Tr Uw C C Beam Tr Fund
EIN 566072059Total Given 2021–2025
$114K
5 grants · $23K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$22K
typical small grants · $20K–$24K
grant size
100%
deep partner · 1/1 multi-year
repeat
$544K
Assets (2025)
1
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 |
|---|---|---|---|---|
| 2020 | N/A | $433K | $28K | N/A |
| 2021 | $20K | $549K | $30K | 1 |
| 2022 | $28K | $437K | $92K | 1 |
| 2023 | $20K | $466K | $-9K | 1 |
| 2024 | $22K | $505K | $15K | 1 |
| 2025 | $24K | $544K | $41K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$20K
25th Pctl
$20K
Median
$22K
Average
$23K
75th Pctl
$24K
Maximum
$28K
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
2 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| First Presbyterian Church | Charlotte, NC | $27,726 | UNRESTRICTED GENERAL | 2022 |
| First Presbyterian Church | Charlotte, NC | $24,076 | UNRESTRICTED GENERAL | 2025 |
| First Presbyterian Church | Charlotte, NC | $22,278 | UNRESTRICTED GENERAL | 2024 |
| First Presbyterian Church | Charlotte, NC | $19,769 | UNRESTRICTED GENERAL | 2021 |
| First Presbyterian Church | Charlotte, NC | $19,705 | UNRESTRICTED GENERAL | 2023 |