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Nonprofit · EIN 86-0688452

THERESAS FUND INC

Tax-exempt · SCOTTSDALE, AZ 85260

Financials

$4.2M$675K2023$364K$636K2024
Revenue Expenses · by fiscal year end
Financials of THERESAS FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$364,034$636,146-$272,112$7,052,869$0$7,052,869
December 31, 2023990-PF$4,247,801$674,639$3,573,162$5,104,272$0$5,104,272
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$107,840
Dividends
$182,674
Net gain from sales of assets
$72,732
Other income
$788

Expenses

Grants and similar amounts paid
$320,660
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$562,014
Excise tax on investment income
$2,958

Balance sheet and other

Total assets, start of year
$5,104,272
Total assets, end of year
$7,052,869
Total liabilities, end of year
$0
Net assets, end of year
$7,052,869
Fair market value of assets
$7,052,869
Qualifying distributions
$562,014
Net investment income
$243,857

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRANCIS H DAVIS
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
CHRIS MCMURRY
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
JEFF VAHLDICK
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
ASHLEY RUMSCHLAG
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
PRESIDENT40$65,965
PRESTON V MCMURRY JR
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
FRANCIS H DAVIS
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
CHRIS MCMURRY
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
JEFF VAHLDICK
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
AUSTIN D POTENZA II
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
ANITA HILDRETH
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
JENNY DAVIDSON
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0
ANGELA SHELTON
15855 N GREENWAY-HAYDEN LPP, SCOTTSDALE, AZ 85260
DIRECTOR0$0

Address and contacts

Address (IRS master file)
15855 N GREENWAY-HAYDEN LOOP 195, SCOTTSDALE, AZ 85260-1960
In care of
% PRESTON V MCMURRY JR
Signed the 990-PF
CHRISTOPHER MCMURRY, DIRECTOR
Phone
(602) 738-5203
Return prepared by
TFO FAMILY OFFICE PARTNERS INC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-0688452
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,052,869
Income (IRS master file)
$1,692,644

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$364,034$636,146$7,052,869IRS
990-PFDecember 2023$4,247,801$674,639$5,104,272XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 86-0688452).

Questions about THERESAS FUND INC

What is the EIN of THERESAS FUND INC?
The employer identification number (EIN) of THERESAS FUND INC is 86-0688452.
Is THERESAS FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THERESAS FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THERESAS FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THERESAS FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THERESAS FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THERESAS FUND INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does THERESAS FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $364,034, expenses of $636,146 and total assets of $7,052,869 at year end.

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