Nonprofit · EIN 13-3058101
PHI LAMBDA USA CHARITABLE TRUST
Tax-exempt (reinstated) · N BELLMORE, NY 11710
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,168 | $32,752 | $3,416 | $212,559 | $0 | $212,559 |
| December 31, 2024 | 990-PF | $20,501 | $9,667 | $10,834 | $181,310 | $0 | $181,310 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,709
- Interest
- $1
- Other income
- $25,458
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $3,000
- Excise tax on investment income
- $147
Balance sheet and other
- Total assets, start of year
- $181,310
- Total assets, end of year
- $212,559
- Total liabilities, end of year
- $0
- Net assets, end of year
- $212,559
- Fair market value of assets
- $212,559
- Qualifying distributions
- $3,000
- Net investment income
- $10,710
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lilly Cheng PO Box 9364, Rancho Santa Fe, CA 92067 | President | 5 | $0 |
| Michael Shiang 17917 Calle Los Arboles, Rowland Heights, CA 91748 | Vice President | 5 | $0 |
| Cheng-jen Tsai 2706 Orchard St, North Bellmore, NY 11710 | Treasurer | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lilly Cheng PO Box 9364, Rancho Santa Fe, CA 92067 | President | 5 | $0 |
| Michael Shiang 17917 Calle Los Arboles, Rowland Heights, CA 91748 | Vice President | 5 | $0 |
| Cheng jen Tsai 2706 Orchard St, North Bellmore, NY 11710 | Treasurer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 2706 ORCHARD ST, N BELLMORE, NY 11710-2833
- In care of
- % C J TSAI
- Mailing address (990-N for 2007)
- c/o John K Liu, 17 Lorrie Lane, Princeton Junction NJ 085505106
- Principal officer (990-N for 2007)
- John K Liu, 17 Lorrie Lane, Princeton Junction NJ 085505106
- Signed the 990-PF
- Cheng jen Tsai, Treasurer
- Phone
- (516) 578-2277
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3058101
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $212,559
- Income (IRS master file)
- $36,168
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- February 22, 2012
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $36,908 | $31,740 | $160,897 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-N for 2007 Officer: John K Liu | December 31, 2007 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHI LAMBDA USA CHARITABLE TRUST
- What is the EIN of PHI LAMBDA USA CHARITABLE TRUST?
- The employer identification number (EIN) of PHI LAMBDA USA CHARITABLE TRUST is 13-3058101.
- Is PHI LAMBDA USA CHARITABLE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
- Are donations to PHI LAMBDA USA CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHI LAMBDA USA CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHI LAMBDA USA CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI LAMBDA USA CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who is the principal officer of PHI LAMBDA USA CHARITABLE TRUST?
- The 990-N for 2007 names John K Liu.
- Who are the officers and directors of PHI LAMBDA USA CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHI LAMBDA USA CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,168, expenses of $32,752 and total assets of $212,559 at year end.
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