Nonprofit · EIN 84-6289135
JUSTINE & LESLIE BAILEY CHARITABLE TR
Tax-exempt · GRAND JCT, CO 81502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $434,111 | $195,353 | $238,758 | $3,126,251 | $0 | $3,126,251 |
| August 31, 2024 | 990-PF | $187,086 | $192,626 | -$5,540 | $2,887,493 | $0 | $2,887,493 |
| August 31, 2023 | 990-PF | $410,300 | $211,179 | $199,121 | $2,893,033 | $0 | $2,893,033 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $89,885
- Net gain from sales of assets
- $339,485
- Other income
- $4,741
Expenses
- Grants and similar amounts paid
- $158,529
- Compensation of officers, directors and key employees
- $36,476
- Disbursements for charitable purposes
- $167,648
- Excise tax on investment income
- $5,649
Balance sheet and other
- Total assets, start of year
- $2,887,493
- Total assets, end of year
- $3,126,251
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,126,251
- Fair market value of assets
- $3,602,175
- Qualifying distributions
- $167,648
- Net investment income
- $434,111
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALPINE BANK WEALTH MANAGEMENT PO BOX 1150, GRAND JUNCTION, CO 815021150 | Trustee | 40 | $36,476 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALPINE BANK WEALTH MANAGEMENT PO BOX 1150, GRAND JUNCTION, CO 815021150 | TRUSTEE | 40 | $34,281 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALPINE BANK WEALTH MANAGEMENT PO BOX 1150, GRAND JUNCTION, CO 815021150 | Trustee | 40 | $33,324 |
Address and contacts
- Address (IRS master file)
- PO BOX 1150, GRAND JCT, CO 81502-1150
- In care of
- % ALPINE BANK WEALTH MANAGEMENT TTE
- Signed the 990-PF
- Kathryn Porter, Officer
- Phone
- (970) 245-5627
- Return prepared by
- ALPINE BANK
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 84-6289135
- 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
- 1997
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22J)
- Assets (IRS master file)
- $3,126,251
- Income (IRS master file)
- $4,948,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $434,111 | $195,353 | $3,126,251 | XML |
| 990-PF | August 2024 | $187,086 | $192,626 | $2,887,493 | XML |
| 990-PF | August 2023 | $410,300 | $211,179 | $2,893,033 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 84-6289135).
Questions about JUSTINE & LESLIE BAILEY CHARITABLE TR
- What is the EIN of JUSTINE & LESLIE BAILEY CHARITABLE TR?
- The employer identification number (EIN) of JUSTINE & LESLIE BAILEY CHARITABLE TR is 84-6289135.
- Is JUSTINE & LESLIE BAILEY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JUSTINE & LESLIE BAILEY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUSTINE & LESLIE BAILEY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUSTINE & LESLIE BAILEY CHARITABLE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUSTINE & LESLIE BAILEY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JUSTINE & LESLIE BAILEY CHARITABLE TR?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $36,476 (ALPINE BANK WEALTH MANAGEMENT, Trustee).
- How much revenue does JUSTINE & LESLIE BAILEY CHARITABLE TR have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $434,111, expenses of $195,353 and total assets of $3,126,251 at year end.
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