Nonprofit · EIN 86-0870150
JOE & JAN LARSON FOUNDATION INC
Tax-exempt · SCOTTSDALE, AZ 85253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $21,774 | $36,973 | -$15,199 | $153,249 | $21,729 | $131,520 |
| September 30, 2024 | 990-PF | $9,048 | $39,223 | -$30,175 | $169,948 | $23,229 | $146,719 |
| September 30, 2023 | 990-PF | $6,645 | $39,769 | -$33,124 | $204,981 | $28,087 | $176,894 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Dividends
- $5,922
- Net gain from sales of assets
- $5,852
Expenses
- Grants and similar amounts paid
- $30,025
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $30,775
- Excise tax on investment income
- $78
Balance sheet and other
- Total assets, start of year
- $169,948
- Total assets, end of year
- $153,249
- Total liabilities, end of year
- $21,729
- Net assets, end of year
- $131,520
- Fair market value of assets
- $212,336
- Qualifying distributions
- $30,775
- Net investment income
- $11,774
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY SCHLIEF 7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253 | SECRETARY/TREASURER | 4 | $0 |
| JANETTE SCHROEDER 7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253 | VICE PRESIDENT | 4 | $0 |
| JANICE LARSON 7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85255 | PRESIDENT | 4 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY SCHLIEF 7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253 | SECRETARY/TREASURER | 4 | $0 |
| JANETTE SCHROEDER 10040 E HAPPY VALLEY ROAD, SCOTTSDALE, AZ 85253 | VICE PRESIDENT | 4 | $0 |
| JANICE LARSON 10040 E HAPPY VALLEY ROAD, SCOTTSDALE, AZ 85255 | PRESIDENT | 4 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY SCHLIEF 7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253 | SECRETARY/TREASURER | 4 | $0 |
| JANETTE SCHROEDER 10040 E HAPPY VALLEY ROAD, SCOTTSDALE, AZ 85253 | VICE PRESIDENT | 4 | $0 |
| JANICE LARSON 10040 E HAPPY VALLEY ROAD, SCOTTSDALE, AZ 85255 | PRESIDENT | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253-4517
- In care of
- % JOSEPH A LARSON PRES
- Signed the 990-PF
- PEGGY SCHLIEF, DIRECTOR
- Phone
- (480) 483-1170
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 86-0870150
- 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
- 1997
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $153,249
- Income (IRS master file)
- $89,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $21,774 | $36,973 | $153,249 | XML |
| 990-PF | September 2024 | $9,048 | $39,223 | $169,948 | XML |
| 990-PF | September 2023 | $6,645 | $39,769 | $204,981 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 86-0870150).
Questions about JOE & JAN LARSON FOUNDATION INC
- What is the EIN of JOE & JAN LARSON FOUNDATION INC?
- The employer identification number (EIN) of JOE & JAN LARSON FOUNDATION INC is 86-0870150.
- Is JOE & JAN LARSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JOE & JAN LARSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOE & JAN LARSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOE & JAN LARSON FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE & JAN LARSON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOE & JAN LARSON FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOE & JAN LARSON FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $21,774, expenses of $36,973 and total assets of $153,249 at year end.
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