The Alice E Leroy Trust

Foundation · Grantmaker Pennington, NJ EIN: 30-6729871

The Alice E Leroy Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $369K in total assets. In 2025, it awarded 1 grant totaling $30K. Net investment income was $31K.

Key facts about The Alice E Leroy Trust

In short: The Alice E Leroy Trust gave $30K across 1 grant in 2025 (avg $30K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
30-6729871
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,201
Grants made (2025)
1
Average grant
$30,201
Median grant
$30,201
Total assets
$368,597
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$369K

-1.8% YoY

Annual Giving

$30K

+2.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

+2.5% YoY

Under IRS private-foundation payout rules, The Alice E Leroy Trust reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How The Alice E Leroy Trust gives

  • In 2025 it paid out 172% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Los AngelesSacramento

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

California State University Foundation: $30KCalifornia State UniversityFoundation$30K

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CALIFORNIA STATE UNIVERSITY FOUNDATION Los Angeles, CAUNRESTRICTED GENERAL$30,201

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202320242025
Metric202520242023
Total Assets$368,597$375,375$401,121
Revenue$34,317$27,119$427,486
Expenses$40,775$37,887$41,491
Qualifying Distributions$36,729$32,741$39,623
Net Investment Income$30,791$24,743$7,731
Distributable Amount$21,337$21,115$17,424

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
  3. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  7. IRS filings on file for fiscal years 2023–2024

Leadership & Key People

Officers and directors from IRS filings

The Alice E Leroy Trust's only listed officer is Bank Of America N A, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Bank Of America N A

    Trustee

    On filings since 2023

    2 hrs/week

    $4K (2023) → $5K (2025)

Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America N a — Trustee: $5KBank of America N aTrustee$5K

Frequently asked questions about The Alice E Leroy Trust

How much does The Alice E Leroy Trust give each year?

The Alice E Leroy Trust gave $30K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 1 grant.

How large is The Alice E Leroy Trust?

The Alice E Leroy Trust reported $369K in total assets on its 2025 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

Where does The Alice E Leroy Trust operate?

The Alice E Leroy Trust has awarded grants in California.

What is The Alice E Leroy Trust's EIN?

The Alice E Leroy Trust's EIN (Employer Identification Number) is 30-6729871. IRS Form 990 filing data is available on this page for 2023–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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