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Nonprofit · EIN 94-3150294

ANNELIESE J ELIAS CHARITABLE TRUST

Tax-exempt · SAN FRANCISCO, CA 94107

Financials

$6K$6K2023$7K$6K2024
Revenue Expenses · by fiscal year end
Financials of ANNELIESE J ELIAS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,799$6,043$756$119,992$0$119,992
December 31, 2023990-PF$5,933$5,518$415$118,579$0$118,579
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$26
Dividends
$6,773

Expenses

Grants and similar amounts paid
$5,168
Disbursements for charitable purposes
$5,168
Excise tax on investment income
$94

Balance sheet and other

Total assets, start of year
$118,579
Total assets, end of year
$119,992
Total liabilities, end of year
$0
Net assets, end of year
$119,992
Fair market value of assets
$119,992
Qualifying distributions
$5,168
Net investment income
$6,773

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
THOMAS ELIAS
1720 OAK ST, SANTA MONICA, CA 904054804
President5$0
PETER ELIAS
650 DELANCEY ST 403, SAN FRANCISCO, CA 94107
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
THOMAS ELIAS
1720 OAK ST, SANTA MONICA, CA 904054804
President5$0
PETER ELIAS
650 DELANCEY ST 403, SAN FRANCISCO, CA 94107
Trustee2$0

Address and contacts

Address (IRS master file)
72 TOWNSEND ST UNIT 902, SAN FRANCISCO, CA 94107-2189
Signed the 990-PF
THOMAS ELIAS, President
Phone
(310) 452-3918
Return prepared by
CUONG LE CPA INC

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3150294 or by the name ANNELIESE J ELIAS CHARITABLE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-3150294
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$119,992
Income (IRS master file)
$6,799

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,799$6,043$119,992IRS
990-PFDecember 2023$5,933$5,518$118,579XML
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 94-3150294).

Questions about ANNELIESE J ELIAS CHARITABLE TRUST

What is the EIN of ANNELIESE J ELIAS CHARITABLE TRUST?
The employer identification number (EIN) of ANNELIESE J ELIAS CHARITABLE TRUST is 94-3150294.
Is ANNELIESE J ELIAS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to ANNELIESE J ELIAS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNELIESE J ELIAS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNELIESE J ELIAS CHARITABLE TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNELIESE J ELIAS CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ANNELIESE J ELIAS CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ANNELIESE J ELIAS CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,799, expenses of $6,043 and total assets of $119,992 at year end.

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