Paul J And Martha N Rees Charitable Tr Ua 08312005

Thomas Neubert Ttee

Winchester, VA
Tax-exempt since June 2006
EIN: 20-6740669

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$583k (2024)

Expenses

$916k (2024)

Total Assets

$6.77M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$582,528

Expenses

$916,093

Net Income

-$333,565

Net Assets

$6,770,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,633	26.5%
Sales of Assets	$427,890	73.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$837,500	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,770,379
Total Liabilities	$0
Net Assets	$6,770,379

Compensation

Key Employees and Officers	Compensation	Other
Thomas W Neubert (Primary Trustee)	$0	$0
Barbara Neubert Pascua (Trustee)	$0	$0
Gerald V Neubert (Trustee)	$0	$0
Mary Lee Eberl Evans (Trustee)	$0	$0
Virginia Ann Lucatelli (Trustee)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$363,598

Expenses

$453,004

Net Income

-$89,406

Net Assets

$7,103,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,509	46.6%
Sales of Assets	$194,077	53.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$427,596	94.4%
Compensation of Officers*	$36,600	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,103,944
Total Liabilities	$0
Net Assets	$7,103,944

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Former Trustee)	$36,600	$0
Thomas W Neubert (Primary Trustee)	$0	$0
Barbara Neubert Pascua (Trustee)	$0	$0
Gerald V Neubert (Trustee)	$0	$0
Mary Lee Eberl Evans (Trustee)	$0	$0
Virginia Ann Lucatelli (Trustee)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$28,688

Expenses

$456,227

Net Income

-$427,539

Net Assets

$7,186,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,105	24.8%
Dividends	$130,475	> 100%
Sales of Assets	-$108,899
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,607	90.7%
Compensation of Officers*	$61,624	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,186,314
Total Liabilities	$0
Net Assets	$7,186,314

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$61,624	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$755,264

Expenses

$507,651

Net Income

$247,613

Net Assets

$7,616,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47	0.0%
Interest Revenue	$43	0.0%
Dividends	$142,225	18.8%
Sales of Assets	$612,949	81.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,354	89.1%
Compensation of Officers*	$73,333	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,616,493
Total Liabilities	$0
Net Assets	$7,616,493

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$73,333	$0

990-PF

Filed on Oct. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$519,758

Expenses

$97,754

Net Income

$422,004

Net Assets

$7,367,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$127,308	24.5%
Sales of Assets	$392,450	75.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,628	62.0%
Compensation of Officers*	$61,393	62.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,367,529
Total Liabilities	$1
Net Assets	$7,367,528

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust (Trustee)	$61,393	$0

990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$366,670

Expenses

$501,892

Net Income

-$135,222

Net Assets

$6,921,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,503	2.6%
Interest Revenue	$0
Dividends	$152,623	41.6%
Sales of Assets	$204,544	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$434,998	86.7%
Compensation of Officers*	$59,649	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,921,221
Total Liabilities	$1
Net Assets	$6,921,220

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$59,649	$0

990-PF

Filed on April 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$296,671

Expenses

$467,033

Net Income

-$170,362

Net Assets

$7,057,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,552	45.0%
Sales of Assets	$160,581	54.1%
Other Income	$2,538	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$399,998	85.6%
Compensation of Officers*	$63,344	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,057,290
Total Liabilities	$0
Net Assets	$7,057,290

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$63,344	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$196,457

Expenses

$468,195

Net Income

-$271,738

Net Assets

$7,227,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,000	0.5%
Dividends	$131,372	66.9%
Sales of Assets	$64,085	32.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,001	84.4%
Compensation of Officers*	$62,113	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,227,171
Total Liabilities	$0
Net Assets	$7,227,171

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Co (Trustee)	$62,113	$0

990-PF

Filed on April 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$297,462

Expenses

$429,169

Net Income

-$131,707

Net Assets

$7,500,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,000	0.7%
Dividends	$132,551	44.6%
Sales of Assets	$153,808	51.7%
Other Income	$9,103	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,998	85.0%
Compensation of Officers*	$60,359	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,500,088
Total Liabilities	$0
Net Assets	$7,500,088

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$60,359	$0

990-PF

Filed on April 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

-$44,630

Expenses

$447,501

Net Income

-$492,131

Net Assets

$7,631,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,003
Sales of Assets	-$179,633
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$360,002	80.4%
Compensation of Officers*	$64,578	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,631,134
Total Liabilities	$0
Net Assets	$7,631,134

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$64,578	$0

990-PF

Filed on April 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$638,502

Expenses

$460,587

Net Income

$177,915

Net Assets

$8,123,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,598	1.7%
Interest Revenue	$1,004	0.2%
Dividends	$157,625	24.7%
Sales of Assets	$469,078	73.5%
Other Income	$197	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,498	81.7%
Compensation of Officers*	$69,057	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,123,138
Total Liabilities	$0
Net Assets	$8,123,138

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$69,057	$0

990-PF

Filed on April 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$352,447

Expenses

$484,167

Net Income

-$131,720

Net Assets

$7,945,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$851	0.2%
Interest Revenue	$0
Dividends	$153,569	43.6%
Sales of Assets	$198,020	56.2%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$389,180	80.4%
Compensation of Officers*	$69,270	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,945,063
Total Liabilities	$0
Net Assets	$7,945,063

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$69,270	$0

990-PF

Filed on May 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,010,851

Expenses

$351,753

Net Income

$659,098

Net Assets

$8,076,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$667,003	66.0%
Interest Revenue	$0
Dividends	$125,426	12.4%
Sales of Assets	$218,422	21.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,826	79.8%
Compensation of Officers*	$55,627	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,076,454
Total Liabilities	$1
Net Assets	$8,076,453

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,604,028

Expenses

$202,448

Net Income

$7,401,580

Net Assets

$7,418,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,553,636	99.3%
Interest Revenue	$0
Dividends	$34,519	0.5%
Sales of Assets	$15,303	0.2%
Other Income	$570	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,003	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,418,742
Total Liabilities	$1
Net Assets	$7,418,741

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Paul J And Martha N Rees Charitable Tr Ua 08312005

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $583k (2024)

Expenses $916k (2024)

Total Assets $6.77M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$583k (2024)

Expenses

$916k (2024)

Total Assets

$6.77M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006