Beech Tree Trust
BOSTON, MA EIN: 04-6942305
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$1.2M
+3.0% YoY
Annual Giving
$74K
-16.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$18K
+25.1% YoY
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,221,572 | $1,185,988 | $1,187,155 |
| Revenue | $132,053 | $105,426 | $25,166 |
| Expenses | $94,802 | $106,463 | $115,651 |
| Qualifying Distributions | $73,500 | $88,100 | $97,755 |
| Net Investment Income | $109,212 | $86,892 | $17,547 |
| Distributable Amount | $94,234 | $86,431 | $81,638 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Beech Tree Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL ELIAS | TRUSTEE | 2 | — |
| DAVID W GREGG | TRUSTEE | 2 | — |
| BENNET LEON | TRUSTEE | 2 | — |
| BRACKEN HENDRICKS | TRUSTEE | 2 | — |
| ANNE MORSE | TRUSTEE | 2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $380K (88%)
Rhode Island $39K (9%)
New York $8K (2%)
Michigan $5K (1%)
Cities
BarnstableBostonConcordCuttyhunkDetroitKingstonNew BedfordSyracuse
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with Beech Tree Trust on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry