Nonprofit · EIN 13-7148229
DJR TRUST
Also known as RATHER DAN I ET AL TTEE
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $185,875 | $98,317 | $87,558 | $1,896,686 | $0 | $1,896,686 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $31,775
- Dividends
- $54,695
- Net gain from sales of assets
- $99,405
Expenses
- Grants and similar amounts paid
- $87,500
- Compensation of officers, directors and key employees
- $4,267
- Disbursements for charitable purposes
- $91,680
- Excise tax on investment income
- $2,081
Balance sheet and other
- Total assets, start of year
- $1,809,128
- Total assets, end of year
- $1,896,686
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,896,686
- Fair market value of assets
- $2,864,999
- Qualifying distributions
- $91,680
- Net investment income
- $154,100
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 |
|---|---|---|---|
| BESSEMER TRUST COMPANY NA C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS, NEW YORK, NY 10020 | CO-TRUSTEE | 10 | $7,430 |
| DAN I RATHER C/O BESSEMER TRUST 1271 AVE OF THE, AMERICAS, NEW YORK, NY 10020 | CO-TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1271 AVENUE OF THE AMERICAS FL 42, NEW YORK, NY 10020-1401
- In care of
- % BESSEMER TRUST CO
- Signed the 990-PF
- SANDRA FARIAS, SVP, CO-TRUSTEE
- Phone
- (516) 508-9623
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
- 13-7148229
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,896,686
- Income (IRS master file)
- $185,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $94,031 | $145,881 | $1,777,042 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DJR TRUST
- What is the EIN of DJR TRUST?
- The employer identification number (EIN) of DJR TRUST is 13-7148229.
- Is DJR TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DJR TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DJR TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DJR TRUST 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 DJR TRUST 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 DJR TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $7,430 (BESSEMER TRUST COMPANY NA, CO-TRUSTEE).
- How much revenue does DJR TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $185,875, expenses of $98,317 and total assets of $1,896,686 at year end.
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