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Nonprofit · EIN 20-6213628

CHARLES AND REBECCA DEES CHARITABLE TR

Also known as DEES CHARLES R AND REBECCA E TTEE

Tax-exempt · ALPHARETTA, GA 30004

Financials

$497$23K2023$508$6K2024
Revenue Expenses · by fiscal year end
Financials of CHARLES AND REBECCA DEES CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$508$5,707-$5,199$93,150$3,057$90,093
December 31, 2023990-PF$497$23,350-$22,853$95,292$0$95,292
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$505
Interest
$3

Expenses

Grants and similar amounts paid
$2,500
Disbursements for charitable purposes
$2,500

Balance sheet and other

Total assets, start of year
$95,292
Total assets, end of year
$93,150
Total liabilities, end of year
$3,057
Net assets, end of year
$90,093
Fair market value of assets
$109,883
Qualifying distributions
$2,500
Net investment income
$508

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
CHARLES DEES
760 CREEKSIDE BEND, ALPHARETTA, GA 30004
Trustee0$0
REBECCA DEES
760 CREEKSIDE BEND, ALPHARETTA, GA 30004
Trustee0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CHARLES DEES
760 CREEKSIDE BEND, ALPHARETTA, GA 30004
Trustee0$0
REBECCA DEES
760 CREEKSIDE BEND, ALPHARETTA, GA 30004
Trustee0$0

Address and contacts

Address (IRS master file)
760 CREEKSIDE BND, ALPHARETTA, GA 30004-5426
In care of
% CHARLES DEES
Signed the 990-PF
REBECCA DEES, Trustee
Phone
(918) 520-6601
Return prepared by
HOFFMAN & ASSOCIATES ATTORNEYS-AT-LAW 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 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
20-6213628
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$93,150
Income (IRS master file)
$508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$508$5,707$93,150XML
990-PFDecember 2023$497$23,350$95,292XML
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 20-6213628).

Questions about CHARLES AND REBECCA DEES CHARITABLE TR

What is the EIN of CHARLES AND REBECCA DEES CHARITABLE TR?
The employer identification number (EIN) of CHARLES AND REBECCA DEES CHARITABLE TR is 20-6213628.
Is CHARLES AND REBECCA DEES CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to CHARLES AND REBECCA DEES CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES AND REBECCA DEES CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES AND REBECCA DEES CHARITABLE TR 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 CHARLES AND REBECCA DEES CHARITABLE TR 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 CHARLES AND REBECCA DEES CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CHARLES AND REBECCA DEES CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $508, expenses of $5,707 and total assets of $93,150 at year end.

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