Joseph Beutel Charitable Trust
Joseph Beutel Charitable Trust is a private foundation, based in Bridgewater, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $575K in total assets. In 2025, it awarded 3 grants totaling $34K. Net investment income was $17K.
Key facts about Joseph Beutel Charitable Trust
In short: Joseph Beutel Charitable Trust gave $34K across 3 grants in 2025 (avg $11K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- EIN
- 22-6970211
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $33,573
- Grants made (2025)
- 3
- Average grant
- $11,191
- Median grant
- $6,295
- Total assets
- $575,457
- Primary geography
- New Jersey (100% 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
$575K
-0.1% YoY
Annual Giving
$34K
+16.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$11K
+16.3% YoY
Under IRS private-foundation payout rules, Joseph Beutel Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
How Joseph Beutel Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). 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
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2019) to $34K (2025). In 2025 it made 3 grants totaling $34K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Jewish Community Center ($21K). Together the top 3 received $34K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Center Bridgewater, NJ | General Purpose of the Charity | $20,983 |
| Deborah Heart & Lung Hospital Browns Mills, NJ | General Purpose of the Charity | $6,295 |
| Rabbi Isaac's Fund - Temple Sholom Bridgewater, NJ | General Purpose of the Charity | $6,295 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $575,457 | $576,098 | $558,539 |
| Revenue | $23,008 | $15,822 | $16,462 |
| Expenses | $44,966 | $36,195 | $42,847 |
| Qualifying Distributions | $33,573 | $28,865 | $28,396 |
| Net Investment Income | $16,515 | $14,227 | $9,441 |
| Distributable Amount | $27,987 | $28,512 | $27,586 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 12, 2024)
Leadership & Key People
Officers and directors from IRS filings
Joseph Beutel Charitable Trust is led by Debra Shapiro, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Debra Shapiro
Trustee
On filings since 2019
1 hr/week
$820 (2019) → $820 (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $820, to Debra Shapiro (Trustee).
Frequently asked questions about Joseph Beutel Charitable Trust
How much does Joseph Beutel Charitable Trust give each year?
Joseph Beutel Charitable Trust gave $34K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 3 grants.
What is Joseph Beutel Charitable Trust's typical grant size?
Joseph Beutel Charitable Trust's median grant in 2025 was $6,295, and its average grant was $11,191, across 3 grants on its 2025 IRS Form 990-PF.
Where does Joseph Beutel Charitable Trust give grants?
Joseph Beutel Charitable Trust gives mostly in New Jersey: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Bridgewater, NJ (2 grants).
Does Joseph Beutel Charitable Trust give general operating support?
Yes: 100% of Joseph Beutel Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Joseph Beutel Charitable Trust?
Joseph Beutel Charitable Trust reported $575K in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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