Beard Family Charitable Trust
The Beard Family Charitable Trust is a private foundation established in 1966 and located in Wayland, Massachusetts. The trust operates as a 501(c)(3) organization with no employees, distributing investment income to preselected charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+3.8% YoY
Annual Giving
$150K
-7.6% YoY
Grant Count
89
-8.2% YoY
Avg Grant Size
$2K
+0.7% YoY
Under IRS private-foundation payout rules, Beard Family Charitable Trust reported a distributable amount of $219K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust receives investment income which it distributes to preselected charitable organizations qualifying under IRC 501(c)(3). The foundation supports general purpose charitable giving across various sectors including environmental conservation, healthcare, and community service organizations.
Grantmaking
The trust made 98 grants in 2023. Recent grants include:
How to Apply
.
Ready to take the next step with Beard Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $1,121,524
- Total Revenues: $110,844
- Total Expenses: $167,370
- Number of Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,163,865 | $1,121,524 | $1,178,050 |
| Revenue | $198,986 | $110,844 | $136,354 |
| Expenses | $156,645 | $167,370 | $196,193 |
| Qualifying Distributions | $149,650 | $162,025 | $185,500 |
| Net Investment Income | $191,978 | $106,793 | $123,789 |
| Distributable Amount | $219,248 | $189,080 | $181,802 |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include First Parish Wayland ($22,750), Appalachian Mountain Club ($10,000), Conservation Law Foundation ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| APPALACHIAN MOUNTAIN CLUB BOSTON, MA | GENERAL PURPOSE | $10,000 |
| BOSTON LYRIC OPERA BOSTON, MA | GENERAL PURPOSE | $1,200 |
| BOSTON MEDICAL CENTER BOSTON, MA | GENERAL PURPOSE | $1,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA BOSTON, MA | GENERAL PURPOSE | $3,000 |
| CAMDEN CONFERENCE ORONO, ME | GENERAL PURPOSE | $3,000 |
| CELEBRITY SERIES OF BOSTON BOSTON, MA | GENERAL PURPOSE | $300 |
| CHARLES RIVER WATERSHED ASSOCIATION WESTON, MA | GENERAL PURPOSE | $300 |
| CLARK MUSEUM WILLIAMSTOWN, MA | GENERAL PURPOSE | $500 |
| COAST GUARD FOUNDATION STONINGTON, CT | GENERAL PURPOSES | $200 |
| CONSERVATION LAW FOUNDATION BOSTON, MA | GENERAL PURPOSE | $10,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
John E. Beard is listed as trustee of the organization.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN E BEARD | TRUSTEE | — | — |
| MARY S BEARD | TRUSTEE | — | — |
| SARAH H BEARD | DIRECTOR | — | — |
| ANDREW D BEARD | DIRECTOR | — | — |
| SUSAN S BEARD | DIRECTOR | — | — |
| DANIEL P BEARD | DIRECTOR | — | — |
| ROSANNE O BEARD | DIRECTOR | — | — |
| THOMAS S BEARD | DIRECTOR | — | — |
| CHRISTINE S BEARD | DIRECTOR | — | — |
| JAMES H STEGGALL | DIRECTOR | — | — |
| MARY E STEGGALL | DIRECTOR | — | — |
Recent News & Activity
Recent developments and announcements
The Beard family legacy has extended to healthcare education, with support for a Healthcare Communication Training Endowment at the University of Alabama at Birmingham's School of Medicine, reflecting the family's commitment to compassion and care in healthcare settings.
Beard Family Extends Legacy of Compassion and Care with Healthcare CommunicationFrequently Asked Questions
What does Beard Family Charitable Trust fund?
The trust receives investment income which it distributes to preselected charitable organizations qualifying under IRC 501(c)(3). The foundation supports general purpose charitable giving across various sectors including environmental conservation, healthcare, and community service organizations.
How do I apply for a grant from Beard Family Charitable Trust?
The trust made 98 grants in 2023. Recent grants include: • Appalachian Mountain Club (AMC): $10,000 (General Purpose, 2023) • Sudbury Valley Trustees (SVT): General Purpose grant (2023) • U.U. Urban Ministry: General Purpose grant (2023) The foundation distributes funds to a broad range of preselected charitable organizations rather than through a competitive application process.
What size grants does Beard Family Charitable Trust award?
In 2024, Beard Family Charitable Trust awarded 89 grants totaling $150K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Beard Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Beard Family Charitable Trust reported a distributable amount of $219K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Beard Family Charitable Trust's EIN?
Beard Family Charitable Trust's EIN (Employer Identification Number) is 04-6133161. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Beard Family Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Conservation Food and Health Foundation
BOSTON, MA
Assets
$14.6M
Grants
49
Total Given
$2.2M
Charles J Tasker Memorial Scholarship Fund
HANOVER, MA
Assets
$98K
Grants
1
Total Given
$8K
The Bulens Family Foundation
WELLESLEY, MA
Assets
$3.0M
Grants
68
Total Given
$956K
Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
Grants
11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Beard Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Beard Family Charitable Trust to a real strategy.