Nonprofit · EIN 31-1403596
NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST
Also known as RIEGLE JON P TTEE
Tax-exempt · FT MYERS, FL 33905
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $54,401 | $52,530 | $1,871 | $725,099 | $42,437 | $682,662 |
| December 31, 2024 | 990-PF | $49,001 | $50,954 | -$1,953 | $722,143 | $41,352 | $680,791 |
| December 31, 2023 | 990-PF | $27,801 | $49,797 | -$21,996 | $723,201 | $40,457 | $682,744 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Other income
- $54,401
Expenses
- Grants and similar amounts paid
- $42,437
- Compensation of officers, directors and key employees
- $8,391
- Disbursements for charitable purposes
- $42,437
Balance sheet and other
- Total assets, start of year
- $722,143
- Total assets, end of year
- $725,099
- Total liabilities, end of year
- $42,437
- Net assets, end of year
- $682,662
- Fair market value of assets
- $863,141
- Qualifying distributions
- $84,874
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 |
|---|---|---|---|
| JON P RIEGLE 4091 OTTER BEND CIRCLE, FORT MYERS, FL 33905 | TRUSTEE | 0 | $8,391 |
| JAMES H FIFIELD 4930 REED ROAD, COLUMBUS, OH 43220 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON P RIEGLE 28418 ALTESSA WAY APT 203, BONITA SPRINGS, FL 34135 | TRUSTEE | 2 | $8,227 |
| JAMES H FIFIELD 4930 REED ROAD, COLUMBUS, OH 43220 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON P RIEGLE 28418 ALTESSA WAY APT 203, BONITA SPRINGS, FL 34135 | TRUSTEE | 2 | $8,015 |
| JAMES H FIFIELD 4930 REED ROAD, COLUMBUS, OH 43220 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4091 OTTER BEND CIR, FT MYERS, FL 33905-5888
- In care of
- % JON P RIEGLE
- Signed the 990-PF
- JON P RIEGLE, TRUSTEE
- Phone
- (614) 792-0483
- Return prepared by
- FIFIELD KIM & ASSOCIATES CPAS INC
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
- 31-1403596
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $725,099
- Income (IRS master file)
- $54,401
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $54,401 | $52,530 | $725,099 | IRS |
| 990-PF | December 2024 | $49,001 | $50,954 | $722,143 | IRS |
| 990-PF | December 2023 | $27,801 | $49,797 | $723,201 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 31-1403596).
Questions about NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST
- What is the EIN of NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST is 31-1403596.
- Is NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Which annual return does NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST 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 NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST 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 NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $8,391 (JON P RIEGLE, TRUSTEE).
- How much revenue does NEIL TRESSIE & NEIL J DELONG CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,401, expenses of $52,530 and total assets of $725,099 at year end.
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