Nonprofit · EIN 95-4781115
ROBERT M & LOTTIE Q GEE FOUNDATION
Tax-exempt · ARCADIA, CA 91006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $6,685 | $23,062 | -$16,377 | $173,240 | $0 | $173,240 |
| January 31, 2025 | 990-PF | $8,669 | $22,968 | -$14,299 | $189,617 | $0 | $189,617 |
| January 31, 2024 | 990-PF | $8,850 | $22,735 | -$13,885 | $203,916 | $0 | $203,916 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Interest
- $6,685
Expenses
- Grants and similar amounts paid
- $20,000
- Disbursements for charitable purposes
- $21,531
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $189,617
- Total assets, end of year
- $173,240
- Total liabilities, end of year
- $0
- Net assets, end of year
- $173,240
- Fair market value of assets
- $173,240
- Qualifying distributions
- $21,531
- Net investment income
- $6,685
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlton K Gee 7 Linda Rae Way, Arcadia, CA 91006 | Trustee | 0 | $0 |
| Eva Wong 2305 Montecito Avenue, San Marino, CA 91108 | Trustee | 0 | $0 |
990-PF for the year ended January 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlton K Gee 7 Linda Rae Way, Arcadia, CA 91006 | Trustee | 0 | $0 |
| Eva Wong 2305 Montecito Avenue, San Marino, CA 91108 | Trustee | 0 | $0 |
990-PF for the year ended January 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charlton K Gee 7 Linda Rae Way, Arcadia, CA 91006 | Trustee | 0 | $0 |
| Eva Wong 2305 Montecito Avenue, San Marino, CA 91108 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7 LINDA RAE WAY, ARCADIA, CA 91006-4077
- In care of
- % LEW & YING
- Signed the 990-PF
- Charlton K Gee, Trustee
- Phone
- (626) 476-6548
- Return prepared by
- Charlotte Tsou
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4781115 or by the name ROBERT M & LOTTIE Q GEE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4781115
- 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
- 2000
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $173,240
- Income (IRS master file)
- $6,685
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $6,685 | $23,062 | $173,240 | XML |
| 990-PF | January 2025 | $8,669 | $22,968 | $189,617 | XML |
| 990-PF | January 2024 | $8,850 | $22,735 | $203,916 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 2019 | – | – | – | 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 95-4781115).
Questions about ROBERT M & LOTTIE Q GEE FOUNDATION
- What is the EIN of ROBERT M & LOTTIE Q GEE FOUNDATION?
- The employer identification number (EIN) of ROBERT M & LOTTIE Q GEE FOUNDATION is 95-4781115.
- Is ROBERT M & LOTTIE Q GEE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROBERT M & LOTTIE Q GEE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT M & LOTTIE Q GEE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT M & LOTTIE Q GEE FOUNDATION due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT M & LOTTIE Q GEE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of ROBERT M & LOTTIE Q GEE FOUNDATION?
- The 990-PF for the year ended January 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT M & LOTTIE Q GEE FOUNDATION have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $6,685, expenses of $23,062 and total assets of $173,240 at year end.
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