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Nonprofit · EIN 27-6351287

JOSEPHINE R BERRA CHARITABLE TR

Also known as NICHOLAS J RIGGIO SR TTEE

Tax-exempt · SAINT LOUIS, MO 63139

Financials

$30K$02023$57K$4102024
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE R BERRA CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$57,418$410$57,008$1,048,000$0$1,048,000
December 31, 2023990-PF$30,085$0$30,085$990,992$0$990,992
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$57,418

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$792

Balance sheet and other

Total assets, start of year
$990,992
Total assets, end of year
$1,048,000
Total liabilities, end of year
$0
Net assets, end of year
$1,048,000
Fair market value of assets
$1,048,000
Net investment income
$57,418

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
NICHOLAS J RIGGIO SR
PO BOX 6031, SAINT LOUIS, MO 63109
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NICHOLAS J RIGGIO SR
PO BOX 6031, SAINT LOUIS, MO 63109
TRUSTEE2$0

Address and contacts

Address (IRS master file)
PO BOX 6031, SAINT LOUIS, MO 63139-0031
Signed the 990-PF
NICHOLAS RIGGIO, TRUSTEE
Phone
(314) 808-6400
Return prepared by
BRENEMAN GOMEZ AND COMPANY PC

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
27-6351287
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,048,000
Income (IRS master file)
$57,418

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$57,418$410$1,048,000XML
990-PFDecember 2023$30,085$0$990,992XML
990-PFDecember 2022–––IRS
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 27-6351287).

Questions about JOSEPHINE R BERRA CHARITABLE TR

What is the EIN of JOSEPHINE R BERRA CHARITABLE TR?
The employer identification number (EIN) of JOSEPHINE R BERRA CHARITABLE TR is 27-6351287.
Is JOSEPHINE R BERRA CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to JOSEPHINE R BERRA CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPHINE R BERRA CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE R BERRA CHARITABLE TR 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 JOSEPHINE R BERRA CHARITABLE TR 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 JOSEPHINE R BERRA CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does JOSEPHINE R BERRA CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $57,418, expenses of $410 and total assets of $1,048,000 at year end.

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