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Bernice F Reese Charitable Remainder Tr

  • Chambersburg, PA
  • Tax-exempt since Jan. 2009
  • EIN: 25-6911468

Organization summary

Type of Nonprofit

Designated as a 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$24.9k (2024)

Expenses
$23.8k (2024)

Total Assets
$310k (2024)

Total Liabilities
$0 (2024)

Years with missing data
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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,909
Expenses
$23,817
Net Income
$1,092
Net Assets
$310,342
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,790
39.3%
Sales of Assets $15,071
60.5%
Other Income $48
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,712
82.8%
Compensation of Officers* $1,542
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $310,342
Total Liabilities $0
Net Assets $310,342
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchants Trust Company (Trustee) $1,542 $0

Document Links

990-PF
Filed on April 29, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,895
Expenses
$22,449
Net Income
-$10,554
Net Assets
$309,279
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,413
79.1%
Sales of Assets $2,445
20.6%
Other Income $37
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,641
83.0%
Compensation of Officers* $1,414
6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $309,279
Total Liabilities $0
Net Assets $309,279
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchants Trust Company (Trustee) $1,414 $0

Document Links

990-PF
Filed on May 1, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,434
Expenses
$26,942
Net Income
-$3,508
Net Assets
$319,867
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,806
29.0%
Sales of Assets $16,628
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,054
81.9%
Compensation of Officers* $1,466
5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $319,867
Total Liabilities $0
Net Assets $319,867
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchant Trust Company (Trustee) $1,466 $0

Document Links

990-PF
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,135
Expenses
$25,851
Net Income
$20,284
Net Assets
$323,318
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,734
14.6%
Sales of Assets $39,401
85.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,189
82.0%
Compensation of Officers* $1,690
6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $323,318
Total Liabilities $0
Net Assets $323,318
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchant Trust Company (Trustee) $1,690 $0

Document Links

990-PF
Filed on May 10, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,678
Expenses
$24,830
Net Income
-$7,152
Net Assets
$302,137
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,539
31.3%
Sales of Assets $12,139
68.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,634
83.1%
Compensation of Officers* $1,475
5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $302,138
Total Liabilities $1
Net Assets $302,137
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchant Trust Company (Trustee) $1,475 $0

Document Links

990-PF
Filed on April 30, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,597
Expenses
$20,933
Net Income
-$4,336
Net Assets
$310,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,497
45.2%
Sales of Assets $9,100
54.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,921
80.8%
Compensation of Officers* $4,352
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $310,003
Total Liabilities $1
Net Assets $310,002
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchant Trust Company (Trustee) $4,352 $0

Document Links

990-PF
Filed on July 15, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,608
Expenses
$22,127
Net Income
$10,481
Net Assets
$314,264
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,844
24.1%
Sales of Assets $24,764
75.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,391
83.1%
Compensation of Officers* $4,340
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $314,264
Total Liabilities $0
Net Assets $314,264
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchants (Trustee) $4,340 $0

Document Links

990-PF
Filed on May 2, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,262
Expenses
$19,991
Net Income
$4,271
Net Assets
$314,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,222
29.8%
Sales of Assets $16,580
68.3%
Other Income $460
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,731
78.7%
Compensation of Officers* $4,259
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $314,671
Total Liabilities $0
Net Assets $314,671

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,830
Expenses
$20,769
Net Income
$6,061
Net Assets
$310,400
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,045
37.4%
Sales of Assets $16,785
62.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,370
74.0%
Compensation of Officers* $4,006
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $310,400
Total Liabilities $0
Net Assets $310,400
Compensation
Key Employees and Officers Compensation Other
Farmers & Merchants Trust Co (Trustee) $4,006 $0

Document Links

990-PF
Filed on May 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,141
Expenses
$17,939
Net Income
$37,202
Net Assets
$304,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,301
15.1%
Sales of Assets $46,840
84.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,157
78.9%
Compensation of Officers* $3,575
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $304,216
Total Liabilities $0
Net Assets $304,216

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,490
Expenses
$16,996
Net Income
$1,494
Net Assets
$266,893
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,811
36.8%
Sales of Assets $11,673
63.1%
Other Income $6
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,829
81.4%
Compensation of Officers* $3,288
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $266,893
Total Liabilities $0
Net Assets $266,893

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,712
Expenses
$29,613
Net Income
-$14,901
Net Assets
$265,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,811
46.3%
Sales of Assets $7,901
53.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,993
91.2%
Compensation of Officers* $2,473
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $265,485
Total Liabilities $0
Net Assets $265,485

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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