Nonprofit · EIN 20-6740669
PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005
Also known as THOMAS NEUBERT TTEE
Tax-exempt · WINCHESTER, VA 22601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $44,610 | $509,786 | -$465,176 | $6,305,203 | $0 | $6,305,203 |
| December 31, 2024 | 990-PF | $582,528 | $916,093 | -$333,565 | $6,770,379 | $0 | $6,770,379 |
| December 31, 2023 | 990-PF | $363,598 | $453,004 | -$89,406 | $7,103,944 | $0 | $7,103,944 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $150,705
- Net gain from sales of assets
- -$106,095
Expenses
- Grants and similar amounts paid
- $429,999
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $431,599
- Excise tax on investment income
- $1,140
Balance sheet and other
- Total assets, start of year
- $6,770,379
- Total assets, end of year
- $6,305,203
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,305,203
- Fair market value of assets
- $8,572,409
- Qualifying distributions
- $431,599
- Net investment income
- $150,705
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 |
|---|---|---|---|
| THOMAS W NEUBERT 13667 TREASURE TRAIL DRIVE, HILL COUNTRY VILLAGE, TX 78232 | PRIMARY TRUSTEE | 1 | $0 |
| BARBARA NEUBERT PASCUA 500 REVEL RUN APT 2030, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
| GERALD V NEUBERT 1969 SWALLOW DRIVE, FAIRBANKS, AK 99709 | TRUSTEE | 1 | $0 |
| MARY LEE EBERL EVANS 366 EDEN STREET, BUFFALO, NY 14220 | TRUSTEE | 1 | $0 |
| VIRGINIA ANN LUCATELLI 924 ROSELAND DR, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS W NEUBERT 13667 TREASURE TRAIL DRIVE, HILL COUNTRY VILLAGE, TX 78232 | PRIMARY TRUSTEE | 1 | $0 |
| BARBARA NEUBERT PASCUA 500 REVEL RUN APT 2030, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
| GERALD V NEUBERT 1969 SWALLOW DRIVE, FAIRBANKS, AK 99709 | TRUSTEE | 1 | $0 |
| MARY LEE EBERL EVANS 366 EDEN STREET, BUFFALO, NY 14220 | TRUSTEE | 1 | $0 |
| VIRGINIA ANN LUCATELLI 924 ROSELAND DR, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 19798, ORLANDO, FL 32891 | FORMER TRUSTEE | 12 | $36,600 |
| THOMAS W NEUBERT 13667 TREASURE TRAIL DRIVE, HILL COUNTRY VILLAGE, TX 78232 | PRIMARY TRUSTEE | 1 | $0 |
| BARBARA NEUBERT PASCUA 500 REVEL RUN APT 2030, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
| GERALD V NEUBERT 1969 SWALLOW DRIVE, FAIRBANKS, AK 99709 | TRUSTEE | 1 | $0 |
| MARY LEE EBERL EVANS 366 EDEN STREET, BUFFALO, NY 14220 | TRUSTEE | 1 | $0 |
| VIRGINIA ANN LUCATELLI 924 ROSELAND DR, KALAMAZOO, MI 49001 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1835 VALLEY AVE, WINCHESTER, VA 22601-6303
- Signed the 990-PF
- THOMAS NEUBERT, PRIMARY TRUSTEE
- Phone
- (540) 678-2710
- Return prepared by
- YOUNT HYDE & BARBOUR 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 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
- 20-6740669
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,305,203
- Income (IRS master file)
- $1,805,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $44,610 | $509,786 | $6,305,203 | IRS |
| 990-PF | December 2024 | $582,528 | $916,093 | $6,770,379 | IRS |
| 990-PF | December 2023 | $363,598 | $453,004 | $7,103,944 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-6740669).
Questions about PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005
- What is the EIN of PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005?
- The employer identification number (EIN) of PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 is 20-6740669.
- Is PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 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 PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 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 PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,610, expenses of $509,786 and total assets of $6,305,203 at year end.
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