Beagary Charitable Trust
Beagary Charitable Trust is a private foundation based in Brooklyn, Connecticut. Its 2025 grants supported schools, public education and recreation programs, museums, and other organizations.
Beagary Charitable Trust at a glance
In short: Beagary Charitable Trust gave $1.2M across 42 grants in 2025 (avg $30K), mostly in Connecticut. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,245,552
- +5.2% vs 2024
- Grants made (2025)
- 42
- +10.5% vs 2024
- Average grant
- $29,656
- -4.8% vs 2024
- Median grant
- $9,500
- Total assets
- $19,941,010
- +5.2% vs 2024
- New grantees (estimate)
- 14% first-time grantees (6 of 42, 2025)
- Primary geography
- Connecticut (71% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Beagary Charitable Trust
- Accepts unsolicited proposals
- Yes
- Contact
Application contact: Patricia A Morgan
Mailing address: 49 Westview Drive, Brooklyn, CT 06234
Phone: (860) 779-0429
Website: https://beagarycharitabletrust.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Beagary Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Brattleboro Museum & Arts Center ($167K). Together the top 10 received $874K.
Organizations only. It also paid 1 grant to individuals ($7,186), which are not listed by name.
Grant Size Distribution
176 grants across all recorded years
The most common grant size was under $50K: 142 grants of 176 (81%).
Geographic Focus
Where this funder awards grants
In 2025, 71% of grant dollars went to recipients in Connecticut, 13% each to Vermont and Massachusetts, 2% to Ohio, and 1% to New Hampshire.
Grant Distribution by State
Share of 2025 grant dollars across all 42 itemized grants.
Cities
Is Beagary Charitable Trust open to new grantees?
14%
first-time grantees, 2025
In 2025, 6 of 42 grantees (14%) were first-time recipients. First grants averaged $11K; repeat grants $33K. How we count
Medians: $2K first-time, $17K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving grew 34% from 2022 to 2025. Method
- In 2025 it paid out 162% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $729K (2020) to $1.2M (2025). In 2025 it made 42 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brattleboro Museum & Arts Center Brattleboro, VT | Capital Campaign | $166,666 |
| Killingly Public Schools Killingly, CT | Programs; Field; Voag; Music; | $150,500 |
| Pomfret School Pomfret, CT | General Fund | $100,000 |
| Killingly Parks & Recreation Killingly, CT | Summer Camp; Capital Campaign | $84,000 |
| Plainfield Parks & Recreation Plainfield, CT | General Fund; Summer Camp | $75,000 |
| Rectory School Pomfret, CT | STEM Program | $75,000 |
| Mystic Seaport Museum Mystic, CT | Education Outreach Program | $60,000 |
| Griswold Public Schools Griswold, CT | Music Dept | $57,500 |
| Plainfield High School Central Village, CT | Scholarship Fund; Music; Athletics | $55,200 |
| Old Sturbridge Village Museum Sturbridge, MA | Equipment | $50,000 |
Ready to take the next step with Beagary Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,941,010 | $1,853,399 | $1,568,212 | $1,245,552 | 42 | $1,423,251 | $1,724,858 | $877,466 |
| 2024 | $18,955,536 | $1,288,389 | $1,508,619 | $1,183,693 | 38 | $1,360,845 | $1,161,226 | $829,322 |
| 2023 | $16,441,590 | $1,256,689 | $1,225,602 | $921,326 | 32 | $2,018,843 | $1,141,154 | $739,010 |
| 2022 | $13,021,459 | $906,849 | $1,233,424 | $928,527 | 34 | $1,103,777 | $786,518 | $739,393 |
| 2021 | $18,615,982 | $789,641 | $1,117,919 | $801,774 | 30 | $977,593 | $667,888 | $811,022 |
| 2020 | $16,033,270 | $1,048,236 | $1,028,197 | $728,785 | 28 | — | $940,539 | $648,158 |
Under IRS private-foundation payout rules, Beagary Charitable Trust reported a distributable amount of $877K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The trust’s 2025 grants included support for school programs, music, athletics, scholarships, summer camps, STEM, museum education and equipment, and a museum capital campaign. Grantees describe their own missions in educational and cultural terms: Pomfret School says it empowers students to pursue lives of purpose and meaning, while Mystic Seaport Museum says it seeks to inspire an enduring connection to the American maritime experience. The Martha’s Vineyard Museum describes its mission as helping people explore and strengthen connections to the island and its diverse heritage. These are grantees’ stated missions, not the trust’s.
Grantmaking
In 2025, the trust awarded 42 grants totaling $1,245,552. Individual awards ranged from $300 to $166,666, with a median grant of $9,500. Notable awards included $166,666 to Brattleboro Museum & Arts Center for a capital campaign; $150,500 to Killingly Public Schools for programs, field, VOAG, and music; $100,000 to Pomfret School for its general fund; and $84,000 to Killingly Parks & Recreation for summer camp and a capital campaign. Other substantial awards included $75,000 each to Plainfield Parks & Recreation and Rectory School, and $60,000 to Mystic Seaport Museum.
The trust’s filing states that it does not restrict giving to preselected organizations. It accepts unsolicited requests. Applicants should send a written request stating the amount requested, purpose, and charitable benefit. The filing lists no restrictions on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
Patricia A. Morgan is listed as trustee.
Beagary Charitable Trust is led by Patricia A. Morgan, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Patricia A. Morgan
Trustee
On filings since 2020
25 hrs/week
$225K (2020) → $225K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $225K, to Patricia a Morgan (Trustee).
Frequently asked questions about Beagary Charitable Trust
How much does Beagary Charitable Trust give each year?
Beagary Charitable Trust gave $1.2M across 42 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.2M across 38 grants.
What is Beagary Charitable Trust's typical grant size?
Beagary Charitable Trust's median grant in 2025 was $9,500, and its average grant was $29,656, across 42 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Beagary Charitable Trust that year got $11K on average.
Where does Beagary Charitable Trust give grants?
Beagary Charitable Trust gives mostly in Connecticut: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Vermont (13%) and Massachusetts (13%). The most frequent recipient cities were Putnam, CT (5 grants), Pomfret, CT (4 grants), Danielson, CT (3 grants) and Killingly, CT (2 grants).
Does Beagary Charitable Trust give general operating support?
Yes: 31% of Beagary Charitable Trust's 2025 grants with a stated purpose (13 of 42) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Programs" (3 grants).
Who are Beagary Charitable Trust's largest grantees?
Beagary Charitable Trust's largest 2025 grantees include Brattleboro Museum & Arts Center ($166,666), Killingly Public Schools ($150,500) and Pomfret School ($100,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($7,186), which are not listed by name. Together they received 33% of its itemized 2025 grant dollars.
How large is Beagary Charitable Trust?
Beagary Charitable Trust reported $19.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $877K (roughly 5% of its investment assets).
What does Beagary Charitable Trust fund?
No mission statement is provided. The trust’s 2025 grants included support for school programs, music, athletics, scholarships, summer camps, STEM, museum education and equipment, and a museum capital campaign. See mission & focus areas ↑
How do I apply for a grant from Beagary Charitable Trust?
Beagary Charitable Trust has no public application process in the sources Grantable reviewed. Check beagarycharitabletrust.org for current guidelines, or contact the foundation directly before submitting a request.
What is Beagary Charitable Trust's EIN?
Beagary Charitable Trust's EIN (Employer Identification Number) is 06-6419011. IRS Form 990 filing data is available on this page for 2020–2025.
Does Beagary Charitable Trust accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Explore Open Grants
Browse active grant opportunities in Beagary Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Beagary Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/beagary-charitable-trust-morg_81b89a3fa71f4fa39b57dda3c300d1b5
BibTeX
@misc{grantable_066419011_2026,
author = {{Grantable}},
title = {{Beagary Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/beagary-charitable-trust-morg_81b89a3fa71f4fa39b57dda3c300d1b5},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Beagary Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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