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Beardsley Foundation Trust 2 0351

  • Milwaukee, WI
  • Tax-exempt since Dec. 1977
  • EIN: 91-6214189

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$339k (2024)

Expenses
$393k (2024)

Total Assets
$5.08M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Years with multiple filings
Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$338,743
Expenses
$392,634
Net Income
-$53,891
Net Assets
$5,082,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $193,349
57.1%
Sales of Assets $145,394
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $303,145
77.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,082,097
Total Liabilities $0
Net Assets $5,082,097
Compensation
Key Employees and Officers Compensation Other
Gregory Beardsley (Co Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$212,356
Expenses
$110,589
Net Income
$101,767
Net Assets
$5,137,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $144,508
68.0%
Sales of Assets $67,848
32.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,909
55.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,137,205
Total Liabilities $0
Net Assets $5,137,205
Compensation
Key Employees and Officers Compensation Other
Gregory Beardsley (Co Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$379,781
Expenses
$450,352
Net Income
-$70,571
Net Assets
$5,036,149
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $180,443
47.5%
Sales of Assets $199,338
52.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $374,871
83.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,036,149
Total Liabilities $0
Net Assets $5,036,149
Compensation
Key Employees and Officers Compensation Other
Gregory Beardsley (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$517,174
Expenses
$398,689
Net Income
$118,485
Net Assets
$5,087,136
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $163,064
31.5%
Sales of Assets $354,110
68.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $326,104
81.8%
Compensation of Officers* $53,214
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,087,136
Total Liabilities $0
Net Assets $5,087,136
Compensation
Key Employees and Officers Compensation Other
Mufg Union Bank N A (Agent) $53,214 $0
Gregory Beardsley (Co Trustee) $0 $0

Document Links

990-PF
Filed on July 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$438,196
Expenses
$361,606
Net Income
$76,590
Net Assets
$4,969,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $124,852
28.5%
Sales of Assets $313,344
71.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $296,426
82.0%
Compensation of Officers* $48,404
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,969,422
Total Liabilities $1
Net Assets $4,969,421
Compensation
Key Employees and Officers Compensation Other
Mufg Union Bank N A (Agent) $48,404 $0
Gregory Beardsley (Co Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$304,867
Expenses
$342,384
Net Income
-$37,517
Net Assets
$4,899,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $162,537
53.3%
Sales of Assets $141,685
46.5%
Other Income $645
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $275,467
80.5%
Compensation of Officers* $46,567
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,899,233
Total Liabilities $0
Net Assets $4,899,233

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,674
Expenses
$296,636
Net Income
-$59,962
Net Assets
$1,849,708
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,117
24.6%
Sales of Assets $178,557
75.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $265,353
89.5%
Compensation of Officers* $22,158
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,849,708
Total Liabilities $0
Net Assets $1,849,708

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$397,571
Expenses
$157,766
Net Income
$239,805
Net Assets
$1,913,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $270,827
68.1%
Interest Revenue $0
Dividends $46,603
11.7%
Sales of Assets $80,141
20.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,440
86.5%
Compensation of Officers* $18,508
11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,913,965
Total Liabilities $0
Net Assets $1,913,965

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$118,145
Expenses
$113,431
Net Income
$4,714
Net Assets
$1,676,962
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,845
37.1%
Sales of Assets $74,300
62.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $93,836
82.7%
Compensation of Officers* $15,025
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,676,962
Total Liabilities $0
Net Assets $1,676,962

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,596
Expenses
$111,193
Net Income
-$26,597
Net Assets
$1,672,689
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,127
47.4%
Sales of Assets $44,469
52.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,350
81.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,672,689
Total Liabilities $0
Net Assets $1,672,689

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,069
Expenses
$140,566
Net Income
-$46,497
Net Assets
$1,699,285
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,023
42.5%
Sales of Assets $54,046
57.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,650
86.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,699,285
Total Liabilities $0
Net Assets $1,699,285

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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