Nonprofit · EIN 82-6152404
STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES
Tax-exempt · WILMINGTON, DE 19808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $79,450 | $114,075 | -$34,625 | $1,211,314 | $0 | $1,211,314 |
| December 31, 2024 | 990-PF | $119,507 | $106,473 | $13,034 | $1,245,955 | $0 | $1,245,955 |
| December 31, 2023 | 990-PF | $83,998 | $99,539 | -$15,541 | $1,232,877 | $0 | $1,232,877 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,626
- Net gain from sales of assets
- $52,824
Expenses
- Grants and similar amounts paid
- $79,322
- Compensation of officers, directors and key employees
- $8,961
- Disbursements for charitable purposes
- $83,062
- Excise tax on investment income
- $697
Balance sheet and other
- Total assets, start of year
- $1,245,955
- Total assets, end of year
- $1,211,314
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,211,314
- Fair market value of assets
- $1,852,533
- Qualifying distributions
- $83,062
- Net investment income
- $79,450
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 |
|---|---|---|---|
| ARDEN TRUST COMPANY 2711 CENTERVILLE ROAD STE 200, WILMINGTON, DE 19808 | TRUSTEE | 1 | $8,961 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARDEN TRUST COMPANY 2751 CENTERVILLE RD STE 400, WILMINGTON, DE 19808 | TRUSTEE | 1 | $8,556 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARDEN TRUST COMPANY 2751 CENTERVILLE RD STE 400, WILMINGTON, DE 19808 | TRUSTEE | 1 | $7,593 |
Address and contacts
- Address (IRS master file)
- 2711 CENTERVILLE RD STE 200, WILMINGTON, DE 19808-1646
- In care of
- % RELIANCE TRUST COMPANY OF DELAWAR
- Signed the 990-PF
- ARDEN TRUST COMPANY, TRUSTEE
- Phone
- (614) 249-1948
- Return prepared by
- KPMG LLP
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
- 82-6152404
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,211,314
- Income (IRS master file)
- $143,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $79,450 | $114,075 | $1,211,314 | IRS |
| 990-PF | December 2024 | $119,507 | $106,473 | $1,245,955 | IRS |
| 990-PF | December 2023 | $83,998 | $99,539 | $1,232,877 | XML |
| 990-PF | 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 82-6152404).
Questions about STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES
- What is the EIN of STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES?
- The employer identification number (EIN) of STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES is 82-6152404.
- Is STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES 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 STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES 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 STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,961 (ARDEN TRUST COMPANY, TRUSTEE).
- How much revenue does STEPHEN LIS CHARITABLE TR UA DTD 9-23-1997 AS AM & RES have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $79,450, expenses of $114,075 and total assets of $1,211,314 at year end.
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All nonprofits in WILMINGTON · Delaware · Philanthropy, voluntarism and grantmaking foundations