Nonprofit · EIN 93-6126351
BERNICE M RISE TESTAMENTARY TRUST
Tax-exempt · SALEM, OR 97308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $9,729 | $9,901 | -$172 | $74,596 | $0 | $74,596 |
| July 31, 2025 | 990-PF | $10,651 | $9,726 | $925 | $74,768 | $0 | $74,768 |
| July 31, 2024 | 990-PF | $8,370 | $9,658 | -$1,288 | $74,361 | $1,390 | $72,971 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $2,957
- Net gain from sales of assets
- $6,772
Expenses
- Grants and similar amounts paid
- $5,734
- Compensation of officers, directors and key employees
- $1,700
- Disbursements for charitable purposes
- $5,734
- Excise tax on investment income
- $79
Balance sheet and other
- Total assets, start of year
- $74,768
- Total assets, end of year
- $74,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,596
- Fair market value of assets
- $115,728
- Qualifying distributions
- $5,734
- Net investment income
- $9,729
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PIONEER TRUST BANK NA 109 COMMERCIAL ST NE, SALEM, OR 97301 | TRUSTEE | 1 | $1,700 |
990-PF for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PIONEER TRUST BANK NA 109 COMMERCIAL ST NE, SALEM, OR 97301 | TRUSTEE | 1 | $1,700 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PIONEER TRUST BANK NA 109 COMMERCIAL ST NE, SALEM, OR 97301 | TRUSTEE | 1 | $1,700 |
Address and contacts
- Address (IRS master file)
- PO BOX 2305, SALEM, OR 97308-2305
- Signed the 990-PF
- NICHOLAS A JACKSON, TAX OPS OFFICER
- Phone
- (503) 363-3136
- Return prepared by
- DELOITTE TAX 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 93-6126351
- 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
- 1978
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $74,596
- Income (IRS master file)
- $13,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $9,729 | $9,901 | $74,596 | XML |
| 990-PF | July 2025 | $10,651 | $9,726 | $74,768 | XML |
| 990-PF | July 2024 | $8,370 | $9,658 | $74,361 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 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 93-6126351).
Questions about BERNICE M RISE TESTAMENTARY TRUST
- What is the EIN of BERNICE M RISE TESTAMENTARY TRUST?
- The employer identification number (EIN) of BERNICE M RISE TESTAMENTARY TRUST is 93-6126351.
- Is BERNICE M RISE TESTAMENTARY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to BERNICE M RISE TESTAMENTARY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNICE M RISE TESTAMENTARY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNICE M RISE TESTAMENTARY TRUST due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNICE M RISE TESTAMENTARY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of BERNICE M RISE TESTAMENTARY TRUST?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $1,700 (PIONEER TRUST BANK NA, TRUSTEE).
- How much revenue does BERNICE M RISE TESTAMENTARY TRUST have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $9,729, expenses of $9,901 and total assets of $74,596 at year end.
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