Nonprofit · EIN 23-6851809
ELIZABETH B ELLIS FOUNDATION TRUST
Tax-exempt · NORRISTOWN, PA 19401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $559,551 | $402,077 | $157,474 | $2,929,243 | $32,171 | $2,897,072 |
| May 31, 2024 | 990-PF | $372,787 | $255,119 | $117,668 | $2,771,119 | $25,066 | $2,746,053 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $55,848
- Interest
- $451
- Net gain from sales of assets
- $503,252
Expenses
- Grants and similar amounts paid
- $262,500
- Compensation of officers, directors and key employees
- $79,974
- Disbursements for charitable purposes
- $306,837
- Excise tax on investment income
- $6,454
Balance sheet and other
- Total assets, start of year
- $2,771,119
- Total assets, end of year
- $2,929,243
- Total liabilities, end of year
- $32,171
- Net assets, end of year
- $2,897,072
- Fair market value of assets
- $8,441,896
- Qualifying distributions
- $306,837
- Net investment income
- $559,551
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY SOSNOV 540 SWEDE ST, NORRISTOWN, PA 19401 | Trustee | 4 | $26,658 |
| WILLIAM ALLENCO WELLS FARGO 2005 S EASTON RD STE 108, DOYLESTOWN, PA 18901 | Trustee | 2 | $26,658 |
| SERGEI TSVETKOV C/O 540 SWEDE ST, NORRISTOWN, PA 19401 | Trustee | 0.5 | $26,658 |
| LYNNE A TSVETKOV C/O 540 SWEDE STREET, NORRISTOWN, PA 19401 | Trustee | 0 | $0 |
990-PF for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY SOSNOV 540 SWEDE ST, NORRISTOWN, PA 19401 | Trustee | 4 | $21,244 |
| WILLIAM ALLENCO WELLS FARGO 2005 S EASTON RD STE 108, DOYLESTOWN, PA 18901 | Trustee | 2 | $21,244 |
| SERGEI TSVETKOV C/O 540 SWEDE ST, NORRISTOWN, PA 19401 | Trustee | 0.5 | $21,244 |
| LYNNE A TSVETKOV C/O 540 SWEDE STREET, NORRISTOWN, PA 19401 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 540 SWEDE ST, NORRISTOWN, PA 19401-4807
- Signed the 990-PF
- AMY SOSNOV, Trustee
- Phone
- (610) 279-8700
- Return prepared by
- Spear Coyne & Company LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6851809
- 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
- 1986
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,929,243
- Income (IRS master file)
- $939,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $559,551 | $402,077 | $2,929,243 | XML |
| 990-PF | May 2024 | $372,787 | $255,119 | $2,771,119 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 23-6851809).
Questions about ELIZABETH B ELLIS FOUNDATION TRUST
- What is the EIN of ELIZABETH B ELLIS FOUNDATION TRUST?
- The employer identification number (EIN) of ELIZABETH B ELLIS FOUNDATION TRUST is 23-6851809.
- Is ELIZABETH B ELLIS FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ELIZABETH B ELLIS FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH B ELLIS FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH B ELLIS FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELIZABETH B ELLIS FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of ELIZABETH B ELLIS FOUNDATION TRUST?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $26,658 (AMY SOSNOV, Trustee).
- How much revenue does ELIZABETH B ELLIS FOUNDATION TRUST have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $559,551, expenses of $402,077 and total assets of $2,929,243 at year end.
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