The Edward P Beach Charitable Trust

NEW YORK, NY EIN: 13-6971897

The Edward P Beach Charitable Trust is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $7.0M in total assets. In 2025, it awarded 2 grants totaling $366K. Net investment income was $624K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$7.0M

+3.6% YoY

Annual Giving

$366K

+7.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$183K

+7.0% YoY

Under IRS private-foundation payout rules, The Edward P Beach Charitable Trust reported a distributable amount of $436K for 2025 — the minimum it must pay out in qualifying distributions.

About The Edward P Beach Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $620K (50%)

Pennsylvania $620K (50%)

States

Florida Pennsylvania

Cities

DelandPhiladelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$7,021,975	$6,780,512	$6,734,192
Revenue	$687,310	$447,566	$196,845
Expenses	$461,941	$433,223	$169,738
Qualifying Distributions	$400,956	$374,710	$101,380
Net Investment Income	$623,681	$390,053	$182,771
Distributable Amount	$435,585	$399,641	$375,280

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Stetson University ($183,000), Jefferson Medical College ($183,000).

Recipient	Purpose	Amount
STETSON UNIVERSITY DELAND, FL	GENERAL SUPPORT	$183,000
JEFFERSON MEDICAL COLLEGE PHILADELPHIA, PA	GENERAL PURPOSE	$183,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
DEUTSCHE BANK TRUST CO NA	TRUSTEE	1	$86,766

Frequently Asked Questions

How large is The Edward P Beach Charitable Trust?

As of 2025, The Edward P Beach Charitable Trust holds $7.0M in total assets with $687K in annual revenue. It awarded 2 grants totaling $366K in 2025.

Where does The Edward P Beach Charitable Trust operate?

The Edward P Beach Charitable Trust has awarded grants in Florida, Pennsylvania.

What size grants does The Edward P Beach Charitable Trust award?

In 2025, The Edward P Beach Charitable Trust awarded 2 grants totaling $366K — an average of about $183K per grant, based on its IRS Form 990 filings.

How much is The Edward P Beach Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Edward P Beach Charitable Trust reported a distributable amount of $436K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Edward P Beach Charitable Trust's EIN?

The Edward P Beach Charitable Trust's EIN (Employer Identification Number) is 13-6971897. IRS Form 990 filing data is available on this page for 2020–2025.