Civic Intelligence

Elizabeth Ann Rees and Thomas E & Belle B Rees Private Foundation

EIN 46-0824469 • Albion, PA

38 North Main StreetAlbion, PA 16401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Asset Growth

62nd percentile

6.0%

Faster asset growth than 62% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$532,956

Up $15,479 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$532,956

Up $15,479 (+3.0%) from 2023

Revenue

Down

$41,294

Down $16,400 (-28%) from 2023

Expenses

Up

$48,585

Up $3,957 (+8.9%) from 2023

Net Income

Down

-$7,291

Down $20,357 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $605,970Liabilities 2020: $0Net Assets 2020: $605,9702020Assets 2021: $648,656Liabilities 2021: $0Net Assets 2021: $648,6562021Assets 2022: $488,135Liabilities 2022: $0Net Assets 2022: $488,1352022Assets 2023: $517,477Liabilities 2023: $0Net Assets 2023: $517,4772023Assets 2024: $532,956Liabilities 2024: $0Net Assets 2024: $532,9562024

Latest loaded filing

2024

Assets$532,956
Liabilities$0
Net Assets$532,956

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $543,887Expenses 2020: $18,787Net Income 2020: $525,1002020Revenue 2021: $75,830Expenses 2021: $35,337Net Income 2021: $40,4932021Revenue 2022: -$5,025Expenses 2022: $62,250Net Income 2022: -$67,2752022Revenue 2023: $57,694Expenses 2023: $44,628Net Income 2023: $13,0662023Revenue 2024: $41,294Expenses 2024: $48,585Net Income 2024: -$7,2912024

Latest loaded filing

2024

Revenue$41,294
Expenses$48,585
Net Income-$7,291

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 18, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Ann ReesChairperson-$0--
Valerie HenleySecretary-$0--
Paul SacharVice President-$0--
Albert IsacksBoard Member-$0--
Deborah JaskulaBoard Member-$0--
Tom IrwinBoard Member-$0--
Peggy Van SlykeBoard Member-$0--
Jesse UnderwoodBoard Member-$0--
Peggy ShaubergerBoard Member-$0--
Ryan MillimaciNon Vote Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Learning garden/various repairs-Allbion, PA, US$5,000
Paid Grant-Rapelling gear and ropes-Cranesville, PA, US$5,000
Paid Grant-To supply food for families in need.-Albion, PA, US$3,000
Paid Grant-Radio equipment/Antenna-East Springfield, PA, US$3,000
Paid Grant-New door w/panic bar-Albion, PA, US$2,000
Paid Grant-Various repairs-Albion, PA, US$1,515
Paid Grant-Various repairs-Albion, PA, US$1,500
Paid Grant-Blessing box project-Albion, PA, US$800
Filing and Contact Details

Filer

Filer Name
Elizabeth Ann Rees and Thomas E &
EIN
46-0824469
Phone
8147564676
Address
38 NORTH MAIN STREET, ALBION, PA 16401

Signing Officer

Name
Elizabeth Ann Rees
Title
Trustee
Signed
2026-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Root Spitznas & Smiley Inc
Address
5473 Village Common Dr Suite 205, Erie, PA 16506
Preparer
John W Orlando CPA
Phone
8144537731
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Elizabeth Ann Rees
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Valerie Henley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Paul Sachar
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt038 NORTH MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALBION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd016401
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELIZABETH REES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08147564676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Charitable donations to local non-for-profit organizations. See details at Part XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt021815
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31515
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To supply food for families in need.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Learning garden/various repairs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Radio equipment/Antenna
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Various repairs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Blessing box project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Rapelling gear and ropes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Various repairs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7New door w/panic bar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Northwestern Food Pantry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Albion Area Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Springfield Volunteer Fire Dept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Elk Creek Township Historcal So
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Albion Church of The Nazaren
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Cranesville Volunteer Fire Dept
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Northwestern Community Veterans Mem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Northwestern Community Youth Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 Robb Powell Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1111 E Pearl Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211959 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310410 High Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49578 Rte 6N West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59920 Meadville St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt693 E State St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt730 E State St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Allbion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2East Springfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cranesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Albion
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd116401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd216411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd316401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd416401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd516410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd616401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd716401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021815
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023168
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04721
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029864
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023168
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065175
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068476
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0300
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Checks
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04421
TaxesSchedule/TaxesDetail/Amt0514
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ANN REES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH ANN REES AND THOMAS E &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BELLE B REES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0460824469
ReturnHeader/Filer/PhoneNum08147564676
ReturnHeader/Filer/USAddress/AddressLine1Txt038 NORTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0ALBION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251381610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Root Spitznas & Smiley Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05473 Village Common Dr Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Erie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016506
ReturnHeader/PreparerPersonGrp/PhoneNum08144537731
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Orlando CPA
ReturnHeader/ReturnTs02026-03-18T12:28:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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