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Nonprofit · EIN 86-3327453

LILI G WEINER CHARITABLE TRUST

Tax-exempt · GREENWOOD VLG, CO 80112

Financials

$109K$25K2023$165K$22K2024$91K$28K2025
Revenue Expenses · by fiscal year end
Financials of LILI G WEINER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$91,004$27,988$63,016$599,737$0$599,737
December 31, 2024990-PF$164,794$22,099$142,695$536,721$0$536,721
December 31, 2023990-PF$109,204$25,454$83,750$394,026$0$394,026
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$75,000
Interest
$16,004

Expenses

Grants and similar amounts paid
$26,265
Disbursements for charitable purposes
$27,988
Excise tax on investment income
$199

Balance sheet and other

Total assets, start of year
$536,721
Total assets, end of year
$599,737
Total liabilities, end of year
$0
Net assets, end of year
$599,737
Fair market value of assets
$599,736
Qualifying distributions
$27,988
Net investment income
$16,004

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
STEPHEN J WALKO
5833 S DAYTON PMB 200, 200, GREENWOOD VILLAGE, CO 80112
DIRECTOR0$0
DAVID J LIPPA
305 BALD EAGLE ROAD, SILVERTHORNE, CO 80498
DIRECTOR0$0
ROD ATHERTON
6870 W 52ND AVE, STE 203, ARVADA, CO 80002
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
STEPHEN J WALKO
5994 S HOLLY ST, 200, GREENWOOD VILLAGE, CO 80111
DIRECTOR0$0
DAVID J LIPPA
305 BALD EAGLE ROAD, SILVERTHORNE, CO 80498
DIRECTOR0$0
ROD ATHERTON
6870 W 52ND AVE, STE 203, ARVADA, CO 80002
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
STEPHEN J WALKO
5994 S HOLLY ST, 200, GREENWOOD VILLAGE, CO 80111
DIRECTOR0$0
DAVID J LIPPA
305 BALD EAGLE ROAD, SILVERTHORNE, CO 80498
DIRECTOR0$0
ROD ATHERTON
6870 W 52ND AVE, STE 203, ARVADA, CO 80002
DIRECTOR0$0

Address and contacts

Address (IRS master file)
6833 S DAYTON ST PMB 200, GREENWOOD VLG, CO 80112-3624
In care of
% RODNEY ATHERTON
Signed the 990-PF
STEPHEN J WALKO, DIRECTOR
Phone
(720) 220-2211
Return prepared by
DAVID LIPPA CPA PC

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
86-3327453
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$599,737
Income (IRS master file)
$91,004

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$91,004$27,988$599,737XML
990-PFDecember 2024$164,794$22,099$536,721XML
990-PFDecember 2023$109,204$25,454$394,026XML
990-PFDecember 2021–––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 86-3327453).

Questions about LILI G WEINER CHARITABLE TRUST

What is the EIN of LILI G WEINER CHARITABLE TRUST?
The employer identification number (EIN) of LILI G WEINER CHARITABLE TRUST is 86-3327453.
Is LILI G WEINER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to LILI G WEINER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LILI G WEINER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LILI G WEINER 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 LILI G WEINER 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 LILI G WEINER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LILI G WEINER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $91,004, expenses of $27,988 and total assets of $599,737 at year end.

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