Nonprofit · EIN 54-6138578
LONZA L RUSH TES TR
Tax-exempt · RICHMOND, VA 23235
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $40,580 | $94,715 | -$54,135 | $1,297,426 | $0 | $1,297,426 |
| February 28, 2025 | 990-PF | $358,878 | $78,419 | $280,459 | $1,345,616 | $0 | $1,345,616 |
| February 29, 2024 | 990-PF | $74,169 | $73,652 | $517 | $1,070,793 | $0 | $1,070,793 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $47,730
- Net gain from sales of assets
- -$7,150
Expenses
- Grants and similar amounts paid
- $67,650
- Compensation of officers, directors and key employees
- $14,442
- Disbursements for charitable purposes
- $67,650
- Excise tax on investment income
- $416
Balance sheet and other
- Total assets, start of year
- $1,345,616
- Total assets, end of year
- $1,297,426
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,297,426
- Fair market value of assets
- $1,524,720
- Qualifying distributions
- $67,650
- Net investment income
- $47,278
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 9030 STONY POINT PKWY, RICHMOND, VA 23235 | TRUSTEE | 1 | $14,442 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 9030 STONY POINT PKWY, RICHMOND, VA 23235 | TRUSTEE | 1 | $14,230 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 9030 STONY POINT PKWY, RICHMOND, VA 23235 | TRUSTEE | 1 | $10,638 |
Address and contacts
- Address (IRS master file)
- 9030 STONY POINT PKWY STE 300, RICHMOND, VA 23235-1936
- In care of
- % SUNTRUST BANK TAX SVC-TR HDQ 5905
- Signed the 990-PF
- TCV TRUST WEALTH MANAGEMENT, CFO
- Phone
- (804) 272-9044
- Return prepared by
- ERNST & YOUNG US 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-6138578
- 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
- 1991
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,297,426
- Income (IRS master file)
- $220,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $40,580 | $94,715 | $1,297,426 | IRS |
| 990-PF | February 2025 | $358,878 | $78,419 | $1,345,616 | XML |
| 990-PF | February 2024 | $74,169 | $73,652 | $1,070,793 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 54-6138578).
Questions about LONZA L RUSH TES TR
- What is the EIN of LONZA L RUSH TES TR?
- The employer identification number (EIN) of LONZA L RUSH TES TR is 54-6138578.
- Is LONZA L RUSH TES TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LONZA L RUSH TES TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LONZA L RUSH TES TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LONZA L RUSH TES TR due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LONZA L RUSH TES TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of LONZA L RUSH TES TR?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $14,442 (TCV TRUST AND WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does LONZA L RUSH TES TR have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $40,580, expenses of $94,715 and total assets of $1,297,426 at year end.
Other nonprofits in RICHMOND
- MCV ASSOCIATED PHYSICIANS EIN 54-1581185 · last filed 990 for 2023
- UNIVERSITY OF RICHMOND EIN 54-0505965 · last filed 990 for 2025
- CHILDFUND INTERNATIONAL USA EIN 54-0536100 · last filed 990 for 2025
- WESTMINSTER-CANTERBURY CORPORATION EIN 23-7162493 · last filed 990 for 2025
- THE COMMUNITY FOUNDATION INC EIN 23-7009135 · last filed 990 for 2024
- FEED MORE INC EIN 54-1150923 · last filed 990 for 2025
- TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC EIN 54-0556299 · last filed 990 for 2024
- REHAB JV LLC EIN 81-4446403 · last filed 990 for 2025