Beagary Charitable Trust

BROOKLYN, CT EIN: 06-6419011

Financial Overview

From 2024 IRS Form 990-PF

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

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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

No grants recorded for .

Who else does Beagary Charitable Trust fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

BrattleboroBrooklynCentral VillageCincinnatiDanielsonEast LymeEdgartownHartfordKillinglyLedyardLincolnMysticNew BritainNew LondonNorth Grosvenor DaleOak BluffsPlainfieldPomfretPomfret CenterPutnam

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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