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EIN 01-6070903

John L Alheim Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dallas
State
Texas
Year formed
1991
Most recent tax filings
2024-09-01
NTEE code, primary
T20: Private Foundations
Description
The John L Alheim Trust is a private foundation based in Dallas, TX that primarily funds unrestricted general grants. Its grantees include Laudholm Trust and made one grant last year.
Also known as...
Fleet Investment Services
Total revenues
$14,562
2024
Total expenses
$26,068
2024
Total assets
$397,104
2024
Num. employees
0
2024

Grants made by John L Alheim Trust

GranteeGrant descriptionAmount
Laudholm TrustUnrestricted General$20,268

Personnel at John L Alheim Trust

NameTitleCompensation
Bank of America N AManaging Director$3,385

Financials for John L Alheim Trust

RevenuesFYE 09/2024
Total grants, contributions, etc.$0
Investment income and dividends$10,614
Net rental income$0
Net gain from sale of non-inventory assets$3,070
Gross sales of inventory$0
Miscellaneous revenues$878
Total revenues$14,562

Form 990s for John L Alheim Trust

Fiscal year endingDate received by IRSFormPDF link
2024-092024-11-01990PFView PDF
2023-092023-10-27990PFView PDF
2022-092022-11-30990PFView PDF
2021-092022-04-20990PFView PDF
2021-092021-10-19990PFView PDF
...and 9 more Form 990s

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Data update history
January 9, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 4, 2023
Updated personnel
Identified 1 new personnel
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 653067
Dallas, TX 75265
County
Dallas County, TX
Phone
(888) 866-3275
IRS details
EIN
01-6070903
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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