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Nonprofit · EIN 84-3608377

SHAMBURG FAMILY FOUNDATION

Tax-exempt · ERIE, PA 16510

Financials

$25K$8K2023$35K$10K2024$215K$6K2025
Revenue Expenses · by fiscal year end
Financials of SHAMBURG FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$214,556$5,632$208,924$343,287$0$343,287
December 31, 2024990-PF$34,838$10,462$24,376$134,363$0$134,363
December 31, 2023990-PF$25,299$8,351$16,948$109,987$0$109,987
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$205,000
Dividends
$2,663
Interest
$531
Net gain from sales of assets
$6,343
Other income
$19

Expenses

Grants and similar amounts paid
$5,000
Disbursements for charitable purposes
$5,000
Excise tax on investment income
$125

Balance sheet and other

Total assets, start of year
$134,363
Total assets, end of year
$343,287
Total liabilities, end of year
$0
Net assets, end of year
$343,287
Fair market value of assets
$365,212
Qualifying distributions
$5,000
Net investment income
$9,537

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
Carl R Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
President0$0
Teresa A Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
Vice President0$0
Amy J Mlakar
4371 Maple Grove Drive, Erie, PA 16510
Secretary0$0
S Craig Shamburg
146 Lake Haven Court, Erie, PA 16511
Treasurer0$0
Ashleigh M Shamburg
146 Lake Haven Court, Erie, PA 16511
Director0$0
Brandon M Mlakar
4137 Maple Grove Drive, Erie, PA 16510
Director0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
Carl R Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
President0$0
Teresa A Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
Vice President0$0
Amy J Mlakar
4371 Maple Grove Drive, Erie, PA 16510
Secretary0$0
S Craig Shamburg
146 Lake Haven Court, Erie, PA 16511
Treasurer0$0
Ashleigh M Shamburg
146 Lake Haven Court, Erie, PA 16511
Director0$0
Brandon M Mlakar
4137 Maple Grove Drive, Erie, PA 16510
Director0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Carl R Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
President0$0
Teresa A Shamburg
4188 Cherry Blossom Drive, Erie, PA 16510
Vice President0$0
Amy J Mlakar
4371 Maple Grove Drive, Erie, PA 16510
Secretary0$0
S Craig Shamburg
146 Lake Haven Court, Erie, PA 16511
Treasurer0$0
Ashleigh M Shamburg
146 Lake Haven Court, Erie, PA 16511
Director0$0
Brandon M Mlakar
4137 Maple Grove Drive, Erie, PA 16510
Director0$0

Address and contacts

Address (IRS master file)
4188 CHERRY BLOSSOM DR, ERIE, PA 16510-6658
Signed the 990-PF
S Craig Shamburg, Treasurer
Phone
(814) 897-8622
Return prepared by
MACDONALD ILLIG JONES & BRITTON 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 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
84-3608377
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$343,287
Income (IRS master file)
$230,347

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$214,556$5,632$343,287IRS
990-PFDecember 2024$34,838$10,462$134,363IRS
990-PFDecember 2023$25,299$8,351$109,987XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 84-3608377).

Questions about SHAMBURG FAMILY FOUNDATION

What is the EIN of SHAMBURG FAMILY FOUNDATION?
The employer identification number (EIN) of SHAMBURG FAMILY FOUNDATION is 84-3608377.
Is SHAMBURG FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to SHAMBURG FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHAMBURG FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHAMBURG FAMILY 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 SHAMBURG FAMILY 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 SHAMBURG FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does SHAMBURG FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $214,556, expenses of $5,632 and total assets of $343,287 at year end.

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