Nonprofit · EIN 16-1447310
LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION
Tax-exempt · NORWICH, NY 13815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $104,459 | $78,706 | $25,753 | $1,039,799 | $0 | $1,039,799 |
| August 31, 2024 | 990-PF | $53,068 | $76,881 | -$23,813 | $1,016,063 | $0 | $1,016,063 |
| August 31, 2023 | 990-PF | $71,920 | $83,613 | -$11,693 | $1,039,945 | $0 | $1,039,945 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $38,678
- Net gain from sales of assets
- $63,827
- Other income
- $1,954
Expenses
- Grants and similar amounts paid
- $65,827
- Compensation of officers, directors and key employees
- $10,790
- Disbursements for charitable purposes
- $67,886
- Excise tax on investment income
- $1,305
Balance sheet and other
- Total assets, start of year
- $1,016,063
- Total assets, end of year
- $1,039,799
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,039,799
- Fair market value of assets
- $1,503,869
- Qualifying distributions
- $67,886
- Net investment income
- $104,429
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | CO TRUSTEE | 1 | $10,790 |
| PETER LENNON PO BOX 277, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
| TERRY POTTER PO BOX 24, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
| BRIAN BURTON PO BOX B, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | CO TRUSTEE | 1 | $10,568 |
| ROBERT WADSWORTH PO BOX 175, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
| JOHN WHEELER PO BOX 5126, EDMESTON, NY 13335 | CO TRUSTEE | 1 | $0 |
| BRIAN BURTON PO BOX B, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NBT BANK NA 52 SOUTH BROAD STREET, NORWICH, NY 13815 | CO TRUSTEE | 1 | $10,130 |
| ROBERT WADSWORTH PO BOX 175, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
| JOHN WHEELER PO BOX 5126, EDMESTON, NY 13335 | CO TRUSTEE | 1 | $0 |
| BRIAN BURTON PO BOX B, NEW BERLIN, NY 13411 | CO TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O NBT BANK NA 52 S BROAD ST, NORWICH, NY 13815-0000
- In care of
- % NBT BANK NA
- Signed the 990-PF
- NBT BANK NA, TRUSTEE
- Phone
- (607) 337-6136
- Return prepared by
- PWC US TAX 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 16-1447310
- 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
- 1994
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,039,799
- Income (IRS master file)
- $162,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $104,459 | $78,706 | $1,039,799 | XML |
| 990-PF | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $71,920 | $83,613 | $1,039,945 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | 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 16-1447310).
Questions about LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION
- What is the EIN of LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION is 16-1447310.
- Is LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $10,790 (NBT BANK NA, CO TRUSTEE).
- How much revenue does LOUIS E AND FRANCES BEATTY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $104,459, expenses of $78,706 and total assets of $1,039,799 at year end.
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