The Ilene Beal Charitable Foundation logo

The Ilene Beal Charitable Foundation

Foundation · Grantmaker Weston, MA EIN: 47-7387821 Website

The Ilene Beal Charitable Foundation is a private foundation based in Weston, Massachusetts. The foundation was established to promote and maintain the legacy of Ilene Beal, a pioneering figure in Boston's banking industry who rose to senior leadership positions at a time when women were vastly underrepresented in such roles.

Key facts about The Ilene Beal Charitable Foundation

EIN
47-7387821
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$865,000
Grants made (2024)
14
Average grant
$61,786
Median grant
$41,000
New grantees (estimate)
21% first-time grantees (3 of 14, 2024)
Total assets
$9,284,573
Primary geography
Massachusetts (94% of itemized 2024 grant dollars)
How to apply
Grants from the Ilene Beal Charitable Foundation are by invitation only. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Ilene Beal Charitable Foundation funds

By grant dollars, the top recipient states for The Ilene Beal Charitable Foundation's 14 itemized 2024 grants were Massachusetts (94%) and California (6%). The most frequent recipient cities were Boston, MA (3 grants) and Arlington, MA (2 grants). None of its 14 grants with a stated purpose were described as general or operating support. Recurring purposes include "Purpose Designated by the Recipient" (10 grants) and "Support for Cancer Patients and Their Families" (3 grants).

Is The Ilene Beal Charitable Foundation open to new grantees?

21%

first-time grantees, 2024

In 2024, 3 of 14 grantees (21%) were first-time recipients. First grants averaged $41K; repeat grants $68K. How we count

Medians: $42K first-time, $40K repeat.

  • 79% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Next steps with The Ilene Beal Charitable Foundation

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.3M

-7.4% YoY

Annual Giving

$865K

+7.4% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$62K

+7.4% YoY

Under IRS private-foundation payout rules, The Ilene Beal Charitable Foundation reported a distributable amount of $862K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's goal is to enthusiastically maintain and promote Ilene's legacy by supporting:

  • Organizations and individuals fighting health issues
  • Initiatives to increase hospitals' ability to provide high-quality care
  • Mentoring and support for motivated women in underrepresented fields
  • Innovators striving to improve communities in and around Boston and beyond

The foundation is particularly focused on organizations and individuals who exemplify Ilene's quiet, effective, and efficient spirit. Core principles reflected in grantmaking include hard work, high standards, service, graciousness, and an abiding care for others.

Specific areas of interest include mentoring, promoting the role of women in the workforce, cancer research, and direct support services for sick patients and families.

Grantmaking

Grant Range

s:** Typical awards range from $5,000 to $200,000, with a median grant amount of approximately $38,000.

Invitation Only

** Grants from the Ilene Beal Charitable Foundation are by invitation only. However, the foundation welcomes inquiries from interested organizations. Those wishing to learn more about Ilene and her legacy are encouraged to introduce themselves via email to info@ilenebealfoundation.org.

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Geographic Focus

Where this funder awards grants

The foundation primarily supports organizations in Massachusetts and California, with particular emphasis on the Boston area and surrounding communities.

Grant Distribution by State

6states

Share of all 14 itemized 2024 grant dollars.

Cities

BostonArlingtonNewtonBrooklineNeedhamWest RoxburyAmesburyMariposaNewburyportSudburyWellesleyFraminghamFalmouthAlpharettaBeverlyCambridgeGardnerJacksonvilleMiamiPortland

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $9.3–$10.0 million
  • Annual Giving: $806,000–$865,000
  • EIN: 47-7387821
  • Organization Type: Private Grantmaking Foundation
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$411K$822K$1M$2M20202021202220232024
Metric202420232022
Total Assets$9,284,573$10,023,358$11,001,228
Revenue$267,846$314,317$193,629
Expenses$1,099,587$1,000,828$1,050,646
Qualifying Distributions$865,000$805,500$861,000
Net Investment Income$286,734$500,099$263,084
Distributable Amount$861,707$775,609$825,003

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$249K$498K$747K$996K17 grants202017 grants202115 grants202214 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Dana Farber: $200KDana Farber$200KEllie Fund for Breast Cancer: $140KEllie Fund for Breast Cancer$140KThe Wily Network: $125KThe Wily Network$125KMassachusetts General Hospital: $75KMassachusetts General Hospital$75KThe Courageous Parents Network: $75KThe Courageous Parents Network$75KHospitality Homes: $50KHospitality Homes$50KMayer Concert: $42KMayer Concert$42KThe Boston House: $40KThe Boston House$40KWater Compass: $40KWater Compass$40KRunway for Recovery: $25KRunway for Recovery$25K

Grant Size Distribution

77 grants across all recorded years

40<$50K23$50–100K13$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Dana Farber ($200,000), Ellie Fund for Breast Cancer ($140,000), The Wily Network ($125,000).

RecipientPurposeAmount
DANA FARBER Boston, MAPURPOSE DESIGNATED BY THE RECIPIENT$200,000
ELLIE FUND FOR BREAST CANCER Needham, MASUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES$140,000
THE WILY NETWORK West Roxbury, MAPURPOSE DESIGNATED BY THE RECIPIENT$125,000
MASSACHUSETTS GENERAL HOSPITAL Boston, MAPURPOSE DESIGNATED BY THE RECIPIENT$75,000
THE COURAGEOUS PARENTS NETWORK Newton, MAPURPOSE DESIGNATED BY THE RECIPIENT$75,000
HOSPITALITY HOMES Mariposa, CAPURPOSE DESIGNATED BY THE RECIPIENT$50,000
MAYER CONCERT Cambridge, MASUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES$42,000
THE BOSTON HOUSE Brookline, MASUPPORT FOR CANCER PATIENTS AND THEIR FAMILIES$40,000
WATER COMPASS Boston, MAPURPOSE DESIGNATED BY THE RECIPIENT$40,000
RUNWAY FOR RECOVERY Newburyport, MAFOR ITS LEGAL MEDICAL PARTNERSHIP$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is overseen by four trustees:

  • J. Brian Potts
  • Gina Regina
  • Kathleen McCarthy
  • David Vaughn

Compensation Overview

From 2024 IRS filing

J Brian Potts — Trustee: $60KJ Brian PottsTrustee$60KDavid Vaughn — Trustee: $60KDavid VaughnTrustee$60KGina Regina — Trustee: $60KGina ReginaTrustee$60K

From 2024 IRS filing

NameTitleHoursCompensation
J Brian PottsTrustee4$60,000
David VaughnTrustee4$60,000
Gina ReginaTrustee4$60,000

Recent News & Activity

Recent developments and announcements

The foundation released a series of video interviews with friends and colleagues of Ilene, capturing her life and spirit. The foundation also hosted a sold-out benefit concert featuring music and a showcase of its nonprofit partners, with proceeds supporting partner organizations.

Ilene Beal Charitable Foundation gift focuses on cancer interception - Impact

The foundation provided support to Xylyx Bio as part of a multi-foundation grant totaling $1.125 million to accelerate clinical translation of bioengineered human organs for life-saving transplantation.

Xylyx Bio receives $1.125 million from multiple foundations to accelerate

The foundation made a gift to Dana-Farber Cancer Institute focused on cancer interception research.

Ilene Beal Charitable Foundation gift focuses on cancer interception - Impact

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does The Ilene Beal Charitable Foundation fund?

The foundation's goal is to enthusiastically maintain and promote Ilene's legacy by supporting: • Organizations and individuals fighting health issues • Initiatives to increase hospitals' ability to provide high-quality care • Mentoring and support for motivated women in underrepresented fields • Innovators striving to improve communities in and around Boston and beyond The foundation is particularly focused on organizations and individuals who exemplify Ilene's quiet, effective, and efficient …

How do I apply for a grant from The Ilene Beal Charitable Foundation?

Grants from the Ilene Beal Charitable Foundation are by invitation only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does The Ilene Beal Charitable Foundation make grants?

The foundation primarily supports organizations in Massachusetts and California, with particular emphasis on the Boston area and surrounding communities.

What size grants does The Ilene Beal Charitable Foundation award?

In 2024, The Ilene Beal Charitable Foundation awarded 14 grants totaling $865K — an average of about $62K per grant, based on its IRS Form 990 filings.

How much is The Ilene Beal Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ilene Beal Charitable Foundation reported a distributable amount of $862K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Ilene Beal Charitable Foundation's EIN?

The Ilene Beal Charitable Foundation's EIN (Employer Identification Number) is 47-7387821. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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