Nonprofit · EIN 63-1280360
SHEARWATER FOUNDATION
Tax-exempt · HUNTSVILLE, AL 35804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $53,216 | $67,714 | -$14,498 | $1,150,675 | $0 | $1,150,675 |
| December 31, 2024 | 990-PF | $57,475 | $66,923 | -$9,448 | $1,069,545 | $0 | $1,069,545 |
| December 31, 2023 | 990-PF | $29,590 | $67,661 | -$38,071 | $995,320 | $0 | $995,320 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $35,740
- Interest
- $5
- Net gain from sales of assets
- $16,471
Expenses
- Grants and similar amounts paid
- $57,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $57,000
- Excise tax on investment income
- $577
Balance sheet and other
- Total assets, start of year
- $1,069,545
- Total assets, end of year
- $1,150,675
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,150,675
- Fair market value of assets
- $1,150,675
- Qualifying distributions
- $57,000
- Net investment income
- $52,216
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J MILTON HARRIS 3309 LOOKOUT DRIVE, HUNTSVILLE, AL 35801 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J MILTON HARRIS 3309 LOOKOUT DRIVE, HUNTSVILLE, AL 35801 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J MILTON HARRIS 3309 LOOKOUT DRIVE, HUNTSVILLE, AL 35801 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2088, HUNTSVILLE, AL 35804-2088
- Signed the 990-PF
- J MILTON HARRIS, PRESIDENT
- Phone
- (256) 533-0529
- Return prepared by
- FRAZIER & DEETER ADVISORY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-1280360
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,150,675
- Income (IRS master file)
- $148,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $53,216 | $67,714 | $1,150,675 | IRS |
| 990-PF | December 2024 | $57,475 | $66,923 | $1,069,545 | IRS |
| 990-PF | December 2023 | $29,590 | $67,661 | $995,320 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 63-1280360).
Questions about SHEARWATER FOUNDATION
- What is the EIN of SHEARWATER FOUNDATION?
- The employer identification number (EIN) of SHEARWATER FOUNDATION is 63-1280360.
- Is SHEARWATER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SHEARWATER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEARWATER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEARWATER 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 SHEARWATER 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 SHEARWATER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SHEARWATER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $53,216, expenses of $67,714 and total assets of $1,150,675 at year end.
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