Nonprofit · EIN 26-3583738
SHALLENBERGER FAMILY FOUNDATION
Tax-exempt · OREM, UT 84097
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $248,270 | $90,806 | $157,464 | $1,286,765 | $0 | $1,286,765 |
| December 31, 2023 | 990-PF | $119,278 | $111,762 | $7,516 | $1,129,301 | $0 | $1,129,301 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $58,800
- Dividends
- $10,746
- Interest
- $2,767
- Net gain from sales of assets
- $175,898
- Other income
- $59
Expenses
- Grants and similar amounts paid
- $70,422
- Disbursements for charitable purposes
- $70,422
- Excise tax on investment income
- $2,633
Balance sheet and other
- Total assets, start of year
- $1,129,301
- Total assets, end of year
- $1,286,765
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,286,765
- Fair market value of assets
- $1,314,409
- Qualifying distributions
- $70,422
- Net investment income
- $189,411
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| DAVID R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| STEVEN C SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| THOMAS J SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| DANIEL W SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| ANNE PETERSEN 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| ROBERT R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| DAVID R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| STEVEN C SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| THOMAS J SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| DANIEL W SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| ANNE PETERSEN 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
| ROBERT R SHALLENBERGER 1330 S 1000 E, OREM, UT 84097 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1330 S 1000 E, OREM, UT 84097-7260
- Signed the 990-PF
- STEVEN SHALLENBERGER, Trustee
- Phone
- (951) 259-8800
- Return prepared by
- HAYNIE & COMPANY
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 | Not 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
- 26-3583738
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $1,286,765
- Income (IRS master file)
- $754,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $248,270 | $90,806 | $1,286,765 | XML |
| 990-PF | December 2023 | $119,278 | $111,762 | $1,129,301 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 26-3583738).
Questions about SHALLENBERGER FAMILY FOUNDATION
- What is the EIN of SHALLENBERGER FAMILY FOUNDATION?
- The employer identification number (EIN) of SHALLENBERGER FAMILY FOUNDATION is 26-3583738.
- Is SHALLENBERGER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SHALLENBERGER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHALLENBERGER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHALLENBERGER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHALLENBERGER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SHALLENBERGER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHALLENBERGER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $248,270, expenses of $90,806 and total assets of $1,286,765 at year end.
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