Trust Uw O Horace Beldon Fbo Town Of Simsbury

Dallas, TX
Tax-exempt since Sept. 1972
EIN: 06-6032723

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.

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

Revenue

$250,999

Expenses

$179,346

Net Income

$71,653

Net Assets

$3,077,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,787	35.8%
Sales of Assets	$161,212	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,612	84.5%
Compensation of Officers*	$37,119	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,077,885
Total Liabilities	$0
Net Assets	$3,077,885

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$37,119	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on April 10, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$55,418

Expenses

$148,020

Net Income

-$92,602

Net Assets

$3,008,256

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,173	> 100%
Sales of Assets	-$34,827
Other Income	$7,072	12.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,980	83.8%
Compensation of Officers*	$33,442	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,008,256
Total Liabilities	$0
Net Assets	$3,008,256

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$33,442	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on April 24, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

-$22,689

Expenses

$234,449

Net Income

-$257,138

Net Assets

$3,101,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,027
Sales of Assets	-$87,716
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,607	83.9%
Compensation of Officers*	$33,736	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,101,789
Total Liabilities	$0
Net Assets	$3,101,789

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$33,736	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on April 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$620,381

Expenses

$201,751

Net Income

$418,630

Net Assets

$3,358,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,540	10.7%
Sales of Assets	$553,841	89.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,372	84.9%
Compensation of Officers*	$37,831	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,358,655
Total Liabilities	$0
Net Assets	$3,358,655

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$37,831	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on April 6, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$212,734

Expenses

$185,885

Net Income

$26,849

Net Assets

$2,936,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,529	25.6%
Sales of Assets	$158,205	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,860	86.0%
Compensation of Officers*	$33,236	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,936,842
Total Liabilities	$1
Net Assets	$2,936,841

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$33,236	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on April 8, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$130,137

Expenses

$159,619

Net Income

-$29,482

Net Assets

$2,911,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,547	58.1%
Sales of Assets	$51,262	39.4%
Other Income	$3,328	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,804	86.3%
Compensation of Officers*	$31,979	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,911,130
Total Liabilities	$1
Net Assets	$2,911,129

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$31,979	$0
Christopher S Drew (Co Trustee)	$0	$0
Stephen K Gellman (Co Trustee)	$0	$0

990-PF

Filed on March 26, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$117,424

Expenses

$187,562

Net Income

-$70,138

Net Assets

$2,946,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,580	58.4%
Sales of Assets	$48,844	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,457	82.3%
Compensation of Officers*	$33,830	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,946,077
Total Liabilities	$0
Net Assets	$2,946,077

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$32,501	$0
Geoffrey H Dale (Co Trustee)	$1,229	$0
Paul Mccalenney (Co Trustee)	$100	$0

990-PF

Filed on April 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$284,863

Expenses

$157,502

Net Income

$127,361

Net Assets

$3,013,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,276	23.6%
Sales of Assets	$216,466	76.0%
Other Income	$1,121	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,730	85.5%
Compensation of Officers*	$32,945	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,013,341
Total Liabilities	$0
Net Assets	$3,013,341

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$31,634	$0
Geoffrey H Dale (Co Trustee)	$1,211	$0
Paul Mccalenney (Co Trustee)	$100	$0

990-PF

Filed on April 12, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$23,569

Expenses

$164,356

Net Income

-$140,787

Net Assets

$2,890,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,978	> 100%
Sales of Assets	-$43,409
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,605	87.4%
Compensation of Officers*	$30,470	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,890,552
Total Liabilities	$0
Net Assets	$2,890,552

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$29,227	$0
Geoffrey H Dale (Co Trustee)	$1,143	$0
Paul Mccalenney (Co Trustee)	$100	$0

990-PF

Filed on April 4, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$225,739

Expenses

$171,809

Net Income

$53,930

Net Assets

$3,032,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,594	32.2%
Sales of Assets	$153,145	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,316	85.7%
Compensation of Officers*	$31,423	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,032,583
Total Liabilities	$0
Net Assets	$3,032,583

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$30,131	$0
Geoffrey H Dale (Co Trustee)	$1,192	$0
Paul Mccalenney (Co Trustee)	$100	$0

990-PF

Filed on April 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$217,100

Expenses

$165,439

Net Income

$51,661

Net Assets

$2,977,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,476	32.5%
Sales of Assets	$146,624	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,052	84.1%
Compensation of Officers*	$32,793	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,977,551
Total Liabilities	$0
Net Assets	$2,977,551

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Co Trustee)	$31,477	$0
Geoffrey H Dale (Co Trustee)	$1,216	$0
Paul Mccalenney (Co Trustee)	$100	$0

990-PF

Filed on March 25, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$477,310

Expenses

$165,246

Net Income

$312,064

Net Assets

$2,919,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,779	15.5%
Sales of Assets	$403,397	84.5%
Other Income	$134	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,550	85.7%
Compensation of Officers*	$29,985	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,919,140
Total Liabilities	$0
Net Assets	$2,919,140

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$203,966

Expenses

$148,493

Net Income

$55,473

Net Assets

$2,614,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,877	33.8%
Sales of Assets	$135,001	66.2%
Other Income	$88	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,137	85.6%
Compensation of Officers*	$27,359	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,614,583
Total Liabilities	$0
Net Assets	$2,614,583

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$287,046

Expenses

$151,862

Net Income

$135,184

Net Assets

$2,561,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,025	29.3%
Sales of Assets	$203,279	70.8%
Other Income	-$258

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,011	86.9%
Compensation of Officers*	$27,726	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,561,789
Total Liabilities	$0
Net Assets	$2,561,789

990

Primary tax return for a nonprofit’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 »

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Trust Uw O Horace Beldon Fbo Town Of Simsbury

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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