Nonprofit · EIN 86-0761758
THE CARL AND MABEL E SHURTZ FOUNDATION
Tax-exempt · TUCSON, AZ 85704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $77,451 | $39,061 | $38,390 | $819,501 | $298,485 | $521,016 |
| December 31, 2024 | 990-PF | $52,775 | $38,516 | $14,259 | $732,620 | $249,994 | $482,626 |
| December 31, 2023 | 990-PF | $43,463 | $37,104 | $6,359 | $684,519 | $216,105 | $468,414 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,602
- Interest
- $7
- Net gain from sales of assets
- $56,842
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $7,650
- Disbursements for charitable purposes
- $36,091
- Excise tax on investment income
- $884
Balance sheet and other
- Total assets, start of year
- $732,620
- Total assets, end of year
- $819,501
- Total liabilities, end of year
- $298,485
- Net assets, end of year
- $521,016
- Fair market value of assets
- $819,501
- Qualifying distributions
- $36,091
- Net investment income
- $66,578
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 |
|---|---|---|---|
| SIDNEY L FELKER 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704 | MANAGING DIR | 0 | $6,950 |
| GEORGE DEAKIN 10322 PLACITA LUJOSO, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $350 |
| STEPHEN STEWART 11915 N MESQUITE HOLLOW, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $350 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIDNEY L FELKER 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704 | MANAGING DIR | 0 | $6,950 |
| GEORGE DEAKIN 10322 PLACITA LUJOSO, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $0 |
| STEPHEN STEWART 11915 N MESQUITE HOLLOW, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIDNEY L FELKER 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704 | MANAGING DIR | 0 | $6,900 |
| GEORGE DEAKIN 10322 PLACITA LUJOSO, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $300 |
| STEPHEN STEWART 11915 N MESQUITE HOLLOW, ORO VALLEY, AZ 85737 | DIRECTOR | 0 | $300 |
Address and contacts
- Address (IRS master file)
- 7440 N ORACLE RD BLDG 2, TUCSON, AZ 85704-6385
- In care of
- % SIDNEY L FELKER SEC
- Signed the 990-PF
- SIDNEY L FELKER, MANAGING DIRECTOR
- Phone
- (520) 742-0440
- Return prepared by
- JOHN LEBBS CPA 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 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
- 86-0761758
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $819,501
- Income (IRS master file)
- $94,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $77,451 | $39,061 | $819,501 | IRS |
| 990-PF | December 2024 | $52,775 | $38,516 | $732,620 | XML |
| 990-PF | December 2023 | $43,463 | $37,104 | $684,519 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 86-0761758).
Questions about THE CARL AND MABEL E SHURTZ FOUNDATION
- What is the EIN of THE CARL AND MABEL E SHURTZ FOUNDATION?
- The employer identification number (EIN) of THE CARL AND MABEL E SHURTZ FOUNDATION is 86-0761758.
- Is THE CARL AND MABEL E SHURTZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE CARL AND MABEL E SHURTZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CARL AND MABEL E SHURTZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CARL AND MABEL E SHURTZ 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 CARL AND MABEL E SHURTZ 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 CARL AND MABEL E SHURTZ FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $6,950 (SIDNEY L FELKER, MANAGING DIR).
- How much revenue does THE CARL AND MABEL E SHURTZ FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $77,451, expenses of $39,061 and total assets of $819,501 at year end.
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