Nonprofit · EIN 65-6449530
LIDDY FAM FOUNDATION TR
Tax-exempt · WESTPORT, CT 06880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $521,454 | $126,530 | $394,924 | $1,856,395 | $0 | $1,856,395 |
| December 31, 2024 | 990-PF | $157,500 | $111,355 | $46,145 | $1,331,112 | $0 | $1,331,112 |
| December 31, 2023 | 990-PF | $18,919 | $91,800 | -$72,881 | $1,273,097 | $0 | $1,273,097 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $42,541
- Interest
- $43
- Net gain from sales of assets
- $478,560
- Other income
- $310
Expenses
- Grants and similar amounts paid
- $122,975
- Disbursements for charitable purposes
- $122,975
- Excise tax on investment income
- $7,216
Balance sheet and other
- Total assets, start of year
- $1,331,112
- Total assets, end of year
- $1,856,395
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,856,395
- Fair market value of assets
- $2,748,305
- Qualifying distributions
- $122,975
- Net investment income
- $521,144
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard A Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Joanne S Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Elwood Davis PO Box 2630, Westport, CT 06880 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard A Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Joanne S Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Elwood Davis PO Box 2630, Westport, CT 06880 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard A Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Joanne S Liddy 4201 Gulf Shore Blvd N Apt 902, Naples, FL 34103 | Director | 1 | $0 |
| Elwood Davis PO Box 2630, Westport, CT 06880 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2630, WESTPORT, CT 06880-0630
- In care of
- % ELWOOD B DAVIS
- Signed the 990-PF
- Elwood B Davis, Treasurer
- Phone
- (203) 226-8997
- Return prepared by
- Corient Tax 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6449530
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,856,395
- Income (IRS master file)
- $1,511,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $521,454 | $126,530 | $1,856,395 | XML |
| 990-PF | December 2024 | $157,500 | $111,355 | $1,331,112 | IRS |
| 990-PF | December 2023 | $18,919 | $91,800 | $1,273,097 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 65-6449530).
Questions about LIDDY FAM FOUNDATION TR
- What is the EIN of LIDDY FAM FOUNDATION TR?
- The employer identification number (EIN) of LIDDY FAM FOUNDATION TR is 65-6449530.
- Is LIDDY FAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to LIDDY FAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIDDY FAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIDDY FAM FOUNDATION TR 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 LIDDY FAM FOUNDATION TR 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 LIDDY FAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LIDDY FAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $521,454, expenses of $126,530 and total assets of $1,856,395 at year end.
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