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Nonprofit · EIN 94-2764258

MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY

Tax-exempt · WHITEFISH, MT 59937

Financials

$864K$796K2023$1.9M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$1,850,170$1,425,552$424,618$17,389,648$0$17,389,648
May 31, 2024990-PF$864,049$795,809$68,240$16,880,725$0$16,880,725
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$285,089
Interest
$90,336
Net gain from sales of assets
$1,474,745

Expenses

Grants and similar amounts paid
$1,342,000
Disbursements for charitable purposes
$1,342,256
Excise tax on investment income
$24,560

Balance sheet and other

Total assets, start of year
$16,880,725
Total assets, end of year
$17,389,648
Total liabilities, end of year
$0
Net assets, end of year
$17,389,648
Fair market value of assets
$22,588,882
Qualifying distributions
$1,342,256
Net investment income
$1,850,170

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARIE RUSSELL-SHAW
980 PACK RAT LANE, WHITEFISH, MT 59937
Trustee5$0
DANIEL C RUSSELL
1180 EASTRIDGE DRIVE, LOGAN, UT 843214984
Trustee1.5$0
DAVID E RUSSELL
1524 E INTERLAKEN BLVD, SEATTLE, WA 98112
Trustee1.5$0
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
MARIE RUSSELL-SHAW
980 PACK RAT LANE, WHITEFISH, MT 59937
Trustee5$0
DANIEL C RUSSELL
1180 EASTRIDGE DRIVE, LOGAN, UT 843214984
Trustee1.5$0
DAVID E RUSSELL
1524 E INTERLAKEN BLVD, SEATTLE, WA 98112
Trustee1.5$0

Address and contacts

Address (IRS master file)
PO BOX 5066, WHITEFISH, MT 59937-5066
In care of
% MARIE RUSSELL-SHAW TRUSTEE
Signed the 990-PF
MARIE RUSSELL-SHAW, SECRETARY/TRUSTEE
Phone
(406) 250-8081
Return prepared by
Annjanine F Etzel CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
94-2764258
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
1981
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$17,389,648
Income (IRS master file)
$10,456,758

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$1,850,170$1,425,552$17,389,648XML
990-PFMay 2024$864,049$795,809$16,880,725XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––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 94-2764258).

Questions about MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY

What is the EIN of MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY?
The employer identification number (EIN) of MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY is 94-2764258.
Is MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY file?
Form 990-PF. Private foundations file every year.
When is the next return of MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY?
The 990-PF for the year ended May 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MARIE ECCLES CAINE FOUNDATION- RUSSELL FAMILY have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,850,170, expenses of $1,425,552 and total assets of $17,389,648 at year end.

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