Nonprofit · EIN 25-6798845
WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND
Also known as 1170000313
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $976,805 | $522,891 | $453,914 | $9,315,510 | $0 | $9,315,510 |
| December 31, 2024 | 990 | $682,810 | $500,256 | $182,554 | $8,861,231 | $0 | $8,861,231 |
| December 31, 2023 | 990 | $74,881 | $478,132 | -$403,251 | $8,676,289 | $0 | $8,676,289 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $976,539
- Royalties
- $266
- Net gain from sales of assets
- $727,359
- Other revenue
- $266
Expenses
- Grants and similar amounts paid
- $445,728
- Compensation of officers, directors and key employees
- $60,236
- Salaries, compensation and benefits (total)
- $60,236
- Professional fundraising fees
- $0
- Legal fees
- $9,172
- Program services (functional)
- $475,846
- Management and general (functional)
- $47,045
Balance sheet and other
- Total assets, start of year
- $8,861,231
- Total assets, end of year
- $9,315,510
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,315,510
- Publicly traded securities
- $9,140,790
- Gross receipts
- $5,978,012
- Employees
- 0
- Year formed
- 1993
- State of legal domicile
- CT
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 5 | $60,236 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 5 | $57,860 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE Institutional trustee | 5 | $53,326 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % INVESTORS TRUST CO TTEE
- Principal officer (990 for 2025)
- TRUIST BANK, PO BOX 919798, ORLANDO, FL 32891
- Signed the 990
- TRUIST BANK, DIRECTOR
- Phone
- (844) 382-3122
- Return prepared by
- ERNST & YOUNG US LLP
Mission
INCOME OF TRUST USED TO BENEFIT ST. JOHN'S LUTHERAN CHURCH OF BOYERTOWN.
Program accomplishments
- INCOME OF TRUST USED TO BENEFIT ST. JOHN'S LUTHERAN CHURCH OF BOYERTOWN.Expenses $475,846 · grants $445,728
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 25-6798845
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,315,510
- Income (IRS master file)
- $5,978,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $976,805 | $522,891 | $9,315,510 | XML |
| 990 | December 2024 | $682,810 | $500,256 | $8,861,231 | XML |
| 990 | December 2023 | $74,881 | $478,132 | $8,676,289 | XML |
| 990 | December 2022 | $77,052 | $491,033 | $9,079,682 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 25-6798845).
Questions about WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND
- What is the EIN of WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND?
- The employer identification number (EIN) of WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND is 25-6798845.
- Is WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND?
- The 990 for the year ended December 31, 2025 names TRUIST BANK.
- Who are the officers and directors of WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $60,236 (TRUIST BANK, TRUSTEE).
- How much revenue does WARREN & LIZZIE LEAVER MEMORIAL TRUST FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $976,805, expenses of $522,891 and total assets of $9,315,510 at year end.
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