Civic Intelligence

Roxanne W Beardsley Charitable Trust

990PF • Fiscal year 2015 • EIN 32-6073332

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization Profile
One Constitution PlazaHartford, CT 06103-1919

(860) 251-5000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

4.6%

Faster asset growth than 66% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2012 to 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,576,306

Up $197,626 (+14%) from 2012

Net Assets

Up

$1,576,306

Up $197,626 (+14%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin89th percentile

Revenue

$204,966

No earlier filing loaded for comparison.

Expenses

Up

$102,211

Up $8,058 (+8.6%) from 2012

Net Income

$102,755

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2015

Assets$1,576,306
Liabilities$0
Net Assets$1,576,306
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$204,966
Expenses$102,211
Net Income$102,755
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

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 GrantHARTFORD HOSPITALGENERAL CHARITABLE PURPOSESPUBLIC CHARITYHARTFORD, CT, US$13,000
Paid GrantVASSAR COLLEGEGENERAL CHARITABLE PURPOSESPUBLIC CHARITYPOUGHKEEPSIE, NY, US$13,000
Paid GrantEMMA WILLARD SCHOOLGENERAL CHARITABLE PURPOSESPUBLIC CHARITYTROY, NY, US$13,000
Paid GrantDUNCASTER FOUNDATION INCGENERAL CHARITABLE PURPOSESPUBLIC CHARITYBLOOMFIELD, CT, US$5,000
Paid GrantDUNCASTER INCGENERAL CHARITABLE PURPOSESPUBLIC CHARITYBLOOMFIELD, CT, US$5,000
Filing and Contact Details

Filer

Filer Name
Roxanne W Beardsley Charitable Trust
EIN
32-6073332
Phone
8602515000
Address
ONE CONSTITUTION PLAZA, HARTFORD, CT 06103-1919

Signing Officer

Name
James T Betts
Title
Trustee
Phone
8602515000
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Shipman & Goodwin Llp
Address
ONE CONSTITUTION PLAZA, HARTFORD, CT 06103-1919
Preparer
James T Betts
Phone
8602515000
Raw XML Appendix333 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T BETTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O SHIPMAN GOODWIN LLP 1 CONSTITUT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VASSAR COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EMMA WILLARD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5AMERICAN FRIENDS SERVICE COMMITTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 LOEFFLER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 LOEFFLER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt280 SEYMOUR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3124 RAYMOND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4285 PAWLING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51501 CHERRY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd519102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086925
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05715
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086930
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt092640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05715
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt017640
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07560
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0418
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJ TO DECREASE COST BASIS DUE TO 2104 ROP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt01911
TaxesSchedule/TaxesDetail/CategoryTxt0IRS - EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T BETTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08602515000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROXANNE W BEARDSLEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ROXA
ReturnHeader/Filer/EIN0326073332
ReturnHeader/Filer/PhoneNum08602515000
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE CONSTITUTION PLAZA
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0061031919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060640174
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHIPMAN & GOODWIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE CONSTITUTION PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061031919
ReturnHeader/PreparerPersonGrp/PhoneNum08602515000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES T BETTS
ReturnHeader/ReturnTs02016-05-11T07:27:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,576,306
Liabilities
$0
Net assets
$1,576,306
Revenue
$204,966
Expenses
$102,211
Net income
$102,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.12$0.15$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.06$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.14$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.12$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.19$0.11$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.12$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.20$0.10$0.10
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07