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Nonprofit · EIN 88-2989040

SHATZ FAMILY FOUNDATION

Tax-exempt · TUCSON, AZ 85718

Financials

$729K$140K2023$821K$189K2024$351K$134K2025
Revenue Expenses · by fiscal year end
Financials of SHATZ FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$350,612$134,015$216,597$1,498,920$0$1,498,920
December 31, 2024990-PF$820,523$189,271$631,252$1,282,323$0$1,282,323
December 31, 2023990-PF$729,387$140,313$589,074$651,071$0$651,071
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,689
Net gain from sales of assets
$308,923

Expenses

Grants and similar amounts paid
$81,000
Compensation of officers, directors and key employees
$30,000
Disbursements for charitable purposes
$81,000
Excise tax on investment income
$4,322

Balance sheet and other

Total assets, start of year
$1,282,323
Total assets, end of year
$1,498,920
Total liabilities, end of year
$0
Net assets, end of year
$1,498,920
Fair market value of assets
$1,541,675
Qualifying distributions
$81,000
Net investment income
$350,612

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
ROBERT SHATZ
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
PRESIDENT10$5,000
MARCIE SHATZ
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR10$5,000
ELLIOT EDER
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR5$5,000
DANIEL RACHLIN
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR5$5,000
NATHANIEL SHATZ
1602 E ECHO LANE, PHOENIX, AZ 85020
SECRETARY5$5,000
ANDREW SHATZ
420 S 6TH AVE APT 204, TUCSON, AZ 85701
TREASURER5$5,000
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
ROBERT SHATZ
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
PRESIDENT10$5,000
MARCIE SHATZ
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR10$5,000
ELLIOT EDER
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR5$5,000
DANIEL RACHLIN
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
DIRECTOR5$5,000
NATHANIEL SHATZ
1602 E ECHO LANE, PHOENIX, AZ 85020
SECRETARY5$5,000
ANDREW SHATZ
420 S 6TH AVE APT 204, TUCSON, AZ 85701
TREASURER5$5,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ROBERT SHATZ
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718
PRESIDENT10$5,000

Address and contacts

Address (IRS master file)
4293 N PLACITA DE SUSANA, TUCSON, AZ 85718-7437
In care of
% ROBERT SHATZ PRESIDENT
Signed the 990-PF
ROBERT SHATZ, PRESIDENT
Phone
(520) 256-1522
Return prepared by
ANDERS MINKLER HUBER & HELM 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 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
88-2989040
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,498,920
Income (IRS master file)
$5,380,343

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$350,612$134,015$1,498,920XML
990-PFDecember 2024$820,523$189,271$1,282,323XML
990-PFDecember 2023$729,387$140,313$651,071XML
990-PFDecember 2022–––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 88-2989040).

Questions about SHATZ FAMILY FOUNDATION

What is the EIN of SHATZ FAMILY FOUNDATION?
The employer identification number (EIN) of SHATZ FAMILY FOUNDATION is 88-2989040.
Is SHATZ FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to SHATZ FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHATZ FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHATZ FAMILY 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 SHATZ FAMILY 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 SHATZ FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $5,000 (ROBERT SHATZ, PRESIDENT).
How much revenue does SHATZ FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $350,612, expenses of $134,015 and total assets of $1,498,920 at year end.

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