Nonprofit · EIN 31-1421173
GILBERT REESE FAMILY FOUNDATION
Tax-exempt · NEWARK, OH 43058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,915,969 | $4,002,393 | $1,913,576 | $38,051,342 | $0 | $38,051,342 |
| December 31, 2024 | 990-PF | $5,190,451 | $3,793,787 | $1,396,664 | $36,137,766 | $0 | $36,137,766 |
| December 31, 2023 | 990-PF | $4,825,685 | $4,022,617 | $803,068 | $34,741,102 | $0 | $34,741,102 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $999,276
- Dividends
- $864,868
- Interest
- $316
- Net gain from sales of assets
- $4,051,509
Expenses
- Grants and similar amounts paid
- $3,552,524
- Compensation of officers, directors and key employees
- $113,420
- Salaries, compensation and benefits (total)
- $22,976
- Disbursements for charitable purposes
- $3,747,859
- Excise tax on investment income
- $65,905
Balance sheet and other
- Total assets, start of year
- $36,137,766
- Total assets, end of year
- $38,051,342
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,051,342
- Fair market value of assets
- $52,837,160
- Qualifying distributions
- $5,247,109
- Net investment income
- $4,916,693
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 | Other / benefits |
|---|---|---|---|---|
| JENNIFER ROBERTS 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | EXEC DIRECTOR | 15 | $72,966 | $2,189 |
| JULIE DEIBEL 25 E WALMUT ST PO BOX 4217, NEWARK, OH 430584217 | CFO | 12 | $40,454 | $1,214 |
| SARAH R WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | CHAIR | 5 | $0 | $0 |
| JOHN H WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | PRESIDENT | 2 | $0 | $0 |
| LOUELLA REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TREASURER | 2 | $0 | $0 |
| SALLY W HECKMAN 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | SECRETARY | 2 | $0 | $0 |
| GILBERT H REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TRUSTEE | 2 | $0 | $0 |
| GERALD WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TRUSTEE | 2 | $0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH R WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | CHAIR | 5 | $0 |
| JOHN H WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | PRESIDENT | 2 | $0 |
| LOUELLA REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TREASURER | 2 | $0 |
| SALLY W HECKMAN 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | SECRETARY | 2 | $0 |
| GILBERT H REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TRUSTEE | 2 | $0 |
| JENNIFER ROBERTS 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | EXEC DIRECTOR | 27 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH R WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | CHAIR | 5 | $0 |
| JOHN H WALLACE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | PRESIDENT | 2 | $0 |
| LOUELLA REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TREASURER | 2 | $0 |
| SALLY W HECKMAN 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | SECRETARY | 2 | $0 |
| GILBERT H REESE 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | TRUSTEE | 2 | $0 |
| JENNIFER ROBERTS 25 E WALNUT ST PO BOX 4217, NEWARK, OH 430584217 | EXEC DIRECTOR | 25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4217, NEWARK, OH 43058-4217
- In care of
- % J GILBERT REESE
- Signed the 990-PF
- SARAH R WALLACE, CHAIR
- Phone
- (740) 349-8276
- Return prepared by
- WILSON SHANNON & SNOW INC
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
- 31-1421173
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21Z)
- Assets (IRS master file)
- $38,051,342
- Income (IRS master file)
- $20,269,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,915,969 | $4,002,393 | $38,051,342 | IRS |
| 990-PF | December 2024 | $5,190,451 | $3,793,787 | $36,137,766 | IRS |
| 990-PF | December 2023 | $4,825,685 | $4,022,617 | $34,741,102 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 31-1421173).
Questions about GILBERT REESE FAMILY FOUNDATION
- What is the EIN of GILBERT REESE FAMILY FOUNDATION?
- The employer identification number (EIN) of GILBERT REESE FAMILY FOUNDATION is 31-1421173.
- Is GILBERT REESE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to GILBERT REESE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GILBERT REESE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GILBERT REESE FAMILY FOUNDATION 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 GILBERT REESE FAMILY FOUNDATION 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 GILBERT REESE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $72,966 (JENNIFER ROBERTS, EXEC DIRECTOR).
- How much revenue does GILBERT REESE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,915,969, expenses of $4,002,393 and total assets of $38,051,342 at year end.
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