Nonprofit · EIN 37-1138998
PATTEE FOUNDTION
Tax-exempt · MONMOUTH, IL 61462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,734,700 | $2,671,939 | $62,761 | $23,834,691 | $0 | $23,834,691 |
| December 31, 2024 | 990-PF | $1,969,357 | $2,642,106 | -$672,749 | $21,389,826 | $0 | $21,389,826 |
| December 31, 2023 | 990-PF | $2,247,949 | $2,462,574 | -$214,625 | $21,563,913 | $0 | $21,563,913 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,001,989
- Interest
- $5,487
- Net gain from sales of assets
- $781,980
Expenses
- Grants and similar amounts paid
- $2,250,000
- Compensation of officers, directors and key employees
- $192,300
- Salaries, compensation and benefits (total)
- $27,700
- Disbursements for charitable purposes
- $2,405,483
- Excise tax on investment income
- $34,336
Balance sheet and other
- Total assets, start of year
- $21,624,082
- Total assets, end of year
- $23,834,691
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,834,691
- Fair market value of assets
- $49,532,182
- Qualifying distributions
- $2,405,483
- Net investment income
- $2,734,700
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 |
|---|---|---|---|
| Matt Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Marcum A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | President | 15 | $27,500 |
| Donald G Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Treasurer | 8 | $27,500 |
| Daniel Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Ann V Bergren 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Dana A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Asst SecretaryTreasure | 8 | $27,500 |
| Alice J Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $21,300 |
| Jennifer Kinneer 51 Public Square PO Box 647, Monmouth, IL 61462 | Secretary | 15 | $6,000 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Kinneer 51 Public Square PO Box 647, Monmouth, IL 61462 | Secretary | 15 | $33,500 |
| Matt Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Marcum A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | President | 15 | $27,500 |
| Donald G Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Treasurer | 8 | $27,500 |
| Daniel Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Ann V Bergren 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Dana A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Asst SecretaryTreasure | 8 | $27,500 |
| Alice J Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $21,300 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Kinneer 51 Public Square PO Box 647, Monmouth, IL 61462 | Secretary | 15 | $33,700 |
| Matt Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Marcum A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | President | 15 | $27,500 |
| Donald G Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Treasurer | 8 | $27,500 |
| Daniel Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Ann V Bergren 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $27,500 |
| Dana A Spears 51 Public Square PO Box 647, Monmouth, IL 61462 | Asst SecretaryTreasure | 8 | $27,500 |
| Alice J Defenbaugh 51 Public Square PO Box 647, Monmouth, IL 61462 | Vice President | 8 | $21,300 |
Address and contacts
- Address (IRS master file)
- PO BOX 647, MONMOUTH, IL 61462-0647
- In care of
- % MARCUM A SPEARS
- Signed the 990-PF
- MARCUM A SPEARS, President
- Phone
- (309) 734-5105
- Return prepared by
- Spears and Spears
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
- 37-1138998
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $23,834,691
- Income (IRS master file)
- $4,069,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,734,700 | $2,671,939 | $23,834,691 | XML |
| 990-PF | December 2024 | $1,969,357 | $2,642,106 | $21,389,826 | XML |
| 990-PF | December 2023 | $2,247,949 | $2,462,574 | $21,563,913 | 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 37-1138998).
Questions about PATTEE FOUNDTION
- What is the EIN of PATTEE FOUNDTION?
- The employer identification number (EIN) of PATTEE FOUNDTION is 37-1138998.
- Is PATTEE FOUNDTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to PATTEE FOUNDTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATTEE FOUNDTION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATTEE FOUNDTION 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 PATTEE FOUNDTION 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 PATTEE FOUNDTION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $27,500 (Matt Defenbaugh, Vice President).
- How much revenue does PATTEE FOUNDTION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,734,700, expenses of $2,671,939 and total assets of $23,834,691 at year end.
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