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Nonprofit · EIN 06-6560382

THE WILLIAM H AND ROSANNA T

Also known as JAMES T BETTS TTEE

Tax-exempt · HARTFORD, CT 06103

Financials

$47K$142K2023$62K$156K2024$159K$179K2025
Revenue Expenses · by fiscal year end
Financials of THE WILLIAM H AND ROSANNA T by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$159,320$179,127-$19,807$1,469,412$0$1,469,412
December 31, 2024990-PF$61,516$156,198-$94,682$1,489,214$0$1,489,214
December 31, 2023990-PF (amended)$47,206$142,441-$95,235$1,585,471$0$1,585,471
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$48,155
Interest
$3,859
Net gain from sales of assets
$107,306

Expenses

Grants and similar amounts paid
$138,000
Disbursements for charitable purposes
$165,909
Excise tax on investment income
$2,031

Balance sheet and other

Total assets, start of year
$1,489,214
Total assets, end of year
$1,469,412
Total liabilities, end of year
$0
Net assets, end of year
$1,469,412
Fair market value of assets
$3,265,027
Qualifying distributions
$165,909
Net investment income
$159,320

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES T BETTS
C/O SHIPMAN GOODWIN LLP ONE CO, HARTFORD, CT 061031919
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JAMES T BETTS
C/O SHIPMAN GOODWIN LLP ONE CO, HARTFORD, CT 061031919
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JAMES T BETTS
C/O SHIPMAN GOODWIN LLP ONE CO, HARTFORD, CT 061031919
TRUSTEE1$0

Address and contacts

Address (IRS master file)
GOODWIN LLP ONE CONSTITUTION PLA, HARTFORD, CT 06103-0000
In care of
% SHIPMAN & GOODWIN LLP
Signed the 990-PF
JAMES T BETTS, TRUSTEE
Phone
(860) 251-5000
Return prepared by
SHIPMAN & GOODWIN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6560382
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,469,412
Income (IRS master file)
$358,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$159,320$179,127$1,469,412IRS
990-PFDecember 2024$61,516$156,198$1,489,214IRS
990-PFDecember 2023$47,206$142,441$1,585,471XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6560382).

Questions about THE WILLIAM H AND ROSANNA T

What is the EIN of THE WILLIAM H AND ROSANNA T?
The employer identification number (EIN) of THE WILLIAM H AND ROSANNA T is 06-6560382.
Is THE WILLIAM H AND ROSANNA T tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to THE WILLIAM H AND ROSANNA T tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE WILLIAM H AND ROSANNA T file?
Form 990-PF. Private foundations file every year.
When is the next return of THE WILLIAM H AND ROSANNA T due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE WILLIAM H AND ROSANNA T last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE WILLIAM H AND ROSANNA T?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does THE WILLIAM H AND ROSANNA T have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $159,320, expenses of $179,127 and total assets of $1,469,412 at year end.

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