Beard Charitable Foundation
Beard Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westlake Village, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 1 grant totaling $75K. Net investment income was $15K.
Key facts about Beard Charitable Foundation
- EIN
- 55-0856182
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $75,000
- Grants made (2024)
- 1
- Average grant
- $75,000
- Median grant
- $75,000
- Total assets
- $1,484,220
- Primary geography
- Utah (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
How Beard Charitable Foundation gives
- Giving grew 650% from 2021 to 2024. Method
- In 2024 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Beard Charitable Foundation
- How to evaluate Beard Charitable Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-3.6% YoY
Annual Giving
$75K
+50.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$75K
+50.0% YoY
Under IRS private-foundation payout rules, Beard Charitable Foundation reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.
About Beard Charitable Foundation
Based on IRS filings
Beard Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westlake Village, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 1 grant totaling $75K. Net investment income was $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,484,220 | $1,539,101 | $1,568,825 |
| Revenue | $49,437 | $46,673 | $46,958 |
| Expenses | $104,318 | $76,397 | $126,028 |
| Qualifying Distributions | $75,000 | $50,000 | $100,000 |
| Net Investment Income | $15,388 | $13,037 | $15,362 |
| Distributable Amount | $98,070 | $86,976 | $89,766 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Park City Education Foundation ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PARK CITY EDUCATION FOUNDATION Park City, UT | PROVIDE EDUCATIONAL ASSISTANCE FOR COLLEGE COSTS TO HIGH-ACHIEVING YOUTH FROM LOW INCOME FAMILIES | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Terry Beard | President & CEO | — | — |
| Patrick Beard | Secretary | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Beard Charitable Foundation?
Beard Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Westlake Village, CA. It holds $1.5M in total assets as of 2024.
How large is Beard Charitable Foundation?
As of 2024, Beard Charitable Foundation holds $1.5M in total assets with $49K in annual revenue. It awarded 1 grant totaling $75K in 2024.
Where does Beard Charitable Foundation operate?
Beard Charitable Foundation has awarded grants in California, Utah.
What size grants does Beard Charitable Foundation award?
In 2024, Beard Charitable Foundation awarded 1 grant totaling $75K — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is Beard Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beard Charitable Foundation reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beard Charitable Foundation's EIN?
Beard Charitable Foundation's EIN (Employer Identification Number) is 55-0856182. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.