Nonprofit · EIN 06-6419011
BEAGARY CHARITABLE TR
Also known as MORGAN BENJAMIN B TTEE
Tax-exempt · BROOKLYN, CT 06234
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,853,399 | $1,568,212 | $285,187 | $19,941,010 | $0 | $19,941,010 |
| December 31, 2024 | 990-PF | $1,288,389 | $1,508,619 | -$220,230 | $18,955,536 | $0 | $18,955,536 |
| December 31, 2023 | 990-PF | $1,256,689 | $1,225,602 | $31,087 | $16,441,590 | $0 | $16,441,590 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $91,724
- Interest
- $55,712
- Net gain from sales of assets
- $1,705,963
Expenses
- Grants and similar amounts paid
- $1,245,552
- Compensation of officers, directors and key employees
- $225,000
- Disbursements for charitable purposes
- $1,423,251
- Excise tax on investment income
- $23,976
Balance sheet and other
- Total assets, start of year
- $18,955,536
- Total assets, end of year
- $19,941,010
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,941,010
- Fair market value of assets
- $19,941,010
- Qualifying distributions
- $1,423,251
- Net investment income
- $1,853,399
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 |
|---|---|---|---|
| PATRICIA A MORGAN 49 WESTVIEW DRIVE, BROOKLYN, CT 06234 | TRUSTEE | 25 | $225,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA A MORGAN 49 WESTVIEW DRIVE, BROOKLYN, CT 06234 | TRUSTEE | 25 | $225,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA A MORGAN 49 WESTVIEW DRIVE, BROOKLYN, CT 06234 | TRUSTEE | 25 | $225,000 |
Address and contacts
- Address (IRS master file)
- 49 WESTVIEW DR, BROOKLYN, CT 06234-3338
- Signed the 990-PF
- PATRICIA A MORGAN, TRUSTEE
- Phone
- (860) 779-0428
- Return prepared by
- BURNHAM CAPON & WIMER LLC
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
- 06-6419011
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Employment (J32Z)
- Assets (IRS master file)
- $19,941,010
- Income (IRS master file)
- $2,133,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,853,399 | $1,568,212 | $19,941,010 | IRS |
| 990-PF | December 2024 | $1,288,389 | $1,508,619 | $18,955,536 | IRS |
| 990-PF | December 2023 | $1,256,689 | $1,225,602 | $16,441,590 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 06-6419011).
Questions about BEAGARY CHARITABLE TR
- What is the EIN of BEAGARY CHARITABLE TR?
- The employer identification number (EIN) of BEAGARY CHARITABLE TR is 06-6419011.
- Is BEAGARY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to BEAGARY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEAGARY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEAGARY CHARITABLE TR 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 BEAGARY CHARITABLE TR 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 BEAGARY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $225,000 (PATRICIA A MORGAN, TRUSTEE).
- How much revenue does BEAGARY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,853,399, expenses of $1,568,212 and total assets of $19,941,010 at year end.
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