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Nonprofit · EIN 36-6725987

AEC TRUST

Tax-exempt · WILMINGTON, DE 19809

Financials

$21.3M$4M2023$12.9M$24.5M2024$6.7M$22M2025
Revenue Expenses · by fiscal year end
Financials of AEC TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,694,213$22,019,630-$15,325,417$21,489,193$0$21,489,193
December 31, 2024990-PF$12,901,971$24,460,841-$11,558,870$36,814,610$0$36,814,610
December 31, 2023990-PF$21,263,477$3,998,839$17,264,638$48,373,480$0$48,373,480
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$818,085
Interest
$101,629
Net gain from sales of assets
$5,774,279
Other income
$220

Expenses

Grants and similar amounts paid
$21,644,455
Compensation of officers, directors and key employees
$148,213
Disbursements for charitable purposes
$6,125,184
Excise tax on investment income
$91,506

Balance sheet and other

Total assets, start of year
$36,814,610
Total assets, end of year
$21,489,193
Total liabilities, end of year
$0
Net assets, end of year
$21,489,193
Fair market value of assets
$27,032,808
Qualifying distributions
$6,125,184
Net investment income
$6,667,430

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
CIBC NATIONAL TRUST COMPANY
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$148,213
Edith Dee Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Chair1$0
Mary Ann P Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
Paige Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$285,476
David H Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
Edith Dee Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Chair1$0
Mary Ann P Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
Paige Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
CIBC National Trust Company
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$211,022
David H Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
Edith Dee Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Chair1$0
Mary Ann P Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0
Paige Cofrin
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Advisory Board Member1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Whit Mansfield, Trustee
Phone
(800) 839-1754
Return prepared by
Foundation Source

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
36-6725987
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
1981
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,489,193
Income (IRS master file)
$29,179,874

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,694,213$22,019,630$21,489,193XML
990-PFDecember 2024$12,901,971$24,460,841$36,814,610XML
990-PFDecember 2023$21,263,477$3,998,839$48,373,480XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 36-6725987).

Questions about AEC TRUST

What is the EIN of AEC TRUST?
The employer identification number (EIN) of AEC TRUST is 36-6725987.
Is AEC TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to AEC TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AEC TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of AEC TRUST 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 AEC TRUST 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 AEC TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $148,213 (CIBC NATIONAL TRUST COMPANY, Trustee).
How much revenue does AEC TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,694,213, expenses of $22,019,630 and total assets of $21,489,193 at year end.

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