Nonprofit · EIN 38-6475645
ALEXANDER PETRELLIS PERRY TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $68,748 | $53,894 | $14,854 | $614,176 | $0 | $614,176 |
| January 31, 2025 | 990-PF | $47,824 | $53,411 | -$5,587 | $606,488 | $0 | $606,488 |
| January 31, 2024 | 990-PF | $28,799 | $45,596 | -$16,797 | $612,081 | $0 | $612,081 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $18,490
- Net gain from sales of assets
- $28,003
- Other income
- $22,255
Expenses
- Grants and similar amounts paid
- $37,000
- Compensation of officers, directors and key employees
- $16,162
- Disbursements for charitable purposes
- $38,616
- Excise tax on investment income
- $444
Balance sheet and other
- Total assets, start of year
- $606,488
- Total assets, end of year
- $614,176
- Total liabilities, end of year
- $0
- Net assets, end of year
- $614,176
- Fair market value of assets
- $963,770
- Qualifying distributions
- $38,616
- Net investment income
- $46,493
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 1 | $16,162 |
990-PF for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CCOMERICA BANK PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 1 | $15,222 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CCOMERICA BANK PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 1 | $13,804 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (313) 222-3085
- Return prepared by
- KPMG 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6475645
- 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
- 1997
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $614,176
- Income (IRS master file)
- $68,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $68,748 | $53,894 | $614,176 | IRS |
| 990-PF | January 2025 | $47,824 | $53,411 | $606,488 | IRS |
| 990-PF | January 2024 | $28,799 | $45,596 | $612,081 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 38-6475645).
Questions about ALEXANDER PETRELLIS PERRY TRUST
- What is the EIN of ALEXANDER PETRELLIS PERRY TRUST?
- The employer identification number (EIN) of ALEXANDER PETRELLIS PERRY TRUST is 38-6475645.
- Is ALEXANDER PETRELLIS PERRY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ALEXANDER PETRELLIS PERRY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEXANDER PETRELLIS PERRY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEXANDER PETRELLIS PERRY TRUST due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEXANDER PETRELLIS PERRY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of ALEXANDER PETRELLIS PERRY TRUST?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $16,162 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does ALEXANDER PETRELLIS PERRY TRUST have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $68,748, expenses of $53,894 and total assets of $614,176 at year end.
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