Nonprofit · EIN 25-6823063
LEONARD FAM FOUNDATION TR
Also known as LEONARD JUDITH V ET AL TTEE
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $453,736 | $137,184 | $316,552 | $4,172,997 | $0 | $4,172,997 |
| December 31, 2023 | 990-PF | $188,406 | $103,208 | $85,198 | $3,856,445 | $0 | $3,856,445 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,998
- Dividends
- $104,010
- Net gain from sales of assets
- $342,728
Expenses
- Grants and similar amounts paid
- $99,033
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $105,282
- Excise tax on investment income
- $5,782
Balance sheet and other
- Total assets, start of year
- $3,856,445
- Total assets, end of year
- $4,172,997
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,172,997
- Fair market value of assets
- $5,918,271
- Qualifying distributions
- $105,282
- Net investment income
- $446,738
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 |
|---|---|---|---|
| William Leonard 28 Panorama, Coto de Caza, CA 92679 | Trustee | 1 | $0 |
| Judith V Leonard 28 Panorama, Coto de Caza, CA 92679 | Trustee | 1 | $0 |
| Christopher A Leonard 1912 S Jacaranda 355, Anaheim, CA 92805 | Trustee | 1 | $0 |
| Deborah A Perez 358 Calleburro, San Clemente, CA 92673 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Leonard 28 Panorama, Coto de Caza, CA 92679 | Trustee | 1 | $0 |
| Judith V Leonard 28 Panorama, Coto de Caza, CA 92679 | Trustee | 1 | $0 |
| Christopher A Leonard 1912 S Jacaranda 355, Anaheim, CA 92805 | Trustee | 1 | $0 |
| Deborah A Perez 358 Calleburro, San Clemente, CA 92673 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO S ROTH MLB 2222 MARKET ST, PHILADELPHIA, PA 19103-0000
- In care of
- % S ROTH ML&B
- Signed the 990-PF
- William Leonard, Trustee
- Phone
- (215) 963-4659
- Return prepared by
- Morgan Lewis & Bockius 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
- 25-6823063
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,172,997
- Income (IRS master file)
- $1,214,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $453,736 | $137,184 | $4,172,997 | IRS |
| 990-PF | December 2023 | $188,406 | $103,208 | $3,856,445 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 25-6823063).
Questions about LEONARD FAM FOUNDATION TR
- What is the EIN of LEONARD FAM FOUNDATION TR?
- The employer identification number (EIN) of LEONARD FAM FOUNDATION TR is 25-6823063.
- Is LEONARD FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to LEONARD FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEONARD FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEONARD FAM FOUNDATION TR 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 LEONARD FAM FOUNDATION TR 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 LEONARD FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LEONARD FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $453,736, expenses of $137,184 and total assets of $4,172,997 at year end.
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