Nonprofit · EIN 41-6034850
ALPHA NU TRUST FUND INC
Tax-exempt · EXCELSIOR, MN 55331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $38,783 | $150,116 | -$111,333 | $263,711 | $0 | $263,711 |
| December 31, 2024 | 990 | $36,137 | $160,736 | -$124,599 | $349,707 | $0 | $349,707 |
| December 31, 2023 | 990 | $43,014 | $242,715 | -$199,701 | $447,908 | $0 | $447,908 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $28,233
- Program service revenue
- $0
- Investment income
- $10,550
- Net gain from sales of assets
- $2,893
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $144,758
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,300
- Program services (functional)
- $144,758
- Management and general (functional)
- $5,358
Balance sheet and other
- Total assets, start of year
- $349,707
- Total assets, end of year
- $263,711
- Total liabilities, end of year
- $0
- Net assets, end of year
- $263,711
- Publicly traded securities
- $236,334
- Gross receipts
- $40,784
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1950
- State of legal domicile
- MN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WRIGHT | PRESIDENT Trustee or director, Officer | 3 | $0 |
| DOUGLAS RODERICK | TREASURER Trustee or director, Officer | 2 | $0 |
| GARY WINTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| BRADEN AHLBERG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL B AHLBERG | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS A BASILE | DIRECTOR Trustee or director | 1 | $0 |
| GARY BERGREN | DIRECTOR Trustee or director | 2 | $0 |
| TIBOR GALLO | DIRECTOR Trustee or director | 1 | $0 |
| MARK MCNEILL | DIRECTOR Trustee or director | 1 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WRIGHT | PRESIDENT Trustee or director, Officer | 3 | $0 |
| DOUGLAS RODERICK | TREASURER Trustee or director, Officer | 2 | $0 |
| GARY WINTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| BRADEN AHLBERG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL B AHLBERG | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS A BASILE | DIRECTOR Trustee or director | 1 | $0 |
| GARY BERGREN | DIRECTOR Trustee or director | 2 | $0 |
| TIBOR GALLO | DIRECTOR Trustee or director | 1 | $0 |
| MARK MCNEILL | DIRECTOR Trustee or director | 1 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WRIGHT | PRESIDENT Trustee or director, Officer | 3 | $0 |
| DOUGLAS RODERICK | TREASURER Trustee or director, Officer | 2 | $0 |
| GARY WINTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| BRADEN AHLBERG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL B AHLBERG | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS A BASILE | DIRECTOR Trustee or director | 1 | $0 |
| GARY BERGREN | DIRECTOR Trustee or director | 2 | $0 |
| TIBOR GALLO | DIRECTOR Trustee or director | 1 | $0 |
| MARK MCNEILL | DIRECTOR Trustee or director | 1 | $0 |
| JIM ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4156 LAKERIDGE RD, EXCELSIOR, MN 55331-9691
- In care of
- % T P ANDERSON
- Principal officer (990 for 2025)
- THOMAS WRIGHT, 907 W MINNEHAHA PARKWAY, MINNEAPOLIS, MN 55419
- Signed the 990
- THOMAS WRIGHT, PRESIDENT
- Phone
- (651) 587-8840
- Website
- WWW.ALPHANUTRUST.COM
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO SUPPORT EDUCATIONAL OPPORTUNITIES FOR COLLEGE STUDENTS AND NETWORKING OPPORTUNITIES FOR ALUMNI.
Program accomplishments
- THE ORGANIZATION CONNECTS ALUMNI TO CURRENT STUDENTS TO IMPROVE THE EDUCATIONAL OPPORTUNITIES AND LEADERSHIP AND PERSONAL GROWTH OF FRATERNITY STUDENTS. THE ORGANIZATION ACCOMPLISHES THIS IN PART BY PROVIDING RENT FOR THE LIBRARY AND STUDY CARRELS TO IMPROVE THE EDUCATION CLIMATE WITHIN THE FRATERNITY ITSELF.Expenses $144,758 · grants $144,758 · revenue $4,532
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-6034850
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $263,711
- Income (IRS master file)
- $40,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $38,783 | $150,116 | $263,711 | IRS |
| 990 | December 2024 | $36,137 | $160,736 | $349,707 | XML |
| 990 | December 2023 | $43,014 | $242,715 | $447,908 | XML |
| 990 | December 2022 | $22,116 | $242,945 | $624,816 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 41-6034850).
Questions about ALPHA NU TRUST FUND INC
- What is the EIN of ALPHA NU TRUST FUND INC?
- The employer identification number (EIN) of ALPHA NU TRUST FUND INC is 41-6034850.
- Is ALPHA NU TRUST FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to ALPHA NU TRUST FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALPHA NU TRUST FUND INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ALPHA NU TRUST FUND INC 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 ALPHA NU TRUST FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALPHA NU TRUST FUND INC?
- The 990 for the year ended December 31, 2025 names THOMAS WRIGHT.
- Who are the officers and directors of ALPHA NU TRUST FUND INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ALPHA NU TRUST FUND INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $38,783, expenses of $150,116 and total assets of $263,711 at year end.
Other nonprofits in EXCELSIOR
- ONE TRACK MIND EIN 82-3189362 · last filed 990-PF for 2025
- ANDERSON FAMILY FOUNDATION EIN 84-4009058 · last filed 990-PF for 2024
- RJW FOUNDATION EIN 41-1858383 · last filed 990-PF for 2025
- OPEN HANDS FOUNDATION EIN 20-0456778 · last filed 990 for 2025
- WAYNE FAMILY FOUNDATION EIN 06-1468568 · last filed 990-PF for 2025
- MULVEHILL FAMILY FOUNDATION EIN 26-1846876 · last filed 990-PF for 2025
- COROMOTO 2020 EIN 86-3558682 · last filed 990 for 2025
- VERDOORN FAMILY FOUNDATION EIN 99-5032683 · last filed 990-PF for 2025
All nonprofits in EXCELSIOR · Minnesota · Philanthropy, voluntarism and grantmaking foundations