Leona Belnap Trust U W Bank Of America Ny6 100 09 01

Leora Belknap Ttee

Troy, NY
Tax-exempt since Dec. 2001
EIN: 14-6155391

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$13.9k (2024)

Expenses

$24.8k (2024)

Total Assets

$305k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$13,932

Expenses

$24,836

Net Income

-$10,904

Net Assets

$304,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.2%
Dividends	$8,935	64.1%
Sales of Assets	$4,975	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,864	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$304,729
Total Liabilities	$0
Net Assets	$304,729

Compensation

Key Employees and Officers	Compensation	Other
Bouchey Financial Group (Agent For Fiduciary)	$0	$0
Teresa Smith Ms Rn (Trustee)	$0	$0

990-PF

Filed on April 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$7,097

Expenses

$8,214

Net Income

-$1,117

Net Assets

$315,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36	0.5%
Dividends	$8,689	> 100%
Sales of Assets	-$1,628
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,640	20.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,633
Total Liabilities	$0
Net Assets	$315,633

Compensation

Key Employees and Officers	Compensation	Other
Bouchey Financial Group (Agent For Fiduciary)	$0	$0
Teresa Smith Ms Rn (Trustee)	$0	$0

990-PF

Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$8,077

Expenses

$25,502

Net Income

-$17,425

Net Assets

$316,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.1%
Dividends	$5,413	67.0%
Sales of Assets	$2,659	32.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,778	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$316,750
Total Liabilities	$0
Net Assets	$316,750

Compensation

Key Employees and Officers	Compensation	Other
Bouchey Financial Group (Agent For Fiduciary)	$0	$0
Teresa Smith Ms Rn (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$10,529

Expenses

$34,337

Net Income

-$23,808

Net Assets

$334,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,540	71.6%
Sales of Assets	$2,989	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,569	59.9%
Compensation of Officers*	$4,573	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,175
Total Liabilities	$0
Net Assets	$334,175

Compensation

Key Employees and Officers	Compensation	Other
Bouchey Financial Group (Agent For Fiduciary)	$0	$0
Teresa Smith Ms Rn (Truestt)	$0	$0

990-PF

Filed on May 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$8,012

Expenses

$52,832

Net Income

-$44,820

Net Assets

$357,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	1.2%
Interest Revenue	$2	0.0%
Dividends	$7,309	91.2%
Sales of Assets	$601	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,639	76.9%
Compensation of Officers*	$4,098	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,983
Total Liabilities	$0
Net Assets	$357,983

Compensation

Key Employees and Officers	Compensation	Other
Dr Arsenio Agopovich (Trustee)	$0	$0
Bouchey Financial Group (Agent For Fiduciary)	$0	$0

990-PF

Filed on April 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$23,344

Expenses

$23,197

Net Income

$147

Net Assets

$402,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.1%
Dividends	$10,309	44.2%
Sales of Assets	$13,009	55.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,649	89.0%
Compensation of Officers*	$4,123	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,803
Total Liabilities	$0
Net Assets	$402,803

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$49,511

Expenses

$24,752

Net Income

$24,759

Net Assets

$402,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26	0.1%
Dividends	$9,490	19.2%
Sales of Assets	$39,995	80.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,035	89.0%
Compensation of Officers*	$4,338	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,656
Total Liabilities	$0
Net Assets	$402,656

Compensation

Key Employees and Officers	Compensation	Other
Dr Arsenio Agopovich (Trustee)	$0	$0
Bouchey Financial Group (Agent For Fiduciary)	$0	$0

990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$10,525

Expenses

$23,775

Net Income

-$13,250

Net Assets

$377,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.1%
Dividends	$9,280	88.2%
Sales of Assets	$1,234	11.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,620	90.9%
Compensation of Officers*	$3,052	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$377,897
Total Liabilities	$0
Net Assets	$377,897

Compensation

Key Employees and Officers	Compensation	Other
Dr Arsenio Agopovich (Trustee)	$0	$0
Bouchey Financial Group (Agent For Fiduciary)	$0	$0

990-PF

Filed on Oct. 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

-$6,332

Expenses

$23,149

Net Income

-$29,481

Net Assets

$391,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,350
Sales of Assets	-$13,682
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,315	92.1%
Compensation of Officers*	$2,413	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,147
Total Liabilities	$0
Net Assets	$391,147

Compensation

Key Employees and Officers	Compensation	Other
Dr Arsenio Agopovich (Trustee)	$0	$0
Bouchey Financial Group (Agent For Fiduciary)	$0	$0

990-PF

Filed on July 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$28,969

Expenses

$23,310

Net Income

$5,659

Net Assets

$419,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,572	26.1%
Sales of Assets	$21,397	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,767	89.1%
Compensation of Officers*	$2,862	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$419,004
Total Liabilities	$0
Net Assets	$419,004

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$23,281

Expenses

$12,414

Net Income

$10,867

Net Assets

$416,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$905	3.9%
Interest Revenue	$0
Dividends	$8,163	35.1%
Sales of Assets	$13,752	59.1%
Other Income	$461	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,590	85.3%
Compensation of Officers*	$2,783	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$416,495
Total Liabilities	$0
Net Assets	$416,495

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$13,570

Expenses

$22,875

Net Income

-$9,305

Net Assets

$400,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,062	59.4%
Sales of Assets	$5,508	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,349	89.0%
Compensation of Officers*	$2,557	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,819
Total Liabilities	$0
Net Assets	$400,819

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$68,110

Expenses

$19,681

Net Income

$48,429

Net Assets

$411,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,057	14.8%
Sales of Assets	$58,053	85.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,836	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$411,245
Total Liabilities	$0
Net Assets	$411,245

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$51,539

Expenses

$24,617

Net Income

$26,922

Net Assets

$363,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,550	26.3%
Sales of Assets	$37,989	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,977	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,407
Total Liabilities	$0
Net Assets	$363,407

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated March 23, 2026

Leona Belnap Trust U W Bank Of America Ny6 100 09 01

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $13.9k (2024)

Expenses $24.8k (2024)

Total Assets $305k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$13.9k (2024)

Expenses

$24.8k (2024)

Total Assets

$305k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001