Beach Charles L Est Tr
Beach Charles L Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $349K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $30K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$349K
+3.8% YoY
Annual Giving
$15K
+18.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+18.9% YoY
About Beach Charles L Est Tr
Based on IRS filings
Beach Charles L Est Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $349K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $30K.
Ready to take the next step with Beach Charles L Est Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $348,739 | $336,052 | $344,281 |
| Revenue | $35,525 | $11,879 | $-9,677 |
| Expenses | $22,471 | $19,968 | $29,907 |
| Qualifying Distributions | $17,550 | $15,657 | $23,346 |
| Net Investment Income | $30,396 | $6,447 | $2,320 |
| Distributable Amount | $19,812 | $18,094 | $18,748 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $5,783 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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