Civic Intelligence

The Edward P Beach Charitable Trust

990PF • Fiscal year 2024 • EIN 13-6971897

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 31, 2024

Organization Profile
PO Box 1297 Church St StationNew York, NY 10008

(212) 454-2306

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

45th percentile

3.2%

Higher net margin than 45% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$80,326

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

127%

Faster revenue growth than 89% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,780,512

Up $46,320 (+0.7%) from 2023

Net Assets

Up

$6,780,512

Up $46,320 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin45th percentile

Revenue

Up

$447,566

Up $250,721 (+127%) from 2023

Expenses

Up

$433,223

Up $263,485 (+155%) from 2023

Net Income

Down

$14,343

Down $12,764 (-47%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,377,366Liabilities 2011: $02011Assets 2012: $6,272,402Liabilities 2012: $0Net Assets 2012: $6,272,4022012Assets 2013: $6,310,634Liabilities 2013: $0Net Assets 2013: $6,310,6342013Assets 2014: $6,451,152Liabilities 2014: $0Net Assets 2014: $6,451,1522014Assets 2015: $6,610,040Liabilities 2015: $02015Assets 2016: $6,406,874Liabilities 2016: $02016Assets 2020: $6,167,288Liabilities 2020: $0Net Assets 2020: $6,167,2882020Assets 2021: $6,605,837Liabilities 2021: $0Net Assets 2021: $6,605,8372021Assets 2022: $6,747,202Liabilities 2022: $0Net Assets 2022: $6,747,2022022Assets 2023: $6,734,192Liabilities 2023: $0Net Assets 2023: $6,734,1922023Assets 2024: $6,780,512Liabilities 2024: $0Net Assets 2024: $6,780,5122024Assets 2025: $7,021,975Liabilities 2025: $0Net Assets 2025: $7,021,9752025

Highlighted filing

2024

Assets$6,780,512
Liabilities$0
Net Assets$6,780,512
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $425,385Expenses 2011: $411,099Net Income 2011: $14,2862011Expenses 2012: $424,8012012Expenses 2013: $411,2942013Revenue 2014: $572,384Expenses 2014: $422,115Net Income 2014: $150,2692014Revenue 2015: $617,915Expenses 2015: $473,947Net Income 2015: $143,9682015Revenue 2016: $224,753Expenses 2016: $454,816Net Income 2016: -$230,0632016Revenue 2020: $411,111Expenses 2020: $483,331Net Income 2020: -$72,2202020Revenue 2021: $473,087Expenses 2021: $81,920Net Income 2021: $391,1672021Revenue 2022: $760,685Expenses 2022: $557,635Net Income 2022: $203,0502022Revenue 2023: $196,845Expenses 2023: $169,738Net Income 2023: $27,1072023Revenue 2024: $447,566Expenses 2024: $433,223Net Income 2024: $14,3432024Revenue 2025: $687,310Expenses 2025: $461,941Net Income 2025: $225,3692025

Highlighted filing

2024

Revenue$447,566
Expenses$433,223
Net Income$14,343
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 31, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEUTSCHE BANK TRUST CO NATrustee-$80,326-$80,326
Filing and Contact Details

Filer

Filer Name
The Edward P Beach Charitable Trust
EIN
13-6971897
Phone
2124542306
Address
PO BOX 1297 CHURCH ST STATION, NEW YORK, NY 10008

Signing Officer

Name
Deutsche Bank National Tr Co
Title
Trustee
Phone
2124542306
Signed
2024-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FL, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137876030107 TAPESTRY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13887612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139892672106 TRADEWEB MKTS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14090384S303 ULTA SALON COSMETICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141963320106 WHIRLPOOL CORPORATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14202376R102 AMERICAN AIRLINES GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143053015103 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14405722G100 BAKER HUGHES A GE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14509857L108 BOOKING HLDGS INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147115236101 BROWN & BROWN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148126408103 CSX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14916119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150172062101 CINCINNATI FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15122052L104 CORTEVA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152244199105 DEERE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153247361702 DELTA AIR LINES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154253868103 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15540412C101 HCA HEALTHCARE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156418056107 HASBRO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157452327109 ILLUMINA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15846429B598 ISHARES MSCI INDIA E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159478160104 JOHNSON JOHNSON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162704326107 PAYCHEX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16375886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164883203101 TEXTRON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16588579Y101 3M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16692939U106 WEC ENERGY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167988498101 YUM! BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168G0450A105 ARCH CAP GROUP LTD
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,780,512
Liabilities
$0
Net assets
$6,780,512
Revenue
$447,566
Expenses
$433,223
Net income
$14,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.69$0.46$0.23
2024Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.45$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.20$0.17$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.76$0.56$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$0.47$0.08$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.41$0.48$0.07
2016Summary only. Only limited summary data is available for this year.$6.41$0.00$0.22$0.45$0.23
2015Summary only. Only limited summary data is available for this year.$6.61$0.00$0.62$0.47$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.57$0.42$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.41
2012Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.42
2011Summary only. Only limited summary data is available for this year.$6.38$0.00$0.43$0.41$0.01