Nonprofit · EIN 46-7321538
ROBERT ALPERT IRRV TR
Tax-exempt · NORMAL, IL 61761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,737 | $49,852 | -$10,115 | $474,358 | $0 | $474,358 |
| December 31, 2024 | 990-PF | $21,859 | $49,501 | -$27,642 | $484,536 | $0 | $484,536 |
| December 31, 2023 | 990-PF | $41,668 | $42,307 | -$639 | $512,109 | $0 | $512,109 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $16,496
- Net gain from sales of assets
- $23,241
Expenses
- Grants and similar amounts paid
- $41,452
- Compensation of officers, directors and key employees
- $7,434
- Disbursements for charitable purposes
- $45,696
- Excise tax on investment income
- $495
Balance sheet and other
- Total assets, start of year
- $484,536
- Total assets, end of year
- $474,358
- Total liabilities, end of year
- $0
- Net assets, end of year
- $474,358
- Fair market value of assets
- $609,688
- Qualifying distributions
- $45,696
- Net investment income
- $39,737
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heartland Bank & Trust Company 200 W College Ave, Normal, IL 61761 | Trustee | 1 | $7,434 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heartland Bank & Trust Company 200 W College Ave, Normal, IL 61761 | Trustee | 1 | $7,172 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heartland Bank & Trust Company 606 S Main Street, Princeton, IL 61356 | Trustee | 1 | $5,941 |
Address and contacts
- Address (IRS master file)
- 200 W COLLEGE AVE, NORMAL, IL 61761-2577
- In care of
- % HEARTLAND BANK AND TRUST CO
- Signed the 990-PF
- Heartland Bank and Trust Company, Trustee
- Phone
- (309) 662-4444
- Return prepared by
- MILLER SHEVOKAS GROUP INC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-7321538
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $474,358
- Income (IRS master file)
- $206,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,737 | $49,852 | $474,358 | IRS |
| 990-PF | December 2024 | $21,859 | $49,501 | $484,536 | IRS |
| 990-PF | December 2023 | $41,668 | $42,307 | $512,109 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 46-7321538).
Questions about ROBERT ALPERT IRRV TR
- What is the EIN of ROBERT ALPERT IRRV TR?
- The employer identification number (EIN) of ROBERT ALPERT IRRV TR is 46-7321538.
- Is ROBERT ALPERT IRRV TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ROBERT ALPERT IRRV TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT ALPERT IRRV TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT ALPERT IRRV TR 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 ROBERT ALPERT IRRV TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT ALPERT IRRV TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,434 (Heartland Bank & Trust Company, Trustee).
- How much revenue does ROBERT ALPERT IRRV TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,737, expenses of $49,852 and total assets of $474,358 at year end.
Other nonprofits in NORMAL
- WALTER DURLEY BOYLE CHARITABLE TRUST EIN 27-0291588 · last filed 990-PF for 2025
- ELEOS FOUNDATION EIN 87-2934139 · last filed 990-PF for 2025
- GREAT PLAINS LIFE FOUNDATION INC EIN 32-0111094 · last filed 990 for 2025
- LIVING WATER FOUNDATION EIN 83-1457492 · last filed 990-PF for 2025
- LESTER SILLIMAN TRUST EIN 37-1109198 · last filed 990-EZ for 2025
- NORMAL ROTARY CLUB EIN 37-6079058 · last filed 990-EZ for 2026
- EUNICE ZEARING TR FBO CITY OF PRINCETON EIN 36-6872793 · last filed 990 for 2025
- EUNICE ZEARING TR FBO BOARD OF EDUCATION PRINCETON HIGH SCHOOL EIN 36-6872792 · last filed 990 for 2025
All nonprofits in NORMAL · Illinois · Philanthropy, voluntarism and grantmaking foundations