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Nonprofit · EIN 59-6808046

SEVERINE G JR & GRACE H LEOFFLER TRUST

Tax-exempt · ANNAPOLIS, MD 21403

Financials

−$18K$38K2022−$2K$32K2023$5K$54K2024
Revenue Expenses · by fiscal year end
Financials of SEVERINE G JR & GRACE H LEOFFLER TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$4,523$54,447-$49,924$226,452$3,838$222,615
June 30, 2024990-PF-$2,333$32,105-$34,438$279,770$3,838$275,932
June 30, 2023990-PF-$18,106$37,604-$55,710$314,318$6,838$307,480
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$15,210
Interest
$105
Net gain from sales of assets
-$11,188
Other income
$396

Expenses

Grants and similar amounts paid
$47,715
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$47,715
Excise tax on investment income
$125

Balance sheet and other

Total assets, start of year
$279,770
Total assets, end of year
$226,452
Total liabilities, end of year
$3,838
Net assets, end of year
$222,615
Fair market value of assets
$320,987
Qualifying distributions
$47,715
Net investment income
$15,711

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
GLORIA FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0
WILLIAM B FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
GLORIA FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0
WILLIAM B FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
SEVERINE G LEOFFLER III
38 HEATHERHURST CIRCLE 18, CROSSVILLE, TN 38558
TRUSTEE0$0
GLORIA FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0
WILLIAM B FINAGIN
6 ROMAR DRIVE, ANNAPOLIS, MD 21401
TRUSTEE0$0

Address and contacts

Address (IRS master file)
6 ROMAR DR, ANNAPOLIS, MD 21403-1320
In care of
% STEPHEN E JOSEY CPA
Signed the 990-PF
GLORIA FINAGIN, PRESIDENT
Phone
(410) 263-2740
Return prepared by
DAVIS JOSEY & KEATING LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
59-6808046
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
1986
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$226,452
Income (IRS master file)
$79,714

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$4,523$54,447$226,452XML
990-PFJune 2024-$2,333$32,105$279,770IRS
990-PFJune 2023-$18,106$37,604$314,318XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 59-6808046).

Questions about SEVERINE G JR & GRACE H LEOFFLER TRUST

What is the EIN of SEVERINE G JR & GRACE H LEOFFLER TRUST?
The employer identification number (EIN) of SEVERINE G JR & GRACE H LEOFFLER TRUST is 59-6808046.
Is SEVERINE G JR & GRACE H LEOFFLER TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to SEVERINE G JR & GRACE H LEOFFLER TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SEVERINE G JR & GRACE H LEOFFLER TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SEVERINE G JR & GRACE H LEOFFLER TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SEVERINE G JR & GRACE H LEOFFLER TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of SEVERINE G JR & GRACE H LEOFFLER TRUST?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SEVERINE G JR & GRACE H LEOFFLER TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,523, expenses of $54,447 and total assets of $226,452 at year end.

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