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Massachusetts · Private foundation

E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group

Its FY2025 filing reports that it accepted unsolicited grant applications.

$24k
Granted FY2025(still arriving)
1
Grants FY2025
1
Organizations funded FY2024
0%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$23,604
Largest grant, FY2025
$23,604
Organizations funded a year
1 to 3
FY2018 to FY2024
States reached, FY2025
1
Total assets, FY2025
$323k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 0% of the organizations E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving1$24k0%
FY20241$20k0%
FY20232$22k0%
FY20221$25k0%
FY20211$23k0%
FY20201$23k0%
FY20193$24k33%
FY20183$24k67%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$187kEducation$15kScience & Tech$6k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Library Creative Drama Inc$186,523999%
Knowledge Project Inc$11,0002n/a

Plus 2 recipients with no EIN on record ($10k), not named here.

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About E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group

How much does E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group give?
E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group reported 1 grants totaling $23,604 in its FY2025 IRS filing. It funded between 1 and 3 organizations a year over FY2018 to FY2024.
What does E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (90%), Education (7%), Science & Tech (3%).
Who are E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group's largest grantees?
By total granted over FY2017 to FY2025: Library Creative Drama Inc ($187k), Knowledge Project Inc ($11k).
Does E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group fund new organizations?
In FY2024, 0% of the organizations it funded were first-time grantees.
Does E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group based?
E Mauran & Julia O Beals Charitable Trust C/O Capital Formation Group is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 4 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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