Byron J And Suzanne M Beattie Charitable Trust For Medical Resea

Milwaukee, WI
Tax-exempt since Aug. 1983
EIN: 93-6151155

Type of Nonprofit

Designated as a 501(c)(3) 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.

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 June
2025

Revenue

$108,668

Expenses

$103,584

Net Income

$5,084

Net Assets

$1,392,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,323	51.8%
Sales of Assets	$52,294	48.1%
Other Income	$51	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,135	76.4%
Compensation of Officers*	$25,921	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,392,287
Total Liabilities	$0
Net Assets	$1,392,287

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$25,921	$0

990-PF

Filed on Oct. 17, 2025

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

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Fiscal Year Ending June
2024

Revenue

$60,729

Expenses

$100,987

Net Income

-$40,258

Net Assets

$1,387,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,297	71.3%
Sales of Assets	$15,647	25.8%
Other Income	$1,785	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,375	77.6%
Compensation of Officers*	$24,398	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,387,201
Total Liabilities	$0
Net Assets	$1,387,201

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$24,398	$0

990-PF

Filed on Oct. 29, 2024

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

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Fiscal Year Ending June
2023

Revenue

$37,051

Expenses

$104,207

Net Income

-$67,156

Net Assets

$1,427,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,483	95.8%
Sales of Assets	$1,529	4.1%
Other Income	$39	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,573	77.3%
Compensation of Officers*	$23,628	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,427,458
Total Liabilities	$0
Net Assets	$1,427,458

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$23,628	$0

990-PF

Filed on Nov. 7, 2023

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

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Fiscal Year Ending June
2022

Revenue

$182,309

Expenses

$126,626

Net Income

$55,683

Net Assets

$1,494,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,946	23.6%
Sales of Assets	$139,323	76.4%
Other Income	$40	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,813	75.7%
Compensation of Officers*	$29,189	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,494,625
Total Liabilities	$0
Net Assets	$1,494,625

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$29,189	$0

990-PF

Filed on Oct. 27, 2022

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

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Fiscal Year Ending June
2021

Revenue

$184,259

Expenses

$107,530

Net Income

$76,729

Net Assets

$1,439,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,492	17.1%
Sales of Assets	$152,746	82.9%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,571	75.9%
Compensation of Officers*	$28,453	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,439,436
Total Liabilities	$1
Net Assets	$1,439,435

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$28,453	$0

990-PF

Filed on Nov. 1, 2021

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

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Fiscal Year Ending June
2020

Revenue

$52,741

Expenses

$109,290

Net Income

-$56,549

Net Assets

$1,362,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,924	68.1%
Sales of Assets	$15,981	30.3%
Other Income	$836	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,425	78.2%
Compensation of Officers*	$25,932	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,362,708
Total Liabilities	$1
Net Assets	$1,362,707

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$25,932	$0

990-PF

Filed on Nov. 10, 2020

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

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Fiscal Year Ending June
2019

Revenue

$78,840

Expenses

$112,976

Net Income

-$34,136

Net Assets

$1,419,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,379	49.9%
Sales of Assets	$39,461	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,935	75.2%
Compensation of Officers*	$26,404	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,419,257
Total Liabilities	$0
Net Assets	$1,419,257

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$26,404	$0

990-PF

Filed on Oct. 12, 2019

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

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Fiscal Year Ending June
2018

Revenue

$121,056

Expenses

$109,516

Net Income

$11,540

Net Assets

$1,453,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,519	30.2%
Sales of Assets	$84,044	69.4%
Other Income	$493	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,566	77.2%
Compensation of Officers*	$27,118	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,453,382
Total Liabilities	$0
Net Assets	$1,453,382

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$27,118	$0

990-PF

Filed on Oct. 16, 2018

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

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Fiscal Year Ending June
2017

Revenue

$46,073

Expenses

$106,409

Net Income

-$60,336

Net Assets

$1,441,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,726	68.9%
Sales of Assets	$14,347	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,277	76.4%
Compensation of Officers*	$25,518	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,441,845
Total Liabilities	$0
Net Assets	$1,441,845

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$25,518	$0

990-PF

Filed on Nov. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$117,506

Expenses

$109,523

Net Income

$7,983

Net Assets

$1,502,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,239	28.3%
Sales of Assets	$84,267	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,106	77.7%
Compensation of Officers*	$25,473	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,502,514
Total Liabilities	$0
Net Assets	$1,502,514

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$25,473	$0

990-PF

Filed on Oct. 29, 2016

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

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Fiscal Year Ending June
2015

Revenue

$82,417

Expenses

$116,086

Net Income

-$33,669

Net Assets

$1,494,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,432	46.6%
Sales of Assets	$43,985	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,841	77.4%
Compensation of Officers*	$27,741	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,494,530
Total Liabilities	$0
Net Assets	$1,494,530

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$27,741	$0

990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending June
2014

Revenue

$55,373

Expenses

$106,172

Net Income

-$50,799

Net Assets

$1,528,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,452	60.4%
Sales of Assets	$21,921	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,467	75.8%
Compensation of Officers*	$27,640	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,528,196
Total Liabilities	$0
Net Assets	$1,528,196

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$29,140	$0

990-PF

Filed on Nov. 3, 2014

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

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Fiscal Year Ending June
2013

Revenue

$71,168

Expenses

$114,235

Net Income

-$43,067

Net Assets

$1,578,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,512	51.3%
Sales of Assets	$34,656	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,375	73.9%
Compensation of Officers*	$26,379	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,578,192
Total Liabilities	$1
Net Assets	$1,578,191

990-PF

Filed on Jan. 15, 2014

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

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Fiscal Year Ending June
2012

Revenue

$155,712

Expenses

$96,140

Net Income

$59,572

Net Assets

$1,621,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,924	26.3%
Sales of Assets	$114,788	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,409	76.4%
Compensation of Officers*	$23,582	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,621,260
Total Liabilities	$1
Net Assets	$1,621,259

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2002

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

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.

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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 »

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Updated June 22, 2026

Byron J And Suzanne M Beattie Charitable Trust For Medical Resea

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending June 2023

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending June 2022

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Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending June 2020

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Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending June 2018

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Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending June 2016

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Extracted Financial Data from Form 990-PF

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990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2003

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2002