Roxanne W Beardsley Charitable Trust
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
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
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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
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
| Recipient | Purpose | Amount |
|---|---|---|
| American Friends Service Committee Philadelphia, PA | General Charitable Purposes | $44,000 |
| Duncaster Foundation Inc Bloomfield, CT | General Charitable Purposes | $22,000 |
| Emma Willard School Troy, NY | General Charitable Purposes | $22,000 |
| Hartford Hosptial Hartford, CT | General Charitable Purposes | $22,000 |
| Vassar College Poughkeepsie, NY | General Charitable Purposes | $22,000 |
Ready to take the next step with Roxanne W Beardsley Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,376,789 | $101,240 | $171,441 | $132,000 | 5 | $157,725 | $87,824 | $136,362 |
| 2024 | $1,446,990 | $115,570 | $148,787 | $114,000 | 5 | $137,520 | $104,303 | $128,909 |
| 2023 | $1,481,438 | $57,631 | $133,250 | $102,000 | 5 | $123,280 | $47,661 | $112,930 |
| 2022 | $1,556,878 | $98,660 | $135,010 | $96,000 | 5 | $121,410 | $85,060 | $117,272 |
| 2021 | $1,593,798 | $162,868 | $132,092 | $96,000 | 5 | $119,380 | $150,156 | $125,820 |
| 2020 | $1,563,683 | $117,574 | $117,896 | $84,000 | 5 | — | $103,698 | $101,897 |
| 2019 | $1,563,801 | $186,508 | $108,012 | $80,000 | 5 | — | $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
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Roxanne W Beardsley Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Roxanne W Beardsley Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Connecticut
Hartford Foundation for Public Giving
Hartford, CT
The Greater Hartford Gives Foundation funds nonprofits, agencies, and scholarships, with priorities including equity, social and economic mobility, community wellbeing, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, with awards ranging from about $5,000 to $2.48 million, and it primarily serves 29 towns in Greater Hartford. It offers annual, priority-aligned grant opportunities; the profile does not state whether it accepts unsolicited requests.
Assets
$1.2B
Grants
613
Total Given
$52.0M
The Handley Foundation Inc
Fort Lauderdale, FL
Assets
$637K
Grants
123
Total Given
$62K
The Robert & Margaret Patricelli Family
Simsbury, CT
The Robert & Margaret Patricelli Family supports higher education, community development, the arts, public policy, schools, and the environment, with 96% of its 2025 grant dollars going to Connecticut organizations. Grants ranged from $100 to $510,000, with a median of $2,350. Applicants must be 501(c)(3) public charities; the profile does not state whether unsolicited requests are accepted.
Assets
$4.4M
Grants
48
Total Given
$1.2M
O'Neill Family Charitable Trust
New York, NY
The O’Neill Family Charitable Trust funds organizations working in education, arts and culture, health, research, historic preservation, environmental causes, and international work. Its 2024 grants ranged from $3,000 to $500,000, with a median of $20,000; nearly half of grant dollars went to New York recipients, with additional support in several other states. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$153.8M
Grants
149
Total Given
$8.5M
Americares Foundation Inc
Stamford, CT
Americares funds health care organizations and programs focused on disaster preparedness and recovery, access to medicines and medical supplies, and community health services. In 2025, its grants ranged from $5,073 to $3.86 million, with a median of about $58,700; it works in the United States and internationally, reaching an average of 80 countries each year. The profile does not state whether it accepts unsolicited requests.
Assets
$372.5M
Grants
635
Total Given
$113.3M
American Savings Foundation Inc
New Britain, CT
The foundation funds education, human services, and arts and culture, especially programs serving children, youth, and families, with a primary focus on New Britain and Waterbury and grants across 64 Connecticut towns. In 2025, its grants ranged from $238 to $150,000, with a median of $1,750; it also offers Community Grants of up to $5,000.
Assets
$107.0M
Grants
613
Total Given
$3.4M
More similar funders
More Funders in Connecticut
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.
Roxanne W Beardsley Charitable Trust down — hundreds of funders to go?