Nonprofit · EIN 20-1518829
BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85250
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,410,063 | $1,583,861 | -$173,798 | $10,600,958 | $0 | $10,600,958 |
| December 31, 2024 | 990-PF | $3,377,731 | $483,626 | $2,894,105 | $9,862,963 | $0 | $9,862,963 |
| December 31, 2023 | 990-PF | $172,480 | $441,662 | -$269,182 | $6,141,690 | $0 | $6,141,690 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,000
- Dividends
- $220,315
- Interest
- $15,299
- Net gain from sales of assets
- $174,449
Expenses
- Grants and similar amounts paid
- $1,503,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,505,286
- Excise tax on investment income
- $4,705
Balance sheet and other
- Total assets, start of year
- $9,862,963
- Total assets, end of year
- $10,600,958
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,600,958
- Fair market value of assets
- $10,600,958
- Qualifying distributions
- $1,505,286
- Net investment income
- $410,063
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 |
|---|---|---|---|
| HENRY OLIVER III 6929 N HAYDEN RD STE C-4 BOX 601, SCOTTSDALE, AZ 85250 | PRESIDENT | 1 | $0 |
| MARY FLITNER 18880 NORTHWEST LONE PINE LANE, TERREBONNE, OR 97760 | TREASURER | 0 | $0 |
| SAMUEL JOSEPH FLITNER 18880 NORTHWEST LONE PINE LANE, TERREBONNE, OR 97760 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENRY OLIVER III 2305-C ASHLAND ST 512, ASHLAND, OR 97520 | PRESIDENT | 1 | $0 |
| MARY FLITNER 18880 NORTHWEST LONE PINE LANE, TERREBONNE, OR 97760 | TREASURER | 0 | $0 |
| SAMUEL JOSEPH FLITNER 18880 NORTHWEST LONE PINE LANE, TERREBONNE, OR 97760 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENRY OLIVER III 2305-C ASHLAND ST 512, ASHLAND, OR 97520 | PRESIDENT | 1 | $0 |
| BARBARA ROASTINGEAR OLIVER 2305-C ASHLAND ST 512, ASHLAND, OR 97520 | VICE PRESIDENT | 1 | $0 |
| MARY FLITNER 18880 NORTHWEST LONE PINE LANE, TERREBONNE, OR 97760 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6929 N HAYDEN RD STE C-4 BOX 601, SCOTTSDALE, AZ 85250-7970
- In care of
- % HENRY OLIVER III
- Signed the 990-PF
- HENRY OLIVER III, PRESIDENT
- Phone
- (541) 708-0838
- Return prepared by
- GRASSHAM CPA'S LLC
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
- 20-1518829
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $10,600,958
- Income (IRS master file)
- $4,069,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,410,063 | $1,583,861 | $10,600,958 | XML |
| 990-PF | December 2024 | $3,377,731 | $483,626 | $9,862,963 | XML |
| 990-PF | December 2023 | $172,480 | $441,662 | $6,141,690 | 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 20-1518829).
Questions about BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION
- What is the EIN of BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION?
- The employer identification number (EIN) of BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION is 20-1518829.
- Is BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA ROASTINGEAR AND HENRY OLIVER III 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 BARBARA ROASTINGEAR AND HENRY OLIVER III 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 BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BARBARA ROASTINGEAR AND HENRY OLIVER III FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,410,063, expenses of $1,583,861 and total assets of $10,600,958 at year end.
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