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Bernice M Rise Testamentary Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.37k (2024)

Expenses
$9.66k (2024)

Total Assets
$74.4k (2024)

Total Liabilities
$1.39k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,370
Expenses
$9,658
Net Income
-$1,288
Net Assets
$72,971
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,866
34.2%
Sales of Assets $5,504
65.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,513
57.1%
Compensation of Officers* $1,700
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $74,361
Total Liabilities $1,390
Net Assets $72,971
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,700 $0

Document Links

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,711
Expenses
$10,627
Net Income
$84
Net Assets
$75,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,388
22.3%
Sales of Assets $8,323
77.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,240
58.7%
Compensation of Officers* $1,720
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,131
Total Liabilities $0
Net Assets $75,131
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,720 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,279
Expenses
$10,536
Net Income
-$257
Net Assets
$75,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $272
2.6%
Dividends $1,851
18.0%
Sales of Assets $8,156
79.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,042
57.3%
Compensation of Officers* $1,700
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,024
Total Liabilities $0
Net Assets $75,024
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,700 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,510
Expenses
$9,516
Net Income
$3,994
Net Assets
$75,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $312
2.3%
Dividends $1,984
14.7%
Sales of Assets $11,214
83.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,152
54.1%
Compensation of Officers* $1,700
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,281
Total Liabilities $1
Net Assets $75,280
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,700 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,659
Expenses
$10,362
Net Income
-$2,703
Net Assets
$71,286
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $392
5.1%
Dividends $2,206
28.8%
Sales of Assets $5,031
65.7%
Other Income $30
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,066
58.5%
Compensation of Officers* $1,750
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $71,287
Total Liabilities $1
Net Assets $71,286
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,750 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,234
Expenses
$10,037
Net Income
-$4,803
Net Assets
$73,990
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $405
7.7%
Dividends $2,340
44.7%
Sales of Assets $2,489
47.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,669
56.5%
Compensation of Officers* $1,750
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,990
Total Liabilities $0
Net Assets $73,990
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,750 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,487
Expenses
$9,895
Net Income
-$1,408
Net Assets
$78,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $363
4.3%
Dividends $2,263
26.7%
Sales of Assets $5,861
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,580
56.4%
Compensation of Officers* $1,750
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $78,793
Total Liabilities $0
Net Assets $78,793
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,750 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,871
Expenses
$9,883
Net Income
-$4,012
Net Assets
$80,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $359
6.1%
Dividends $2,245
38.2%
Sales of Assets $3,083
52.5%
Other Income $184
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,585
56.5%
Compensation of Officers* $1,750
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,201
Total Liabilities $0
Net Assets $80,201
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,750 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,833
Expenses
$10,374
Net Income
-$5,541
Net Assets
$84,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $342
7.1%
Dividends $2,273
47.0%
Sales of Assets $2,218
45.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,712
55.1%
Compensation of Officers* $1,750
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $84,213
Total Liabilities $0
Net Assets $84,213
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $1,750 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,012
Expenses
$10,241
Net Income
$3,771
Net Assets
$89,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $349
2.5%
Dividends $2,372
16.9%
Sales of Assets $11,209
80.0%
Other Income $82
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,958
58.2%
Compensation of Officers* $4,250
41.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $89,754
Total Liabilities $0
Net Assets $89,754
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $4,250 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,172
Expenses
$10,325
Net Income
-$5,153
Net Assets
$85,983
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $461
8.9%
Dividends $2,331
45.1%
Sales of Assets $2,380
46.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,798
56.2%
Compensation of Officers* $4,250
41.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $85,983
Total Liabilities $0
Net Assets $85,983
Compensation
Key Employees and Officers Compensation Other
Pioneer Trust Bank Na (Trustee) $4,250 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,183
Expenses
$8,019
Net Income
$2,164
Net Assets
$91,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $471
4.6%
Dividends $2,673
26.2%
Sales of Assets $7,039
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,660
45.6%
Compensation of Officers* $4,270
53.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $91,136
Total Liabilities $1
Net Assets $91,135

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,797
Expenses
$10,583
Net Income
-$3,786
Net Assets
$88,971
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $517
7.6%
Dividends $3,052
44.9%
Sales of Assets $3,077
45.3%
Other Income $151
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,380
60.3%
Compensation of Officers* $4,168
39.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,972
Total Liabilities $1
Net Assets $88,971

Document Links

Fiscal Year Ending July
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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