Nonprofit · EIN 47-6246112
LEE ELLZEY FAM CHARITABLE TR
Also known as OGLETREE BEN JR TTEE
Tax-exempt · LIVINGSTON, TX 77351
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $23,718 | $131,715 | -$107,997 | $620,305 | $278 | $620,027 |
| June 30, 2024 | 990-PF | $17,826 | $137,264 | -$119,438 | $728,207 | $183 | $728,024 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $23,373
- Other income
- $345
Expenses
- Grants and similar amounts paid
- $124,000
- Disbursements for charitable purposes
- $127,719
- Excise tax on investment income
- $278
Balance sheet and other
- Total assets, start of year
- $728,207
- Total assets, end of year
- $620,305
- Total liabilities, end of year
- $278
- Net assets, end of year
- $620,027
- Fair market value of assets
- $620,305
- Qualifying distributions
- $127,719
- Net investment income
- $23,718
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN ROYDEN OGLETREE JR 2815 ISRAEL ROAD, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
| GREGORY OGLETREE PO BOX 1196, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
| MIKE NETTLES RT 4 BOX 1323, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN ROYDEN OGLETREE JR 2815 ISRAEL ROAD, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
| GREGORY OGLETREE PO BOX 1196, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
| MIKE NETTLES RT 4 BOX 1323, LIVINGSTON, TX 77351 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 112 W POLK ST, LIVINGSTON, TX 77351-2836
- In care of
- % BEN R OGLETREE JR
- Signed the 990-PF
- BEN ROYDEN OGLETREE JR, TRUSTEE
- Phone
- (936) 327-5211
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6246112
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $620,305
- Income (IRS master file)
- $23,718
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $23,718 | $131,715 | $620,305 | XML |
| 990-PF | June 2024 | $17,826 | $137,264 | $728,207 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 47-6246112).
Questions about LEE ELLZEY FAM CHARITABLE TR
- What is the EIN of LEE ELLZEY FAM CHARITABLE TR?
- The employer identification number (EIN) of LEE ELLZEY FAM CHARITABLE TR is 47-6246112.
- Is LEE ELLZEY FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LEE ELLZEY FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE ELLZEY FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE ELLZEY FAM CHARITABLE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE ELLZEY FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LEE ELLZEY FAM CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LEE ELLZEY FAM CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $23,718, expenses of $131,715 and total assets of $620,305 at year end.
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