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.
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
4
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 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 include Rhode Island Natural History Survey ($23,500), The Coalition for Buzzards Bay ($20,000), The Coalition for Buzzards Bay ($20,000).
| 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
From 2025 IRS filing
From 2025 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
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.
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.
Explore Open Grants
Browse active grant opportunities in Beech Tree Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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