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Nonprofit · EIN 85-0873780

RISK AND RETURN

Tax-exempt · MC LEAN, VA 22101

Financials

$192$185K2023$32K$3K2024
Revenue Expenses · by fiscal year end
Financials of RISK AND RETURN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$31,873$2,980$28,893$874,164$0$874,164
December 31, 2023990-PF$192$185,066-$184,874$845,271$0$845,271
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$20,000
Interest
$11,873

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$443

Balance sheet and other

Total assets, start of year
$845,271
Total assets, end of year
$874,164
Total liabilities, end of year
$0
Net assets, end of year
$874,164
Fair market value of assets
$574,301
Net investment income
$31,873

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.

NameTitleHours / weekCompensation
ROBERT KERREY
1005 Dead Run Dr, Mc Lean, VA 22101
Chair0$0
ROBERT NELSON
1005 Dead Run Dr, Mc Lean, VA 22101
Vice-Chair0$0
HANK CRUMPTON
1005 Dead Run Dr, Mc Lean, VA 22101
Director0$0
NICK LAVERY
1005 Dead Run Dr, Mc Lean, VA 22101
Director0$0
TONI VERSTANDIG
1005 Dead Run Dr, Mc Lean, VA 22101
Director0$0
TIM MURPHY
1005 Dead Run Dr, Mc Lean, VA 22101
Director0$0
JEFF EGGERS
1005 Dead Run Dr, Mc Lean, VA 22101
Director and Int ED0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ROBERT KERREY
1005 Dead Run Dr, Mc Lean, VA 22101
Chair1$0
ROBERT NELSON
1005 Dead Run Dr, Mc Lean, VA 22101
ViceChair1$0
HANK CRUMPTON
1005 Dead Run Dr, Mc Lean, VA 22101
Director1$0
NICK LAVERY
1005 Dead Run Dr, Mc Lean, VA 22101
Director1$0
TONI VERSTANDIG
1005 Dead Run Dr, Mc Lean, VA 22101
Director1$0
TIM MURPHY
1005 Dead Run Dr, Mc Lean, VA 22101
Director1$0
JEFF EGGERS
1005 Dead Run Dr, Mc Lean, VA 22101
Director and Int ED10$0

Address and contacts

Address (IRS master file)
1005 DEAD RUN DR, MC LEAN, VA 22101-2120
In care of
% JEFF EGGERS
Signed the 990-PF
JEFF EGGERS, Interim Executive Director
Phone
(808) 779-5759

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-0873780
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$874,164
Income (IRS master file)
$31,873

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$31,873$2,980$874,164XML
990-PFDecember 2023$192$185,066$845,271XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 85-0873780).

Questions about RISK AND RETURN

What is the EIN of RISK AND RETURN?
The employer identification number (EIN) of RISK AND RETURN is 85-0873780.
Is RISK AND RETURN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to RISK AND RETURN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RISK AND RETURN file?
Form 990-PF. Private foundations file every year.
When is the next return of RISK AND RETURN 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 RISK AND RETURN 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 RISK AND RETURN?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does RISK AND RETURN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,873, expenses of $2,980 and total assets of $874,164 at year end.

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