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Betty Stieren Kelso Foundation

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.18M (2024)

Expenses
$3.71M (2024)

Total Assets
$51.5M (2024)

Total Liabilities
$0 (2024)

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
$6,182,069
Expenses
$3,707,886
Net Income
$2,474,183
Net Assets
$51,501,745
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,029,839
16.7%
Sales of Assets $5,141,966
83.2%
Other Income $10,264
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,174,000
85.6%
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 $51,501,745
Total Liabilities $0
Net Assets $51,501,745
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Carolina Roberts Lewis (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,438,533
Expenses
$3,353,410
Net Income
-$914,877
Net Assets
$49,027,562
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $895,560
36.7%
Sales of Assets $1,533,936
62.9%
Other Income $9,037
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,896,588
86.4%
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 $49,027,562
Total Liabilities $0
Net Assets $49,027,562
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,891,048
Expenses
$3,978,658
Net Income
-$2,087,610
Net Assets
$49,942,439
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $913,154
48.3%
Sales of Assets $977,894
51.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,417,631
85.9%
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 $49,942,439
Total Liabilities $0
Net Assets $49,942,439
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,448,357
Expenses
$3,801,775
Net Income
$4,646,582
Net Assets
$52,030,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $764,994
9.1%
Sales of Assets $7,683,363
90.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,287,000
86.5%
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 $52,030,049
Total Liabilities $0
Net Assets $52,030,049
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,854,958
Expenses
$3,241,956
Net Income
-$1,386,998
Net Assets
$47,422,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $52,909
2.9%
Interest Revenue $0
Dividends $664,142
35.8%
Sales of Assets $1,166,709
62.9%
Other Income -$28,802
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,853,500
88.0%
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 $47,422,202
Total Liabilities $1
Net Assets $47,422,201
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,806,841
Expenses
$3,125,732
Net Income
$18,681,109
Net Assets
$48,809,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,676,442
90.2%
Interest Revenue $0
Dividends $710,513
3.3%
Sales of Assets $1,419,886
6.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,776,947
88.8%
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 $48,809,200
Total Liabilities $1
Net Assets $48,809,199
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,678,641
Expenses
$1,129,843
Net Income
$25,548,798
Net Assets
$30,128,091
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,724,172
96.4%
Interest Revenue $0
Dividends $289,123
1.1%
Sales of Assets $693,305
2.6%
Other Income -$27,959
Notable Expenses Percent of Total Expenses
Charitable Disbursements $991,171
87.7%
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 $30,128,091
Total Liabilities $0
Net Assets $30,128,091
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,440
Expenses
$497,239
Net Income
-$388,799
Net Assets
$4,579,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,877
57.1%
Sales of Assets $63,988
59.0%
Other Income -$17,425
Notable Expenses Percent of Total Expenses
Charitable Disbursements $441,000
88.7%
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 $4,579,293
Total Liabilities $0
Net Assets $4,579,293
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$316,014
Expenses
$173,374
Net Income
$142,640
Net Assets
$4,968,092
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $62,474
19.8%
Sales of Assets $196,735
62.3%
Other Income $56,805
18.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,000
69.2%
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 $4,968,092
Total Liabilities $0
Net Assets $4,968,092
Compensation
Key Employees and Officers Compensation Other
Barry Roberts (President/Treasurer) $0 $0
Robert Kelso (Vice President) $0 $0
Elizabeth Mcallen Roberts (Secretary) $0 $0
Betty Kelso Dec'd (Former President) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,079
Expenses
$85,372
Net Income
$181,707
Net Assets
$4,825,452
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,327
30.1%
Sales of Assets $257,000
96.2%
Other Income -$70,248
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,000
29.3%
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 $4,825,452
Total Liabilities $0
Net Assets $4,825,452
Compensation
Key Employees and Officers Compensation Other
Betty Kelso (Pres) $0 $0
Robert Kelso (Vice Pres) $0 $0
Barry Roberts (Sec/Trea) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$411,949
Expenses
$506,997
Net Income
-$95,048
Net Assets
$4,643,745
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $112,919
27.4%
Sales of Assets $241,512
58.6%
Other Income $57,518
14.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $438,643
86.5%
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 $4,643,745
Total Liabilities $0
Net Assets $4,643,745
Compensation
Key Employees and Officers Compensation Other
Betty Kelso (Pres) $0 $0
Robert Kelso (Vice Pres) $0 $0
Barry Roberts (Sec/Trea) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$304,104
Expenses
$397,997
Net Income
-$93,893
Net Assets
$4,538,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $133,061
43.8%
Sales of Assets $151,377
49.8%
Other Income $19,666
6.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $322,488
81.0%
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 $4,538,793
Total Liabilities $0
Net Assets $4,538,793
Compensation
Key Employees and Officers Compensation Other
Betty Kelso (Pres) $0 $0
Robert Kelso (Vice Pres) $0 $0
Barry Roberts (Sec/Trea) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$416,949
Expenses
$330,122
Net Income
$86,827
Net Assets
$4,613,521
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $88
0.0%
Dividends $126,832
30.4%
Sales of Assets $281,029
67.4%
Other Income $9,000
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $262,374
79.5%
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 $4,613,522
Total Liabilities $1
Net Assets $4,613,521

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$704,596
Expenses
$372,258
Net Income
$332,338
Net Assets
$4,272,491
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $123,228
17.5%
Sales of Assets $563,946
80.0%
Other Income $17,422
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,193
80.6%
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 $4,272,491
Total Liabilities $0
Net Assets $4,272,491

Document Links

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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.

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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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