Private Foundation

E MAURAN & JULIA O BEALS CHARITABLE TRUST C/O CAPITAL FORMATION GROUP

E MAURAN & JULIA O BEALS CHARITABLE TRUST C/O CAPITAL FORMATION GROUP is a private foundation categorized as Private Foundation based in WELLESLEY, MA. Its most recent IRS filing (2024) reports revenue of $10K, expenses of $26K, total assets of $326K. Imperigo tracks 13 reported grants from this foundation totaling approximately $184K.

EIN: 046183688 WELLESLEY, MA Latest filing: 2024

Total Revenue$10K

Total Expenses$26K

Total Assets$326K

Grants Given13

Grant Total$184K

Filing Years2020–2024

Sample Grants Given

LIBRARY CREATIVE DRAMA

WEST NEWTON, MA · 2024

GENERAL SUPPORT

$19,811

LIBRARY CREATIVE DRAMA

WEST NEWTON, MA · 2023

GENERAL SUPPORT

$17,247

THE KNOWLEDGE PROJECT

NEW YORK, NY · 2023

GENERAL SUPPORT

$5,000

LIBRARY CREATIVE DRAMA

WEST NEWTON, MA · 2022

CHARITABLE

$24,573

LIBRARY CREATIVE DRAMA

WEST NEWTON, MA · 2021

CHARITABLE

$22,741

Showing up to 5 of 13 total records — full history available with membership.

Officers & Directors

AGENT FOR TRUSTEE Capital Formation Group

TRUSTEE Margaret H Beals Co Capital Formati

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE

$141,861 10 grants

GENERAL SUPPORT

$42,058 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$10K	$26K	$326K
2023	$8K	$28K	$343K
2022	$7K	$31K	$362K
2021	$17K	$29K	$509K
2020	$-8K	$30K	$482K

Between 2020 and 2024, reported annual revenue moved from $-8K to $10K, with total assets most recently reported at $326K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA, NJ, NY.

MANJNY

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports