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Nonprofit · EIN 05-0436837

DOROTHY BURNEY RICHARDS FUND TRUST

Also known as BURNEY JOHN C TTEE

Tax-exempt · JAMESTOWN, RI 02835

Financials

$16K$5442022$18K$5662023$19K$6122024
Revenue Expenses · by fiscal year end
Financials of DOROTHY BURNEY RICHARDS FUND TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$19,059$612$18,447$287,494$0$287,494
December 31, 2023990-PF$18,126$566$17,560$269,054$0$269,054
December 31, 2022990-PF$15,821$544$15,277$251,503$0$251,503
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$18,794
Interest
$241
Net gain from sales of assets
$24

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$256

Balance sheet and other

Total assets, start of year
$269,054
Total assets, end of year
$287,494
Total liabilities, end of year
$0
Net assets, end of year
$287,494
Fair market value of assets
$1,193,117
Net investment income
$19,059

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Eric Archer
57 Narragansett Avenue, Jamestown, RI 02835
Trustee0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Eric Archer
57 Narragansett Avenue, Jamestown, RI 02835
Trustee0$0
990-PF for the year ended December 31, 2022: 1 people
NameTitleHours / weekCompensation
Eric Archer
57 Narragansett Avenue, Jamestown, RI 02835
Trustee0$0

Address and contacts

Address (IRS master file)
57 NARRAGANSETT AVENUE, JAMESTOWN, RI 02835-1135
Signed the 990-PF
Eric Archer, Trustee
Phone
(401) 423-0083
Return prepared by
Adam Financial 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-0436837
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$287,494
Income (IRS master file)
$19,062

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$19,059$612$287,494XML
990-PFDecember 2023$18,126$566$269,054XML
990-PFDecember 2022$15,821$544$251,503XML
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 05-0436837).

Questions about DOROTHY BURNEY RICHARDS FUND TRUST

What is the EIN of DOROTHY BURNEY RICHARDS FUND TRUST?
The employer identification number (EIN) of DOROTHY BURNEY RICHARDS FUND TRUST is 05-0436837.
Is DOROTHY BURNEY RICHARDS FUND TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to DOROTHY BURNEY RICHARDS FUND TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY BURNEY RICHARDS FUND TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY BURNEY RICHARDS FUND TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOROTHY BURNEY RICHARDS FUND TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DOROTHY BURNEY RICHARDS FUND TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does DOROTHY BURNEY RICHARDS FUND TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $19,059, expenses of $612 and total assets of $287,494 at year end.

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