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Nonprofit · EIN 30-6729871

ALICE E LEROY TR

Tax-exempt · PENNINGTON, NJ 08534

Financials

$427K$41K2023$27K$38K2024$34K$41K2025
Revenue Expenses · by fiscal year end
Financials of ALICE E LEROY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,317$40,775-$6,458$368,597$0$368,597
December 31, 2024990-PF$27,119$37,887-$10,768$375,375$0$375,375
December 31, 2023990-PF$427,486$41,491$385,995$401,121$0$401,121
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,267
Net gain from sales of assets
$21,050

Expenses

Grants and similar amounts paid
$30,201
Compensation of officers, directors and key employees
$5,472
Disbursements for charitable purposes
$36,729
Excise tax on investment income
$428

Balance sheet and other

Total assets, start of year
$375,375
Total assets, end of year
$368,597
Total liabilities, end of year
$0
Net assets, end of year
$368,597
Fair market value of assets
$435,630
Qualifying distributions
$36,729
Net investment income
$34,259

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.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$5,472
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$5,467
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 1532, PENNINGTON, NJ 08534
TRUSTEE2$4,340

Address and contacts

Address (IRS master file)
PO BOX 1532, PENNINGTON, NJ 08534-0691
In care of
% BANK OF AMERICA NA TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6729871
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$368,597
Income (IRS master file)
$143,284

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$34,317$40,775$368,597IRS
990-PFDecember 2024$27,119$37,887$375,375XML
990-PFDecember 2023$427,486$41,491$401,121XML

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 30-6729871).

Questions about ALICE E LEROY TR

What is the EIN of ALICE E LEROY TR?
The employer identification number (EIN) of ALICE E LEROY TR is 30-6729871.
Is ALICE E LEROY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to ALICE E LEROY TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE E LEROY TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE E LEROY 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 ALICE E LEROY 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 ALICE E LEROY TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,472 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does ALICE E LEROY TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,317, expenses of $40,775 and total assets of $368,597 at year end.

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