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Nonprofit · EIN 13-6971897

EDWARD P BEACH CHARITABLE TRUST

Tax-exempt · NEW YORK, NY 10008

Financials

$630K$511K2025
Revenue Expenses · by fiscal year end
Financials of EDWARD P BEACH CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$630,182$511,499$118,683$7,145,441$0$7,145,441
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$249,313
Net gain from sales of assets
$376,484
Other income
$4,385

Expenses

Grants and similar amounts paid
$399,922
Compensation of officers, directors and key employees
$89,821
Disbursements for charitable purposes
$436,101
Excise tax on investment income
$7,896

Balance sheet and other

Total assets, start of year
$7,021,975
Total assets, end of year
$7,145,441
Total liabilities, end of year
$0
Net assets, end of year
$7,145,441
Fair market value of assets
$9,760,700
Qualifying distributions
$436,101
Net investment income
$630,182

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
DEUTSCHE BANK TRUST CO NA
1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019
TRUSTEE1$89,821

Address and contacts

Address (IRS master file)
PO BOX 1297, NEW YORK, NY 10008-1297
In care of
% DEUTSCHE BANK TRUST COMPANY NA
Signed the 990-PF
DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
Phone
(212) 250-2500
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
13-6971897
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
1991
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$7,145,441
Income (IRS master file)
$1,815,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026–––IRS
990-PFMarch 2025–––IRS
990-PFMarch 2024$447,566$433,223$6,780,512IRS
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about EDWARD P BEACH CHARITABLE TRUST

What is the EIN of EDWARD P BEACH CHARITABLE TRUST?
The employer identification number (EIN) of EDWARD P BEACH CHARITABLE TRUST is 13-6971897.
Is EDWARD P BEACH CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to EDWARD P BEACH CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD P BEACH CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD P BEACH CHARITABLE TRUST due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDWARD P BEACH CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of EDWARD P BEACH CHARITABLE TRUST?
The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $89,821 (DEUTSCHE BANK TRUST CO NA, TRUSTEE).
How much revenue does EDWARD P BEACH CHARITABLE TRUST have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $630,182, expenses of $511,499 and total assets of $7,145,441 at year end.

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