Skip to main content

Nonprofit · EIN 25-6836997

ELIZABETH GEFFEN TR FBO LVC

Tax-exempt · LANCASTER, PA 17604

Financials

$18K$22K2023$19K$25K2024$40K$25K2025
Revenue Expenses · by fiscal year end
Financials of ELIZABETH GEFFEN TR FBO LVC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$40,331$25,064$15,267$378,870$0$378,870
April 30, 2025990-PF$19,169$24,970-$5,801$363,722$0$363,722
April 30, 2024990-PF$17,882$22,491-$4,609$369,463$0$369,463
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$12,910
Net gain from sales of assets
$27,421

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$4,782
Disbursements for charitable purposes
$20,000
Excise tax on investment income
$493

Balance sheet and other

Total assets, start of year
$363,722
Total assets, end of year
$378,870
Total liabilities, end of year
$0
Net assets, end of year
$378,870
Fair market value of assets
$438,734
Qualifying distributions
$20,000
Net investment income
$40,331

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
FULTON BANK NA
ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602
TRUSTEE1$4,782
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
FULTON BANK NA
ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602
TRUSTEE1$4,723
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
FULTON BANK NA
ONE PENN SQUARE PO BOX 7989, LANCASTER, PA 17602
TRUSTEE0$4,386

Address and contacts

Address (IRS master file)
PO BOX 3215, LANCASTER, PA 17604-3215
In care of
% FULTON BANK NA
Signed the 990-PF
FULTON BANK NA, TAX MANAGER
Phone
(717) 291-2726

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
25-6836997
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
2006
Accounting year ends
April
Files
Form 990-PF
Category (NTEE)
Education (B114)
Assets (IRS master file)
$378,870
Income (IRS master file)
$103,515

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$40,331$25,064$378,870XML
990-PFApril 2025$19,169$24,970$363,722XML
990-PFApril 2024$17,882$22,491$369,463XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––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 25-6836997).

Questions about ELIZABETH GEFFEN TR FBO LVC

What is the EIN of ELIZABETH GEFFEN TR FBO LVC?
The employer identification number (EIN) of ELIZABETH GEFFEN TR FBO LVC is 25-6836997.
Is ELIZABETH GEFFEN TR FBO LVC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to ELIZABETH GEFFEN TR FBO LVC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH GEFFEN TR FBO LVC file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH GEFFEN TR FBO LVC due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH GEFFEN TR FBO LVC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of ELIZABETH GEFFEN TR FBO LVC?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,782 (FULTON BANK NA, TRUSTEE).
How much revenue does ELIZABETH GEFFEN TR FBO LVC have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $40,331, expenses of $25,064 and total assets of $378,870 at year end.

Other nonprofits in LANCASTER

All nonprofits in LANCASTER · Pennsylvania · Education