Dorothy Burney Richards Trust

JAMESTOWN, RI EIN: 05-0436837

Dorothy Burney Richards Trust is a private foundation, based in JAMESTOWN, RI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $287K in total assets. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$287K

+6.9% YoY

Revenue

$19K

+5.1% YoY

Net Investment Income

$18K

+5.1% YoY

Expenses

$612

+8.1% YoY

Under IRS private-foundation payout rules, Dorothy Burney Richards Trust reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

About Dorothy Burney Richards Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $28K (100%)

States

New York

Cities

Utica

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$287,494	$269,054	$251,503
Revenue	$19,059	$18,126	$15,821
Expenses	$612	$566	$544
Qualifying Distributions	—	—	—
Net Investment Income	$18,447	$17,560	$15,281
Distributable Amount	$53,858	$46,271	$42,990

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Eric Archer	Trustee	—	—

Frequently Asked Questions

How large is Dorothy Burney Richards Trust?

As of 2024, Dorothy Burney Richards Trust holds $287K in total assets with $19K in annual revenue.

Where does Dorothy Burney Richards Trust operate?

Dorothy Burney Richards Trust has awarded grants in New York.

How much is Dorothy Burney Richards Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothy Burney Richards Trust reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.