Nonprofit · EIN 65-6236791
MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST
Also known as KENNETH MERSEL
Tax-exempt · NEW YORK, NY 10167
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $970,043 | $92,860 | $877,183 | $1,729,578 | $0 | $1,729,578 |
| November 30, 2024 | 990-PF | $83,202 | $130,593 | -$47,391 | $852,395 | $0 | $852,395 |
| November 30, 2023 | 990-PF | $22,409 | $123,257 | -$100,848 | $1,049,837 | $150,051 | $899,786 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $38,639
- Interest
- $17
- Net gain from sales of assets
- $931,172
- Other income
- $215
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,377
- Excise tax on investment income
- $13,394
Balance sheet and other
- Total assets, start of year
- $852,395
- Total assets, end of year
- $1,729,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,729,578
- Fair market value of assets
- $1,733,037
- Qualifying distributions
- $69,377
- Net investment income
- $970,043
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH MERSEL C/O PKF OCONNOR DAVIES 245 PARK, AVENUE 12TH FL, NEW YORK, NY 10167 | MANAGER/TRUSTEE | 2 | $0 |
| DIANA ELAINE BEKMYRZA 1515 S FEDERAL HWY SUITE 201, BOCA RATON, FL 33432 | MANAGER/TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH MERSEL C/O PKF OCONNOR DAVIES 245 PARK, AVENUE 12TH FL, NEW YORK, NY 10167 | MANAGER/TRUSTEE | 2 | $0 |
| DIANA ELAINE BEKMYRZA 1515 S FEDERAL HWY SUITE 201, BOCA RATON, FL 33432 | MANAGER/TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH MERSEL C/O PKF OCONNOR DAVIES 245 PARK, AVENUE 12TH FL, NEW YORK, NY 10167 | MANAGER/TRUSTEE | 2 | $0 |
| DIANA ELAINE BEKMYRZA 1515 S FEDERAL HWY SUITE 201, BOCA RATON, FL 33432 | MANAGER/TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO PKFOD 245 PARK AVE 12 FL, NEW YORK, NY 10167-0000
- In care of
- % OCONNOR DAVIES
- Signed the 990-PF
- KENNETH MERSEL, TRUSTEE
- Phone
- (646) 449-6368
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6236791
- 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
- 1998
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $1,729,578
- Income (IRS master file)
- $2,155,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $970,043 | $92,860 | $1,729,578 | XML |
| 990-PF | November 2024 | $83,202 | $130,593 | $852,395 | XML |
| 990-PF | November 2023 | $22,409 | $123,257 | $1,049,837 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | 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 65-6236791).
Questions about MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST
- What is the EIN of MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST?
- The employer identification number (EIN) of MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST is 65-6236791.
- Is MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MARY LEAS JOHNSON RICHARDS 1997 CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $970,043, expenses of $92,860 and total assets of $1,729,578 at year end.
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