Nonprofit · EIN 56-2230054
SHUGART FAMILY FOUNDATION
Tax-exempt · MOCKSVILLE, NC 27028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $0 | $2,400 | -$2,400 | $226,347 | $0 | $226,347 |
| April 30, 2024 | 990-PF | $0 | $3,998 | -$3,998 | $228,747 | $0 | $228,747 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $2,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,400
Balance sheet and other
- Total assets, start of year
- $228,747
- Total assets, end of year
- $226,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $226,347
- Fair market value of assets
- $226,347
- Qualifying distributions
- $2,400
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN D SHUGART 713 SAIN ROAD, MOCKSVILLE, NC 27028 | DIRECTOR | 4 | $0 |
| KAY W SHUGART 4004 LONG MEADOW LANE, WINSTONSALEM, NC 27106 | DIRECTOR | 4 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GROVER F SHUGART JR 4004 LONG MEADOW LANE, WINSTONSALEM, NC 27106 | DIRECTOR | 4 | $0 |
| KAY W SHUGART 4004 LONG MEADOW LANE, WINSTONSALEM, NC 27106 | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 713 SAIN RD, MOCKSVILLE, NC 27028-4332
- In care of
- % GROVER F SHUGART JR
- Signed the 990-PF
- BRIAN SHUGART, PRESIDENT
- Phone
- (336) 765-9661
- Return prepared by
- CRI ADVISORS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2230054
- 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
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $226,347
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $0 | $2,400 | $226,347 | XML |
| 990-PF | April 2024 | $0 | $3,998 | $228,747 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 56-2230054).
Questions about SHUGART FAMILY FOUNDATION
- What is the EIN of SHUGART FAMILY FOUNDATION?
- The employer identification number (EIN) of SHUGART FAMILY FOUNDATION is 56-2230054.
- Is SHUGART FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SHUGART FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHUGART FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHUGART FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHUGART FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of SHUGART FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SHUGART FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $0, expenses of $2,400 and total assets of $226,347 at year end.
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