Private foundation (trust)EIN 426193621Est. 1976-06

ANNA BEAL TRUST

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$533K

FY 2023

Annual Giving

$24K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$6K–$12K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$18K

Total Expenses

$35K

Qualifying Distributions

$27K

Distributable Amount

$25K

Min. Investment Return

$25K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $31K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

19 grants

IOWA STATE UNIVERSITY
$60K
5 grants
UNIVERSITY OF IOWA
$21K
3 grants
GRINNELL COLLEGE
$16K
2 grants
SIMPSON COLLEGE
$10K
2 grants
DRAKE UNIVERSITY
$8K
2 grants
DORDT UNIVERSITY
$6K
1 grant
MORNINGSIDE UNIVERSITY
$6K
1 grant
CORNELL COLLEGE
$5K
1 grant

Grant Size Distribution

19 grants

<$10K
13
grants
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$139K
100% of total

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