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Nonprofit · EIN 65-6226498

ELIZABETH J LIBERTY CHARITABLE TRUST

Also known as LIBERTY ELIZABETH H TTEE

Tax-exempt · BOCA RATON, FL 33433

Financials

−$719$14K2023−$56$19K2024−$1K$13K2025
Revenue Expenses · by fiscal year end
Financials of ELIZABETH J LIBERTY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF-$1,272$13,166-$14,438$94,230$0$94,230
December 31, 2024990-PF-$56$19,128-$19,184$118,337$0$118,337
December 31, 2023990-PF-$719$13,600-$14,319$111,453$0$111,453
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Net gain from sales of assets
-$1,272

Expenses

Grants and similar amounts paid
$12,000
Disbursements for charitable purposes
$12,000
Excise tax on investment income
$71

Balance sheet and other

Total assets, start of year
$118,337
Total assets, end of year
$94,230
Total liabilities, end of year
$0
Net assets, end of year
$94,230
Qualifying distributions
$12,000
Net investment income
$5,130

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
ELIZABETH J LIBERTY
6055 VERDE TRL S H201, BOCA RATON, FL 33433
Trustee0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ELIZABETH J LIBERTY
6035 VERDE TRL S J220, BOCA RATON, FL 33433
Trustee0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ELIZABETH J LIBERTY
6035 VERDE TRL S J220, BOCA RATON, FL 33433
Trustee0$0

Address and contacts

Address (IRS master file)
6055 VERDE TRL S H-201, BOCA RATON, FL 33433-4406
Signed the 990-PF
ELIZABETH J LIBERTY, President
Phone
(561) 852-9754
Return prepared by
JG Consulting Services 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 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
65-6226498
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$94,230
Income (IRS master file)
$79,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025-$1,272$13,166$94,230XML
990-PFDecember 2024-$56$19,128$118,337XML
990-PFDecember 2023-$719$13,600$111,453XML
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 65-6226498).

Questions about ELIZABETH J LIBERTY CHARITABLE TRUST

What is the EIN of ELIZABETH J LIBERTY CHARITABLE TRUST?
The employer identification number (EIN) of ELIZABETH J LIBERTY CHARITABLE TRUST is 65-6226498.
Is ELIZABETH J LIBERTY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ELIZABETH J LIBERTY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH J LIBERTY CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH J LIBERTY CHARITABLE TRUST 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 ELIZABETH J LIBERTY CHARITABLE TRUST 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 ELIZABETH J LIBERTY CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ELIZABETH J LIBERTY CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of -$1,272, expenses of $13,166 and total assets of $94,230 at year end.

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