Nonprofit · EIN 86-0994651
SOUTHWEST STOCKHAM FOUNDATION INC
Tax-exempt · TUCSON, AZ 85711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,486 | $43,040 | -$14,554 | $499,454 | $0 | $499,454 |
| December 31, 2024 | 990-PF | $33,189 | $44,289 | -$11,100 | $514,008 | $0 | $514,008 |
| December 31, 2023 | 990-PF | $29,777 | $37,934 | -$8,157 | $525,108 | $0 | $525,108 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,353
- Net gain from sales of assets
- $8,130
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $22,000
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $30,106
- Excise tax on investment income
- $216
Balance sheet and other
- Total assets, start of year
- $514,008
- Total assets, end of year
- $499,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $499,454
- Fair market value of assets
- $711,740
- Qualifying distributions
- $30,106
- Net investment income
- $28,486
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 |
|---|---|---|---|
| GLEN S SIMPSON 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | PRESIDENT/DIRECTOR | 1 | $3,000 |
| DEVI MCCABE 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | DIRECTOR | 1 | $0 |
| ROBERT EDWARD MCDOUGALD 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | SECRETARY/DIRECTOR | 1 | $0 |
| KERI L MILLER 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | VICE-PRESIDENT/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLEN S SIMPSON 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | PRESIDENT/DIRECTOR | 1 | $3,000 |
| DEVI MCCABE 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | DIRECTOR | 1 | $0 |
| ROBERT EDWARD MCDOUGALD 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | SECRETARY/DIRECTOR | 1 | $0 |
| KERI L MILLER 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | VICE-PRESIDENT/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLEN S SIMPSON 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | PRESIDENT/DIRECTOR | 1 | $3,000 |
| DEVI MCCABE 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | DIRECTOR | 1 | $0 |
| ROBERT EDWARD MCDOUGALD 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | SECRETARY/DIRECTOR | 1 | $0 |
| KERI L MILLER 800 N SWAN ROAD SUITE 110, TUCSON, AZ 85711 | VICE-PRESIDENT/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 800 N SWAN RD STE 110, TUCSON, AZ 85711-1274
- In care of
- % CHARLES STIRTON ESQ
- Signed the 990-PF
- ROBERT MCDOUGALD, SECRETARY
- Phone
- (520) 296-3985
- Return prepared by
- REGIER CARR & MONROE LLP CPA'S
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
- 86-0994651
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $499,454
- Income (IRS master file)
- $171,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,486 | $43,040 | $499,454 | IRS |
| 990-PF | December 2024 | $33,189 | $44,289 | $514,008 | IRS |
| 990-PF | December 2023 | $29,777 | $37,934 | $525,108 | 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 86-0994651).
Questions about SOUTHWEST STOCKHAM FOUNDATION INC
- What is the EIN of SOUTHWEST STOCKHAM FOUNDATION INC?
- The employer identification number (EIN) of SOUTHWEST STOCKHAM FOUNDATION INC is 86-0994651.
- Is SOUTHWEST STOCKHAM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SOUTHWEST STOCKHAM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOUTHWEST STOCKHAM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOUTHWEST STOCKHAM 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 SOUTHWEST STOCKHAM 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 SOUTHWEST STOCKHAM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $3,000 (GLEN S SIMPSON, PRESIDENT/DIRECTOR).
- How much revenue does SOUTHWEST STOCKHAM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,486, expenses of $43,040 and total assets of $499,454 at year end.
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