Nonprofit · EIN 22-2505228
THE KOCH ELLIS FUND
Tax-exempt · NEW HAVEN, CT 06511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$146,346 | $428,654 | -$575,000 | $1,762,718 | $7,000 | $1,755,718 |
| December 31, 2023 | 990-PF | $231,978 | $480,805 | -$248,827 | $2,343,261 | $7,000 | $2,336,261 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $12,313
- Net gain from sales of assets
- -$167,982
- Other income
- $9,323
Expenses
- Grants and similar amounts paid
- $410,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $415,063
- Excise tax on investment income
- $230
Balance sheet and other
- Total assets, start of year
- $2,343,261
- Total assets, end of year
- $1,762,718
- Total liabilities, end of year
- $7,000
- Net assets, end of year
- $1,755,718
- Fair market value of assets
- $5,078,801
- Qualifying distributions
- $415,063
- Net investment income
- $21,636
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES D ELLIS 55 HIGHLAND STREET, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
| LINDA KOCH LORIMER 55 HIGHLAND STREET, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES D ELLIS 55 HIGHLAND STREET, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
| LINDA KOCH LORIMER 55 HIGHLAND STREET, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 HIGHLAND ST, NEW HAVEN, CT 06511-1329
- In care of
- % CHARLES ELLIS-TRUSTEE
- Signed the 990-PF
- CHARLES ELLIS, TRUSTEE
- Phone
- (203) 752-3200
- Return prepared by
- ANDERSEN 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 | Not 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
- 22-2505228
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,762,718
- Income (IRS master file)
- $521,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$146,346 | $428,654 | $1,762,718 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $231,978 | $480,805 | $2,343,261 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 22-2505228).
Questions about THE KOCH ELLIS FUND
- What is the EIN of THE KOCH ELLIS FUND?
- The employer identification number (EIN) of THE KOCH ELLIS FUND is 22-2505228.
- Is THE KOCH ELLIS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to THE KOCH ELLIS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE KOCH ELLIS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE KOCH ELLIS FUND 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 THE KOCH ELLIS FUND 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 THE KOCH ELLIS FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE KOCH ELLIS FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$146,346, expenses of $428,654 and total assets of $1,762,718 at year end.
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