Civic Intelligence

The Dick and Bernice Ramsey Charitable Fund Inc

EIN 46-4822368 • Madison, CT

C/O Joslyn 16 Brookview TerraceMadison, CT 06443-2036
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

17%

Faster revenue growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,360,046

Up $16,880 (+1.3%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$1,360,046

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin38th percentile

Revenue

Up

$89,849

Up $13,245 (+17%) from 2024

Expenses

Up

$89,983

Up $9,719 (+12%) from 2024

Net Income

Up

-$134

Up $3,526 (+96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2018: $1,074,176Liabilities 2018: $0Net Assets 2018: $1,074,1762018Assets 2019: $1,155,043Liabilities 2019: $0Net Assets 2019: $1,155,0432019Assets 2020: $1,165,786Liabilities 2020: $0Net Assets 2020: $1,165,7862020Assets 2021: $1,283,727Liabilities 2021: $12021Assets 2022: $1,077,888Liabilities 2022: $0Net Assets 2022: $1,077,8882022Assets 2023: $1,144,930Liabilities 2023: $12023Assets 2024: $1,343,166Liabilities 2024: $12024Assets 2025: $1,360,046Liabilities 2025: $0Net Assets 2025: $1,360,0462025

Highlighted filing

2025

Assets$1,360,046
Liabilities$0
Net Assets$1,360,046
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $55,267Expenses 2018: $76,152Net Income 2018: -$20,8852018Revenue 2019: $127,797Expenses 2019: $53,967Net Income 2019: $73,8302019Revenue 2020: $79,729Expenses 2020: $74,174Net Income 2020: $5,5552020Revenue 2021: $36,607Expenses 2021: $79,493Net Income 2021: -$42,8862021Revenue 2022: $73,705Expenses 2022: $81,048Net Income 2022: -$7,3432022Revenue 2023: $52,455Expenses 2023: $79,323Net Income 2023: -$26,8682023Revenue 2024: $76,604Expenses 2024: $80,264Net Income 2024: -$3,6602024Revenue 2025: $89,849Expenses 2025: $89,983Net Income 2025: -$1342025

Highlighted filing

2025

Revenue$89,849
Expenses$89,983
Net Income-$134
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,360,046
Liabilities
$0
Net assets
$1,360,046
Revenue
$89,849
Expenses
$89,983
Net income
-$134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.09$0.00
2024Summary only. Only limited summary data is available for this year.$1.34$0.00$0.08$0.08$0.00
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.08$0.01
2021Summary only. Only limited summary data is available for this year.$1.28$0.00$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.08$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE JOSLYNChairman-$0--
MARY L JOSLYNVicechairman-$0--
ROBERT F COHN ESQDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CONNECTICUT FOOD BANKORGANIZATION GENERAL PURPOSESPCWALLINGFORD, CT, US$13,600
Paid GrantTHE AMERICAN BIBLE SOCIETYORGANIZATION GENERAL PURPOSESPCPHILADELPHIA, PA, US$13,600
Paid GrantFIRST CONGREGATIONAL CHURCHORGANIZATION GENERAL PURPOSESPCWESTBROOK, CT, US$13,600
Paid GrantTHE SALVATION ARMYORGANIZATION GENERAL PURPOSESPCHARTFORD, CT, US$13,600
Paid GrantSMILE TRAIN INCORGANIZATION GENERAL PURPOSESPCNEW YORK, NY, US$13,600
Filing and Contact Details

Filer

Filer Name
The Dick and Bernice Ramsey
EIN
46-4822368
Phone
2032459141
Address
C/O JOSLYN 16 BROOKVIEW TERRACE, MADISON, CT 06443-2036

Signing Officer

Name
Bruce Joslyn
Title
Chairman
Phone
2032459141
Signed
2025-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Amore and Beatman Cpas LLC
Address
429 MIDDLETOWN AVE, NEW HAVEN, CT 06513-1007
Preparer
William Sherman
Phone
2035621861
Raw XML Appendix312 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ORGANIZATION GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CONNECTICUT FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE AMERICAN BIBLE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST CONGREGATIONAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SMILE TRAIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 RESEARCH PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 NO INDEPENDENCE MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21166 BOSTON POST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3855 ASYLUM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4633 3RD AVENUE 9TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WALLINGFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WESTBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1191062155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt063078
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04670
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01068
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011986
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01068
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068792
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05714
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011986
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06272
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt017014
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION IN ASSETS VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019318
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019318
TaxesSchedule/TaxesDetail/Amt01080
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX & EST'D PAYMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE JOSLYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02032459141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DICK AND BERNICE RAMSEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0DICK
ReturnHeader/Filer/EIN0464822368
ReturnHeader/Filer/PhoneNum02032459141
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOSLYN 16 BROOKVIEW TERRACE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0064432036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472392662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMORE AND BEATMAN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0429 MIDDLETOWN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0065131007
ReturnHeader/PreparerPersonGrp/PhoneNum02035621861
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM SHERMAN
ReturnHeader/ReturnTs02026-02-06T15:17:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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