Civic Intelligence

Roxanne W Beardsley Charitable Trust

990PF • Fiscal year 2012 • EIN 32-6073332

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

One Constitution Plaza06103-1919
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,378,680

Down $62,817 (-4.4%) from 2011

Net Assets

Down

$1,378,680

Down $62,817 (-4.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$94,153

Up $21,584 (+30%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,441,497Liabilities 2011: $0Net Assets 2011: $1,441,4972011Assets 2012: $1,378,680Liabilities 2012: $0Net Assets 2012: $1,378,6802012Assets 2015: $1,576,306Liabilities 2015: $0Net Assets 2015: $1,576,3062015Assets 2018: $1,485,506Liabilities 2018: $0Net Assets 2018: $1,485,5062018Assets 2019: $1,563,801Liabilities 2019: $0Net Assets 2019: $1,563,8012019Assets 2020: $1,563,683Liabilities 2020: $0Net Assets 2020: $1,563,6832020Assets 2021: $1,593,798Liabilities 2021: $0Net Assets 2021: $1,593,7982021Assets 2022: $1,556,878Liabilities 2022: $0Net Assets 2022: $1,556,8782022Assets 2023: $1,481,438Liabilities 2023: $0Net Assets 2023: $1,481,4382023Assets 2024: $1,446,990Liabilities 2024: $0Net Assets 2024: $1,446,9902024

Highlighted filing

2012

Assets$1,378,680
Liabilities$0
Net Assets$1,378,680

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $72,5692011Expenses 2012: $94,1532012Revenue 2015: $204,966Expenses 2015: $102,211Net Income 2015: $102,7552015Revenue 2018: $119,144Expenses 2018: $95,040Net Income 2018: $24,1042018Revenue 2019: $186,508Expenses 2019: $108,012Net Income 2019: $78,4962019Revenue 2020: $117,574Expenses 2020: $117,896Net Income 2020: -$3222020Revenue 2021: $162,868Expenses 2021: $132,092Net Income 2021: $30,7762021Revenue 2022: $98,660Expenses 2022: $135,010Net Income 2022: -$36,3502022Revenue 2023: $57,631Expenses 2023: $133,250Net Income 2023: -$75,6192023Revenue 2024: $115,570Expenses 2024: $148,787Net Income 2024: -$33,2172024

Highlighted filing

2012

Revenue-
Expenses$94,153
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T BETTSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS SERVICE COMMITTEEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYPHILADELPHIA, PA, US$26,000
Paid GrantEMMA WILLARD SCHOOLGENERAL CHARITABLE PURPOSESPUBLIC CHARITYTROY, NY, US$13,000
Paid GrantHARTFORD HOSPITALGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHARTFORD, CT, US$13,000
Paid GrantVASSAR COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYPOUGHKEEPSIE, NY, US$13,000
Paid GrantDUNCASTER INCGENERAL CHARITABLE PURPOSESPUBLIC CHARITYBLOOMFIELD, CT, US$3,000
Paid GrantDUNCASTER FOUNDATION INCGENERAL CHARITABLE PURPOSESPUBLIC CHARITYBLOOMFIELD, CT, US$3,000
Filing and Contact Details

Filer

EIN
32-6073332
Raw XML AppendixShowing 400 of 479 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M COMPANY -200 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ANALOG DEVICES INC. - 500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AUTOMATIC DATA PROCESSING - 700 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3BHP BILLITON PLC SPONSORED ADR - 300 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CHEVRON CORP. (NEW) - 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DEVON ENERGY CORP. NEW - 400 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DOMINION RESOURCES INC. VA NEW - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DUKE ENERGY HOLDING CORP. - 3,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8INTERNATION BUSINESS MACHINES CORP. - 300 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JOHNSON & JOHNSON - 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10KAYNE ANDERSON ENERGY TOTAL RETURN - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MCDONALD'S CORP. - 500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MERCK & CO INC. NEW - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MERRIMACK PHARMACEUTICALS, INC SERIES G CONVERTIBLE PREFERRED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MICROSOFT CORP. - 2,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15PFIZER, INC - 1,500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16PROCTER & GAMBLE - 500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17REALTY INCOME CORP. - 2,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18UNITED TECHNOLOGIES CORP. - 900 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19VANGUARD EMERGING MARKETS ETF VIPE - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20VERIZON COMMUNICATIONS INC - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21WISDOMTREE EMERGING MARKETS EQUITY INCOME FUND - 500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND - 500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23GUGGENHEIM HI YIELD ETF 2015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24DARDEN RESTAURANTS GROUP INC. - 900 SHRS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27OCCIDENTAL PETROLEUM CORP. - 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28SCHLUMBERGER LTD - 600 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ABBOTT LABORATORIES - 1,000 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31INTEL CORPORATION - 1,500 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32FRONTEIR COMMUNICATIONS - 4,000 SHRS
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