Beech Tree Trust

Foundation · Grantmaker Boston, MA EIN: 04-6942305

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.

Key facts about Beech Tree Trust

EIN: 04-6942305
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $73,500
Grants made (2025): 4
Average grant: $18,375
Median grant: $20,000
Total assets: $1,221,572
Primary geography: Massachusetts (68% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Beech Tree Trust funds

By grant dollars, the top recipient states for Beech Tree Trust's 4 itemized 2025 grants were Massachusetts (68%) and Rhode Island (32%). The most frequent recipient cities were New Bedford, MA (2 grants). None of its 4 grants with a stated purpose were described as general or operating support.

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.

Next steps with Beech Tree Trust

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

+3.0% YoY

Annual Giving

$74K

-16.6% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$18K

+25.1% YoY

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.

About Beech Tree Trust

Based on IRS filings

Focus Areas

Environment & Animals

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $50K (68%)

Rhode Island $24K (32%)

Share of all 4 itemized 2025 grant dollars.

States

Massachusetts Michigan New York Rhode Island

Cities

New BedfordBarnstableKingstonBostonConcordCuttyhunkDetroitSyracuse

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,221,572	$1,185,988	$1,187,155
Revenue	$132,053	$105,426	$25,166
Expenses	$94,802	$106,463	$115,651
Qualifying Distributions	$73,500	$88,100	$97,755
Net Investment Income	$109,212	$86,892	$17,547
Distributable Amount	$94,234	$86,431	$81,638

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2021–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Grant Size Distribution

17 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include The Coalition for Buzzards Bay ($40,000 across 2 grants), Rhode Island Natural History Survey ($23,500), Cuttyhunk Historical Society ($10,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

Name	Title	Hours	Compensation
Paul Elias	Trustee	2	—
David W Gregg	Trustee	2	—
Bennet Leon	Trustee	2	—
Bracken Hendricks	Trustee	2	—
Anne Morse	Trustee	2	—

Subject Areas

Focus areas based on grantmaking activity

Environment & Animals

Frequently Asked Questions

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.

How large is Beech Tree Trust?

As of 2025, Beech Tree Trust holds $1.2M in total assets with $132K in annual revenue. It awarded 4 grants totaling $74K in 2025.

Where does Beech Tree Trust operate?

Beech Tree Trust has awarded grants in Massachusetts, Michigan, New York, Rhode Island.

What size grants does Beech Tree Trust award?

In 2025, Beech Tree Trust awarded 4 grants totaling $74K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Beech Tree Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Beech Tree Trust reported a distributable amount of $94K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.