Nonprofit · EIN 25-6401741
FRED & JANET BRUBAKER FOUNDATION TR
Also known as BRUBAKER I FRED ETAL TTEES
Tax-exempt · SOMERSET, PA 15501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,522 | $33,673 | $111,849 | $666,939 | $0 | $666,939 |
| December 31, 2024 | 990-PF | $160,624 | $29,956 | $130,668 | $625,168 | $0 | $625,168 |
| December 31, 2023 | 990-PF | $87,231 | $32,801 | $54,430 | $562,864 | $0 | $562,864 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,595
- Interest
- $3,921
- Net gain from sales of assets
- $129,006
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $5,053
- Disbursements for charitable purposes
- $27,500
- Excise tax on investment income
- $1,937
Balance sheet and other
- Total assets, start of year
- $625,168
- Total assets, end of year
- $666,939
- Total liabilities, end of year
- $0
- Net assets, end of year
- $666,939
- Fair market value of assets
- $666,939
- Qualifying distributions
- $27,500
- Net investment income
- $145,522
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 |
|---|---|---|---|
| SOMERSET TRUST CO SOMERSET TRUST COMPANY PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $5,053 |
| ANN PERSUN PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST CO SOMERSET TRUST COMPANY PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $4,861 |
| ANN PERSUN PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST CO SOMERSET TRUST COMPANY PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $4,597 |
| ANN PERSUN PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1330, SOMERSET, PA 15501-0330
- In care of
- % SOMERSET TR CO
- Signed the 990-PF
- SOMERSET TRUST CO, TRUSTEE
- Return prepared by
- BULOW HOTTLE & CO
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
- 25-6401741
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $666,939
- Income (IRS master file)
- $179,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,522 | $33,673 | $666,939 | IRS |
| 990-PF | December 2024 | $160,624 | $29,956 | $625,168 | IRS |
| 990-PF | December 2023 | $87,231 | $32,801 | $562,864 | 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 25-6401741).
Questions about FRED & JANET BRUBAKER FOUNDATION TR
- What is the EIN of FRED & JANET BRUBAKER FOUNDATION TR?
- The employer identification number (EIN) of FRED & JANET BRUBAKER FOUNDATION TR is 25-6401741.
- Is FRED & JANET BRUBAKER FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to FRED & JANET BRUBAKER FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED & JANET BRUBAKER FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED & JANET BRUBAKER FOUNDATION TR 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 FRED & JANET BRUBAKER FOUNDATION TR 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 FRED & JANET BRUBAKER FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $5,053 (SOMERSET TRUST CO SOMERSET TRUST COMPANY, TRUSTEE).
- How much revenue does FRED & JANET BRUBAKER FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,522, expenses of $33,673 and total assets of $666,939 at year end.
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