Nonprofit · EIN 87-0660664
BARBARA J SHURTLEFF CHARITABLE FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,855 | $9,512 | -$5,657 | $198,818 | $56 | $198,762 |
| June 30, 2024 | 990-PF | $8,712 | $10,092 | -$1,380 | $204,457 | $38 | $204,419 |
| June 30, 2023 | 990-PF | $6,530 | $12,500 | -$5,970 | $205,819 | $20 | $205,799 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $6,191
- Net gain from sales of assets
- -$2,336
Expenses
- Grants and similar amounts paid
- $9,400
- Disbursements for charitable purposes
- $9,400
- Excise tax on investment income
- $84
Balance sheet and other
- Total assets, start of year
- $204,457
- Total assets, end of year
- $198,818
- Total liabilities, end of year
- $56
- Net assets, end of year
- $198,762
- Fair market value of assets
- $210,034
- Qualifying distributions
- $9,400
- Net investment income
- $6,191
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael G Shurtleff 5203 South Spring Gate, Salt Lake City, UT 84117 | Trustee | 0 | $0 |
| Bart T Weed 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
| Rebecca Blaine 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael G Shurtleff 5203 South Spring Gate, Salt Lake City, UT 84117 | Trustee | 0 | $0 |
| Bart T Weed 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
| Rebecca Blaine 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael G Shurtleff 5203 South Spring Gate, Salt Lake City, UT 84117 | Trustee | 0 | $0 |
| Bart T Weed 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
| Rebecca Blaine 2148 South Oneida Street, Salt Lake City, UT 84109 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2148 S ONEIDA ST, SALT LAKE CTY, UT 84109-1121
- In care of
- % BART T WEED
- Signed the 990-PF
- Bart T Weed, Trustee
- Phone
- (801) 484-5206
- Return prepared by
- SIMPSON AND COMPANY
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-0660664
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $198,818
- Income (IRS master file)
- $42,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,855 | $9,512 | $198,818 | IRS |
| 990-PF | June 2024 | $8,712 | $10,092 | $204,457 | IRS |
| 990-PF | June 2023 | $6,530 | $12,500 | $205,819 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 87-0660664).
Questions about BARBARA J SHURTLEFF CHARITABLE FOUNDATION
- What is the EIN of BARBARA J SHURTLEFF CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BARBARA J SHURTLEFF CHARITABLE FOUNDATION is 87-0660664.
- Is BARBARA J SHURTLEFF CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to BARBARA J SHURTLEFF CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA J SHURTLEFF CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA J SHURTLEFF CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA J SHURTLEFF CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BARBARA J SHURTLEFF CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BARBARA J SHURTLEFF CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,855, expenses of $9,512 and total assets of $198,818 at year end.
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