Nonprofit · EIN 85-6816177
RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010
Tax-exempt · WINCHESTER, VA 22601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,318 | $196,400 | -$188,082 | $2,691,841 | $0 | $2,691,841 |
| December 31, 2024 | 990-PF | $33,991 | $196,382 | -$162,391 | $2,879,923 | $0 | $2,879,923 |
| December 31, 2023 | 990-PF | $72,777 | $194,459 | -$121,682 | $3,042,314 | $0 | $3,042,314 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $62,755
- Net gain from sales of assets
- -$54,478
- Other income
- $41
Expenses
- Grants and similar amounts paid
- $160,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $160,000
- Excise tax on investment income
- $826
Balance sheet and other
- Total assets, start of year
- $2,879,923
- Total assets, end of year
- $2,691,841
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,691,841
- Fair market value of assets
- $3,547,972
- Qualifying distributions
- $160,000
- Net investment income
- $62,796
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 |
|---|---|---|---|
| FIRST BANK TRUSTEE 1835 VALLEY AVENUE, WINCHESTER, VA 22601 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK TRUSTEE 1835 VALLEY AVENUE, WINCHESTER, VA 22601 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK TRUSTEE 1835 VALLEY AVENUE, WINCHESTER, VA 22601 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1835 VALLEY AVE, WINCHESTER, VA 22601-6303
- In care of
- % FIRST BANK TRUSTEE
- Signed the 990-PF
- JUSTIN HOCKMAN, VP & TRUST OFFICER
- Phone
- (540) 545-7682
- Return prepared by
- HW CPAS ADVISORS PC
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
- 85-6816177
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,691,841
- Income (IRS master file)
- $889,916
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,318 | $196,400 | $2,691,841 | IRS |
| 990-PF | December 2024 | $33,991 | $196,382 | $2,879,923 | IRS |
| 990-PF | December 2023 | $72,777 | $194,459 | $3,042,314 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 85-6816177).
Questions about RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010
- What is the EIN of RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010?
- The employer identification number (EIN) of RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 is 85-6816177.
- Is RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 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 RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 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 RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does RHEA L LINDSTROM-ENGEL CHARITABLE TR UA DTD 6-17-2010 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,318, expenses of $196,400 and total assets of $2,691,841 at year end.
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