Nonprofit · EIN 38-6475645
ALEXANDER PETRELLIS PERRY TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $68,748 | $53,894 | $14,854 | $614,176 | $0 | $614,176 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $18,490
- Net gain from sales of assets
- $28,003
- Other income
- $22,255
Expenses
- Grants and similar amounts paid
- $37,000
- Compensation of officers, directors and key employees
- $16,162
- Disbursements for charitable purposes
- $38,616
- Excise tax on investment income
- $444
Balance sheet and other
- Total assets, start of year
- $606,488
- Total assets, end of year
- $614,176
- Total liabilities, end of year
- $0
- Net assets, end of year
- $614,176
- Fair market value of assets
- $963,770
- Qualifying distributions
- $38,616
- Net investment income
- $46,493
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 1 | $16,162 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (313) 222-3085
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6475645
- 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
- 1997
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $614,176
- Income (IRS master file)
- $68,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | – | – | – | IRS |
| 990-PF | January 2025 | – | – | – | IRS |
| 990-PF | January 2024 | $28,799 | $45,596 | $612,081 | IRS |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ALEXANDER PETRELLIS PERRY TRUST
- What is the EIN of ALEXANDER PETRELLIS PERRY TRUST?
- The employer identification number (EIN) of ALEXANDER PETRELLIS PERRY TRUST is 38-6475645.
- Is ALEXANDER PETRELLIS PERRY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ALEXANDER PETRELLIS PERRY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEXANDER PETRELLIS PERRY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEXANDER PETRELLIS PERRY TRUST due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEXANDER PETRELLIS PERRY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of ALEXANDER PETRELLIS PERRY TRUST?
- The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $16,162 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does ALEXANDER PETRELLIS PERRY TRUST have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $68,748, expenses of $53,894 and total assets of $614,176 at year end.
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