Donald & Carla Beam Family

Private foundation · Grantmaker Fernandina Beach, FL EIN: 20-3985774

The Donald & Carla Beam Family is a private foundation based in Fernandina Beach, Florida. Its 2025 filing reports grants for scholarships and community outreach, including grants to organizations in Shelby, North Carolina.

Donald & Carla Beam Family at a glance

In short: Donald & Carla Beam Family gave $1.1M across 4 grants in 2025 (avg $271K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$1,085,123
-70.6% vs 2024
Grants made (2025)
4
-55.6% vs 2024
Average grant
$271,281
-33.9% vs 2024
Median grant
$250,000
Primary geography
North Carolina (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Donald & Carla Beam Family

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 960194 Gateway Blvd Ste 101, Fernandina Beach, FL 32034
Phone: (704) 300-6727

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Donald & Carla Beam Family funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Cleaveland Community College Founda: $585KCleaveland Community CollegeFounda$585KCity of Shelby: $500K across 2 grantsCity of Shelby$500K · 2 grantsEdward Jones Charitable Gift Fund: $105Edward Jones Charitable GiftFund$105

The largest 2025 recipient was Cleaveland Community College Founda ($585K). Together the top 3 received $1.1M.

Grant Size Distribution

44 grants across all recorded years

36<$50K$50–100K5$100–250K1$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 36 grants of 44 (82%).

Geographic Focus

Where this funder awards grants

The 2025 grants listed went to recipients in Shelby, North Carolina, and Indianapolis, Indiana. The filing reports North Carolina as accounting for 100% and Indiana for 0% of grant dollars.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

ShelbyCherryvilleFernandina BeachYuleeOrlandoIndianapolisGastoniaLawndaleMilwaukeeWaco

How Donald & Carla Beam Family gives

  • Giving grew 605% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). 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

$0$1M$2M$3M$4M13 grants2020 14 grants2021 13 grants2022 4 grants2023 9 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $128K (2023) to $3.7M (2024). In 2025 it made 4 grants totaling $1.1M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cleaveland Community College Founda Shelby, NCScholarships$585,018
City of Shelby Shelby, NCCommunity Outreach$400,000
City of Shelby Shelby, NCCommunity Outreach$100,000
Edward Jones Charitable Gift Fund Indianapolis, INCommunity Outreach$105
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Financial History

Multi-year comparison from IRS filings

The 2025 filing reports 4 grants, the 2024 filing 9, and the 2023 filing 4.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025—$547,761$1,126,581$1,085,1234$1,085,123$506,121$22,520
2024$578,820$2,146,705$3,710,212$3,693,0009$3,693,000$2,129,493$146,490
2023$2,083,769$75,463$149,363$128,0004$128,000$53,584$131,682
2022$2,220,909$240,193$176,287$154,00013$154,000$221,023$145,135
2021$2,275,575$296,109$177,158$151,01714$151,017$269,968$178,605
2020$2,156,624$118,067$186,811$168,00013—$99,256$126,911

Under IRS private-foundation payout rules, Donald & Carla Beam Family reported a distributable amount of $23K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Grantmaking

In 2025, the foundation reported 4 grants totaling $1,085,123. Grant amounts ranged from $105 to $585,018, with a median grant of $250,000. The largest grants were $585,018 to Cleaveland Community College Foundation for scholarships and $400,000 and $100,000 to the City of Shelby for community outreach. It also gave $105 to the Edward Jones Charitable Gift Fund for community outreach.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Donald W Beam as “Director Pre,” Carla C Beam as Director, and Thomas Beam as Director.

Donald & Carla Beam Family is led by Donald W. Beam, Director President since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Donald W. Beam

    Director President

    Director → Director President, 2023

    On filings since 2020

    0 hrs/week

    No compensation reported

  • Carla C. Beam

    Director

    On filings since 2020

    0 hrs/week

    No compensation reported

  • Thomas Beam

    Director

    On filings since 2022

    0 hrs/week

    No compensation reported

Former officers (1)
  • Former: Donald W. Beam II (2020–2021) — Director

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.

Frequently asked questions about Donald & Carla Beam Family

How much does Donald & Carla Beam Family give each year?

Donald & Carla Beam Family gave $1.1M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.7M across 9 grants.

What is Donald & Carla Beam Family's typical grant size?

Donald & Carla Beam Family's median grant in 2025 was $250,000, and its average grant was $271,281, across 4 grants on its 2025 IRS Form 990-PF.

Where does Donald & Carla Beam Family give grants?

Donald & Carla Beam Family gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Shelby, NC (3 grants).

Does Donald & Carla Beam Family give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Donald & Carla Beam Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Community Outreach" (3 grants).

How do I apply for a grant from Donald & Carla Beam Family?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

How much is Donald & Carla Beam Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Donald & Carla Beam Family reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donald & Carla Beam Family's EIN?

Donald & Carla Beam Family's EIN (Employer Identification Number) is 20-3985774. IRS Form 990 filing data is available on this page for 2020–2025.

Does Donald & Carla Beam Family accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 8, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 17, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Donald & Carla Beam Family funder profile. GrantGraph. Retrieved October 31, 2026, from https://grantable.co/funders/donald-and-carla-beam-family-morg_e53121f988604a9ca115871155dc9e1c

BibTeX
@misc{grantable_203985774_2026,
  author       = {{Grantable}},
  title        = {{Donald \& Carla Beam Family funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/donald-and-carla-beam-family-morg_e53121f988604a9ca115871155dc9e1c},
  note         = {Accessed 2026-10-31. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Donald & Carla Beam Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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