Nonprofit · EIN 26-3671567
REA CHARITABLE TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $31,644,424 | $6,986,864 | $24,657,560 | $119,433,115 | $0 | $119,433,115 |
| September 30, 2024 | 990-PF | $4,153,031 | $6,653,545 | -$2,500,514 | $98,126,165 | $0 | $98,126,165 |
| September 30, 2023 | 990-PF | -$229,851 | $6,772,543 | -$7,002,394 | $100,544,152 | $0 | $100,544,152 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $3,393,606
- Interest
- $94,763
- Net gain from sales of assets
- $24,973,985
- Other income
- $3,182,070
Expenses
- Grants and similar amounts paid
- $5,284,300
- Compensation of officers, directors and key employees
- $142,840
- Disbursements for charitable purposes
- $5,298,584
- Excise tax on investment income
- $425,681
Balance sheet and other
- Total assets, start of year
- $98,126,347
- Total assets, end of year
- $119,433,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $119,433,115
- Fair market value of assets
- $132,151,533
- Qualifying distributions
- $5,298,584
- Net investment income
- $31,527,739
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA 36455 CORPORATE DRVIE M/C3420, FARMINGTON HILLS, MI 48331 | TRUSTEE | 1 | $135,840 |
| RANDY WILSON 126 PARTRIDGE PAR, ODESSA, TX 797612215 | ADVISORY COMMITTEE | 1 | $1,000 |
| VICKIE JAY 8904 COUNTY ROAD 6875, LUBBOCK, TX 79407 | ADVISORY COMMITTEE | 1 | $1,000 |
| EILEEN PIWETZ 5607 HEARTLAND CT, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| BECKY BASKIN FERGUSON 1704 STOREY AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
| CARMA LYNN MUSCROFT 3601 MOCKINGBIRD LANE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| KATHARINE FOLGER KAVANAGH 4100 FAIRWOOD DRIVE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| CHRISTINE G FOREMAN 1010 W CUTHBERT AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA 36455 CORPORATE DRVIE M/C3420, FARMINGTON HILLS, MI 48331 | TRUSTEE | 1 | $134,246 |
| RANDY WILSON 126 PARTRIDGE PAR, ODESSA, TX 797612215 | ADVISORY COMMITTEE | 1 | $1,000 |
| VICKIE JAY 8904 COUNTY ROAD 6875, LUBBOCK, TX 79407 | ADVISORY COMMITTEE | 1 | $1,000 |
| EILEEN PIWETZ 5607 HEARTLAND CT, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| BECKY BASKIN FERGUSON 1704 STOREY AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
| CARMA LYNN MUSCROFT 3601 MOCKINGBIRD LANE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| KATHARINE FOLGER KAVANAGH 4100 FAIRWOOD DRIVE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $1,000 |
| CHRISTINE G FOREMAN 1010 W CUTHBERT AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
990-PF for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118 | PRIOR TTEE | 1 | $310,557 |
| COMERICA BANK P O BOX 75000, DETROIT, MI 48275 | TRUSTEE | 1 | $29,736 |
| BECKY BASKIN FERGUSON 1704 STOREY AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
| CHRISTINE G FOREMAN 1010W CUTHBERT AVE, MIDLAND, TX 79701 | ADVISORY COMMITTEE | 1 | $1,000 |
| RICHARD FOLGER 8 WEEPING WILLOW LN, MIDLAND, TX 79705 | ADVISORY COMMITTEE | 1 | $500 |
| VICKIE JAY 8904 COUNTY ROAD 6875, LUBBOCK, TX 79407 | ADVISORY COMMITTEE | 1 | $500 |
| EILEEN PIWETZ 5607 HEARTLAND CT, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $500 |
| CARMA LYNN MUSCROFT 3601 MOCKINGBIRD LANE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $500 |
| KATHARINE FOLGER KAVANAGH 4100 FAIRWOOD DRIVE, MIDLAND, TX 79707 | ADVISORY COMMITTEE | 1 | $500 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % DONA BRADLEY
- Signed the 990-PF
- MATT CAROTHERS, DIRECTOR
- Phone
- (248) 732-6756
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 26-3671567
- 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
- 2009
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $119,433,115
- Income (IRS master file)
- $91,083,342
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $31,644,424 | $6,986,864 | $119,433,115 | XML |
| 990-PF | September 2024 | $4,153,031 | $6,653,545 | $98,126,165 | XML |
| 990-PF | September 2023 | -$229,851 | $6,772,543 | $100,544,152 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 26-3671567).
Questions about REA CHARITABLE TRUST
- What is the EIN of REA CHARITABLE TRUST?
- The employer identification number (EIN) of REA CHARITABLE TRUST is 26-3671567.
- Is REA CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to REA CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does REA CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of REA CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did REA CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of REA CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 8 people; 8 received compensation from the organization, the highest $135,840 (COMERICA BANK TRUST NA, TRUSTEE).
- How much revenue does REA CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $31,644,424, expenses of $6,986,864 and total assets of $119,433,115 at year end.
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