Leo And Anne Albert Charitable Trust

Albert Anne Ttee

Palm Harbor, FL
Tax-exempt since Dec. 2007
EIN: 65-6473109

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$36.4k (2024)

Expenses

$2.17M (2024)

Total Assets

$2.72M (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

$36,368

Expenses

$2,167,313

Net Income

-$2,130,945

Net Assets

$2,716,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,378	> 100%
Sales of Assets	-$90,010
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,081,701	96.0%
Compensation of Officers*	$45,500	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,716,199
Total Liabilities	$0
Net Assets	$2,716,199

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$45,500	$0

990-PF

Filed on June 23, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$249,521

Expenses

$141,563

Net Income

$107,958

Net Assets

$3,563,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$118,038	47.3%
Sales of Assets	$131,483	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,998	45.2%
Compensation of Officers*	$45,500	32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,563,447
Total Liabilities	$0
Net Assets	$3,563,447

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$45,500	$0

990-PF

Filed on April 13, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$153,920

Expenses

$2,131,533

Net Income

-$1,977,613

Net Assets

$3,455,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,232	65.1%
Sales of Assets	$53,688	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,048,148	96.1%
Compensation of Officers*	$95,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,455,489
Total Liabilities	$0
Net Assets	$3,455,489

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$95,000	$0

990-PF

Filed on July 20, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$460,297

Expenses

$1,993,269

Net Income

-$1,532,972

Net Assets

$4,412,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,692	25.6%
Sales of Assets	$342,605	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,894,468	95.0%
Compensation of Officers*	$95,000	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,412,847
Total Liabilities	$0
Net Assets	$4,412,847

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$95,000	$0

990-PF

Filed on June 14, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$405,141

Expenses

$855,712

Net Income

-$450,571

Net Assets

$5,268,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,038	37.5%
Sales of Assets	$253,103	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$760,005	88.8%
Compensation of Officers*	$99,819	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,268,484
Total Liabilities	$1
Net Assets	$5,268,483

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$99,819	$0

990-PF

Filed on July 22, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$682,018

Expenses

$2,122,357

Net Income

-$1,440,339

Net Assets

$5,721,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,605	28.2%
Sales of Assets	$489,413	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,026,170	95.5%
Compensation of Officers*	$60,181	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,721,754
Total Liabilities	$1
Net Assets	$5,721,753

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$60,181	$0

990-PF

Filed on Sept. 22, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$767,281

Expenses

$2,636,412

Net Income

-$1,869,131

Net Assets

$7,161,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$226,499	29.5%
Sales of Assets	$540,782	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,539,831	96.3%
Compensation of Officers*	$51,032	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,161,903
Total Liabilities	$0
Net Assets	$7,161,903

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$51,032	$0

990-PF

Filed on June 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$567,075

Expenses

$2,696,993

Net Income

-$2,129,918

Net Assets

$9,033,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$263,302	46.4%
Sales of Assets	$303,773	53.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,593,280	96.2%
Compensation of Officers*	$52,781	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,033,144
Total Liabilities	$0
Net Assets	$9,033,144

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$52,781	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$348,130

Expenses

$2,242,265

Net Income

-$1,894,135

Net Assets

$11,161,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$308,488	88.6%
Sales of Assets	$39,642	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,134,518	95.2%
Compensation of Officers*	$50,118	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,161,564
Total Liabilities	$0
Net Assets	$11,161,564

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$50,118	$0

990-PF

Filed on June 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$366,520

Expenses

$1,944,231

Net Income

-$1,577,711

Net Assets

$13,054,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$317,423	86.6%
Sales of Assets	$49,097	13.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,808,590	93.0%
Compensation of Officers*	$51,718	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,054,669
Total Liabilities	$0
Net Assets	$13,054,669

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,229,501

Expenses

$1,316,256

Net Income

-$86,755

Net Assets

$14,599,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$179,781	14.6%
Sales of Assets	$1,049,720	85.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,181,598	89.8%
Compensation of Officers*	$53,499	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,599,289
Total Liabilities	$0
Net Assets	$14,599,289

Compensation

Key Employees and Officers	Compensation	Other
Gene Pranzo (Trustee)	$53,499	$0

990-PF

Filed on June 30, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$951,647

Expenses

$1,352,027

Net Income

-$400,380

Net Assets

$14,691,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,686	0.2%
Dividends	$257,230	27.0%
Sales of Assets	$692,731	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,281,388	94.8%
Compensation of Officers*	$50,000	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,691,434
Total Liabilities	$0
Net Assets	$14,691,434

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$479,266

Expenses

$1,219,924

Net Income

-$740,658

Net Assets

$15,092,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,553	1.6%
Dividends	$324,013	67.6%
Sales of Assets	$147,700	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,162,183	95.3%
Compensation of Officers*	$72,781	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,092,078
Total Liabilities	$0
Net Assets	$15,092,078

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$524,209

Expenses

$606,506

Net Income

-$82,297

Net Assets

$15,833,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$23,077	4.4%
Interest Revenue	$1,534	0.3%
Dividends	$384,020	73.3%
Sales of Assets	$115,578	22.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$542,214	89.4%
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	$15,833,514
Total Liabilities	$0
Net Assets	$15,833,514

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Leo And Anne Albert Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $36.4k (2024)

Expenses $2.17M (2024)

Total Assets $2.72M (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

Compensation

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

Compensation

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

Revenue

$36.4k (2024)

Expenses

$2.17M (2024)

Total Assets

$2.72M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
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