Beels Kenneth W-Char Tr

Private foundation · Grantmaker Hermitage, PA EIN: 25-6770248

Beels Kenneth W-Char Tr is a private foundation focused on Education, based in Hermitage, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 6 grants totaling $255K. Net investment income was $298K.

Key facts about Beels Kenneth W-Char Tr

In short: Beels Kenneth W-Char Tr gave $255K across 6 grants in 2025 (avg $42K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
25-6770248
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$254,502
Grants made (2025)
6
Average grant
$42,417
Median grant
$25,450
Total assets
$5,592,435
Primary geography
Pennsylvania (98% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.6M

-0.1% YoY

Annual Giving

$255K

+0.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$42K

+0.0% YoY

Under IRS private-foundation payout rules, Beels Kenneth W-Char Tr reported a distributable amount of $337K for 2025 — the minimum it must pay out in qualifying distributions.

How Beels Kenneth W-Char Tr gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 88% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

KnoxClarionNew WilmingtonChicagoState CollegeUniversity ParkEvanston

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $255K (2021) to $260K (2020). In 2025 it made 6 grants totaling $255K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Westminster College: $99KWestminster College$99KThe Pennsylvania State University: $74KThe Pennsylvania StateUniversity$74KEdenburg Presbyterian Church: $25KEdenburg Presbyterian Church$25KClarion University Foundation Inc: $25KClarion University FoundationInc$25KSt Mark's United Church of Christ: $25KSt Mark's United Church ofChrist$25KRotary Foundation: $5KRotary Foundation$5K

The largest 2025 recipient was Westminster College ($99K). Together the top 6 received $255K.

Grant Size Distribution

30 grants across all recorded years

20<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 30 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Westminster College New Wilmington, PAGeneral Operating$99,256
The Pennsylvania State University State College, PAGeneral Operating$73,806
Edenburg Presbyterian Church Knox, PAGeneral Support$25,450
Clarion University Foundation Inc Clarion, PAGeneral Operating$25,450
St Mark's United Church of Christ Knox, PAGeneral Operating$25,450
Rotary Foundation Chicago, ILGeneral Operating$5,090

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,592,435$5,596,455$5,593,365
Revenue$341,781$341,754$63,355
Expenses$345,198$339,018$344,682
Qualifying Distributions$296,790$294,902$304,751
Net Investment Income$297,539$299,857$117,266
Distributable Amount$336,667$316,343$292,463

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

Leadership & Key People

Officers and directors from IRS filings

Beels Kenneth W-Char Tr is led by Robert W. McFate, Co-Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Robert W. McFate

    Co-Trustee

    On filings since 2020

    1 hr/week

    $30K (2020) → $28K (2025)

Former officers (1)
  • Former: BNY Mellon N A (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Robert McFate — Co-Trustee: $28KRobert McFateCo-Trustee$28K

The highest reported compensation on the 2025 filing was $28K, to Robert McFate (Co-Trustee).

Frequently asked questions about Beels Kenneth W-Char Tr

How much does Beels Kenneth W-Char Tr give each year?

Beels Kenneth W-Char Tr gave $255K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $255K across 6 grants.

What is Beels Kenneth W-Char Tr's typical grant size?

Beels Kenneth W-Char Tr's median grant in 2025 was $25,450, and its average grant was $42,417, across 6 grants on its 2025 IRS Form 990-PF.

Where does Beels Kenneth W-Char Tr give grants?

Beels Kenneth W-Char Tr gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Knox, PA (2 grants).

Does Beels Kenneth W-Char Tr give general operating support?

Yes: 100% of Beels Kenneth W-Char Tr's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Beels Kenneth W-Char Tr's largest grantees?

Beels Kenneth W-Char Tr's largest 2025 grantees include Westminster College ($99,256), The Pennsylvania State University ($73,806) and Edenburg Presbyterian Church ($25,450), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.

How large is Beels Kenneth W-Char Tr?

Beels Kenneth W-Char Tr reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $297K in qualifying distributions that year, against a required minimum of $337K (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 Beels Kenneth W-Char Tr?

Beels Kenneth W-Char Tr is a private foundation focused on Education, based in Hermitage, PA. It holds $5.6M in total assets as of 2025.

What is Beels Kenneth W-Char Tr's EIN?

Beels Kenneth W-Char Tr's EIN (Employer Identification Number) is 25-6770248. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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