Stanley E Burns Charitable Trust

990PF • Fiscal year 2024 • EIN 85-0647379

May 01, 2023 to Apr 30, 2024 • Filed on Sep 25, 2024

Organization Profile

PO Box 97Monterey, VA 24465

(540) 468-2031

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

11%

Higher net margin than 61% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

$3,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

0.6%

Faster asset growth than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

60%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

$995,372

Up $6,408 (+0.6%) from 2023

Net Assets

$995,372

Up $6,408 (+0.6%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue43rd percentile Net Margin61st percentile

Revenue

$57,482

Up $21,665 (+60%) from 2023

Expenses

$51,074

Up $25,403 (+99%) from 2023

Net Income

Down

$6,408

Down $3,738 (-37%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$995,372

Liabilities$1

Net Assets$995,372

Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$57,482

Expenses$51,074

Net Income$6,408

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2023 to Apr 30, 2024
Signed: Sep 25, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay60th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
D Brian Richardson	Trustee	-	$3,000	-	$3,000

Filing and Contact Details

Filer

Filer Name: Stanley E Burns Charitable Trust
EIN: 85-0647379
Phone: 5404682031
Address: PO Box 97, Monterey, VA 24465

Signing Officer

Name: D Brian Richardson
Title: Trustee
Phone: 5404682031
Signed: 2024-09-25
Discuss with paid preparer: Yes

Preparer

Firm: Billingsley & Billingsley CPAs
Address: PO Box 523, Monterey, VA 24465
Preparer: Kim W Billingsley CPA
Phone: 5404681150

Raw XML Appendix290 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Billingsley & Billingsley CPAs tax
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	long term capital gain dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	24966
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	24966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	727165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	829786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Rockefeller Capital Management mutual funds
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	23565
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	24965
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	6408
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	8951
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	7113
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	51074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	57481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	57482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	8888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	11074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	0
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt	1	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	4385
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	4385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	20580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4385
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	long term capital gain distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	long term capital gain distributions
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	26
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	701
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	1097993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	711387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	727165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	829786
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	D Brian Richardson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO Box 97
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Monterey
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	41775
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	41775
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5404682031
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	15000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	promotehealthy living
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Highland Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Blue Grass Resource Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Monterey
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Blue Grass
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	24413
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	none
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2535
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	39240
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	51959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	41775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	49424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	39240
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	5323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Janney Montgomery Scott investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Rockefeller Capital investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	5323
TaxesSchedule/TaxesDetail/Amt	0	411
TaxesSchedule/TaxesDetail/CategoryTxt	0	excise tax
ReturnHeader/BuildTS	0	2024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	D Brian Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5404682031
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Stanley E Burns Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	STAN
ReturnHeader/Filer/EIN	0	850647379
ReturnHeader/Filer/PhoneNum	0	5404682031
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 97
ReturnHeader/Filer/USAddress/CityNm	0	Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	24465
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010561495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Billingsley & Billingsley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 523
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	24465
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5404681150
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2024-09-25T10:01:02-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-05-01
ReturnHeader/TaxPeriodEndDt	0	2024-04-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $995,372
Liabilities: $1
Net assets: $995,372
Revenue: $57,482
Expenses: $51,074
Net income: $6,408

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.08	$0.04	$0.04
2024Detailed filing. Detailed filing data is available for this year.	$1.00	$0.00	$1.00	$0.06	$0.05	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.04	$0.03	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.06	$0.07	$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.00	$0.00	$1.00	$0.14	$0.04	$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.90	$0.00	$0.90	$0.90	$0.00	$0.90
2019Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.00	$0.00	$0.00