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Nonprofit · EIN 42-1641969

NELSON S & SHIRLEY F JUTZI FOUNDATION

Tax-exempt · PHOENIX, AZ 85016

Financials

$43K$40K2023$4K$392024$25K$20K2025
Revenue Expenses · by fiscal year end
Financials of NELSON S & SHIRLEY F JUTZI FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,886$20,063$4,823$74,432$0$74,432
December 31, 2024990-PF$3,830$39$3,791$69,609$0$69,609
December 31, 2023990-PF$43,421$40,053$3,368$65,818$0$65,818
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$20,020
Dividends
$3,075
Net gain from sales of assets
$1,791

Expenses

Grants and similar amounts paid
$20,000
Disbursements for charitable purposes
$20,000
Excise tax on investment income
$43

Balance sheet and other

Total assets, start of year
$69,609
Total assets, end of year
$74,432
Total liabilities, end of year
$0
Net assets, end of year
$74,432
Fair market value of assets
$176,476
Qualifying distributions
$20,000
Net investment income
$3,075

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.

NameTitleHours / weekCompensation
RICHARD J JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
PRES/SEC0$0
KRISTINE A ROMINE
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE PRES0$0
PAUL N JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE-PRES0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
RICHARD J JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
PRES/SEC0$0
KRISTINE A ROMINE
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE PRES0$0
PAUL N JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE-PRES0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SHIRLEY F JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE PRES0$0
RICHARD J JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
PRES/SEC0$0
KRISTINE A ROMINE
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE PRES0$0
PAUL N JUTZI
4531 N 16TH ST 103, PHOENIX, AZ 85016
VICE-PRES0$0

Address and contacts

Address (IRS master file)
4531 N 16TH STREETSUITE 103, PHOENIX, AZ 85016-0000
In care of
% RICHARD J JUTZI
Signed the 990-PF
RICHARD J JUTZI, PRES/SEC
Phone
(602) 263-9000
Return prepared by
COHEN STEPHENS & ASSOCIATES 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-1641969
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
Assets (IRS master file)
$74,432
Income (IRS master file)
$31,772

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,886$20,063$74,432XML
990-PFDecember 2024$3,830$39$69,609XML
990-PFDecember 2023$43,421$40,053$65,818XML
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 42-1641969).

Questions about NELSON S & SHIRLEY F JUTZI FOUNDATION

What is the EIN of NELSON S & SHIRLEY F JUTZI FOUNDATION?
The employer identification number (EIN) of NELSON S & SHIRLEY F JUTZI FOUNDATION is 42-1641969.
Is NELSON S & SHIRLEY F JUTZI FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to NELSON S & SHIRLEY F JUTZI FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NELSON S & SHIRLEY F JUTZI FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NELSON S & SHIRLEY F JUTZI 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 NELSON S & SHIRLEY F JUTZI 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 NELSON S & SHIRLEY F JUTZI FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does NELSON S & SHIRLEY F JUTZI FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,886, expenses of $20,063 and total assets of $74,432 at year end.

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