Donald Beavis Charitable Trust

CARMEL, CA EIN: 95-7104209

Donald Beavis Charitable Trust is a private foundation, based in CARMEL, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $131K. Net investment income was $39K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-3.6% YoY

Annual Giving

$131K

+4.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$131K

+4.5% YoY

Under IRS private-foundation payout rules, Donald Beavis Charitable Trust reported a distributable amount of $131K for 2024 — the minimum it must pay out in qualifying distributions.

About Donald Beavis Charitable Trust

Based on IRS filings

Ready to take the next step with Donald Beavis Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $634K (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,339,177	$2,426,764	$2,525,617
Revenue	$76,378	$61,943	$-62,358
Expenses	$168,345	$160,796	$223,553
Qualifying Distributions	$131,290	$125,608	$176,868
Net Investment Income	$39,323	$27,973	$833
Distributable Amount	$131,240	$122,833	$125,583

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Los Angeles LGBT Center ($131,240).

Recipient	Purpose	Amount
Los Angeles LGBT Center LOS ANGELES, CA	GENERAL PHILANTHROPIC	$131,240

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOSEPH P FERRY	Trustee	5	$25,814

Frequently Asked Questions

How large is Donald Beavis Charitable Trust?

As of 2024, Donald Beavis Charitable Trust holds $2.3M in total assets with $76K in annual revenue. It awarded 1 grants totaling $131K in 2024.

Where does Donald Beavis Charitable Trust operate?

Donald Beavis Charitable Trust has awarded grants in California.

What size grants does Donald Beavis Charitable Trust award?

In 2024, Donald Beavis Charitable Trust awarded 1 grants totaling $131K — an average of about $131K per grant, based on its IRS Form 990 filings.

How much is Donald Beavis Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald Beavis Charitable Trust reported a distributable amount of $131K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Donald Beavis Charitable Trust's EIN?

Donald Beavis Charitable Trust's EIN (Employer Identification Number) is 95-7104209. IRS Form 990 filing data is available on this page for 2020–2024.