Nonprofit · EIN 25-6706258
LEONA S WELLINGER CHARITABLE TR
Also known as ALIGNED PARTNERS TRUST COMPANY TTEE
Tax-exempt · SEWICKLEY, PA 15143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,903 | $13,563 | $1,340 | $51,008 | $0 | $51,008 |
| December 31, 2024 | 990-PF | $8,859 | $12,345 | -$3,486 | $49,668 | $0 | $49,668 |
| December 31, 2023 | 990-PF | $10,048 | $11,844 | -$1,796 | $53,154 | $0 | $53,154 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,052
- Net gain from sales of assets
- $11,850
- Other income
- $1
Expenses
- Grants and similar amounts paid
- $11,000
- Compensation of officers, directors and key employees
- $2,493
- Disbursements for charitable purposes
- $11,000
- Excise tax on investment income
- $173
Balance sheet and other
- Total assets, start of year
- $49,668
- Total assets, end of year
- $51,008
- Total liabilities, end of year
- $0
- Net assets, end of year
- $51,008
- Fair market value of assets
- $287,191
- Qualifying distributions
- $11,000
- Net investment income
- $14,914
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aligned Partners Trust Company 1606 Carmody Ct Suite 300, Sewickley, PA 15143 | Trustee | 1 | $2,493 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aligned Partners Trust Company 707 Grant St2800 Gulf Twr, Pittsburgh, PA 15219 | Trustee | 1 | $2,245 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aligned Partners Trust Company 707 Grant St2800 Gulf Twr, Pittsburgh, PA 15219 | Trustee | 1 | $1,844 |
Address and contacts
- Address (IRS master file)
- 1606 CARMODY COURT, SEWICKLEY, PA 15143-8568
- In care of
- % ALIGNED PARTNERS TRUST COMPANY
- Signed the 990-PF
- John P Shaffer, President
- Phone
- (412) 258-3593
- Return prepared by
- ALIGNED PARTNERS TRUST COMPANY
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 | 990-PF 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
- 25-6706258
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $51,008
- Income (IRS master file)
- $20,793
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,903 | $13,563 | $51,008 | IRS |
| 990-PF | December 2024 | $8,859 | $12,345 | $49,668 | IRS |
| 990-PF | December 2023 | $10,048 | $11,844 | $53,154 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 25-6706258).
Questions about LEONA S WELLINGER CHARITABLE TR
- What is the EIN of LEONA S WELLINGER CHARITABLE TR?
- The employer identification number (EIN) of LEONA S WELLINGER CHARITABLE TR is 25-6706258.
- Is LEONA S WELLINGER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LEONA S WELLINGER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEONA S WELLINGER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEONA S WELLINGER CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEONA S WELLINGER CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LEONA S WELLINGER CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,493 (Aligned Partners Trust Company, Trustee).
- How much revenue does LEONA S WELLINGER CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,903, expenses of $13,563 and total assets of $51,008 at year end.
Other nonprofits in SEWICKLEY
- MARIO LEMIEUX FOUNDATION EIN 25-1708231 · last filed 990 for 2025
- VERLAND ENDOWMENT EIN 25-1440467 · last filed 990 for 2025
- WHEELHOUSE FAMILY FOUNDATION EIN 87-1362862 · last filed 990-PF for 2024
- MAPLEWOOD FOUNDATION EIN 25-6502637 · last filed 990-PF for 2026
- HUNDRED ACRES MANOR INC EIN 26-0177018 · last filed 990 for 2024
- MICHAEL AND SUELLEN WEIR FOUNDATION EIN 85-3757285 · last filed 990-PF for 2025
- THOMAS MARSHALL FOUNDATION EIN 25-6479933 · last filed 990-PF for 2025
- HURTT FOUNDATION EIN 25-1881427 · last filed 990-PF for 2025
All nonprofits in SEWICKLEY · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations