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Nonprofit · EIN 87-6671993

FRAN BENNETT TR DATED FEBRUARY 18 2005

Also known as BARBARA MITCHELL TTEE

Tax-exempt · DIAMOND BAR, CA 91765

Financials

$1.6M$12K2022$48K$17K2023$76K$21K2024
Revenue Expenses · by fiscal year end
Financials of FRAN BENNETT TR DATED FEBRUARY 18 2005 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$76,052$20,741$55,311$1,705,808$0$1,705,808
December 31, 2023990-PF$48,180$16,938$31,242$1,650,497$0$1,650,497
December 31, 2022990-PF$1,630,885$11,630$1,619,255$1,619,255$0$1,619,255
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$68,591
Net gain from sales of assets
$7,461

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$769

Balance sheet and other

Total assets, start of year
$1,650,497
Total assets, end of year
$1,705,808
Total liabilities, end of year
$0
Net assets, end of year
$1,705,808
Net investment income
$76,052

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
BARBARA MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
TRUSTEE4$0
MICHAEL MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
ADMINISTRATOR6$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BARBARA MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
TRUSTEE15$0
MICHAEL MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
ADMINISTRATOR15$0
MARION GIBSON
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
DIRECTOR2.5$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
BARBARA MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
TRUSTEE15$0
MICHAEL MITCHELL
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
ADMINISTRATOR15$0
MARION GIBSON
971 WHITECLIFF DR, DIAMOND BAR, CA 91765
DIRECTOR2.5$0

Address and contacts

Address (IRS master file)
971 WHITECLIFF DR, DIAMOND BAR, CA 91765-4389
In care of
% GEORGE TRINITY
Signed the 990-PF
BARBARA MITCHELL, TRUSTEE
Phone
(909) 702-1133
Return prepared by
FRITH-SMITH & ARCHIBALD LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 87-6671993 or by the name FRAN BENNETT TR DATED FEBRUARY 18 2005.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
87-6671993
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2024
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,705,808
Income (IRS master file)
$76,052

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$76,052$20,741$1,705,808IRS
990-PFDecember 2023$48,180$16,938$1,650,497XML
990-PFDecember 2022$1,630,885$11,630$1,619,255XML

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 87-6671993).

Questions about FRAN BENNETT TR DATED FEBRUARY 18 2005

What is the EIN of FRAN BENNETT TR DATED FEBRUARY 18 2005?
The employer identification number (EIN) of FRAN BENNETT TR DATED FEBRUARY 18 2005 is 87-6671993.
Is FRAN BENNETT TR DATED FEBRUARY 18 2005 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to FRAN BENNETT TR DATED FEBRUARY 18 2005 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does FRAN BENNETT TR DATED FEBRUARY 18 2005 file?
Form 990-PF. Private foundations file every year.
When is the next return of FRAN BENNETT TR DATED FEBRUARY 18 2005 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 FRAN BENNETT TR DATED FEBRUARY 18 2005 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 FRAN BENNETT TR DATED FEBRUARY 18 2005?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does FRAN BENNETT TR DATED FEBRUARY 18 2005 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $76,052, expenses of $20,741 and total assets of $1,705,808 at year end.

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