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Nonprofit · EIN 06-6025946

MARY LYNN RICHARDSON FUND

Also known as MERMEY JANET L TTEE

Tax-exempt · GREENSBORO, NC 27420

Financials

$220K$377K2023$238K$371K2024
Revenue Expenses · by fiscal year end
Financials of MARY LYNN RICHARDSON FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$237,743$371,419-$133,676$5,908,317$0$5,908,317
December 31, 2023990-PF$220,414$377,165-$156,751$5,484,829$0$5,484,829
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$42,468
Interest
$22,568
Other income
$172,707

Expenses

Grants and similar amounts paid
$318,592
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$339,418
Excise tax on investment income
$9,367

Balance sheet and other

Total assets, start of year
$5,484,829
Total assets, end of year
$5,908,317
Total liabilities, end of year
$0
Net assets, end of year
$5,908,317
Fair market value of assets
$7,173,328
Qualifying distributions
$339,418
Net investment income
$787,277

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
BETSY BONEY MEAD
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
BRITT A PREYER
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
PATRICIA S AGNEW
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
MATTHEW LEM
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
ANNE H WAGONER
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BETSY BONEY MEAD
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
BRITT A PREYER
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
PATRICIA S AGNEW
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
MATTHEW LEM
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0
ANNE H WAGONER
C/O PIEDMONT TRUST BOX 20124, GREENSBORO, NC 27420
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 20124, GREENSBORO, NC 27420-0124
In care of
% PIEDMONT FINANCIAL CO INC
Signed the 990-PF
BRITT A PREYER, TRUSTEE
Phone
(336) 274-5471
Return prepared by
WILLIAMS OVERMAN PIERCE 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
06-6025946
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,908,317
Income (IRS master file)
$237,743

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$237,743$371,419$5,908,317XML
990-TDecember 2024–––IRS
990-PFDecember 2023$220,414$377,165$5,484,829XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 06-6025946).

Questions about MARY LYNN RICHARDSON FUND

What is the EIN of MARY LYNN RICHARDSON FUND?
The employer identification number (EIN) of MARY LYNN RICHARDSON FUND is 06-6025946.
Is MARY LYNN RICHARDSON FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to MARY LYNN RICHARDSON FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY LYNN RICHARDSON FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY LYNN RICHARDSON FUND 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 MARY LYNN RICHARDSON FUND 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 MARY LYNN RICHARDSON FUND?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does MARY LYNN RICHARDSON FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $237,743, expenses of $371,419 and total assets of $5,908,317 at year end.

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