Beech Tree Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Beech Tree Trust. Data shown is extracted from Form 990-PF filings.

EIN: 04-6942305

Foundation Overview

Based in Boston, MA, Beech Tree Trust has awarded 21 grants totaling $553,505 to organizations in Massachusetts, Rhode Island and 2 other states across the US. Individual grants range from $5,000 to $85,562, with a median award of $17,755.

Latest Tax Year
2023
Total Giving (all years)
$553,505
Total Assets
$1,892,429
Median Grant (all grants)
$17,755

Latest Form 990-PF Snapshot

Total Grants
6
Median Grant
$15,000
% Median Grant Decline
-8% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

3 of 6 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

76% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in New Bedford (44%), Barnstable (31%), Boston (19%).

Funding Trajectory
+2%

Stable funding levels with 2% change over 3 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
Community Projects + 3 others

Diversified giving across multiple program areas with primary emphasis on community projects (67%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Beech Tree Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
The Coalition For Buzzards Bay $20,000 New Bedford, MA, US Grant To Support The Onset Bay Center Bathhouse Project 2023
The Coalition For Buzzards Bay $20,000 New Bedford, MA, US Grant To Support The Cuttyhunk Land Preservation Project 2023
The Compact Of Cape Cod Conservation Trust $25,000 Barnstable, MA, US Grant To Support The Charles Thomsen Land Fund 2023
Detroit Association Of Black Organizations $5,000 Detroit, MI, US Grant To Support The Michigan Central Railroad Project 2023
Esf College Foundation (Suny College) $8,100 Syracuse, NY, US Grant To Support The Olivia Kurz Research Award 2023
Ralph Waldo Emerson Memorial Association $10,000 Concord, MA, US General Use Of The Organization 2023
The Coalition For Buzzards Bay $50,000 New Bedford, MA, US Grant To Support The Onset Bay Center Bathhouse Project 2022
The Compact Of Cape Cod Conservation Trust $15,000 Barnstable, MA, US Grant To Support The Save Land-save Water Campaign 2022
Rhode Island Natural History Survey $15,000 Kingston, RI, US Grant To Support Illustrated Key To Seaweeds Of New England 2022
Harvard Gsd $17,755 Boston, MA, US Island Observatory Seminar Grant 2022
The Coalition For Buzzards Bay $50,000 New Bedford, MA, US Grant To Support The Onset Bay Center Bathhouse Project 2022
The Compact Of Cape Cod Conservation Trust $15,000 Barnstable, MA, US Grant To Support The Save Land-save Water Campaign 2022
Rhode Island Natural History Survey $15,000 Kingston, RI, US Grant To Support Illustrated Key To Seaweeds Of New England 2022
Harvard Gsd $17,755 Boston, MA, US Island Observatory Seminar Grant 2022
The Coalition For Buzzards Bay $50,000 New Bedford, MA, US Grant To Support The Onset Bay Center Bathhouse Project 2022
The Compact Of Cape Cod Conservation Trust $15,000 Barnstable, MA, US Grant To Support The Save Land-save Water Campaign 2022
Rhode Island Natural History Survey $15,000 Kingston, RI, US Grant To Support Illustrated Key To Seaweeds Of New England 2022
Harvard Gsd $17,755 Boston, MA, US Island Observatory Seminar Grant 2022
The Coalition Of Buzzards Bay $85,562 New Bedford, MA, US Grant To Support The Cuttyhunk Land Preservation Project 2021
The Coalition For Buzzards Bay $71,578 New Bedford, MA, US Grant To Support The Onset Bay Center Bathhouse Project 2020
The Compact Of Cape Cod Conservation Trust $15,000 Barnstable, MA, US Grant To Support The Large Landscape Conservation Project 2020

Foundations Similar to Beech Tree Trust

Discover 5 foundations with comparable assets ($1,868,887-$1,906,856), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-3493830 | 57 grants awarded
$1,889,545
(≈ Similar)
$17,000
median grant
Belmont, MA
Same state
100%
Excellent match

EIN: 82-6117572 | 22 grants awarded
$1,902,033
(≈ Similar)
$22,785
median grant
Reading, MA
Same state
100%
Excellent match

EIN: 04-6819602 | 6 grants awarded
$1,905,374
(≈ Similar)
$25,000
median grant
Marblehead, MA
Same state
100%
Excellent match

EIN: 20-5142862 | 24 grants awarded
$1,906,856
(≈ Similar)
$24,398.5
median grant
Fitchburg, MA
Same state
100%
Excellent match

EIN: 04-3110677 | 22 grants awarded
$1,868,887
(≈ Similar)
$30,580
median grant
Boston, MA
Same state
99%
Excellent match

Contact Information

Official contact details for Beech Tree Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-6942305
Website http://www.guidestar.org
Address JM FORBES 121 MOUNT VERNON ST Boston, MA 02108-0000

Key People (5)

Board members, trustees, and key staff who oversee Beech Tree Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Paul Elias
Trustee David W Gregg
Trustee Bennet Leon
Trustee Elizabeth S Colt
Trustee Anne Morse

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Beech Tree Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.