Nonprofit · EIN 82-6745168
BETTY JANE BELL CHARITABLE TR I
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $222,697 | $441,631 | -$218,934 | $5,440,751 | $0 | $5,440,751 |
| December 31, 2024 | 990-PF | $611,370 | $427,100 | $184,270 | $5,660,759 | $0 | $5,660,759 |
| December 31, 2023 | 990-PF | $219,012 | $384,906 | -$165,894 | $5,479,389 | $0 | $5,479,389 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $181,790
- Net gain from sales of assets
- $40,907
Expenses
- Grants and similar amounts paid
- $370,677
- Compensation of officers, directors and key employees
- $56,379
- Disbursements for charitable purposes
- $377,315
- Excise tax on investment income
- $1,643
Balance sheet and other
- Total assets, start of year
- $5,660,759
- Total assets, end of year
- $5,440,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,440,751
- Fair market value of assets
- $8,819,748
- Qualifying distributions
- $377,315
- Net investment income
- $154,496
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 | $56,379 |
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 | $53,049 |
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 | $36,420 |
| HAPPY TRUST COMPANY 1145 JUNCTION HWY, KERRVILLE, TX 78028 | PRIOR TRUSTEE | 1 | $10,379 |
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
- 82-6745168
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,440,751
- Income (IRS master file)
- $668,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $222,697 | $441,631 | $5,440,751 | IRS |
| 990-PF | December 2024 | $611,370 | $427,100 | $5,660,759 | IRS |
| 990-PF | December 2023 | $219,012 | $384,906 | $5,479,389 | 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 82-6745168).
Questions about BETTY JANE BELL CHARITABLE TR I
- What is the EIN of BETTY JANE BELL CHARITABLE TR I?
- The employer identification number (EIN) of BETTY JANE BELL CHARITABLE TR I is 82-6745168.
- Is BETTY JANE BELL CHARITABLE TR I tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BETTY JANE BELL CHARITABLE TR I file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY JANE BELL CHARITABLE TR I 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 I 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 I?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $56,379 (RAYMOND JAMES TRUST N A, TRUSTEE).
- How much revenue does BETTY JANE BELL CHARITABLE TR I have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $222,697, expenses of $441,631 and total assets of $5,440,751 at year end.
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