The Beaty Family Foundation

RED BANK, NJ EIN: 05-6149406

The Beaty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RED BANK, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 22 grants totaling $87K. Net investment income was $67K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+6.3% YoY

Annual Giving

$87K

-19.8% YoY

Grant Count

22

-15.4% YoY

Avg Grant Size

$4K

-5.3% YoY

Under IRS private-foundation payout rules, The Beaty Family Foundation reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.

About The Beaty Family Foundation

Based on IRS filings

The Beaty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RED BANK, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 22 grants totaling $87K. Net investment income was $67K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

BaltimoreBrooklynChicagoFair HavenHazletHazlettLittle RockLong BranchMequonNew YorkOceanportPhoenixPocono SummitPort MurrayRed BankRochesterRumsonShrewsburySomersetSturgeon Bay

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$42K$85K$127K$170K20202021202220232024
Metric202420232022
Total Assets$1,885,839$1,774,451$1,664,049
Revenue$88,984$72,412$92,055
Expenses$110,008$129,755$114,079
Qualifying Distributions$87,868$109,420$93,106
Net Investment Income$66,844$52,077$71,082
Distributable Amount$82,165$76,961$83,429

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$61K$92K$122K21 grants202022 grants202127 grants202226 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SERVICES & FOOD FOR THE …$20KLUTHERAN CHURCH OF THE R…$19KHACKENSACK MERIDIAN RIVE…$10KICHAN SCHOOL OF MEDICINE…$10KMEMORIAL SLOAN-KETTERING…$10KHOLY TRINITY LUTHERAN CH…$6KOTHER MISCELLANEOUS CHAR…$2K180 TURNING LIVES AROUND$1KCROSS ROADS CAMP AND RET…$1KPARKER FAMILY HEALTH CEN…$1K

Grant Size Distribution

118 grants across all recorded years

118<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Services & Food for the Hungry ($20,000), Lutheran Church of the Reformation ($19,000), Hackensack Meridian Riverview Mc Foundation ($10,000).

RecipientPurposeAmount
180 TURNING LIVES AROUND HAZLETT, NJCHARITABLE USE$1,000
CROSS ROADS CAMP AND RETREAT CENTER PORT MURRAY, NJCHARITABLE USE$1,000
HACKENSACK MERIDIAN RIVERVIEW MC FOUNDATION RED BANK, NJCHARITABLE USE$10,000
HOLY TRINITY LUTHERAN CHURCH SOMERSET, NJCHARITABLE USE$5,600
ICHAN SCHOOL OF MEDICINE AT MOUNT SINAI NEW YORK, NYCHARITABLE USE$10,000
LOWER EAST SIDE TRINITY LUTHERAN CHURCH NEW YORK, NYCHARITABLE USE$100
LUTHERAN CHURCH OF THE REFORMATION WASHINGTON, DCCHARITABLE USE$19,000
MEMORIAL SLOAN-KETTERING CANCER CENTER NEW YORK, NYCHARITABLE USE$10,000
MONMOUTH DAY CARE RED BANK, NJCHARITABLE USE$50
OCEANPORT FIRST AID OCEANPORT, NJCHARITABLE USE$50

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DONALD L BEATYGRANTOR, TRUSTEE0.5
NORMA J BEATYTRUSTEE0.5
HEATHER LOMBARDOTRUSTEE0.5
SARAH BEATYTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Beaty Family Foundation?

The Beaty Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RED BANK, NJ. It holds $1.9M in total assets as of 2024.

How large is The Beaty Family Foundation?

As of 2024, The Beaty Family Foundation holds $1.9M in total assets with $89K in annual revenue. It awarded 22 grants totaling $87K in 2024.

Where does The Beaty Family Foundation operate?

The Beaty Family Foundation has awarded grants in Arkansas, Arizona, District of Columbia, Illinois, Maryland, New Jersey, New York, Pennsylvania, Wisconsin.

What size grants does The Beaty Family Foundation award?

In 2024, The Beaty Family Foundation awarded 22 grants totaling $87K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is The Beaty Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Beaty Family Foundation reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Beaty Family Foundation's EIN?

The Beaty Family Foundation's EIN (Employer Identification Number) is 05-6149406. IRS Form 990 filing data is available on this page for 2020–2024.

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

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