Nonprofit · EIN 04-3511089
SHILLMAN FOUNDATION
Also known as SHILLMAN ROBERT J TTEE
Tax-exempt · RCHO SANTA FE, CA 92067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,345,991 | $3,347,263 | -$1,272 | $102,884,402 | $0 | $102,884,402 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,345,991
Expenses
- Grants and similar amounts paid
- $3,056,658
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,139,002
- Excise tax on investment income
- $45,283
Balance sheet and other
- Total assets, start of year
- $103,133,793
- Total assets, end of year
- $102,884,402
- Total liabilities, end of year
- $0
- Net assets, end of year
- $102,884,402
- Fair market value of assets
- $113,466,063
- Qualifying distributions
- $3,139,002
- Net investment income
- $3,345,991
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 |
|---|---|---|---|
| ROBERT J SHILLMAN P O BOX 676267, RANCHO SANTA FE, CA 920676267 | TRUSTEE | 5 | $0 |
| BARNETT A SHILLMAN PO BOX 676267, RANCHO SANTA FE, CA 920676267 | TRUSTEE | 5 | $0 |
| MAXWELL L SHILLMAN P O BOX 676267, RANCHO SANTA FE, CA 920676267 | TRUSTEE | 5 | $0 |
| DIANNE M PARROTTE 11 VIA VECINO, SANTA FE, NM 87506 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 676267, RCHO SANTA FE, CA 92067-6267
- Signed the 990-PF
- ROBERT SHILLMAN, TRUSTEE
- Phone
- (760) 994-3048
- Return prepared by
- HT FAMILY SELECT SERVICES
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
- 04-3511089
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $102,884,402
- Income (IRS master file)
- $3,345,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,882,499 | $8,999,692 | $106,716,620 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SHILLMAN FOUNDATION
- What is the EIN of SHILLMAN FOUNDATION?
- The employer identification number (EIN) of SHILLMAN FOUNDATION is 04-3511089.
- Is SHILLMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SHILLMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHILLMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHILLMAN 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 SHILLMAN 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 SHILLMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHILLMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,345,991, expenses of $3,347,263 and total assets of $102,884,402 at year end.
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All nonprofits in RCHO SANTA FE · California · Philanthropy, voluntarism and grantmaking foundations