Beech Tree Trust
Beech Tree Trust is a private foundation focused on Environment & Animals, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $74K. Net investment income was $109K.
Beech Tree Trust at a glance
In short: Beech Tree Trust gave $74K across 4 grants in 2025 (avg $18K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $73,500
- -16.6% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $18,375
- +25.1% vs 2024
- Median grant
- $20,000
- Total assets
- $1,221,572
- +3.0% vs 2024
- Primary geography
- Massachusetts (68% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Beech Tree Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Coalition for Buzzards Bay ($40K across 2 grants). Together the top 3 received $74K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 14 grants of 17 (82%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Beech Tree Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 78% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $74K (2025) to $98K (2023). In 2025 it made 4 grants totaling $74K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rhode Island Natural History Survey Kingston, RI | Grant to Support Ronai Tick Global Network | $23,500 |
| The Coalition for Buzzards Bay New Bedford, MA | Grant to support the ernestina morrisey tall ship program | $20,000 |
| The Coalition for Buzzards Bay New Bedford, MA | Grant to Support the Cuttyhunk Land Preservation Project | $20,000 |
| Cuttyhunk Historical Society Cuttyhunk, MA | Grant to Support Shipwrecks of the Elizabeth Islands | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,221,572 | $132,053 | $94,802 | $73,500 | 4 | $73,500 | $109,212 | $94,234 |
| 2024 | $1,185,988 | $105,426 | $106,463 | $88,100 | 6 | $88,100 | $86,892 | $86,431 |
| 2023 | $1,187,155 | $25,166 | $115,651 | $97,755 | 4 | $97,755 | $17,547 | $81,638 |
| 2022 | $1,277,097 | $103,847 | $106,271 | $85,562 | 1 | $85,562 | $84,635 | $90,906 |
| 2021 | $1,279,457 | $142,779 | $105,210 | $86,578 | 2 | — | $124,001 | $87,818 |
Under IRS private-foundation payout rules, Beech Tree Trust reported a distributable amount of $94K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Beech Tree Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bennet Leon
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Paul Elias
Trustee
On filings since 2021
2 hrs/week
No compensation reported
Anne Morse
Trustee
On filings since 2023
2 hrs/week
No compensation reported
David W. Gregg
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Bracken Hendricks
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (2)
- Former: Elizabeth S. Colt (2021–2024) — Trustee
- Former: Narain Schroeder (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Beech Tree Trust
How much does Beech Tree Trust give each year?
Beech Tree Trust gave $74K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 6 grants.
What is Beech Tree Trust's typical grant size?
Beech Tree Trust's median grant in 2025 was $20,000, and its average grant was $18,375, across 4 grants on its 2025 IRS Form 990-PF.
Where does Beech Tree Trust give grants?
Beech Tree Trust gives mostly in Massachusetts: 68% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (32%). The most frequent recipient cities were New Bedford, MA (2 grants).
Does Beech Tree Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Beech Tree Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Beech Tree Trust?
Beech Tree Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $74K in qualifying distributions that year, against a required minimum of $94K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Beech Tree Trust?
Beech Tree Trust is a private foundation focused on Environment & Animals, based in Boston, MA. It holds $1.2M in total assets as of 2025.
What is Beech Tree Trust's EIN?
Beech Tree Trust's EIN (Employer Identification Number) is 04-6942305. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Beech Tree Trust funds
Environment & Animals Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Beech Tree Trust's focus areas in our free grants database
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