Roxanne W Beardsley Charitable Trust
Roxanne W Beardsley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, CT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $114K. Net investment income was $104K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-2.3% YoY
Annual Giving
$114K
+11.8% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$23K
+11.8% YoY
About Roxanne W Beardsley Charitable Trust
Based on IRS filings
Roxanne W Beardsley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, CT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 5 grants totaling $114K. Net investment income was $104K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,446,990 | $1,481,438 | $1,556,878 |
| Revenue | $115,570 | $57,631 | $98,660 |
| Expenses | $148,787 | $133,250 | $135,010 |
| Qualifying Distributions | $137,520 | $123,280 | $121,410 |
| Net Investment Income | $104,303 | $47,661 | $85,060 |
| Distributable Amount | $128,909 | $112,930 | $117,272 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES T BETTS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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