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
Under IRS private-foundation payout rules, Roxanne W Beardsley Charitable Trust reported a distributable amount of $129K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include American Friends Service Committee ($38,000), Duncaster Foundation Inc ($19,000), Emma Willard School ($19,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS SERVICE COMMITTEE PHILADELPHIA, PA | GENERAL CHARITABLE PURPOSES | $38,000 |
| DUNCASTER FOUNDATION INC BLOOMFIELD, CT | GENERAL CHARITABLE PURPOSES | $19,000 |
| EMMA WILLARD SCHOOL TROY, NY | GENERAL CHARITABLE PURPOSES | $19,000 |
| HARTFORD HOSPTIAL HARTFORD, CT | GENERAL CHARITABLE PURPOSES | $19,000 |
| VASSAR COLLEGE POUGHKEEPSIE, NY | GENERAL CHARITABLE PURPOSES | $19,000 |
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
Frequently Asked Questions
What is Roxanne W Beardsley Charitable Trust?
Roxanne W Beardsley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HARTFORD, CT. It holds $1.4M in total assets as of 2024.
How large is Roxanne W Beardsley Charitable Trust?
As of 2024, Roxanne W Beardsley Charitable Trust holds $1.4M in total assets with $116K in annual revenue. It awarded 5 grants totaling $114K in 2024.
Where does Roxanne W Beardsley Charitable Trust operate?
Roxanne W Beardsley Charitable Trust has awarded grants in Connecticut, New York, Pennsylvania.
What size grants does Roxanne W Beardsley Charitable Trust award?
In 2024, Roxanne W Beardsley Charitable Trust awarded 5 grants totaling $114K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Roxanne W Beardsley Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Roxanne W Beardsley Charitable Trust reported a distributable amount of $129K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.