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Nonprofit · EIN 62-6323908

BLUE RIDGE CHARITABLE TR

Also known as BRANDSGAARD DON TTEE

Tax-exempt · MOORESTOWN, NJ 08057

Financials

$290K$93K2023$220K$119K2024
Revenue Expenses · by fiscal year end
Financials of BLUE RIDGE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$220,052$118,721$101,331$1,751,241$0$1,751,241
December 31, 2023990-PF$289,956$93,115$196,841$1,660,720$0$1,660,720
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$161,203
Net gain from sales of assets
$58,849

Expenses

Grants and similar amounts paid
$106,175
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$107,973
Excise tax on investment income
$2,480

Balance sheet and other

Total assets, start of year
$1,660,720
Total assets, end of year
$1,751,241
Total liabilities, end of year
$0
Net assets, end of year
$1,751,241
Fair market value of assets
$2,040,639
Qualifying distributions
$107,973
Net investment income
$181,908

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
WILLIAM STATTMAN
101 E MAIN STREET, STE 204, MOORESTOWN, NJ 08057
TRUSTEE1$0
VIRGINIA STATTMAN
101 E MAIN STREET, STE 204, MOORESTOWN, NJ 08057
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM STATTMAN
101 E MAIN STREET, STE 204, MOORESTOWN, NJ 08057
TRUSTEE1$0
VIRGINIA STATTMAN
101 E MAIN STREET, STE 204, MOORESTOWN, NJ 08057
TRUSTEE1$0

Address and contacts

Address (IRS master file)
101 E MAIN ST STE 204, MOORESTOWN, NJ 08057-2920
In care of
% MOAT SERVICES LLC
Signed the 990-PF
BRIAN SATTINGER, TREASURER
Phone
(609) 353-6628
Return prepared by
Forvis Mazars 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
62-6323908
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,751,241
Income (IRS master file)
$1,171,678

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-PFDecember 2023$289,956$93,115$1,660,720IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 BLUE RIDGE CHARITABLE TR

What is the EIN of BLUE RIDGE CHARITABLE TR?
The employer identification number (EIN) of BLUE RIDGE CHARITABLE TR is 62-6323908.
Is BLUE RIDGE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to BLUE RIDGE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BLUE RIDGE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BLUE RIDGE 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 BLUE RIDGE 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 BLUE RIDGE CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does BLUE RIDGE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $220,052, expenses of $118,721 and total assets of $1,751,241 at year end.

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