Direct Advisors Trust
Direct Advisors Trust is a voluntary employees' beneficiary association (non-govt. emps.) organization in Latham, New York.
Its tax id (EIN) is 14-6203449.
It was granted tax-exempt status by IRS in April, 2001.
For detailed information such as income and other financial data of Direct Advisors Trust, refer to the following table.
Profile of Direct Advisors Trust
| Organization Name |
Direct Advisors Trust
|
|---|
| Tax Id (EIN) | 14-6203449 |
|---|
| Address |
14 Plaza Drive Suite 102,
Latham,
NY
12110-2166
|
|---|
| In Care of Name | Direct Retirement Solution |
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|
All tax-exempt organizations in zip code 12110
|
| |
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| Tax Period | Asset | Income | Revenue |
|---|
| December, 2013 | $8,837 | $6,577,667 | $6,577,667 |
| December, 2015 | $1,109,457 | $11,293,794 | $11,293,794 |
| December, 2016 | $48,330 | $13,050,299 | $13,050,299 |
| December, 2017 | $823,097 | $13,246,832 | $13,246,832 |
| December, 2018 | $26,443 | $13,022,483 | $13,022,483 |
| December, 2019 | $810,828 | $16,008,190 | $16,008,190 |
| December, 2020 | $501,432 | $13,504,793 | $13,504,793 |
| December, 2021 | $100 | $13,153,612 | $13,153,612 |
| December, 2022 | $137,668 | $17,804,282 | $17,804,282 |
| December, 2023 | $156,160 | $18,830,961 | $18,830,961 |
| | | |
| IRS Exempt Status Ruling Date | April, 2001 |
|---|
| Exempt Status | Unconditional Exemption |
|---|
| Deductibility | Contributions are not deductible |
|---|
| Tax Exempt Classification |
Mutual/Membership Benefit Organizations, Other
|
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| Tax Exempt Activity |
Voluntary Employees Beneficiary Associations (Non-Government)
|
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| NTEE Code | Y43 |
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| Foundation Type | All organizations except 501(c)(3) |
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| Organization Type | Corporation |
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| Organization Classification |
Voluntary Employees' Beneficiary Association (Non-Govt. Emps.)
|
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| Affiliation | Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). |
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| Primary Return(s) Required to File | 990 (all other) or 990EZ return |
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| Private Foundation Filing Requirement | No need to 990-PF return |
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| Asset Range Reported on Form 990 | $100,000 to 499,999 |
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| Income Range Reported on Form 990 | $10,000,000 to 49,999,999 |
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| Accounting Period | 12 |
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