The Alice E Leroy Trust
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
Share of all 1 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY FOUNDATION Los Angeles, CA | UNRESTRICTED GENERAL | $30,201 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 28, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- 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
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.
Here's the math on researching The Alice E Leroy Trust by hand.
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