The Alice E Leroy Trust

PENNINGTON, NJ EIN: 30-6726980

The Alice E Leroy Trust is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $374K in total assets. In 2024, it awarded 1 grants totaling $31K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$374K

-6.7% YoY

Annual Giving

$31K

-16.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

-16.5% YoY

Under IRS private-foundation payout rules, The Alice E Leroy Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About The Alice E Leroy Trust

Based on IRS filings

Ready to take the next step with The Alice E Leroy Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $68K (100%)

States

California

Cities

Sacramento

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$374,338	$401,120
Revenue	$28,489	$427,484
Expenses	$40,264	$41,509
Qualifying Distributions	$34,179	$39,644
Net Investment Income	$26,122	$7,732
Distributable Amount	$21,000	$18,637

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sacramento Spca ($30,919).

Recipient	Purpose	Amount
SACRAMENTO SPCA SACRAMENTO, CA	GENERAL OPERATING	$30,919

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$5,434

Frequently Asked Questions

How large is The Alice E Leroy Trust?

As of 2024, The Alice E Leroy Trust holds $374K in total assets with $28K in annual revenue. It awarded 1 grants totaling $31K in 2024.

Where does The Alice E Leroy Trust operate?

The Alice E Leroy Trust has awarded grants in California.

What size grants does The Alice E Leroy Trust award?

In 2024, The Alice E Leroy Trust awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is The Alice E Leroy Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Alice E Leroy Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.