Nonprofit · EIN 46-6346479
PHILIP AND MARY JANE SHAVITZ FOUNDATION
Tax-exempt · EVANSVILLE, IN 47702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $122,868 | $75,177 | $47,691 | $1,394,743 | $0 | $1,394,743 |
| October 31, 2024 | 990-PF | $162,536 | $86,570 | $75,966 | $1,347,090 | $0 | $1,347,090 |
| October 31, 2023 | 990-PF | $237,817 | $78,556 | $159,261 | $1,271,120 | $0 | $1,271,120 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $32,936
- Net gain from sales of assets
- $89,932
Expenses
- Grants and similar amounts paid
- $50,055
- Compensation of officers, directors and key employees
- $22,902
- Disbursements for charitable purposes
- $68,742
- Excise tax on investment income
- $1,631
Balance sheet and other
- Total assets, start of year
- $1,347,090
- Total assets, end of year
- $1,394,743
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,394,743
- Fair market value of assets
- $1,819,949
- Qualifying distributions
- $68,742
- Net investment income
- $122,868
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 2 | $22,902 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 2 | $21,454 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 2 | $17,250 |
Address and contacts
- Address (IRS master file)
- PO BOX 207, EVANSVILLE, IN 47702-0207
- In care of
- % OLD NATIONAL TRUST COMPANY TTEE
- Signed the 990-PF
- OLD NATIONAL WEALTH MGMT, TRUSTEE
- Phone
- (800) 830-0362
- Return prepared by
- DELOITTE 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 46-6346479
- 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
- 2014
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,394,743
- Income (IRS master file)
- $541,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $122,868 | $75,177 | $1,394,743 | XML |
| 990-PF | October 2024 | $162,536 | $86,570 | $1,347,090 | XML |
| 990-PF | October 2023 | $237,817 | $78,556 | $1,271,120 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 46-6346479).
Questions about PHILIP AND MARY JANE SHAVITZ FOUNDATION
- What is the EIN of PHILIP AND MARY JANE SHAVITZ FOUNDATION?
- The employer identification number (EIN) of PHILIP AND MARY JANE SHAVITZ FOUNDATION is 46-6346479.
- Is PHILIP AND MARY JANE SHAVITZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PHILIP AND MARY JANE SHAVITZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILIP AND MARY JANE SHAVITZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILIP AND MARY JANE SHAVITZ FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP AND MARY JANE SHAVITZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of PHILIP AND MARY JANE SHAVITZ FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,902 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does PHILIP AND MARY JANE SHAVITZ FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $122,868, expenses of $75,177 and total assets of $1,394,743 at year end.
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