Nonprofit · EIN 26-3615062
SHUPE FAMILY FOUNDATION
Tax-exempt · MESA, AZ 85207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $695,689 | $305,360 | $390,329 | $5,565,834 | $0 | $5,565,834 |
| December 31, 2024 | 990-PF | $782,860 | $730,772 | $52,088 | $5,177,518 | $0 | $5,177,518 |
| December 31, 2023 | 990-PF | $232,161 | $355,699 | -$123,538 | $5,125,307 | $0 | $5,125,307 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $502,706
- Dividends
- $132,392
- Net gain from sales of assets
- $60,591
Expenses
- Grants and similar amounts paid
- $288,221
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $288,221
- Excise tax on investment income
- $2,444
Balance sheet and other
- Total assets, start of year
- $5,177,518
- Total assets, end of year
- $5,565,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,565,834
- Fair market value of assets
- $6,536,572
- Qualifying distributions
- $288,221
- Net investment income
- $192,983
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 |
|---|---|---|---|
| JEFFERY M SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| SUSAN SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| MADELINE SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY M SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| SUSAN SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| MADELINE SHUPE 8151 E ECHO CANYON ST, MESA, AZ 85207 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY M SHUPE 8141 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| SUSAN SHUPE 8141 E ECHO CANYON ST, MESA, AZ 85207 | GRANTOR/TRUSTEE | 0 | $0 |
| MADELINE SHUPE 8141 E ECHO CANYON ST, MESA, AZ 85207 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8151 E ECHO CANYON ST, MESA, AZ 85207-7186
- In care of
- % JEFFERY M SHUPE
- Signed the 990-PF
- JEFFERY M SHUPE, GRANTOR/TRUSTEE
- Phone
- (312) 404-2163
- Return prepared by
- PWC US TAX LLP
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
- 26-3615062
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,565,834
- Income (IRS master file)
- $1,994,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $695,689 | $305,360 | $5,565,834 | IRS |
| 990-PF | December 2024 | $782,860 | $730,772 | $5,177,518 | IRS |
| 990-PF | December 2023 | $232,161 | $355,699 | $5,125,307 | 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 26-3615062).
Questions about SHUPE FAMILY FOUNDATION
- What is the EIN of SHUPE FAMILY FOUNDATION?
- The employer identification number (EIN) of SHUPE FAMILY FOUNDATION is 26-3615062.
- Is SHUPE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SHUPE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHUPE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHUPE 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 SHUPE 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 SHUPE 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 SHUPE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $695,689, expenses of $305,360 and total assets of $5,565,834 at year end.
Other nonprofits in MESA
- LEGACY GLOBAL FOUNDATION INC EIN 37-1440662 · last filed 990 for 2024
- LEGACY GLOBAL PROGRAMS EIN 20-8099462 · last filed 990 for 2024
- THE HICKEY FAMILY FOUNDATION EIN 86-6331657 · last filed 990-PF for 2024
- NOEL C AND IDA B SMITH CHARITABLE FOUNDATION EIN 26-1405041 · last filed 990-PF for 2025
- THOMAS J BEATSON JR FOUNDATION INC EIN 20-8112510 · last filed 990-PF for 2024
- NEWMAN AND ZENETH WARD FAMILY FOUNDATION EIN 87-0640485 · last filed 990 for 2024
- THE IBIS FOUNDATION EIN 20-3503202 · last filed 990-PF for 2025
- MILLER FAMILY CHARITABLE FOUNDATION EIN 85-1261177 · last filed 990-PF for 2024
All nonprofits in MESA · Arizona · Philanthropy, voluntarism and grantmaking foundations