Nonprofit · EIN 95-1713038
REES STEALY RESEARCH FOUNDATION
Tax-exempt · SAN DIEGO, CA 92111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $90,588 | $80,719 | $9,869 | $411,751 | $0 | $411,751 |
| December 31, 2024 | 990-PF | $84,353 | $43,436 | $40,917 | $385,493 | $0 | $385,493 |
| December 31, 2023 | 990-PF | $72,702 | $104,877 | -$32,175 | $338,183 | $0 | $338,183 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $60,804
- Dividends
- $29,784
Expenses
- Grants and similar amounts paid
- $70,000
- Disbursements for charitable purposes
- $75,871
- Excise tax on investment income
- $351
Balance sheet and other
- Total assets, start of year
- $385,493
- Total assets, end of year
- $411,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $411,751
- Fair market value of assets
- $411,751
- Qualifying distributions
- $75,871
- Net investment income
- $29,784
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 |
|---|---|---|---|
| STEPHEN F TREADGOLD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Chairman | 1 | $0 |
| RICHARD D O'CONNOR MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Vice CHAIRMAN | 1 | $0 |
| ELISE STREICHER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| STANLEY MALOY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| R BRUCE JOHNSON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Secretary | 1 | $0 |
| DOUGLAS ARBON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| CAMERON WILLIAMS 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Treasurer | 1 | $0 |
| WAYNE KENNEDY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| ROBERT BOHRER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| MICHAEL GOODMAN 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| BETTY PEABODY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| DR MICHAEL HENNESSY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN F TREADGOLD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Chairman | 1 | $0 |
| RICHARD D O'CONNOR MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Vice CHAIRMAN | 1 | $0 |
| SUZANNE SPAFFORD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Secretary | 1 | $0 |
| STANLEY MALOY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 0 | $0 |
| R BRUCE JOHNSON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | ASSIST. SEC. | 1 | $0 |
| DOUGLAS ARBON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| SAMUEL CARPENTER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| WAYNE KENNEDY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| ROBERT BOHRER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| A STEPHEN DAHMS 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| BETTY PEABODY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| DR MICHAEL HENNESSY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN F TREADGOLD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Chairman | 1 | $0 |
| RICHARD D O'CONNOR MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Vice CHAIRMAN | 1 | $0 |
| SUZANNE SPAFFORD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Secretary | 1 | $0 |
| STANLEY MALOY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 0 | $0 |
| R BRUCE JOHNSON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | ASSIST. SEC. | 1 | $0 |
| DOUGLAS ARBON MD 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| SAMUEL CARPENTER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| WAYNE KENNEDY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| ROBERT BOHRER 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | DIRECTOR | 1 | $0 |
| A STEPHEN DAHMS 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| BETTY PEABODY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
| DR MICHAEL HENNESSY 5651 COPLEY DR STE A, SAN DIEGO, CA 92111 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5651 COPLEY DR A, SAN DIEGO, CA 92111-7903
- Signed the 990-PF
- STEPHEN F TREADGOLD, Chairman
- Phone
- (619) 892-0513
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1713038 or by the name REES STEALY RESEARCH 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 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
- 95-1713038
- 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
- 1939
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $411,751
- Income (IRS master file)
- $90,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $90,588 | $80,719 | $411,751 | XML |
| 990-PF | December 2024 | $84,353 | $43,436 | $385,493 | XML |
| 990-PF | December 2023 | $72,702 | $104,877 | $338,183 | 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 95-1713038).
Questions about REES STEALY RESEARCH FOUNDATION
- What is the EIN of REES STEALY RESEARCH FOUNDATION?
- The employer identification number (EIN) of REES STEALY RESEARCH FOUNDATION is 95-1713038.
- Is REES STEALY RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to REES STEALY RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does REES STEALY RESEARCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of REES STEALY RESEARCH 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 REES STEALY RESEARCH 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 REES STEALY RESEARCH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does REES STEALY RESEARCH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $90,588, expenses of $80,719 and total assets of $411,751 at year end.
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