Nonprofit · EIN 63-6231842
M A@RIKARD CHARITABLE TRUST
Also known as RUKARD M A & FRANK TTEE
Tax-exempt · NASHVILLE, TN 37203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $462,930 | $485,124 | -$22,194 | $2,556,808 | $0 | $2,556,808 |
| September 30, 2024 | 990-PF | $446,882 | $446,530 | $352 | $2,579,002 | $0 | $2,579,002 |
| September 30, 2023 | 990-PF | $302,546 | $376,084 | -$73,538 | $2,578,650 | $0 | $2,578,650 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $120,049
- Net gain from sales of assets
- $342,881
Expenses
- Grants and similar amounts paid
- $357,000
- Compensation of officers, directors and key employees
- $109,570
- Disbursements for charitable purposes
- $422,155
- Excise tax on investment income
- $5,559
Balance sheet and other
- Total assets, start of year
- $2,579,002
- Total assets, end of year
- $2,556,808
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,556,808
- Fair market value of assets
- $6,321,872
- Qualifying distributions
- $422,155
- Net investment income
- $462,930
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY 800 SHADES CREEK PARKWAY SUITE 125, BIRMINGHAM, AL 35209 | CO-TRUSTEE | 10 | $61,570 |
| FRANK A RIKARD 21298 COTTON CREEK DRIVE UNIT 101, GULF SHORES, AL 36542 | CO-TRUSTEE | 6 | $12,000 |
| GLENN A RIKARD 600 AYLESFORD LANE, FRANKLIN, TN 37069 | CO-TRUSTEE | 6 | $12,000 |
| ELIZABETH R VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
| JOHN VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY 800 SHADES CREEK PARKWAY SUITE 125, BIRMINGHAM, AL 35209 | CO-TRUSTEE | 10 | $58,069 |
| FRANK A RIKARD 21298 COTTON CREEK DRIVE UNIT 101, GULF SHORES, AL 36542 | CO-TRUSTEE | 6 | $12,000 |
| GLENN A RIKARD 600 AYLESFORD LANE, FRANKLIN, TN 37069 | CO-TRUSTEE | 6 | $12,000 |
| ELIZABETH R VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
| JOHN VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SYNOVUS TRUST COMPANY 800 SHADES CREEK PARKWAY SUITE 125, BIRMINGHAM, AL 35209 | CO-TRUSTEE | 10 | $52,758 |
| FRANK A RIKARD 21298 COTTON CREEK DRIVE UNIT 101, GULF SHORES, AL 36542 | CO-TRUSTEE | 6 | $12,000 |
| GLENN A RIKARD 600 AYLESFORD LANE, FRANKLIN, TN 37069 | CO-TRUSTEE | 6 | $12,000 |
| ELIZABETH R VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
| JOHN VON KRUSENSTIERN PO BOX 1105, KALAHEO, HI 96741 | CO-TRUSTEE | 6 | $12,000 |
Address and contacts
- Address (IRS master file)
- 1033 DEMONBREUN STREET 2ND FLOOR, NASHVILLE, TN 37203-4457
- In care of
- % SYNOVUS TRUST CO
- Signed the 990-PF
- SYNOVUS TRUST COMPANY TRUSTEE, TRUSTEE
- Phone
- (615) 271-2172
- Return prepared by
- BMSS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 63-6231842
- 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
- 2002
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,556,808
- Income (IRS master file)
- $690,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $462,930 | $485,124 | $2,556,808 | XML |
| 990-PF | September 2024 | $446,882 | $446,530 | $2,579,002 | XML |
| 990-PF | September 2023 | $302,546 | $376,084 | $2,578,650 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 63-6231842).
Questions about M A@RIKARD CHARITABLE TRUST
- What is the EIN of M A@RIKARD CHARITABLE TRUST?
- The employer identification number (EIN) of M A@RIKARD CHARITABLE TRUST is 63-6231842.
- Is M A@RIKARD CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to M A@RIKARD CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M A@RIKARD CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M A@RIKARD CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did M A@RIKARD CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of M A@RIKARD CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $61,570 (SYNOVUS TRUST COMPANY, CO-TRUSTEE).
- How much revenue does M A@RIKARD CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $462,930, expenses of $485,124 and total assets of $2,556,808 at year end.
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