Funder DirectoryBEARD FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 046133161Est. 1966-04

BEARD FAMILY CHARITABLE TRUST

WAYLAND MA, MA 01778

Total Assets

$4.2M

FY 2023

Annual Giving

$162K

FY 2023

Grants Made

97

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$100–$25K

Typical

Deadlines

Applications

Programs & Activities

Program 1

The beard family charitable trust receives investment income which it distributes to preselected charitable organizations qualifying under irc 501(c)(3).

Financial Snapshot

2023 filing

Total Revenue

$111K

Total Expenses

$167K

Qualifying Distributions

$162K

Distributable Amount

$189K

Min. Investment Return

$191K

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

97 grants

Grant sizes from minimum $100 through median $500 to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $206K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

382 grants

FIDELITY CHARITABLE GIFT
$100K
4 grants
FIRST PARISH WAYLAND
$93K
4 grants
APPALACHIAN MOUNTAIN CLUB
$37K
4 grants
BOSTON SYMPHONY ORCHESTRA
$30K
4 grants
CONCORD ACADEMY
$30K
2 grants
WILLIAMS COLLEGE ALUMNI FUND
$29K
3 grants
PHILLPS ACADEMY
$29K
3 grants
MAINE COAST HERITAGE TRUST
$25K
3 grants

Grant Size Distribution

382 grants

<$10K
370
grants
$10–50K
12
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

17 states

Massachusetts
$610K
83% of total
Maine
$56K
8% of total
District of Columbia
$28K
4% of total
Connecticut
$20K
3% of total
Virginia
$5K
1% of total
Pennsylvania
$3K
0% of total
Texas
$2K
0% of total
New York
$1K
0% of total
New Hampshire
$1K
0% of total
Tennessee
$900
0% of total

+7 more states

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