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Nonprofit · EIN 30-6136901

RICHARD L & DIANE M BLOCK FOUNDATION TR

Also known as RICHARD L BLOCK TTEE

Tax-exempt · ANCHORAGE, AK 99501

Financials

$1.2M$2M2023$3.8M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of RICHARD L & DIANE M BLOCK FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,838,216$1,891,630$1,946,586$35,371,432$0$35,371,432
December 31, 2023990-PF$1,195,519$1,953,401-$757,882$33,427,001$2,155$33,424,846
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$915,442
Interest
$46,329
Net gain from sales of assets
$2,871,037
Other income
$5,408

Expenses

Grants and similar amounts paid
$1,361,324
Compensation of officers, directors and key employees
$97,000
Salaries, compensation and benefits (total)
$11,994
Disbursements for charitable purposes
$1,657,081
Excise tax on investment income
$50,862

Balance sheet and other

Total assets, start of year
$33,427,001
Total assets, end of year
$35,371,432
Total liabilities, end of year
$0
Net assets, end of year
$35,371,432
Fair market value of assets
$37,879,807
Qualifying distributions
$2,061,235
Net investment income
$3,838,216

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Jennifer D Green
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Sec30$87,000
Deborah Bellange
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Treas, Chair1$2,000
Patrick Block
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Juliette Green
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Edward McCarty
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Mead Treadwell
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Amanda Weitman
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, VP1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Jennifer D Green
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Executive Dir, Sec30$62,833
Debbie Bellange
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Treas, Chair1$2,000
Patrick Block
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Juliette Green
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Edward McCarty
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Mead Treadwell
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$2,000
Amanda Weitman
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, VP1$0

Address and contacts

Address (IRS master file)
821 N ST STE 207, ANCHORAGE, AK 99501-3285
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Jennifer Green, Trustee
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
30-6136901
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,371,432
Income (IRS master file)
$24,135,449

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,838,216$1,891,630$35,371,432XML
990-PFDecember 2023$1,195,519$1,953,401$33,427,001XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 30-6136901).

Questions about RICHARD L & DIANE M BLOCK FOUNDATION TR

What is the EIN of RICHARD L & DIANE M BLOCK FOUNDATION TR?
The employer identification number (EIN) of RICHARD L & DIANE M BLOCK FOUNDATION TR is 30-6136901.
Is RICHARD L & DIANE M BLOCK FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to RICHARD L & DIANE M BLOCK FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD L & DIANE M BLOCK FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD L & DIANE M BLOCK FOUNDATION TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD L & DIANE M BLOCK FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of RICHARD L & DIANE M BLOCK FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 6 received compensation from the organization, the highest $87,000 (Jennifer D Green, Trustee, Sec).
How much revenue does RICHARD L & DIANE M BLOCK FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,838,216, expenses of $1,891,630 and total assets of $35,371,432 at year end.

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