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
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:
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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
No grants recorded for .
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 CommunicationRelated Funders
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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