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Nonprofit · EIN 46-7176352

P&B FAMILY CHARITABLE FOUNDATION

Also known as MATT MCCLEARY TTEE

Tax-exempt · SANDY, UT 84092

Financials

$43K$61K2023$170K$97K2024$89K$101K2025
Revenue Expenses · by fiscal year end
Financials of P&B FAMILY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$88,833$100,710-$11,877$1,211,541$0$1,211,541
December 31, 2024990-PF$169,610$96,592$73,018$1,164,679$0$1,164,679
December 31, 2023990-PF$42,618$60,900-$18,282$1,092,808$0$1,092,808
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,177
Interest
$154
Net gain from sales of assets
$56,502

Expenses

Grants and similar amounts paid
$99,510
Disbursements for charitable purposes
$99,510
Excise tax on investment income
$1,235

Balance sheet and other

Total assets, start of year
$1,164,679
Total assets, end of year
$1,211,541
Total liabilities, end of year
$0
Net assets, end of year
$1,211,541
Fair market value of assets
$2,239,065
Qualifying distributions
$99,510
Net investment income
$88,833

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
ROBERT G PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
PAULA L PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
MATTHEW O MCCLEARY
240 W MAIN ST, AMERICAN FORK, UT 84003
Trustee1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ROBERT G PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
PAULA L PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
MATTHEW O MCCLEARY
240 W MAIN ST, AMERICAN FORK, UT 84003
Trustee1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ROBERT G PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
PAULA L PAULSON
9433 MARKSBURY CIRCLE, SANDY, UT 84092
ADVISOR1$0
MATTHEW O MCCLEARY
240 W MAIN ST, AMERICAN FORK, UT 84003
Trustee1$0

Address and contacts

Address (IRS master file)
9433 S MARKSBURY CIR, SANDY, UT 84092-3402
Signed the 990-PF
MATT MCCLEARY, Trustee
Phone
(801) 756-2915
Return prepared by
King & McCleary LLC

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
46-7176352
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
December
Files
Form 990-PF
Assets (IRS master file)
$1,211,541
Income (IRS master file)
$88,833

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$88,833$100,710$1,211,541XML
990-PFDecember 2024$169,610$96,592$1,164,679XML
990-PFDecember 2023$42,618$60,900$1,092,808XML
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 46-7176352).

Questions about P&B FAMILY CHARITABLE FOUNDATION

What is the EIN of P&B FAMILY CHARITABLE FOUNDATION?
The employer identification number (EIN) of P&B FAMILY CHARITABLE FOUNDATION is 46-7176352.
Is P&B FAMILY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to P&B FAMILY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does P&B FAMILY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of P&B FAMILY CHARITABLE 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 P&B FAMILY CHARITABLE 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 P&B FAMILY CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does P&B FAMILY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,833, expenses of $100,710 and total assets of $1,211,541 at year end.

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