Nonprofit · EIN 04-6133161
BEARD FAMILY CHARITABLE TRUST
Tax-exempt · WAYLAND, MA 01778
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $115,191 | $176,672 | -$61,481 | $1,102,384 | $0 | $1,102,384 |
| December 31, 2024 | 990-PF | $198,986 | $156,645 | $42,341 | $1,163,865 | $0 | $1,163,865 |
| December 31, 2023 | 990-PF | $110,844 | $167,370 | -$56,526 | $1,121,524 | $0 | $1,121,524 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $81,655
- Net gain from sales of assets
- $33,536
Expenses
- Grants and similar amounts paid
- $165,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $165,700
- Excise tax on investment income
- $1,519
Balance sheet and other
- Total assets, start of year
- $1,163,865
- Total assets, end of year
- $1,102,384
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,102,384
- Fair market value of assets
- $4,838,441
- Qualifying distributions
- $165,700
- Net investment income
- $115,199
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E BEARD 134 BOSTON POST ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| MARY S BEARD 134 BOSTON POST ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| SARAH H BEARD 15 SPARROW HILL ROAD, FREEPORT, ME 04032 | DIRECTOR | 0 | $0 |
| ANDREW D BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| SUSAN S BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| DANIEL P BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| ROSANNE O BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| THOMAS S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| CHRISTINE S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| JAMES H STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
| MARY E STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E BEARD 134 BOSTON POST ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| MARY S BEARD 134 BOSTON POST ROAD, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| SARAH H BEARD 15 SPARROW HILL ROAD, FREEPORT, ME 04032 | DIRECTOR | 0 | $0 |
| ANDREW D BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| SUSAN S BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| DANIEL P BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| ROSANNE O BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| THOMAS S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| CHRISTINE S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| JAMES H STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
| MARY E STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN E BEARD 194 GLEZEN LANE, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| MARY S BEARD 194 GLEZEN LANE, WAYLAND, MA 01778 | TRUSTEE | 0 | $0 |
| SARAH H BEARD 15 SPARROW HILL ROAD, FREEPORT, ME 04032 | DIRECTOR | 0 | $0 |
| ANDREW D BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| SUSAN S BEARD 32 FARRAR ROAD, LINCOLN, MA 01773 | DIRECTOR | 0 | $0 |
| DANIEL P BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| ROSANNE O BEARD 12 AUTUMN LANE, WAYLAND, MA 01778 | DIRECTOR | 0 | $0 |
| THOMAS S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| CHRISTINE S BEARD 11 MONTCLAIR ROAD, W NEWBURY, MA 01985 | DIRECTOR | 0 | $0 |
| JAMES H STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
| MARY E STEGGALL 468 HIGHLAND STREET, S HAMILTON, MA 01982 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CARRIAGE HOUSE 134 BOSTON POST ROA, WAYLAND, MA 01778-0000
- In care of
- % JOHN E BEARD TTEE
- Signed the 990-PF
- JOHN E BEARD, TRUSTEE
- Phone
- (508) 358-7098
- Return prepared by
- HT FAMILY SELECT SERVICES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6133161
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,102,384
- Income (IRS master file)
- $218,408
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $115,191 | $176,672 | $1,102,384 | XML |
| 990-PF | December 2024 | $198,986 | $156,645 | $1,163,865 | IRS |
| 990-PF | December 2023 | $110,844 | $167,370 | $1,121,524 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6133161).
Questions about BEARD FAMILY CHARITABLE TRUST
- What is the EIN of BEARD FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of BEARD FAMILY CHARITABLE TRUST is 04-6133161.
- Is BEARD FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to BEARD FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEARD FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEARD FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEARD FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BEARD FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does BEARD FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $115,191, expenses of $176,672 and total assets of $1,102,384 at year end.
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