Roxanne W Beardsley Charitable Trust

Private foundation · Grantmaker Hartford, CT EIN: 32-6073332

Roxanne W Beardsley Charitable Trust is a private foundation, based in Hartford, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 5 grants totaling $132K. Net investment income was $88K.

Roxanne W Beardsley Charitable Trust at a glance

In short: Roxanne W Beardsley Charitable Trust gave $132K across 5 grants in 2025 (avg $26K), top state Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$132,000
+15.8% vs 2024
Grants made (2025)
5
+0.0% vs 2024
Average grant
$26,400
+15.8% vs 2024
Median grant
$22,000
Total assets
$1,376,789
-4.9% vs 2024
Primary geography
Pennsylvania (33% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Roxanne W Beardsley Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

American Friends Service Committee: $44KAmerican Friends ServiceCommittee$44KDuncaster Foundation Inc: $22KDuncaster Foundation Inc$22KEmma Willard School: $22KEmma Willard School$22KHartford Hosptial: $22KHartford Hosptial$22KVassar College: $22KVassar College$22K

The largest 2025 recipient was American Friends Service Committee ($44K). Together the top 5 received $132K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

BloomfieldHartfordPhiladelphiaPoughkeepsieTroy

How Roxanne W Beardsley Charitable Trust gives

  • Giving grew 38% from 2022 to 2025. Method
  • In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2019 to 2025, annual grant giving ranged from $80K (2019) to $132K (2025). In 2025 it made 5 grants totaling $132K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
American Friends Service Committee Philadelphia, PAGeneral Charitable Purposes$44,000
Duncaster Foundation Inc Bloomfield, CTGeneral Charitable Purposes$22,000
Emma Willard School Troy, NYGeneral Charitable Purposes$22,000
Hartford Hosptial Hartford, CTGeneral Charitable Purposes$22,000
Vassar College Poughkeepsie, NYGeneral Charitable Purposes$22,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,376,789$101,240$171,441$132,0005$157,725$87,824$136,362
2024$1,446,990$115,570$148,787$114,0005$137,520$104,303$128,909
2023$1,481,438$57,631$133,250$102,0005$123,280$47,661$112,930
2022$1,556,878$98,660$135,010$96,0005$121,410$85,060$117,272
2021$1,593,798$162,868$132,092$96,0005$119,380$150,156$125,820
2020$1,563,683$117,574$117,896$84,0005—$103,698$101,897
2019$1,563,801$186,508$108,012$80,0005—$175,156$93,095

Under IRS private-foundation payout rules, Roxanne W Beardsley Charitable Trust reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Roxanne W Beardsley Charitable Trust is led by James T. Betts, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • James T. Betts

    Trustee

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Roxanne W Beardsley Charitable Trust

How much does Roxanne W Beardsley Charitable Trust give each year?

Roxanne W Beardsley Charitable Trust gave $132K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $114K across 5 grants.

What is Roxanne W Beardsley Charitable Trust's typical grant size?

Roxanne W Beardsley Charitable Trust's median grant in 2025 was $22,000, and its average grant was $26,400, across 5 grants on its 2025 IRS Form 990-PF.

Where does Roxanne W Beardsley Charitable Trust give grants?

Roxanne W Beardsley Charitable Trust's top state is Pennsylvania, with 33% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Connecticut (33%) and New York (33%).

Does Roxanne W Beardsley Charitable Trust give general operating support?

Yes: 100% of Roxanne W Beardsley Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Roxanne W Beardsley Charitable Trust's largest grantees?

Roxanne W Beardsley Charitable Trust's largest 2025 grantees include American Friends Service Committee ($44,000), Duncaster Foundation Inc ($22,000) and Emma Willard School ($22,000), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.

How large is Roxanne W Beardsley Charitable Trust?

Roxanne W Beardsley Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $158K in qualifying distributions that year, against a required minimum of $136K (roughly 5% of its investment assets).

What is Roxanne W Beardsley Charitable Trust's EIN?

Roxanne W Beardsley Charitable Trust's EIN (Employer Identification Number) is 32-6073332. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roxanne W Beardsley Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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