Betty Jane Bell Charitable Tr Ii

  • St Petersburg, FL
  • EIN: 82-6747123

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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
$607,705
Expenses
$423,979
Net Income
$183,726
Net Assets
$5,676,909
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $155,965
25.7%
Sales of Assets $451,128
74.2%
Other Income $612
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $382,160
90.1%
Compensation of Officers* $52,604
12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,676,909
Total Liabilities $0
Net Assets $5,676,909
Compensation
Key Employees and Officers Compensation Other
Raymond James (Trustee) $52,604 $0

Document Links

990-PF
Filed on Nov. 17, 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
$221,349
Expenses
$391,295
Net Income
-$169,946
Net Assets
$5,495,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $190,539
86.1%
Sales of Assets $30,810
13.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $338,851
86.6%
Compensation of Officers* $55,916
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 $5,495,429
Total Liabilities $0
Net Assets $5,495,429
Compensation
Key Employees and Officers Compensation Other
Raymond James (Trustee) $36,111 $0
Happy Trust Company (Prior Trustee) $19,805 $0

Document Links

990-PF
Filed on May 9, 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
$220,652
Expenses
$394,732
Net Income
-$174,080
Net Assets
$5,666,290
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $69,953
31.7%
Dividends $89,885
40.7%
Sales of Assets $60,814
27.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $353,851
89.6%
Compensation of Officers* $42,652
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,666,290
Total Liabilities $0
Net Assets $5,666,290
Compensation
Key Employees and Officers Compensation Other
Happy Trust Company (Trustee) $42,652 $0

Document Links

990-PF
Filed on March 30, 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
$264,851
Expenses
$437,798
Net Income
-$172,947
Net Assets
$5,843,955
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $68,190
25.7%
Dividends $126,053
47.6%
Sales of Assets $70,608
26.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $396,254
90.5%
Compensation of Officers* $45,328
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 $5,843,955
Total Liabilities $0
Net Assets $5,843,955
Compensation
Key Employees and Officers Compensation Other
Happy State Bank Trst (Trustee) $45,328 $0

Document Links

990-PF
Filed on March 17, 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
$82,231
Expenses
$413,678
Net Income
-$331,447
Net Assets
$6,017,111
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $52,073
63.3%
Dividends $92,353
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $369,461
89.3%
Compensation of Officers* $41,027
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,017,112
Total Liabilities $1
Net Assets $6,017,111
Compensation
Key Employees and Officers Compensation Other
Happy State Bank Trst (Trustee) $41,027 $0

Document Links

990-PF
Filed on March 10, 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
$395,749
Expenses
$404,887
Net Income
-$9,138
Net Assets
$6,350,361
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $40,400
10.2%
Dividends $106,630
26.9%
Sales of Assets $248,719
62.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $364,361
90.0%
Compensation of Officers* $42,123
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 $6,350,362
Total Liabilities $1
Net Assets $6,350,361
Compensation
Key Employees and Officers Compensation Other
Centennial Bank (Trustee) $42,123 $0

Document Links

990-PF
Filed on March 10, 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
$195,785
Expenses
$389,564
Net Income
-$193,779
Net Assets
$6,354,148
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $44,279
22.6%
Dividends $97,509
49.8%
Sales of Assets $53,997
27.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $349,053
89.6%
Compensation of Officers* $42,813
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 $6,354,148
Total Liabilities $0
Net Assets $6,354,148
Compensation
Key Employees and Officers Compensation Other
Centennial Bank (Trustee) $42,813 $0

Document Links

990-PF
Filed on March 19, 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

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.

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