Louis E And Frances Beatty Charitable Foundation

Norwich, NY
Tax-exempt since Jan. 1994
EIN: 16-1447310

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$104k (2025)

Expenses

$78.7k (2025)

Total Assets

$1.04M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$104,459

Expenses

$78,706

Net Income

$25,753

Net Assets

$1,039,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,678	37.0%
Sales of Assets	$63,827	61.1%
Other Income	$1,954	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,886	86.3%
Compensation of Officers*	$10,790	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,799
Total Liabilities	$0
Net Assets	$1,039,799

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,790	$0
Peter Lennon (Co Trustee)	$0	$0
Terry Potter (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Dec. 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$53,068

Expenses

$76,881

Net Income

-$23,813

Net Assets

$1,016,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,915	69.6%
Sales of Assets	$12,277	23.1%
Other Income	$3,876	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,663	85.4%
Compensation of Officers*	$10,568	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,016,063
Total Liabilities	$0
Net Assets	$1,016,063

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,568	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Aug.
2023

Revenue

$71,920

Expenses

$83,613

Net Income

-$11,693

Net Assets

$1,039,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,826	48.4%
Sales of Assets	$32,977	45.9%
Other Income	$4,117	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,682	88.1%
Compensation of Officers*	$10,130	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,945
Total Liabilities	$0
Net Assets	$1,039,945

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,130	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$58,999

Expenses

$82,326

Net Income

-$23,327

Net Assets

$1,051,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,861	57.4%
Sales of Assets	$23,033	39.0%
Other Income	$2,105	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,612	85.8%
Compensation of Officers*	$10,961	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,051,716
Total Liabilities	$0
Net Assets	$1,051,716

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,961	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$91,211

Expenses

$76,200

Net Income

$15,011

Net Assets

$1,077,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,520	32.4%
Sales of Assets	$57,503	63.0%
Other Income	$4,188	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,988	85.3%
Compensation of Officers*	$11,276	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,077,367
Total Liabilities	$0
Net Assets	$1,077,367

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$11,276	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Aug.
2020

Revenue

$79,240

Expenses

$75,412

Net Income

$3,828

Net Assets

$1,062,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,045	41.7%
Sales of Assets	$40,304	50.9%
Other Income	$5,891	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,694	87.1%
Compensation of Officers*	$9,931	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,062,352
Total Liabilities	$1
Net Assets	$1,062,351

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$9,931	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Dec. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$71,493

Expenses

$79,026

Net Income

-$7,533

Net Assets

$1,061,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,289	46.6%
Sales of Assets	$27,142	38.0%
Other Income	$11,062	15.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,053	87.4%
Compensation of Officers*	$9,989	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,061,794
Total Liabilities	$1
Net Assets	$1,061,793

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$9,989	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on Jan. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$77,836

Expenses

$79,635

Net Income

-$1,799

Net Assets

$1,070,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,988	38.5%
Sales of Assets	$42,067	54.0%
Other Income	$5,781	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,314	80.8%
Compensation of Officers*	$10,642	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,070,040
Total Liabilities	$0
Net Assets	$1,070,040

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,642	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on April 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$113,591

Expenses

$74,082

Net Income

$39,509

Net Assets

$1,075,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,394	25.0%
Sales of Assets	$74,688	65.8%
Other Income	$10,509	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,018	86.4%
Compensation of Officers*	$10,627	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,075,966
Total Liabilities	$0
Net Assets	$1,075,966

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,627	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on April 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$85,281

Expenses

$74,476

Net Income

$10,805

Net Assets

$1,065,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$30,657	35.9%
Sales of Assets	$43,438	50.9%
Other Income	$11,179	13.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,521	85.3%
Compensation of Officers*	$10,384	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,065,726
Total Liabilities	$0
Net Assets	$1,065,726

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,384	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Brian Burton (Co Trustee)	$0	$0

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990-PF

Filed on April 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$76,792

Expenses

$70,360

Net Income

$6,432

Net Assets

$1,061,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$27,572	35.9%
Sales of Assets	$37,450	48.8%
Other Income	$11,768	15.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,289	82.8%
Compensation of Officers*	$10,251	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,061,958
Total Liabilities	$0
Net Assets	$1,061,958

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Co Trustee)	$10,251	$0
Robert Wadsworth (Co Trustee)	$0	$0
John Wheeler (Co Trustee)	$0	$0
Paul Marquit (Co Trustee)	$0	$0

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990-PF

Filed on Sept. 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Aug.
2013

Revenue

$89,512

Expenses

$63,974

Net Income

$25,538

Net Assets

$1,054,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$24,076	26.9%
Sales of Assets	$52,980	59.2%
Other Income	$12,452	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,653	87.0%
Compensation of Officers*	$8,352	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,054,108
Total Liabilities	$1
Net Assets	$1,054,107

990-PF

Filed on Dec. 16, 2013

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Aug.
2012

Revenue

$43,067

Expenses

$66,839

Net Income

-$23,772

Net Assets

$1,031,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$25,141	58.4%
Sales of Assets	$6,067	14.1%
Other Income	$11,853	27.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,320	85.8%
Compensation of Officers*	$7,329	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,031,956
Total Liabilities	$1
Net Assets	$1,031,955

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$91,632

Expenses

$65,367

Net Income

$26,265

Net Assets

$1,062,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$25,923	28.3%
Sales of Assets	$53,196	58.1%
Other Income	$12,500	13.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,001	85.7%
Compensation of Officers*	$6,805	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,062,305
Total Liabilities	$1
Net Assets	$1,062,304

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Louis E And Frances Beatty Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $104k (2025)

Expenses $78.7k (2025)

Total Assets $1.04M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Revenue

$104k (2025)

Expenses

$78.7k (2025)

Total Assets

$1.04M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002