Beagary Charitable Trust logo

Beagary Charitable Trust

BROOKLYN, CT EIN: 06-6419011 Website

The Beagary Charitable Trust is a charitable organization that provides grant funding to nonprofit organizations and institutions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$19.0M

+15.3% YoY

Annual Giving

$1.2M

+28.5% YoY

Grant Count

38

+18.8% YoY

Avg Grant Size

$31K

+8.2% YoY

Under IRS private-foundation payout rules, Beagary Charitable Trust reported a distributable amount of $829K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Grantmaking

The trust has made recent grant awards to cultural and educational institutions. In 2024, Mystic Seaport received a $100,000 grant from the Beagary Charitable Trust.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BrattleboroBrooklynCentral VillageCincinnatiDanielsonEast LymeEdgartownHartfordKillinglyLedyardLincolnMysticNew BritainNew LondonNorth Grosvenor DaleOak BluffsPlainfieldPomfretPomfret CenterPutnam

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$555K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$18,955,536$16,441,590$13,021,459
Revenue$1,288,389$1,256,689$906,849
Expenses$1,508,619$1,225,602$1,233,424
Qualifying Distributions$1,360,845$2,018,843$1,103,777
Net Investment Income$1,161,226$1,141,154$786,518
Distributable Amount$829,322$739,010$739,393

Giving Over Time

Total grant dollars and number of grants per year

$0$296K$592K$888K$1M28 grants202030 grants202134 grants202232 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WOODSTOCK ACADEMY$268KKILLINGLY PUBLIC SCHOOLS$105KBRATTLEBORO MUSEUM & ART…$100KPOMFRET SCHOOL$100KPLAINFIELD PARKS & RECRE…$75KMYSTIC SEAPORT MUSEUM$60KOLD STURBRIDGE VILLAGE M…$50KRECTORY SCHOOL$50KMARTHA'S VINEYARD MUSEUM$45KBROOKLYN PUBLIC SCHOOLS$42K

Grant Size Distribution

162 grants across all recorded years

135<$50K13$50–100K9$100–250K5$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Woodstock Academy ($268,000), Killingly Public Schools ($104,500), Brattleboro Museum & Arts Center ($100,000).

RecipientPurposeAmount
BRATTLEBORO MUSEUM & ARTS CENTER BRATTLEBORO, VTCAPITAL CAMPAIGN$100,000
BROOKLYN PARKS & RECREATION BROOKLYN, CTSUMMER CAMP$4,000
BROOKLYN PUBLIC SCHOOLS BROOKLYN, CTENRICHMENT GRANT; MUSIC PROGRAM$42,107
CT AUDOBON SOCIETY POMFRET CENTER, CTEDUCATIONAL ENDOWMENT$5,000
CT PUBLIC MEDIA HARTFORD, CTANNUAL CAMPAIGN$2,500
FIDELITY CHARITABLE GIFTS FUND CINCINNATI, OHDONOR ADVISED FUND$20,000
FRIENDS OF KILLINGLY LIBRARY DANIELSON, CTREADING PROGRAMS$6,000
HABITAT FOR HUMAINTY OF EASTERN CT NEW LONDON, CTGENERAL FUND$25,000
HALE YMCA YOUTH & FAMILY CENTER PUTNAM, CTGENERAL FUND; TEEN PROGRAM$25,000
HARVARD H ELLIS TECHNICAL SCHOOL DANIELSON, CTSTUDENT ENRICHMENT PROGRAM$5,986

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PATRICIA A MORGANTRUSTEE$225K

From 2024 filing

NameTitleHoursCompensation
PATRICIA A MORGANTRUSTEE25$225,000

Recent News & Activity

Recent developments and announcements

Mystic Seaport announced receipt of a $100,000 grant from the Beagary Charitable Trust, demonstrating the organization's support for cultural institutions.

Mystic Seaport Receives $100000 Grant from the Beagary ...

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**Note:** Limited information about this funder is available in verified public sources. For comprehensive details about funding priorities, application procedures, geographic focus, financial data, and leadership, direct contact with the organization is recommended.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

How do I apply for a grant from Beagary Charitable Trust?

The trust has made recent grant awards to cultural and educational institutions. In 2024, Mystic Seaport received a $100,000 grant from the Beagary Charitable Trust.

What size grants does Beagary Charitable Trust award?

In 2024, Beagary Charitable Trust awarded 38 grants totaling $1.2M — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Beagary Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Beagary Charitable Trust reported a distributable amount of $829K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

Explore Open Grants

Browse active grant opportunities in Beagary Charitable Trust's focus areas in our free grants database

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Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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