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Nonprofit · EIN 59-7021028

ALICE ANN BIEN MEM FDN IRRV TR 03062304

Tax-exempt · ORLANDO, FL 32891

Financials

$85K$140K2023$168K$143K2024
Revenue Expenses · by fiscal year end
Financials of ALICE ANN BIEN MEM FDN IRRV TR 03062304 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$168,388$142,587$25,801$2,239,089$0$2,239,089
July 31, 2024990-PF$85,243$139,708-$54,465$2,213,633$0$2,213,633
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$59,484
Net gain from sales of assets
$108,904

Expenses

Grants and similar amounts paid
$120,960
Compensation of officers, directors and key employees
$18,309
Disbursements for charitable purposes
$132,716
Excise tax on investment income
$2,205

Balance sheet and other

Total assets, start of year
$2,213,633
Total assets, end of year
$2,239,089
Total liabilities, end of year
$0
Net assets, end of year
$2,239,089
Fair market value of assets
$2,718,490
Qualifying distributions
$132,716
Net investment income
$168,212

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$18,309
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$17,249

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUNTRUST BANK CENTRAL FLORIDA NA
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(804) 273-7445
Return prepared by
ERNST & YOUNG US 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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
59-7021028
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
1994
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$2,239,089
Income (IRS master file)
$670,843

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$168,388$142,587$2,239,089XML
990-PFJuly 2024$85,243$139,708$2,213,633XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 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 59-7021028).

Questions about ALICE ANN BIEN MEM FDN IRRV TR 03062304

What is the EIN of ALICE ANN BIEN MEM FDN IRRV TR 03062304?
The employer identification number (EIN) of ALICE ANN BIEN MEM FDN IRRV TR 03062304 is 59-7021028.
Is ALICE ANN BIEN MEM FDN IRRV TR 03062304 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ALICE ANN BIEN MEM FDN IRRV TR 03062304 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALICE ANN BIEN MEM FDN IRRV TR 03062304 file?
Form 990-PF. Private foundations file every year.
When is the next return of ALICE ANN BIEN MEM FDN IRRV TR 03062304 due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALICE ANN BIEN MEM FDN IRRV TR 03062304 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of ALICE ANN BIEN MEM FDN IRRV TR 03062304?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,309 (TRUIST BANK, TRUSTEE).
How much revenue does ALICE ANN BIEN MEM FDN IRRV TR 03062304 have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $168,388, expenses of $142,587 and total assets of $2,239,089 at year end.

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