Nonprofit · EIN 42-1441830
HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II
Also known as HORSEY SUSAN TTEE
Tax-exempt · SCOTTSDALE, AZ 85258
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $326,964 | $86,181 | $240,783 | $1,824,879 | $0 | $1,824,879 |
| June 30, 2025 | 990-PF | $270,584 | $75,768 | $194,816 | $1,587,096 | $0 | $1,587,096 |
| June 30, 2024 | 990-PF | $125,052 | $81,893 | $43,159 | $1,389,280 | $0 | $1,389,280 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $52,247
- Net gain from sales of assets
- $274,717
Expenses
- Grants and similar amounts paid
- $82,420
- Disbursements for charitable purposes
- $82,420
- Excise tax on investment income
- $4,545
Balance sheet and other
- Total assets, start of year
- $1,587,096
- Total assets, end of year
- $1,824,879
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,824,879
- Fair market value of assets
- $1,851,526
- Qualifying distributions
- $82,420
- Net investment income
- $326,964
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J MARTINEAU 8486 N 84TH PL, SCOTTSDALE, AZ 85258 | Trustee | 0.5 | $0 |
| ELEANOR S MARTINEAU 234 ALPINE ST, SAN RAFAEL, CA 94901 | Trustee | 0.5 | $0 |
990-PF for the year ended June 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J MARTINEAU 8486 N 84TH PL, SCOTTSDALE, AZ 85258 | Trustee | 0.5 | $0 |
| ELEANOR S MARTINEAU 234 ALPINE ST, SAN RAFAEL, CA 94901 | Trustee | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J MARTINEAU 8486 N 84TH PL, SCOTTSDALE, AZ 85258 | Trustee | 0.5 | $0 |
| ELEANOR S MARTINEAU 234 ALPINE ST, SAN RAFAEL, CA 94901 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8486 N 84TH PL, SCOTTSDALE, AZ 85258-2417
- Signed the 990-PF
- DANIEL J MARTINEAU, Trustee
- Phone
- (480) 686-4047
- Return prepared by
- Johnson Lawdahl Endres PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1441830
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,824,879
- Income (IRS master file)
- $1,568,986
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $326,964 | $86,181 | $1,824,879 | XML |
| 990-PF | June 2025 | $270,584 | $75,768 | $1,587,096 | XML |
| 990-PF | June 2024 | $125,052 | $81,893 | $1,389,280 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 42-1441830).
Questions about HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II
- What is the EIN of HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II?
- The employer identification number (EIN) of HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II is 42-1441830.
- Is HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II?
- The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does HELEN J URBAN AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION II have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $326,964, expenses of $86,181 and total assets of $1,824,879 at year end.
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