Nonprofit · EIN 46-0824469
ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI
Tax-exempt (reinstated) · ALBION, PA 16401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $48,601 | $28,103 | $20,498 | $575,868 | $0 | $575,868 |
| December 31, 2024 | 990-PF | $41,294 | $48,585 | -$7,291 | $532,956 | $0 | $532,956 |
| December 31, 2023 | 990-PF | $57,694 | $44,628 | $13,066 | $517,477 | $0 | $517,477 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,503
- Net gain from sales of assets
- $38,098
Expenses
- Grants and similar amounts paid
- $21,815
- Disbursements for charitable purposes
- $23,168
- Excise tax on investment income
- $614
Balance sheet and other
- Total assets, start of year
- $532,956
- Total assets, end of year
- $575,868
- Total liabilities, end of year
- $0
- Net assets, end of year
- $575,868
- Fair market value of assets
- $575,868
- Qualifying distributions
- $23,168
- Net investment income
- $48,601
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 |
|---|---|---|---|
| Elizabeth Ann Rees 38 North Main Street, Albion, PA 16401 | Chairperson | 2 | $0 |
| Valerie Henley 38 North Main Street, Albion, PA 16401 | Secretary | 0 | $0 |
| Paul Sachar 38 North Main Street, Albion, PA 16401 | Vice President | 0 | $0 |
| Albert Isacks 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Deborah Jaskula 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Tom Irwin 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Peggy Van Slyke 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Jesse Underwood 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Peggy Shauberger 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Ryan Millimaci 38 Main Street, Albion, PA 16401 | Non Vote Member | 0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Ann Rees 38 North Main Street, Albion, PA 16401 | Chairperson | 2 | $0 |
| Valerie Henley 38 North Main Street, Albion, PA 16401 | Secretary | 0 | $0 |
| Paul Sachar 38 North Main Street, Albion, PA 16401 | Vice President | 0 | $0 |
| Albert Isacks 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Deborah Jaskula 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Tom Irwin 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Peggy Van Slyke 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Jesse Underwood 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Ryan Millimaci 38 Main Street, Albion, PA 16401 | Non Vote Member | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Ann Rees 38 North Main Street, Albion, PA 16401 | Chairperson | 2 | $0 |
| Valerie Henley 38 North Main Street, Albion, PA 16401 | Secretary | 0 | $0 |
| Paul Sachar 38 North Main Street, Albion, PA 16401 | Vice President | 0 | $0 |
| Albert Isacks 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Deborah Jaskula 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Tom Irwin 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Peggy Van Slyke 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Jesse Underwood 38 North Main Street, Albion, PA 16401 | Board Member | 0 | $0 |
| Ryan Millimaci 38 Main Street, Albion, PA 16401 | Non Vote Member | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 38 N MAIN ST, ALBION, PA 16401-1119
- In care of
- % ELIZBETH REES
- Signed the 990-PF
- ELIZABETH ANN REES, Trustee
- Phone
- (814) 756-4676
- Return prepared by
- Root Spitznas & Smiley 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
- 46-0824469
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $575,868
- Income (IRS master file)
- $240,205
Revocation and reinstatement
- Exemption revoked
- May 15, 2017
- Posted by the IRS
- August 16, 2017
- Reinstated
- Effective August 15, 2017
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $48,601 | $28,103 | $575,868 | XML |
| 990-PF | December 2024 | $41,294 | $48,585 | $532,956 | XML |
| 990-PF | December 2023 | $57,694 | $44,628 | $517,477 | 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 46-0824469).
Questions about ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI
- What is the EIN of ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI?
- The employer identification number (EIN) of ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI is 46-0824469.
- Is ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2017 and reinstated it effective August 15, 2017.
- Are donations to ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI 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 ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI 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 ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ELIZABETH ANN REES AND THOMAS E AND BELLE B REES PRIVATE FOUNDATI have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,601, expenses of $28,103 and total assets of $575,868 at year end.
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