Nonprofit · EIN 38-6656560
VALERIAN D TRIFA IRREVOCABLE TRUST
Tax-exempt (reinstated) · NAPLES, FL 34103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,011 | $13,483 | $1,528 | $305,681 | $0 | $305,681 |
| June 30, 2024 | 990 | $14,096 | $13,182 | $914 | $300,071 | $0 | $300,071 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $15,011
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $12,783
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $400
- Program services (functional)
- $12,783
- Management and general (functional)
- $700
Balance sheet and other
- Total assets, start of year
- $300,071
- Total assets, end of year
- $305,681
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,681
- Publicly traded securities
- $280,677
- Gross receipts
- $15,011
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1989
- State of legal domicile
- OH
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MICLAU | CO-TRUSTEE Trustee or director, Officer | 1 | $0 |
| CONSTANTINE NAN | CO-TRUSTEE Trustee or director | 1 | $0 |
| REV LAWRENCE LAZAR | CO-TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL MICLAU | CO-TRUSTEE Trustee or director, Officer | 1 | $0 |
| CONSTANTINE NAN | CO-TRUSTEE Trustee or director | 1 | $0 |
| REV LAWRENCE LAZAR | CO-TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3115 GULF SHORE BLVD N APT 510, NAPLES, FL 34103-3918
- In care of
- % D MICLAU
- Principal officer (990 for 2024)
- DANIEL MICLAU, 3115 GULF SHORE BLVD N STE 510, NAPLES, FL 34103
- Signed the 990
- DANIEL MICLAU, CO-TRUSTEE
- Phone
- (440) 463-1277
- Return prepared by
- LPFG LLC
Mission
EDUCATING ROMANIAN AMERICAN COMMUNITY REGARDING THEIR HISTORY AND CULTURE.
Program accomplishments
- CHARITABLE DISTRIBUTIONS TO THE FOLLOWING ORGANIZATION: ROMANIAN AMERICAN HERITAGE CENTER 2540 GREY TOWER JACKSON, MICHIGAN 49201Expenses $12,783 · grants $12,783 · revenue $15,011
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-6656560
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $305,681
- Income (IRS master file)
- $15,011
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective November 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,011 | $13,483 | $305,681 | IRS |
| 990 | June 2024 | $14,096 | $13,182 | $300,071 | XML |
| 990 | June 2023 | $15,236 | $14,455 | $294,317 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 38-6656560).
Questions about VALERIAN D TRIFA IRREVOCABLE TRUST
- What is the EIN of VALERIAN D TRIFA IRREVOCABLE TRUST?
- The employer identification number (EIN) of VALERIAN D TRIFA IRREVOCABLE TRUST is 38-6656560.
- Is VALERIAN D TRIFA IRREVOCABLE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective November 15, 2010.
- Are donations to VALERIAN D TRIFA IRREVOCABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does VALERIAN D TRIFA IRREVOCABLE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of VALERIAN D TRIFA IRREVOCABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VALERIAN D TRIFA IRREVOCABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VALERIAN D TRIFA IRREVOCABLE TRUST?
- The 990 for the year ended June 30, 2025 names DANIEL MICLAU.
- Who are the officers and directors of VALERIAN D TRIFA IRREVOCABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does VALERIAN D TRIFA IRREVOCABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,011, expenses of $13,483 and total assets of $305,681 at year end.
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