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Nonprofit · EIN 06-6489334

ELLIS FAMILY FOUNDATION

Tax-exempt · ESTERO, FL 34135

Financials

$5K$21K2023$54K$33K2024
Revenue Expenses · by fiscal year end
Financials of ELLIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$54,429$32,750$21,679$38,559$0$38,559
December 31, 2023990-PF$4,650$21,050-$16,400$16,880$0$16,880
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,750
Interest
$600
Net gain from sales of assets
$51,079

Expenses

Grants and similar amounts paid
$30,000
Disbursements for charitable purposes
$30,000
Excise tax on investment income
$718

Balance sheet and other

Total assets, start of year
$16,880
Total assets, end of year
$38,559
Total liabilities, end of year
$0
Net assets, end of year
$38,559
Fair market value of assets
$184,843
Qualifying distributions
$30,000
Net investment income
$51,679

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Charles Ellis
10540 Glen Lakes Drive, Estero, FL 34135
Trustee2$0
Jane Ellis
10540 Glen Lakes Drive, Estero, FL 34135
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Charles Ellis
10540 Glen Lakes Drive, Estero, FL 34135
Trustee2$0
Jane Ellis
10540 Glen Lakes Drive, Estero, FL 34135
Trustee2$0

Address and contacts

Address (IRS master file)
10540 GLEN LAKES DR, ESTERO, FL 34135-7238
Signed the 990-PF
Charles Ellis, Trustee
Phone
(203) 913-9500
Return prepared by
John Prichard PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6489334
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$38,559
Income (IRS master file)
$57,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$54,429$32,750$38,559XML
990-PFDecember 2023$4,650$21,050$16,880XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 06-6489334).

Questions about ELLIS FAMILY FOUNDATION

What is the EIN of ELLIS FAMILY FOUNDATION?
The employer identification number (EIN) of ELLIS FAMILY FOUNDATION is 06-6489334.
Is ELLIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ELLIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELLIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ELLIS FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELLIS FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ELLIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ELLIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $54,429, expenses of $32,750 and total assets of $38,559 at year end.

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