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Roxanne W Beardsley Charitable Tr

James T Bates Ttee
  • Hartford, CT
  • Tax-exempt since Nov. 2008
  • EIN: 32-6073332

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$116k (2024)

Expenses
$149k (2024)

Total Assets
$1.45M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,570
Expenses
$148,787
Net Income
-$33,217
Net Assets
$1,446,990
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,379
15.9%
Dividends $34,559
29.9%
Sales of Assets $62,632
54.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,520
92.4%
Compensation of Officers* $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 $1,446,990
Total Liabilities $0
Net Assets $1,446,990
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$57,631
Expenses
$133,250
Net Income
-$75,619
Net Assets
$1,481,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,652
13.3%
Dividends $47,174
81.9%
Sales of Assets $2,805
4.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,280
92.5%
Compensation of Officers* $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 $1,481,438
Total Liabilities $0
Net Assets $1,481,438
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 5, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,660
Expenses
$135,010
Net Income
-$36,350
Net Assets
$1,556,878
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $547
0.6%
Dividends $54,829
55.6%
Sales of Assets $43,284
43.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,410
89.9%
Compensation of Officers* $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 $1,556,878
Total Liabilities $0
Net Assets $1,556,878
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on April 25, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$162,868
Expenses
$132,092
Net Income
$30,776
Net Assets
$1,593,798
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,836
22.0%
Sales of Assets $124,089
76.2%
Other Income $2,943
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,380
90.4%
Compensation of Officers* $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 $1,593,798
Total Liabilities $0
Net Assets $1,593,798
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,574
Expenses
$117,896
Net Income
-$322
Net Assets
$1,563,682
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,753
27.9%
Sales of Assets $84,821
72.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,020
88.2%
Compensation of Officers* $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 $1,563,683
Total Liabilities $1
Net Assets $1,563,682
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on April 30, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,508
Expenses
$108,012
Net Income
$78,496
Net Assets
$1,563,800
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $975
0.5%
Dividends $40,657
21.8%
Sales of Assets $140,963
75.6%
Other Income $3,913
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,660
89.5%
Compensation of Officers* $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 $1,563,801
Total Liabilities $1
Net Assets $1,563,800
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$119,144
Expenses
$95,040
Net Income
$24,104
Net Assets
$1,485,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $647
0.5%
Dividends $35,884
30.1%
Sales of Assets $82,613
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,881
90.4%
Compensation of Officers* $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 $1,485,506
Total Liabilities $0
Net Assets $1,485,506
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 3, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,966
Expenses
$102,211
Net Income
$102,755
Net Assets
$1,576,306
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,621
21.3%
Sales of Assets $161,345
78.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $92,640
90.6%
Compensation of Officers* $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 $1,576,306
Total Liabilities $0
Net Assets $1,576,306
Compensation
Key Employees and Officers Compensation Other
James T Betts (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,674
Expenses
$101,336
Net Income
$63,338
Net Assets
$1,473,969
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,347
28.8%
Sales of Assets $117,327
71.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $91,800
90.6%
Compensation of Officers* $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 $1,473,969
Total Liabilities $0
Net Assets $1,473,969

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,715
Expenses
$92,660
Net Income
$34,055
Net Assets
$1,412,735
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,793
37.7%
Sales of Assets $78,922
62.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,910
92.7%
Compensation of Officers* $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 $1,412,735
Total Liabilities $0
Net Assets $1,412,735

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,336
Expenses
$94,153
Net Income
-$62,817
Net Assets
$1,378,679
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,455
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $85,980
91.3%
Compensation of Officers* $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 $1,378,680
Total Liabilities $1
Net Assets $1,378,679

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,544
Expenses
$72,569
Net Income
-$53,025
Net Assets
$1,441,496
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,149
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,232
89.9%
Compensation of Officers* $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 $1,441,497
Total Liabilities $1
Net Assets $1,441,496

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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