Nonprofit · EIN 39-6768714
RICHARD LINDBERG TR
Tax-exempt · TAMPA, FL 33637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,348 | $10,995 | $3,353 | $127,238 | $0 | $127,238 |
| December 31, 2024 | 990-PF | $7,587 | $9,943 | -$2,356 | $124,023 | $0 | $124,023 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,393
- Net gain from sales of assets
- $9,955
Expenses
- Grants and similar amounts paid
- $8,041
- Compensation of officers, directors and key employees
- $2,097
- Disbursements for charitable purposes
- $9,482
- Excise tax on investment income
- $178
Balance sheet and other
- Total assets, start of year
- $124,023
- Total assets, end of year
- $127,238
- Total liabilities, end of year
- $0
- Net assets, end of year
- $127,238
- Fair market value of assets
- $174,555
- Qualifying distributions
- $9,482
- Net investment income
- $14,348
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 |
|---|---|---|---|
| Members Trust company 14055 riveredge drive ste 525, tampa, FL 33637 | trustee | 4 | $2,097 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Members Trust company 14055 riveredge drive ste 525, tampa, FL 33637 | trustee | 4 | $2,040 |
Address and contacts
- Address (IRS master file)
- 14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
- In care of
- % FIRST AMERICAN BANK TRUST DIV
- Signed the 990-PF
- MEMBERS TRUST COMPANY, TRUSTEE
- Return prepared by
- ERNST & YOUNG US 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 | Check at the IRS |
IRS record
- EIN
- 39-6768714
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $127,238
- Income (IRS master file)
- $54,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,348 | $10,995 | $127,238 | IRS |
| 990-PF | December 2024 | $7,587 | $9,943 | $124,023 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 39-6768714).
Questions about RICHARD LINDBERG TR
- What is the EIN of RICHARD LINDBERG TR?
- The employer identification number (EIN) of RICHARD LINDBERG TR is 39-6768714.
- Is RICHARD LINDBERG TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does RICHARD LINDBERG TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD LINDBERG 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 RICHARD LINDBERG 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 RICHARD LINDBERG TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,097 (Members Trust company, trustee).
- How much revenue does RICHARD LINDBERG TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,348, expenses of $10,995 and total assets of $127,238 at year end.
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