Nonprofit · EIN 05-6102102
JAMES F MCCORMICK JR TR
Also known as RIELLY MAUREEN M TTEE
Tax-exempt · WESTERLY, RI 02891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,139 | $38,244 | -$7,105 | $481,106 | $0 | $481,106 |
| December 31, 2024 | 990-PF | $50,093 | $24,630 | $25,463 | $488,214 | $0 | $488,214 |
| December 31, 2023 | 990-PF | $24,192 | $21,686 | $2,506 | $462,712 | $0 | $462,712 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,430
- Net gain from sales of assets
- $9,954
- Other income
- $755
Expenses
- Grants and similar amounts paid
- $16,004
- Compensation of officers, directors and key employees
- $8,196
- Disbursements for charitable purposes
- $19,336
Balance sheet and other
- Total assets, start of year
- $488,214
- Total assets, end of year
- $481,106
- Total liabilities, end of year
- $0
- Net assets, end of year
- $481,106
- Fair market value of assets
- $796,604
- Qualifying distributions
- $19,336
- Net investment income
- $28,808
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 |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $8,196 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $7,757 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 Broad Street, Westerly, RI 02891 | Trustee | 1 | $6,900 |
Address and contacts
- Address (IRS master file)
- 23 BROAD STREET, WESTERLY, RI 02891-1879
- Signed the 990-PF
- ALISON R SCHOLLE, VICE PRESIDENT
- Phone
- (401) 654-4815
- Return prepared by
- KPMG 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
- 05-6102102
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $481,106
- Income (IRS master file)
- $90,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,139 | $38,244 | $481,106 | IRS |
| 990-PF | December 2024 | $50,093 | $24,630 | $488,214 | XML |
| 990-PF | December 2023 | $24,192 | $21,686 | $462,712 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | 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 05-6102102).
Questions about JAMES F MCCORMICK JR TR
- What is the EIN of JAMES F MCCORMICK JR TR?
- The employer identification number (EIN) of JAMES F MCCORMICK JR TR is 05-6102102.
- Is JAMES F MCCORMICK JR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES F MCCORMICK JR TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES F MCCORMICK JR TR 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 JAMES F MCCORMICK JR TR 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 JAMES F MCCORMICK JR TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,196 (THE WASHINGTON TRUST COMPANY, Trustee).
- How much revenue does JAMES F MCCORMICK JR TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,139, expenses of $38,244 and total assets of $481,106 at year end.
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