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Nonprofit · EIN 01-6180488

FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR

Also known as RUNYON RICHARD M TTEE

Tax-exempt · NORWICH, NY 13815

Financials

$165K$174K2023$242K$182K2024
Revenue Expenses · by fiscal year end
Financials of FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$241,865$181,759$60,106$2,397,433$0$2,397,433
February 29, 2024990-PF$164,654$174,153-$9,499$2,337,327$0$2,337,327
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Dividends
$87,201
Interest
$3,999
Net gain from sales of assets
$150,665

Expenses

Grants and similar amounts paid
$145,023
Compensation of officers, directors and key employees
$10,600
Disbursements for charitable purposes
$152,673
Excise tax on investment income
$3,001

Balance sheet and other

Total assets, start of year
$2,337,327
Total assets, end of year
$2,397,433
Total liabilities, end of year
$0
Net assets, end of year
$2,397,433
Fair market value of assets
$2,822,570
Qualifying distributions
$152,673
Net investment income
$241,865

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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD M RUNYON
185 NORTH BROAD ST, NORWICH, NY 13815
Co-TRUSTEE2$5,300
THOMAS C EMERSON
35 WEST MAIN STREET, NORWICH, NY 13815
Co-TRUSTEE2$5,300
990-PF for the year ended February 29, 2024: 2 people
NameTitleHours / weekCompensation
RICHARD M RUNYON
185 NORTH BROAD ST, NORWICH, NY 13815
Co-TRUSTEE2$5,000
THOMAS C EMERSON
35 WEST MAIN STREET, NORWICH, NY 13815
Co-TRUSTEE2$5,000

Address and contacts

Address (IRS master file)
C/O RICHARD RUNYON 185 N BROAD ST, NORWICH, NY 13815-0000
In care of
% RICHARD RUNYON
Signed the 990-PF
RICHARD M RUNYON, Co-TRUSTEE
Phone
(607) 336-5927
Return prepared by
Piaker & Lyons PC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
01-6180488
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
2002
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$2,397,433
Income (IRS master file)
$586,111

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$241,865$181,759$2,397,433IRS
990-PFFebruary 2024$164,654$174,153$2,337,327XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 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 01-6180488).

Questions about FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR

What is the EIN of FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR?
The employer identification number (EIN) of FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR is 01-6180488.
Is FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR?
The 990-PF for the year ended February 28, 2025 lists 2 people; 2 received compensation from the organization, the highest $5,300 (RICHARD M RUNYON, Co-TRUSTEE).
How much revenue does FRANCIS J & ELIZABETH BRISSON MACKSEY CHARITABLE TR have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $241,865, expenses of $181,759 and total assets of $2,397,433 at year end.

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