Joseph Beutel Charitable Trust

BRIDGEWATER, NJ EIN: 22-6970211

Joseph Beutel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRIDGEWATER, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $576K in total assets. In 2024, it awarded 3 grants totaling $29K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$576K

+3.1% YoY

Annual Giving

$29K

+1.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$10K

+1.7% YoY

Under IRS private-foundation payout rules, Joseph Beutel Charitable Trust reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph Beutel Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Jersey $116K (100%)

States

New Jersey

Cities

BridgewaterBrowns Mills

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$576,098	$558,539	$587,871
Revenue	$15,822	$16,462	$48,730
Expenses	$36,195	$42,847	$43,938
Qualifying Distributions	$28,865	$28,396	$28,927
Net Investment Income	$14,227	$9,441	$41,380
Distributable Amount	$28,512	$27,586	$28,396

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish Community Center ($18,041), Deborah Heart & Lung Hospital ($5,412), Rabbi Isaac's Fund - Temple Sholom ($5,412).

Recipient	Purpose	Amount
DEBORAH HEART & LUNG HOSPITAL BROWNS MILLS, NJ	GENERAL PURPOSE OF THE CHARITY	$5,412
JEWISH COMMUNITY CENTER BRIDGEWATER, NJ	GENERAL PURPOSE OF THE CHARITY	$18,041
RABBI ISAAC'S FUND - TEMPLE SHOLOM BRIDGEWATER, NJ	GENERAL PURPOSE OF THE FOUNDATION	$5,412

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DEBRA SHAPIRO	TRUSTEE	1	$885

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Joseph Beutel Charitable Trust?

Joseph Beutel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BRIDGEWATER, NJ. It holds $576K in total assets as of 2024.

How large is Joseph Beutel Charitable Trust?

As of 2024, Joseph Beutel Charitable Trust holds $576K in total assets with $16K in annual revenue. It awarded 3 grants totaling $29K in 2024.

Where does Joseph Beutel Charitable Trust operate?

Joseph Beutel Charitable Trust has awarded grants in New Jersey.

What size grants does Joseph Beutel Charitable Trust award?

In 2024, Joseph Beutel Charitable Trust awarded 3 grants totaling $29K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Joseph Beutel Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph Beutel Charitable Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Joseph Beutel Charitable Trust's EIN?

Joseph Beutel Charitable Trust's EIN (Employer Identification Number) is 22-6970211. IRS Form 990 filing data is available on this page for 2020–2024.