Beach Charles L Est Tr
EIN 066027251Total Given 2016–2024
$121K
8 grants · $13K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$15K
typical small grants · $13K–$17K
grant size
50%
supporter · 2/4 multi-year
repeat
$421K
Assets (2024)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $13K | $339K | $5K | 1 |
| 2017 | $12K | $381K | $33K | 1 |
| 2018 | $16K | $329K | $31K | 1 |
| 2019 | N/A | $385K | $22K | N/A |
| 2020 | $16K | $427K | $29K | 1 |
| 2021 | $17K | $462K | $81K | 1 |
| 2022 | $19K | $354K | $-10K | 1 |
| 2023 | $12K | $393K | $12K | 1 |
| 2024 | $15K | $421K | $36K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$12K
25th Pctl
$13K
Median
$15K
Average
$15K
75th Pctl
$17K
Maximum
$19K
Geographic Distribution
Officers & Directors
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America
4 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Connecticut Foundation | Storrs, CT | $19,334 | UNRESTRICTED GENERAL | 2022 |
| University of Connecticut Fdn | Storrs, CT | $16,762 | UNRESTRICTED GENERAL | 2021 |
| University of Connecticut Fdn | Storrs Mansfi, CT | $16,490 | UNRESTRICTED GENERAL | 2020 |
| University of Connecticut | Storrs Manfld, CT | $16,187 | UNRESTRICTED GENERAL | 2018 |
| University of Connecticut Foundation | Storrs, CT | $14,737 | UNRESTRICTED GENERAL | 2024 |
| University of Connecticut | Storrs Manfld, CT | $13,040 | UNRESTRICTED GENERAL | 2016 |
| University of Connecticut Foundation | Storrs, CT | $12,398 | UNRESTRICTED GENERAL | 2023 |
| University of Connecticut | Storrs Manfld, CT | $12,378 | UNRESTRICTED GENERAL | 2017 |