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Nonprofit · EIN 86-0887816

MAX A SHACKNAI FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93108

Financials

$76K$215K2023$51K$60K2024$397K$115K2025
Revenue Expenses · by fiscal year end
Financials of MAX A SHACKNAI FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$396,965$115,054$281,911$925,544$0$925,544
December 31, 2024990-PF$50,644$60,261-$9,617$827,526$0$827,526
December 31, 2023990-PF$75,720$215,415-$139,695$837,093$0$837,093
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$359,779
Dividends
$31,073
Net gain from sales of assets
$6,113

Expenses

Grants and similar amounts paid
$105,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$105,000
Excise tax on investment income
$397

Balance sheet and other

Total assets, start of year
$827,526
Total assets, end of year
$925,544
Total liabilities, end of year
$0
Net assets, end of year
$925,544
Fair market value of assets
$1,501,977
Qualifying distributions
$105,000
Net investment income
$37,186

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
JONAH SHACKNAI
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBRA, CA 93108
PRES. & DIRECTOR2$0
LILY B PHILLIPS
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBARA, CA 93108
SECRETARY- TREASURER1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JONAH SHACKNAI
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBRA, CA 93108
PRES. & DIRECTOR2$0
LILY B PHILLIPS
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBARA, CA 93108
SECRETARY- TREASURER1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JONAH SHACKNAI
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBRA, CA 93108
PRES. & DIRECTOR2$0
LILY B PHILLIPS
1187 COAST VILLAGE ROAD STE 1-768, SANTA BARBARA, CA 93108
SECRETARY- TREASURER1$0

Address and contacts

Address (IRS master file)
1187 COAST VILLAGE RD STE 1 PMB 768, SANTA BARBARA, CA 93108-2761
In care of
% JONAH SHACKNAI
Signed the 990-PF
JONAH SHACKNAI, PRESIDENT
Phone
(480) 291-5000
Return prepared by
TFO FAMILY OFFICE PARTNERS INC

California records

California keeps its own records of charities and corporations. Search them by EIN 86-0887816 or by the name MAX A SHACKNAI FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
86-0887816
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$925,544
Income (IRS master file)
$434,689

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$396,965$115,054$925,544XML
990-PFDecember 2024$50,644$60,261$827,526IRS
990-PFDecember 2023$75,720$215,415$837,093XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 86-0887816).

Questions about MAX A SHACKNAI FOUNDATION

What is the EIN of MAX A SHACKNAI FOUNDATION?
The employer identification number (EIN) of MAX A SHACKNAI FOUNDATION is 86-0887816.
Is MAX A SHACKNAI FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MAX A SHACKNAI FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAX A SHACKNAI FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MAX A SHACKNAI 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 MAX A SHACKNAI 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 MAX A SHACKNAI FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MAX A SHACKNAI FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $396,965, expenses of $115,054 and total assets of $925,544 at year end.

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