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Nonprofit · EIN 38-6662250

ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR

Also known as PHILIP M MOILANEN CO TTEE

Tax-exempt · DETROIT, MI 48275

Financials

$539K$407K2022$301K$400K2023$434K$409K2024
Revenue Expenses · by fiscal year end
Financials of ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$433,628$408,815$24,813$1,891,888$0$1,891,888
October 31, 2024990-PF$300,506$400,173-$99,667$1,857,429$0$1,857,429
October 31, 2023990-PF$538,972$406,914$132,058$1,967,981$0$1,967,981
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$128,560
Interest
$5
Net gain from sales of assets
$303,673
Other income
$1,390

Expenses

Grants and similar amounts paid
$327,097
Compensation of officers, directors and key employees
$79,730
Disbursements for charitable purposes
$335,070
Excise tax on investment income
$5,004

Balance sheet and other

Total assets, start of year
$1,857,429
Total assets, end of year
$1,891,888
Total liabilities, end of year
$0
Net assets, end of year
$1,891,888
Fair market value of assets
$6,581,939
Qualifying distributions
$335,070
Net investment income
$432,231

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 48275
CO-TRUSTEE1$74,030
PHILIP MATTHEW MOILANEN
2012 FOREST PARK DR, JACKSON, MI 492018306
CO-TRUSTEE1$5,700
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 48275
CO-TRUSTEE1$42,319
PHILIP MATTHEW MOILANEN
2012 FOREST PARK DR, JACKSON, MI 492018306
CO-TRUSTEE1$5,700
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 48275
CO-TRUSTEE1$54,620
PHILIP MATTHEW MOILANEN
2012 FOREST PARK DR, JACKSON, MI 492018306
CO-TRUSTEE1$5,700

Address and contacts

Address (IRS master file)
PO BOX 75000, DETROIT, MI 48275-7874
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(248) 984-1370
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
38-6662250
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
1996
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,891,888
Income (IRS master file)
$763,113

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$433,628$408,815$1,891,888XML
990-PFOctober 2024$300,506$400,173$1,857,429XML
990-PFOctober 2023$538,972$406,914$1,967,981XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 38-6662250).

Questions about ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR

What is the EIN of ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR?
The employer identification number (EIN) of ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR is 38-6662250.
Is ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR?
The 990-PF for the year ended October 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $74,030 (COMERICA BANK, CO-TRUSTEE).
How much revenue does ALVIN J PERRY RESIDUARY EDUCATIONAL AND CHARITABLE TR have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $433,628, expenses of $408,815 and total assets of $1,891,888 at year end.

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