Nonprofit · EIN 82-6747123
BETTY JANE BELL CHARITABLE TR II
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $220,679 | $440,030 | -$219,351 | $5,456,225 | $0 | $5,456,225 |
| December 31, 2024 | 990-PF | $607,705 | $423,979 | $183,726 | $5,676,909 | $0 | $5,676,909 |
| December 31, 2023 | 990-PF | $221,349 | $391,295 | -$169,946 | $5,495,429 | $0 | $5,495,429 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $179,773
- Net gain from sales of assets
- $40,906
Expenses
- Grants and similar amounts paid
- $369,068
- Compensation of officers, directors and key employees
- $56,083
- Disbursements for charitable purposes
- $383,839
- Excise tax on investment income
- $1,564
Balance sheet and other
- Total assets, start of year
- $5,676,909
- Total assets, end of year
- $5,456,225
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,456,225
- Fair market value of assets
- $8,802,603
- Qualifying distributions
- $383,839
- Net investment income
- $155,432
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES TRUST N A 880 CARILLON PARKWAY, ST PETERSBURG, FL 33716 | TRUSTEE | 1 | $56,083 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $52,604 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $36,111 |
| HAPPY TRUST COMPANY 1145 JUNCTION HWY, KERRVILLE, TX 78028 | PRIOR TRUSTEE | 1 | $19,805 |
Address and contacts
- Address (IRS master file)
- PO BOX 23559, ST PETERSBURG, FL 33742-3559
- In care of
- % RAYMOND JAMES TRUST NA TTEE
- Signed the 990-PF
- JOE WEAVER, TRUSTEE
- Phone
- (727) 567-1000
- 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-6747123
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,456,225
- Income (IRS master file)
- $686,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $220,679 | $440,030 | $5,456,225 | IRS |
| 990-PF | December 2024 | $607,705 | $423,979 | $5,676,909 | IRS |
| 990-PF | December 2023 | $221,349 | $391,295 | $5,495,429 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 82-6747123).
Questions about BETTY JANE BELL CHARITABLE TR II
- What is the EIN of BETTY JANE BELL CHARITABLE TR II?
- The employer identification number (EIN) of BETTY JANE BELL CHARITABLE TR II is 82-6747123.
- Is BETTY JANE BELL CHARITABLE TR II tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BETTY JANE BELL CHARITABLE TR II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY JANE BELL CHARITABLE TR II 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 BETTY JANE BELL CHARITABLE TR II 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 BETTY JANE BELL CHARITABLE TR II?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $56,083 (RAYMOND JAMES TRUST N A, TRUSTEE).
- How much revenue does BETTY JANE BELL CHARITABLE TR II have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $220,679, expenses of $440,030 and total assets of $5,456,225 at year end.
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