Nonprofit · EIN 51-6590472
ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR
Also known as FRANK LEE TTEE
Tax-exempt · LOS ANGELES, CA 90048
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $572,664 | $1,345,567 | -$772,903 | $13,957,646 | $1,267,573 | $12,690,073 |
| June 30, 2024 | 990-PF | -$543,451 | $1,229,918 | -$1,773,369 | $14,378,107 | $915,131 | $13,462,976 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $251,495
- Net gain from sales of assets
- $338,073
- Other income
- -$16,904
Expenses
- Grants and similar amounts paid
- $1,176,000
- Compensation of officers, directors and key employees
- $100,000
- Disbursements for charitable purposes
- $1,221,025
- Excise tax on investment income
- $5,819
Balance sheet and other
- Total assets, start of year
- $14,378,107
- Total assets, end of year
- $13,957,646
- Total liabilities, end of year
- $1,267,573
- Net assets, end of year
- $12,690,073
- Fair market value of assets
- $20,425,910
- Qualifying distributions
- $1,221,025
- Net investment income
- $529,667
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 |
|---|---|---|---|
| FRANK LEE CPA 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 15 | $50,000 |
| KERRI LEE OD 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 15 | $50,000 |
| RACHEL S COHEN 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK LEE CPA 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 15 | $50,000 |
| KERRI LEE OD 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 15 | $50,000 |
| RACHEL S COHEN 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6310 SAN VICENTE BLVD STE 250, LOS ANGELES, CA 90048-5447
- In care of
- % FRANK LEE
- Signed the 990-PF
- FRANK LEE, CO-TRUSTEE
- Phone
- (323) 934-0200
- Return prepared by
- SCHWARTZ KALES ACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 51-6590472 or by the name ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 51-6590472
- 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
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,957,646
- Income (IRS master file)
- $7,608,404
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $572,664 | $1,345,567 | $13,957,646 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | -$543,451 | $1,229,918 | $14,378,107 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | 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 51-6590472).
Questions about ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR
- What is the EIN of ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR?
- The employer identification number (EIN) of ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR is 51-6590472.
- Is ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR 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 ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR 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 ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $50,000 (FRANK LEE CPA, TRUSTEE).
- How much revenue does ELIAS GENEVIEVE & GEORGIANNA ATOL CHAR TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $572,664, expenses of $1,345,567 and total assets of $13,957,646 at year end.
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All nonprofits in LOS ANGELES · California · Philanthropy, voluntarism and grantmaking foundations