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Nonprofit · EIN 20-1034910

ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION

Tax-exempt · KANSAS CITY, MO 64112

Financials

$272K$436K2023$430K$392K2024$279K$388K2025
Revenue Expenses · by fiscal year end
Financials of ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$279,458$388,371-$108,913$5,089,342$0$5,089,342
December 31, 2024990-PF$430,331$392,235$38,096$5,198,255$0$5,198,255
December 31, 2023990-PF$272,390$436,209-$163,819$5,160,159$0$5,160,159
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$148,968
Net gain from sales of assets
$130,490

Expenses

Grants and similar amounts paid
$337,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$337,500
Excise tax on investment income
$3,355

Balance sheet and other

Total assets, start of year
$5,198,255
Total assets, end of year
$5,089,342
Total liabilities, end of year
$0
Net assets, end of year
$5,089,342
Fair market value of assets
$7,773,121
Qualifying distributions
$337,500
Net investment income
$279,458

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.

NameTitleHours / weekCompensation
JONATHAN N DILLY
4600 MADISON AVE STE 600, KANSAS CITY, MO 64112
VP, TREASURER, ASSIS. SEC., DIRECTOR0$0
JAMES H BERNARD JR
961 NORTH LANE, ESTES PARK, CO 80517
PRESIDENT, SECRETARY, DIRECTOR0$0
ANASTASIA M BERNARD
961 NORTH LANE, ESTES PARK, CO 80517
VICE PRESIDENT, DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JONATHAN N DILLY
4600 MADISON AVE STE 600, KANSAS CITY, MO 64112
VP, TREASURER, ASSIS. SEC., DIRECTOR0$0
JAMES H BERNARD JR
961 NORTH LANE, ESTES PARK, CO 80517
PRESIDENT, SECRETARY, DIRECTOR0$0
ANASTASIA M BERNARD
961 NORTH LANE, ESTES PARK, CO 80517
VICE PRESIDENT, DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JONATHAN N DILLY
4600 MADISON AVE STE 600, KANSAS CITY, MO 64112
VICE PRESIDENT, TREASURER,0$0
JAMES H BERNARD JR
961 NORTH LANE, ESTES PARK, CO 80517
PRESIDENT, SECRETARY, DIRE0$0
ANASTASIA M BERNARD
961 NORTH LANE, ESTES PARK, CO 80517
DIRECTOR0$0

Address and contacts

Address (IRS master file)
4600 MADISON AVE STE 600, KANSAS CITY, MO 64112-3031
In care of
% JAMES H BERNARD JR
Signed the 990-PF
JAMES BERNARD JR, PRESIDENT
Phone
(816) 410-4610
Return prepared by
EMERICK AND COMPANY 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1034910
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,089,342
Income (IRS master file)
$1,743,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$279,458$388,371$5,089,342XML
990-PFDecember 2024$430,331$392,235$5,198,255IRS
990-PFDecember 2023$272,390$436,209$5,160,159XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 20-1034910).

Questions about ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION

What is the EIN of ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION?
The employer identification number (EIN) of ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION is 20-1034910.
Is ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION 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 ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ESTELLE S AND ROBERT A LONG ELLIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $279,458, expenses of $388,371 and total assets of $5,089,342 at year end.

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