Nonprofit · EIN 74-2425445
THE MARGUERITE SOURS FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $173,508 | $154,585 | $18,923 | $2,754,491 | $0 | $2,754,491 |
| December 31, 2024 | 990-PF | $396,723 | $122,723 | $274,000 | $2,623,109 | $0 | $2,623,109 |
| December 31, 2023 | 990-PF | $79,799 | $132,376 | -$52,577 | $2,457,575 | $0 | $2,457,575 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,201
- Interest
- $27,296
- Net gain from sales of assets
- $94,011
Expenses
- Grants and similar amounts paid
- $115,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $121,926
- Excise tax on investment income
- $2,064
Balance sheet and other
- Total assets, start of year
- $2,623,109
- Total assets, end of year
- $2,754,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,754,491
- Fair market value of assets
- $2,754,491
- Qualifying distributions
- $121,926
- Net investment income
- $172,536
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 |
|---|---|---|---|
| JACALYN BAUER 401 INVERRARY 7, ROCKPORT, TX 78382 | PRESIDENT | 1 | $0 |
| SUSAN BOWERS 29917 N 160TH ST, SCOTTSDALE, AZ 85262 | TREASURER | 1 | $0 |
| CHARLOTTE WALSTON 205 LOCKES MOUNTAIN RD, DURANGO, CO 81301 | V PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACALYN BAUER 210 HWY 35 N, Rockport, TX 78382 | PRESIDENT | 1 | $0 |
| CHARLOTTE WALSTON 5443 EVERHART, Corpus Christi, TX 78413 | VICE PRESIDENT | 1 | $0 |
| SUSAN BOWERS 29917 N 160ST, Scottsdale, AZ 85262 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACALYN BAUER 210 HWY 35 N, Rockport, TX 78382 | PRESIDENT | 2 | $0 |
| CHARLOTTE WALSTON 5443 EVERHART, Corpus Christi, TX 78413 | VICE PRESIDENT | 1 | $0 |
| SUSAN BOWERS 210 HWY 35 N, Rockport, TX 78382 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 29917 N 160TH ST, SCOTTSDALE, AZ 85262-7724
- In care of
- % SUSAN BOWERS
- Signed the 990-PF
- SUSAN BOWERS, TREASURER
- Phone
- (602) 637-3260
- Return prepared by
- BUCKLEY & ASSOCIATES PC
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
- 74-2425445
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,754,491
- Income (IRS master file)
- $711,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $173,508 | $154,585 | $2,754,491 | XML |
| 990-PF | December 2024 | $396,723 | $122,723 | $2,623,109 | IRS |
| 990-PF | December 2023 | $79,799 | $132,376 | $2,457,575 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 74-2425445).
Questions about THE MARGUERITE SOURS FOUNDATION
- What is the EIN of THE MARGUERITE SOURS FOUNDATION?
- The employer identification number (EIN) of THE MARGUERITE SOURS FOUNDATION is 74-2425445.
- Is THE MARGUERITE SOURS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE MARGUERITE SOURS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MARGUERITE SOURS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MARGUERITE SOURS 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 THE MARGUERITE SOURS 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 THE MARGUERITE SOURS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE MARGUERITE SOURS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $173,508, expenses of $154,585 and total assets of $2,754,491 at year end.
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