Nonprofit · EIN 84-4000525
SHOTT-BAKER FAMILY FOUNDATION INC
Tax-exempt · BLUEFIELD, WV 24701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,552 | $21,345 | -$11,793 | $250,959 | $0 | $250,959 |
| December 31, 2024 | 990-PF | $86,199 | $25,686 | $60,513 | $262,752 | $0 | $262,752 |
| December 31, 2023 | 990-PF | $21,362 | $21,099 | $263 | $202,239 | $0 | $202,239 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,552
Expenses
- Grants and similar amounts paid
- $15,500
- Compensation of officers, directors and key employees
- $3,733
- Disbursements for charitable purposes
- $15,500
- Excise tax on investment income
- $81
Balance sheet and other
- Total assets, start of year
- $262,752
- Total assets, end of year
- $250,959
- Total liabilities, end of year
- $0
- Net assets, end of year
- $250,959
- Fair market value of assets
- $444,462
- Qualifying distributions
- $15,500
- Net investment income
- $9,552
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 |
|---|---|---|---|
| BURKE HERBERT BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 1 | $3,733 |
| JOHN H SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BURKE HERBERT BANK 525 FEDERAL STREET, BLUEFIELD, WV 24701 | TRUSTEE | 1 | $3,346 |
| JOHN H SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUMMIT COMMUNITY BANK 525 FEDERAL ST, BLUEFIELD, WV 24701 | TRUSTEE | 1 | $2,902 |
| JOHN H SHOTT 422 OAKHURST AVENUE, BLUEFIELD, WV 24701 | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 422 OAKHURST AVE, BLUEFIELD, WV 24701-4137
- Signed the 990-PF
- JOHN SHOTT, PRESIDENT
- Phone
- (304) 324-3236
- Return prepared by
- BROWN EDWARDS & COMPANY 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 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
- 84-4000525
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $250,959
- Income (IRS master file)
- $9,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,552 | $21,345 | $250,959 | IRS |
| 990-PF | December 2024 | $86,199 | $25,686 | $262,752 | IRS |
| 990-PF | December 2023 | $21,362 | $21,099 | $202,239 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-4000525).
Questions about SHOTT-BAKER FAMILY FOUNDATION INC
- What is the EIN of SHOTT-BAKER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of SHOTT-BAKER FAMILY FOUNDATION INC is 84-4000525.
- Is SHOTT-BAKER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to SHOTT-BAKER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHOTT-BAKER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHOTT-BAKER FAMILY FOUNDATION INC 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 SHOTT-BAKER FAMILY FOUNDATION INC 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 SHOTT-BAKER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,733 (BURKE HERBERT BANK, TRUSTEE).
- How much revenue does SHOTT-BAKER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,552, expenses of $21,345 and total assets of $250,959 at year end.
Other nonprofits in BLUEFIELD
- COMMUNITY FOUNDATION OF THE VIRGINIAS INC EIN 55-0724623 · last filed 990 for 2024
- PAUL AND CAROL COLE FOUNDATION INC EIN 54-1830656 · last filed 990-PF for 2026
- JUNE OBLINGER SHOTT FOUNDATION INC EIN 87-0786480 · last filed 990-PF for 2025
- STELIO AND BETTY TRACY CORTE CHARITABLE FOUNDATION EIN 55-6119269 · last filed 990-PF for 2025
- KATHARINE B TIERNEY CHARITABLE FOUNDATION EIN 55-0747723 · last filed 990-PF for 2025
- CREDIT BUREAU OF THE VIRGINIAS FOUNDATION INC EIN 55-0781189 · last filed 990-PF for 2025
- 1912 CHARITABLE FOUNDATION EIN 55-6131272 · last filed 990-PF for 2025
- JAM FAMILY FOUNDATION INC EIN 27-0419371 · last filed 990-PF for 2025
All nonprofits in BLUEFIELD · West Virginia · Philanthropy, voluntarism and grantmaking foundations