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
Under IRS private-foundation payout rules, Beach Charles L Est Tr reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include University of Connecticut Foundation ($14,737).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF CONNECTICUT FOUNDATION STORRS, CT | UNRESTRICTED GENERAL | $14,737 |
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 |
Frequently Asked Questions
How large is Beach Charles L Est Tr?
As of 2024, Beach Charles L Est Tr holds $349K in total assets with $36K in annual revenue. It awarded 1 grants totaling $15K in 2024.
Where does Beach Charles L Est Tr operate?
Beach Charles L Est Tr has awarded grants in Connecticut.
What size grants does Beach Charles L Est Tr award?
In 2024, Beach Charles L Est Tr awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Beach Charles L Est Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beach Charles L Est Tr reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beach Charles L Est Tr's EIN?
Beach Charles L Est Tr's EIN (Employer Identification Number) is 06-6027251. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Beach Charles L Est Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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