,137,205
- Total assets, end of year
- $5,082,097
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,082,097
- Fair market value of assets
- $7,217,969
- Qualifying distributions
- $303,145
- Net investment income
- $337,300
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY BEARDSLEY 16075 CRESCENT DRIVE SW, VASHON, WA 98070 | CO-TRUSTEE | 20 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY BEARDSLEY 16075 CRESCENT DRIVE SW, VASHON, WA 98070 | CO-TRUSTEE | 20 | $0 |
990-PF for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY BEARDSLEY 16075 CRESCENT DRIVE SW, VASHON, WA 98070 | CO-TRUSTEE | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- Signed the 990-PF
- CO-TRUSTEE, CO-TRUSTEE
- Phone
- (725) 249-8793
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6214189
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,082,097
- Income (IRS master file)
- $1,165,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $338,743 | $392,634 | $5,082,097 | IRS |
| 990-PF | December 2023 | $212,356 | $110,589 | $5,137,205 | XML |
| 990-PF | May 2023 | $379,781 | $450,352 | $5,036,149 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 91-6214189).
Questions about BEARDSLEY FOUNDATION TRUST 2-0351
- What is the EIN of BEARDSLEY FOUNDATION TRUST 2-0351?
- The employer identification number (EIN) of BEARDSLEY FOUNDATION TRUST 2-0351 is 91-6214189.
- Is BEARDSLEY FOUNDATION TRUST 2-0351 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to BEARDSLEY FOUNDATION TRUST 2-0351 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEARDSLEY FOUNDATION TRUST 2-0351 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEARDSLEY FOUNDATION TRUST 2-0351 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEARDSLEY FOUNDATION TRUST 2-0351 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BEARDSLEY FOUNDATION TRUST 2-0351?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does BEARDSLEY FOUNDATION TRUST 2-0351 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $338,743, expenses of $392,634 and total assets of $5,082,097 at year end.
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