Nonprofit · EIN 65-6473109
LEO AND ANNE ALBERT CHARITABLE TRUST
Also known as ALBERT ANNE TTEE
Tax-exempt · PALM HARBOR, FL 34685
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $628,057 | $7,500,243 | -$6,872,186 | $726,529 | $0 | $726,529 |
| December 31, 2024 | 990-PF | $36,368 | $2,167,313 | -$2,130,945 | $2,716,199 | $0 | $2,716,199 |
| December 31, 2023 | 990-PF | $249,521 | $141,563 | $107,958 | $3,563,447 | $0 | $3,563,447 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $87,535
- Net gain from sales of assets
- $540,522
Expenses
- Grants and similar amounts paid
- $7,322,395
- Compensation of officers, directors and key employees
- $45,500
- Disbursements for charitable purposes
- $7,420,656
- Excise tax on investment income
- $7,624
Balance sheet and other
- Total assets, start of year
- $2,716,199
- Total assets, end of year
- $726,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $726,529
- Fair market value of assets
- $738,355
- Qualifying distributions
- $7,420,656
- Net investment income
- $628,057
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 |
|---|---|---|---|
| GENE PRANZO 3920 MORENO DRIVE, PALM HARBOR, FL 34685 | TRUSTEE | 8.5 | $45,500 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENE PRANZO 3920 MORENO DRIVE, PALM HARBOR, FL 34685 | TRUSTEE | 8.5 | $45,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GENE PRANZO 3920 MORENO DRIVE, PALM HARBOR, FL 34685 | TRUSTEE | 8.5 | $45,500 |
Address and contacts
- Address (IRS master file)
- CO G PRANZO 3920 MORENO DRIVE, PALM HARBOR, FL 34685-0000
- In care of
- % G PRANZO
- Signed the 990-PF
- GENE PRANZO, TRUSTEE
- Phone
- (239) 298-2278
- Return prepared by
- ROGOFF & COMPANY PC
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
- 65-6473109
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $726,529
- Income (IRS master file)
- $1,138,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $628,057 | $7,500,243 | $726,529 | XML |
| 990-PF | December 2024 | $36,368 | $2,167,313 | $2,716,199 | XML |
| 990-PF | December 2023 | $249,521 | $141,563 | $3,563,447 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 65-6473109).
Questions about LEO AND ANNE ALBERT CHARITABLE TRUST
- What is the EIN of LEO AND ANNE ALBERT CHARITABLE TRUST?
- The employer identification number (EIN) of LEO AND ANNE ALBERT CHARITABLE TRUST is 65-6473109.
- Is LEO AND ANNE ALBERT CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LEO AND ANNE ALBERT CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEO AND ANNE ALBERT CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEO AND ANNE ALBERT CHARITABLE TRUST 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 LEO AND ANNE ALBERT CHARITABLE TRUST 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 LEO AND ANNE ALBERT CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $45,500 (GENE PRANZO, TRUSTEE).
- How much revenue does LEO AND ANNE ALBERT CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $628,057, expenses of $7,500,243 and total assets of $726,529 at year end.
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