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 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.
Key facts about Roxanne W Beardsley Charitable Trust
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.
- EIN
- 32-6073332
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $132,000
- Grants made (2025)
- 5
- Average grant
- $26,400
- Median grant
- $22,000
- Total assets
- $1,376,789
- Primary geography
- Pennsylvania (33% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
-4.9% YoY
Annual Giving
$132K
+15.8% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$26K
+15.8% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,376,789 | $1,446,990 | $1,481,438 |
| Revenue | $101,240 | $115,570 | $57,631 |
| Expenses | $171,441 | $148,787 | $133,250 |
| Qualifying Distributions | $157,725 | $137,520 | $123,280 |
| Net Investment Income | $87,824 | $104,303 | $47,661 |
| Distributable Amount | $136,362 | $128,909 | $112,930 |
Data update history
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
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?
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 2025.
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.
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