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Nonprofit · EIN 26-3863383

THE SCHULTZ MILLER FOUNDATION

Tax-exempt · PHOENIX, AZ 85012

Financials

$6K$81K2023$32K$16K2024
Revenue Expenses · by fiscal year end
Financials of THE SCHULTZ MILLER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$31,950$16,181$15,769$418,905$0$418,905
December 31, 2023990-PF$5,725$80,633-$74,908$402,438$0$402,438
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$11,475
Interest
$245
Net gain from sales of assets
$20,016
Other income
$214

Expenses

Grants and similar amounts paid
$10,000
Disbursements for charitable purposes
$10,000
Excise tax on investment income
$377

Balance sheet and other

Total assets, start of year
$402,438
Total assets, end of year
$418,905
Total liabilities, end of year
$0
Net assets, end of year
$418,905
Fair market value of assets
$442,797
Qualifying distributions
$10,000
Net investment income
$31,950

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.

NameTitleHours / weekCompensation
KEN SCHULTZ
5347 E ROYAL PALM RD, PARADISE VALLEY, AZ 85253
PRESIDENT0$0
KELLY K MILLER
5347 E ROYAL PALM RD, PARADISE VALLEY, AZ 85253
SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
KEN SCHULTZ
5347 E ROYAL PALM RD, PARADISE VALLEY, AZ 85253
PRESIDENT0$0
KELLY K MILLER
5347 E ROYAL PALM RD, PARADISE VALLEY, AZ 85253
SECRETARY0$0

Address and contacts

Address (IRS master file)
3200 N CENTRAL AVE STE 1800, PHOENIX, AZ 85012-2438
In care of
% KENNETH M SCHULTZ
Signed the 990-PF
KEN SCHULTZ, PRESIDENT
Phone
(775) 273-8966
Return prepared by
EIDE BAILLY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3863383
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
Assets (IRS master file)
$418,905
Income (IRS master file)
$232,202

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$31,950$16,181$418,905XML
990-PFDecember 2023$5,725$80,633$402,438XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 26-3863383).

Questions about THE SCHULTZ MILLER FOUNDATION

What is the EIN of THE SCHULTZ MILLER FOUNDATION?
The employer identification number (EIN) of THE SCHULTZ MILLER FOUNDATION is 26-3863383.
Is THE SCHULTZ MILLER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to THE SCHULTZ MILLER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SCHULTZ MILLER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SCHULTZ MILLER 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 THE SCHULTZ MILLER 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 THE SCHULTZ MILLER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does THE SCHULTZ MILLER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $31,950, expenses of $16,181 and total assets of $418,905 at year end.

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