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Nonprofit · EIN 71-6109531

ALVIN S TILLES ITEM XX TESTAMENTARY TRUST

Also known as STEIN BERNARD SALLY AND JEAN TTEE

Tax-exempt · SAINT PAUL, MN 55104

Financials

$172K$170K2023$154K$167K2024$190K$171K2025
Revenue Expenses · by fiscal year end
Financials of ALVIN S TILLES ITEM XX TESTAMENTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$190,367$170,888$19,479$2,453,579$0$2,453,579
December 31, 2024990-PF$154,076$166,618-$12,542$2,434,100$0$2,434,100
December 31, 2023990-PF$171,817$169,863$1,954$2,446,642$0$2,446,642
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$96,668
Net gain from sales of assets
$93,699

Expenses

Grants and similar amounts paid
$127,554
Compensation of officers, directors and key employees
$17,847
Disbursements for charitable purposes
$127,554
Excise tax on investment income
$2,247

Balance sheet and other

Total assets, start of year
$2,434,100
Total assets, end of year
$2,453,579
Total liabilities, end of year
$0
Net assets, end of year
$2,453,579
Fair market value of assets
$3,075,649
Qualifying distributions
$127,554
Net investment income
$190,367

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.

NameTitleHours / weekCompensation
JANE STEIN KERR
1436 PORTLAND AVE, SAINT PAUL, MN 55104
TRUSTEE1$5,949
EDWARD JOSEPH STEIN
335 RYE BEACH AVE, RYE, NY 10580
TRUSTEE1$5,949
JESSICA STEIN DIAMOND
610 YALE ROAD, BALA CYNWYD, PA 19004
TRUSTEE1$5,949
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JANE STEIN KERR
1436 PORTLAND AVE, SAINT PAUL, MN 55104
TRUSTEE1$5,614
EDWARD JOSEPH STEIN
335 RYE BEACH AVE, RYE, NY 10580
TRUSTEE1$5,614
JESSICA STEIN DIAMOND
610 YALE ROAD, BALA CYNWYD, PA 19004
TRUSTEE1$5,614
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JANE STEIN KERR
1436 PORTLAND AVE, SAINT PAUL, MN 55104
TRUSTEE1$5,550
EDWARD JOSEPH STEIN
335 RYE BEACH AVE, RYE, NY 10580
TRUSTEE1$5,550
JESSICA STEIN DIAMOND
610 YALE ROAD, BALA CYNWYD, PA 19004
TRUSTEE1$5,550

Address and contacts

Address (IRS master file)
1436 PORTLAND AVE, SAINT PAUL, MN 55104-6811
Signed the 990-PF
JANE STEIN KERR, TRUSTEE
Phone
(651) 470-6110
Return prepared by
HW & ASSOCIATES LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
71-6109531
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
1981
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,453,579
Income (IRS master file)
$614,244

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$190,367$170,888$2,453,579XML
990-PFDecember 2024$154,076$166,618$2,434,100IRS
990-PFDecember 2023$171,817$169,863$2,446,642XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 71-6109531).

Questions about ALVIN S TILLES ITEM XX TESTAMENTARY TRUST

What is the EIN of ALVIN S TILLES ITEM XX TESTAMENTARY TRUST?
The employer identification number (EIN) of ALVIN S TILLES ITEM XX TESTAMENTARY TRUST is 71-6109531.
Is ALVIN S TILLES ITEM XX TESTAMENTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to ALVIN S TILLES ITEM XX TESTAMENTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALVIN S TILLES ITEM XX TESTAMENTARY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ALVIN S TILLES ITEM XX TESTAMENTARY 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 ALVIN S TILLES ITEM XX TESTAMENTARY 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 ALVIN S TILLES ITEM XX TESTAMENTARY TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $5,949 (JANE STEIN KERR, TRUSTEE).
How much revenue does ALVIN S TILLES ITEM XX TESTAMENTARY TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $190,367, expenses of $170,888 and total assets of $2,453,579 at year end.

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