Nonprofit · EIN 05-6110991
JAMES J & FLORENCE CUNNINGHAM CHAR TR UA
Tax-exempt · WESTERLY, RI 02891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $6,654 | $11,954 | -$5,300 | $162,471 | $0 | $162,471 |
| August 31, 2024 | 990-PF | $14,650 | $11,696 | $2,954 | $167,556 | $0 | $167,556 |
| August 31, 2023 | 990-PF | $8,325 | $10,703 | -$2,378 | $164,636 | $0 | $164,636 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $6,471
- Other income
- $183
Expenses
- Grants and similar amounts paid
- $6,604
- Compensation of officers, directors and key employees
- $2,628
- Disbursements for charitable purposes
- $9,930
- Excise tax on investment income
- $66
Balance sheet and other
- Total assets, start of year
- $167,556
- Total assets, end of year
- $162,471
- Total liabilities, end of year
- $0
- Net assets, end of year
- $162,471
- Fair market value of assets
- $232,567
- Qualifying distributions
- $9,930
- Net investment income
- $6,471
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 BROAD STREET, WESTERLY, RI 02891 | CO-TRUSTEE | 40 | $2,628 |
| VERNON BLIVEN CO TRUSTEE 11740 ALDENDALE STREET, ORLANDO, FL 32836 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 BROAD STREET, WESTERLY, RI 02891 | CO-TRUSTEE | 40 | $2,555 |
| VERNON BLIVEN CO TRUSTEE 11740 ALDENDALE STREET, ORLANDO, FL 32836 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE WASHINGTON TRUST COMPANY 23 BROAD STREET, WESTERLY, RI 02891 | CO-TRUSTEE | 40 | $2,505 |
| VERNON BLIVEN CO TRUSTEE 11740 ALDENDALE STREET, ORLANDO, FL 32836 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 23 BROAD STREET, WESTERLY, RI 02891-1879
- In care of
- % WASHINGTON TRUST CO TTEE
- 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 05-6110991
- 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
- 1996
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $162,471
- Income (IRS master file)
- $6,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $6,654 | $11,954 | $162,471 | XML |
| 990-PF | August 2024 | $14,650 | $11,696 | $167,556 | XML |
| 990-PF | August 2023 | $8,325 | $10,703 | $164,636 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 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 05-6110991).
Questions about JAMES J & FLORENCE CUNNINGHAM CHAR TR UA
- What is the EIN of JAMES J & FLORENCE CUNNINGHAM CHAR TR UA?
- The employer identification number (EIN) of JAMES J & FLORENCE CUNNINGHAM CHAR TR UA is 05-6110991.
- Is JAMES J & FLORENCE CUNNINGHAM CHAR TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JAMES J & FLORENCE CUNNINGHAM CHAR TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES J & FLORENCE CUNNINGHAM CHAR TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES J & FLORENCE CUNNINGHAM CHAR TR UA due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES J & FLORENCE CUNNINGHAM CHAR TR UA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JAMES J & FLORENCE CUNNINGHAM CHAR TR UA?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,628 (THE WASHINGTON TRUST COMPANY, CO-TRUSTEE).
- How much revenue does JAMES J & FLORENCE CUNNINGHAM CHAR TR UA have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $6,654, expenses of $11,954 and total assets of $162,471 at year end.
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