BEARD FAMILY CHARITABLE TRUST
https://N/ATotal Given 2016–2023
$1.5M
669 grants · $185K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$500
typical micro grants · $250–$1K
grant size
69%
deep partner · 127/185 multi-year
repeat
$4.4M
Assets · 2021
185
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
5083587098
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $286K | $2.6M | $201K | 95 |
| 2017 | $193K | $2.9M | $112K | 94 |
| 2018 | $206K | $2.7M | $158K | 102 |
| 2019 | N/A | $3.2M | $105K | N/A |
| 2020 | $182K | $3.4M | $119K | 94 |
| 2021 | $268K | $4.4M | $417K | 98 |
| 2022 | $186K | $3.6M | $136K | 89 |
| 2023 | $162K | $4.2M | $111K | 97 |
Grant Size Distribution
Based on 669 grants on record
Minimum
$15
25th Pctl
$250
Median
$500
Average
$2K
75th Pctl
$1K
Maximum
$102K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JOHN E BEARD | TRUSTEE | — |
| MARY E STEGGALL | DIRECTOR | — |
| JAMES H STEGGALL | DIRECTOR | — |
| CHRISTINE S BEARD | DIRECTOR | — |
| THOMAS S BEARD | DIRECTOR | — |
| ROSANNE O BEARD | DIRECTOR | — |
| DANIEL P BEARD | DIRECTOR | — |
| SUSAN S BEARD | DIRECTOR | — |
| ANDREW D BEARD | DIRECTOR | — |
| SARAH H BEARD | DIRECTOR | — |
| MARY S BEARD | TRUSTEE | — |
| MARY E BEARD | DIRECTOR | — |
Grants Awarded (669 total)
| Purpose | ||||
|---|---|---|---|---|
| SUDBURY VALLEY TRUSTEES | SUDBURY, MA | $102,000 | GENERAL PURPOSE | 2016 |
| U U URBAN MINISTRY | BOSTON, MA | $91,000 | GENERAL PURPOSE | 2021 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $43,100 | GENERAL PURPOSE | 2022 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $30,000 | GENERAL PURPOSE | 2017 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2023 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2018 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2021 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2016 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2022 |
| FIDELITY CHARITABLE GIFT | BOSTON, MA | $25,000 | GENERAL PURPOSE | 2020 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $21,000 | GENERAL PURPOSE | 2023 |
| SMITH FUND | NORTHAMTON, MA | $20,000 | GENERAL PURPOSE | 2016 |
| CONCORD ACADEMY | CONCORD, MA | $20,000 | GENERAL PURPOSE | 2018 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $18,000 | GENERAL PURPOSE | 2021 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $17,200 | GENERAL PURPOSE | 2020 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $17,000 | GENERAL PURPOSE | 2017 |
| BOSTON SYMPHONY ORCHESTRA | BOSTON, MA | $15,000 | GENERAL PURPOSE | 2017 |
| BOSTON SYMPHONY ORCHESTRA | BOSTON, MA | $15,000 | GENERAL PURPOSE | 2016 |
| MAINE COAST HERITAGE TRUST | TOPSHAM, ME | $12,000 | GENERAL PURPOSE | 2021 |
| MAINE COAST HERITAGE TRUST | TOPSHAM, ME | $12,000 | GENERAL PURPOSE | 2017 |
| MAINE COAST HERITAGE TRUST | TOPSHAM, ME | $12,000 | GENERAL PURPOSE | 2022 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $12,000 | GENERAL PURPOSE | 2018 |
| BOSTON SYMPHONY ORCHESTRA | BOSTON, MA | $12,000 | GENERAL PURPOSE | 2022 |
| FIRST PARISH WAYLAND | WAYLAND, MA | $12,000 | GENERAL PURPOSE | 2016 |
| U U URBAN MINISTRY | BOSTON, MA | $11,000 | GENERAL PURPOSE | 2016 |