Nonprofit · EIN 47-5276300
BARNEY AND SUSIE COCKBURN CHARITABLE TRUST
Tax-exempt · ARTESIA, NM 88211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $154,088 | $295,850 | -$141,762 | $2,710,292 | $0 | $2,710,292 |
| December 31, 2023 | 990-PF | $187,036 | $307,575 | -$120,539 | $2,852,054 | $0 | $2,852,054 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $135,864
- Net gain from sales of assets
- -$17,177
- Other income
- $35,401
Expenses
- Grants and similar amounts paid
- $240,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $240,000
- Excise tax on investment income
- $2,327
Balance sheet and other
- Total assets, start of year
- $2,852,054
- Total assets, end of year
- $2,710,292
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,710,292
- Fair market value of assets
- $5,855,114
- Qualifying distributions
- $240,000
- Net investment income
- $167,430
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST AMERICAN BANK PO BOX AA, ARTESIA, NM 88211 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST AMERICAN BANK PO BOX AA, ARTESIA, NM 88211 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX AA, ARTESIA, NM 88211-7526
- In care of
- % FIRST AMERICAN BANK TRUST
- Signed the 990-PF
- SUE MCGEE-CHIODINI, ASST VP
- Phone
- (575) 746-8000
- Return prepared by
- SPROLES WOODARD 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-5276300
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,710,292
- Income (IRS master file)
- $279,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $154,088 | $295,850 | $2,710,292 | IRS |
| 990-PF | December 2023 | $187,036 | $307,575 | $2,852,054 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 47-5276300).
Questions about BARNEY AND SUSIE COCKBURN CHARITABLE TRUST
- What is the EIN of BARNEY AND SUSIE COCKBURN CHARITABLE TRUST?
- The employer identification number (EIN) of BARNEY AND SUSIE COCKBURN CHARITABLE TRUST is 47-5276300.
- Is BARNEY AND SUSIE COCKBURN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BARNEY AND SUSIE COCKBURN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARNEY AND SUSIE COCKBURN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARNEY AND SUSIE COCKBURN CHARITABLE TRUST 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 BARNEY AND SUSIE COCKBURN CHARITABLE TRUST 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 BARNEY AND SUSIE COCKBURN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does BARNEY AND SUSIE COCKBURN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $154,088, expenses of $295,850 and total assets of $2,710,292 at year end.
Other nonprofits in ARTESIA
- ARTESIA RECREATION CENTER FOUNDATION EIN 92-3480887 · last filed 990-PF for 2025
- TLC FOUNDATION FROM THE HEART EIN 46-5732072 · last filed 990-PF for 2024
- PY FOUNDATION EIN 46-0951214 · last filed 990-PF for 2025
- CHARLOTTE G YATES FOUNDATION EIN 99-3685503 · last filed 990-PF for 2025
- CHASE FOUNDATION EIN 36-7466258 · last filed 990-PF for 2025
- JOHN A AND CHARLOTTE G YATES LEGACY FOUNDATION EIN 27-4827176 · last filed 990-PF for 2024
- MARY ANNE BERLINER FOUNDATION TR EIN 85-6122581 · last filed 990-PF for 2024
- ESTELLE H YATES FOUNDATION EIN 27-6185888 · last filed 990-PF for 2025
All nonprofits in ARTESIA · New Mexico · Philanthropy, voluntarism and grantmaking foundations