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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 95-7104209

DONALD BEAVIS CHARITABLE TR

Also known as FERRY JOSEPH P TTEE

Tax-exempt · CARMEL, CA 93923

Financials

$163K$171K2025
Revenue Expenses · by fiscal year end
Financials of DONALD BEAVIS CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$162,895$171,139-$8,244$2,331,911$0$2,331,911
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$79,601
Interest
$259
Net gain from sales of assets
$83,035

Expenses

Grants and similar amounts paid
$131,787
Compensation of officers, directors and key employees
$27,743
Disbursements for charitable purposes
$131,837
Excise tax on investment income
$1,718

Balance sheet and other

Total assets, start of year
$2,339,177
Total assets, end of year
$2,331,911
Total liabilities, end of year
$0
Net assets, end of year
$2,331,911
Fair market value of assets
$2,968,527
Qualifying distributions
$131,837
Net investment income
$162,895

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.

NameTitleHours / weekCompensation
JOSEPH P FERRY
1348 10TH ST, SANTA MONICA, CA 904011903
Trustee5$27,743

Address and contacts

Address (IRS master file)
3675 VIA MAR MONTE, CARMEL, CA 93923-9420
Signed the 990-PF
JOSEPH P FERRY, Trustee
Phone
(310) 458-7548
Return prepared by
Northpoint Tax Wealth & Business Co

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-7104209
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,331,911
Income (IRS master file)
$1,025,514

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$61,943$160,796$2,426,764IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 DONALD BEAVIS CHARITABLE TR

What is the EIN of DONALD BEAVIS CHARITABLE TR?
The employer identification number (EIN) of DONALD BEAVIS CHARITABLE TR is 95-7104209.
Is DONALD BEAVIS CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does DONALD BEAVIS CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD BEAVIS 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 DONALD BEAVIS 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 DONALD BEAVIS CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,743 (JOSEPH P FERRY, Trustee).
How much revenue does DONALD BEAVIS CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $162,895, expenses of $171,139 and total assets of $2,331,911 at year end.

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