Donald & Carla Beam Family

FERNANDINA BEACH, FL EIN: 20-3985774

The Donald & Carla Beam Family is a private foundation based in Fernandina Beach, Florida. The foundation maintains assets of $2,083,769 and distributes grants to support charitable causes, with a primary focus on North Carolina.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$579K

-72.2% YoY

Annual Giving

$3.7M

+2785.2% YoY

Grant Count

9

+125.0% YoY

Avg Grant Size

$410K

+1182.3% YoY

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

Mission & Focus Areas

The foundation's grant-making priorities include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation has demonstrated consistent grantmaking activity with available IRS Form 990 filings from 2019 through 2023.

Ready to take the next step with Donald & Carla Beam Family?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in North Carolina, though it is based in Fernandina Beach, Florida.

Grant Distribution by State

4states

Cities

CherryvilleFernandina BeachGastoniaIndianapolisLawndaleMilwaukeeOrlandoShelbyWacoYulee

Financial History

Multi-year comparison from IRS filings

Metric Amount
Total Assets $2,083,769
Total Annual Giving $128,000

Financial data based on most recent IRS Form 990 filing from 2023, updated February 8, 2026.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$578,820$2,083,769$2,220,909
Revenue$2,146,705$75,463$240,193
Expenses$3,710,212$149,363$176,287
Qualifying Distributions$3,693,000$128,000$154,000
Net Investment Income$2,129,493$53,584$221,023
Distributable Amount$146,490$131,682$145,135

Giving Over Time

Total grant dollars and number of grants per year

$0$923K$2M$3M$4M13 grants202014 grants202113 grants20224 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

EDWARD JONES CHARITABLE …$3.5MCITY OF SHELBY NC$100KCHERRYVILLE H SCHL EDU F…$30KMOUNT ZION BAPTIST CHURCH$20KHEALTH CARE FOUNDATION O…$13KST JOHN'S LUTHERAN CHURCH$10KGASTONIA CORNERSTONE CHR…$10KEARL SCRUGGS CENTER$5KCRU$5K

Grant Size Distribution

53 grants across all recorded years

47<$50K$50–100K5$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DONALD W BEAMDIRECTOR PRE0.5
CARLA C BEAMDIRECTOR0.5
THOMAS BEAMDIRECTOR0.25

Related Funders

Similar funders by location and focus area

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

What could you do with Donald & Carla Beam Family on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities