Jane & Gunby Treakle Charitable And Educational Foundation Inc

Irvington, VA
Tax-exempt since Aug. 1978
EIN: 51-0215563

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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.

Donations to this organization are tax deductible.

Revenue

$20.2k (2025)

Expenses

$32.6k (2025)

Total Assets

$480k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 Nov.
2025

Revenue

$20,210

Expenses

$32,580

Net Income

-$12,370

Net Assets

$480,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,924	19.4%
Dividends	$16,286	80.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,700	66.6%
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	$480,018
Total Liabilities	$0
Net Assets	$480,018

Compensation

Key Employees and Officers	Compensation	Other
Lori J Pickett (President)	$0	$0
Patricia Brown (Sec/Treasure)	$0	$0

990-PF

Filed on Feb. 9, 2026

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

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Fiscal Year Ending Nov.
2024

Revenue

$15,443

Expenses

$33,500

Net Income

-$18,057

Net Assets

$492,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,276	14.7%
Dividends	$16,601	> 100%
Sales of Assets	-$3,434
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,475	79.0%
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	$492,388
Total Liabilities	$0
Net Assets	$492,388

Compensation

Key Employees and Officers	Compensation	Other
Lori J Pickett (President)	$0	$0
Judy J Baensch (Vice Preside)	$0	$0

990-PF

Filed on Aug. 19, 2025

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

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Fiscal Year Ending Nov.
2023

Revenue

$16,875

Expenses

$33,390

Net Income

-$16,515

Net Assets

$510,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,832	16.8%
Dividends	$14,043	83.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,872	80.5%
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	$510,445
Total Liabilities	$0
Net Assets	$510,445

Compensation

Key Employees and Officers	Compensation	Other
Lori J Pickett (President)	$0	$0
Judy J Baensch (Vice Preside)	$0	$0

990-PF

Filed on Oct. 15, 2024

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

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XML

Fiscal Year Ending Nov.
2022

Revenue

$11,743

Expenses

$21,365

Net Income

-$9,622

Net Assets

$526,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,208	35.8%
Dividends	$9,628	82.0%
Sales of Assets	-$2,093
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,582	91.7%
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	$526,960
Total Liabilities	$0
Net Assets	$526,960

Compensation

Key Employees and Officers	Compensation	Other
Lori J Pickett (President)	$0	$0
Judy J Baensch (Vice Preside)	$0	$0

990-PF

Filed on Jan. 13, 2023

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

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XML

Fiscal Year Ending Nov.
2021

Revenue

$23,185

Expenses

$49,841

Net Income

-$26,656

Net Assets

$536,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,154	22.2%
Dividends	$8,316	35.9%
Sales of Assets	$9,715	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,100	78.4%
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	$536,582
Total Liabilities	$0
Net Assets	$536,582

Compensation

Key Employees and Officers	Compensation	Other
Lori J Pickett (President)	$0	$0
Judy J Baensch (Vice Preside)	$0	$0

990-PF

Filed on March 24, 2022

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

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Fiscal Year Ending Nov.
2020

Revenue

$17,404

Expenses

$13,225

Net Income

$4,179

Net Assets

$563,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,683	38.4%
Dividends	$10,468	60.1%
Sales of Assets	$253	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,600	49.9%
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	$563,238
Total Liabilities	$1
Net Assets	$563,237

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$0	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on April 15, 2021

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

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PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$22,312

Expenses

$55,044

Net Income

-$32,732

Net Assets

$559,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,586	29.5%
Dividends	$12,476	55.9%
Sales of Assets	$3,250	14.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,700	72.1%
Compensation of Officers*	$12,000	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,059
Total Liabilities	$1
Net Assets	$559,058

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$10,000	$0
Lisa Ann Chernoff (Asst Secreta)	$2,000	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on Oct. 29, 2020

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

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XML

Fiscal Year Ending Nov.
2018

Revenue

$15,911

Expenses

$40,799

Net Income

-$24,888

Net Assets

$591,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,855	55.7%
Dividends	$11,304	71.0%
Sales of Assets	-$4,248
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,821	60.8%
Compensation of Officers*	$17,000	41.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$591,791
Total Liabilities	$0
Net Assets	$591,791

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$15,000	$0
Lisa Ann Chernoff (Asst Secreta)	$2,000	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on Feb. 27, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$26,604

Expenses

$47,748

Net Income

-$21,144

Net Assets

$616,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,210	57.2%
Dividends	$8,987	33.8%
Sales of Assets	$2,407	9.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,438	63.7%
Compensation of Officers*	$22,000	46.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$616,679
Total Liabilities	$0
Net Assets	$616,679

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$20,000	$0
Lisa Ann Chernoff (Asst Secreta)	$2,000	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on Sept. 14, 2018

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

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XML

Fiscal Year Ending Nov.
2016

Revenue

$22,341

Expenses

$54,480

Net Income

-$32,139

Net Assets

$637,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,294	81.9%
Dividends	$6,933	31.0%
Sales of Assets	-$2,886
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,879	53.0%
Compensation of Officers*	$27,000	49.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$637,823
Total Liabilities	$0
Net Assets	$637,823

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$25,000	$0
Lisa Ann Chernoff (Asst Secreta)	$2,000	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on Jan. 19, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$26,305

Expenses

$57,924

Net Income

-$31,619

Net Assets

$669,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,416	85.2%
Dividends	$6,642	25.2%
Sales of Assets	-$2,753
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,317	61.0%
Compensation of Officers*	$21,800	37.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$669,962
Total Liabilities	$0
Net Assets	$669,962

Compensation

Key Employees and Officers	Compensation	Other
Judy Baensch (Pres., Treas)	$21,800	$0
Lisa Ann Chernoff (Asst Secreta)	$0	$0
Lori J Pickett (Vp & Secreta)	$0	$0

990-PF

Filed on Feb. 6, 2016

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

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Fiscal Year Ending Nov.
2014

Revenue

$33,208

Expenses

$53,913

Net Income

-$20,705

Net Assets

$701,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,235	63.9%
Dividends	$5,535	16.7%
Sales of Assets	$6,438	19.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,473	54.7%
Compensation of Officers*	$20,000	37.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$701,581
Total Liabilities	$0
Net Assets	$701,581

Compensation

Key Employees and Officers	Compensation	Other
R Frederick Baensch (President)	$20,000	$0

990-PF

Filed on Feb. 27, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$31,343

Expenses

$65,035

Net Income

-$33,692

Net Assets

$722,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,678	81.9%
Dividends	$2,180	7.0%
Sales of Assets	$3,485	11.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,108	57.1%
Compensation of Officers*	$20,000	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$722,286
Total Liabilities	$1
Net Assets	$722,285

990-PF

Filed on March 28, 2014

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

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Fiscal Year Ending Nov.
2012

Revenue

$33,053

Expenses

$57,321

Net Income

-$24,268

Net Assets

$755,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,465	95.2%
Dividends	$476	1.4%
Sales of Assets	$1,112	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,100	64.7%
Compensation of Officers*	$15,600	27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,978
Total Liabilities	$0
Net Assets	$755,978

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$31,364

Expenses

$81,223

Net Income

-$49,859

Net Assets

$780,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,993	92.4%
Dividends	$664	2.1%
Sales of Assets	$1,585	5.1%
Other Income	$122	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,300	80.4%
Compensation of Officers*	$6,800	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	$780,246
Total Liabilities	$0
Net Assets	$780,246

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

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Updated March 23, 2026

Jane & Gunby Treakle Charitable And Educational Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.2k (2025)

Expenses $32.6k (2025)

Total Assets $480k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Nov. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$20.2k (2025)

Expenses

$32.6k (2025)

Total Assets

$480k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Nov.
2025

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001