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.
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
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
162 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| BRATTLEBORO MUSEUM & ARTS CENTER BRATTLEBORO, VT | CAPITAL CAMPAIGN | $100,000 |
| BROOKLYN PARKS & RECREATION BROOKLYN, CT | SUMMER CAMP | $4,000 |
| BROOKLYN PUBLIC SCHOOLS BROOKLYN, CT | ENRICHMENT GRANT; MUSIC PROGRAM | $42,107 |
| CT AUDOBON SOCIETY POMFRET CENTER, CT | EDUCATIONAL ENDOWMENT | $5,000 |
| CT PUBLIC MEDIA HARTFORD, CT | ANNUAL CAMPAIGN | $2,500 |
| FIDELITY CHARITABLE GIFTS FUND CINCINNATI, OH | DONOR ADVISED FUND | $20,000 |
| FRIENDS OF KILLINGLY LIBRARY DANIELSON, CT | READING PROGRAMS | $6,000 |
| HABITAT FOR HUMAINTY OF EASTERN CT NEW LONDON, CT | GENERAL FUND | $25,000 |
| HALE YMCA YOUTH & FAMILY CENTER PUTNAM, CT | GENERAL FUND; TEEN PROGRAM | $25,000 |
| HARVARD H ELLIS TECHNICAL SCHOOL DANIELSON, CT | STUDENT ENRICHMENT PROGRAM | $5,986 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA A MORGAN | TRUSTEE | 25 | $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 ...---
**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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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