Milton And Harriet Sioles Family Foundation

Paradise Valley, AZ
Tax-exempt since Aug. 2010
EIN: 27-2546709

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$567k (2024)

Expenses

$328k (2024)

Total Assets

$3.15M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$567,122

Expenses

$328,382

Net Income

$238,740

Net Assets

$3,148,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,123	7.8%
Dividends	$74,855	13.2%
Sales of Assets	$448,144	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,500	76.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,148,208
Total Liabilities	$0
Net Assets	$3,148,208

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2023

Revenue

$501,966

Expenses

$302,700

Net Income

$199,266

Net Assets

$2,909,468

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,083	0.4%
Dividends	$62,475	12.4%
Sales of Assets	$437,408	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	66.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,909,468
Total Liabilities	$0
Net Assets	$2,909,468

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2022

Revenue

$241,060

Expenses

$311,966

Net Income

-$70,906

Net Assets

$2,710,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$876	0.4%
Dividends	$54,485	22.6%
Sales of Assets	$185,699	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,000	58.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,710,203
Total Liabilities	$0
Net Assets	$2,710,203

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2021

Revenue

$218,564

Expenses

$209,456

Net Income

$9,108

Net Assets

$2,781,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$395	0.2%
Interest Revenue	$1,719	0.8%
Dividends	$45,147	20.7%
Sales of Assets	$171,303	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,500	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,781,109
Total Liabilities	$0
Net Assets	$2,781,109

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$18,802

Expenses

$216,873

Net Income

-$198,071

Net Assets

$2,772,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,456	39.7%
Dividends	$49,158	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,500	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,772,001
Total Liabilities	$1
Net Assets	$2,772,000

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2019

Revenue

$163,735

Expenses

$210,061

Net Income

-$46,326

Net Assets

$2,970,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,607	2.2%
Dividends	$49,450	30.2%
Sales of Assets	$110,678	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,000	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,970,072
Total Liabilities	$1
Net Assets	$2,970,071

Compensation

Key Employees and Officers	Compensation	Other
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on May 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$24,484

Expenses

$186,093

Net Income

-$161,609

Net Assets

$3,016,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,542	14.5%
Dividends	$49,975	> 100%
Sales of Assets	-$29,033
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,000	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,016,398
Total Liabilities	$0
Net Assets	$3,016,398

Compensation

Key Employees and Officers	Compensation	Other
Harriet Z Sioles (Director/President)	$0	$0
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on Jan. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$75,166

Expenses

$204,690

Net Income

-$129,524

Net Assets

$3,178,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,652	6.2%
Dividends	$64,864	86.3%
Sales of Assets	$5,650	7.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,000	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,178,007
Total Liabilities	$0
Net Assets	$3,178,007

Compensation

Key Employees and Officers	Compensation	Other
Harriet Z Sioles (Director/President)	$0	$0
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on Nov. 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2016

Revenue

$41,325

Expenses

$200,818

Net Income

-$159,493

Net Assets

$3,307,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,914	14.3%
Dividends	$43,777	> 100%
Sales of Assets	-$8,366
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,200	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,307,531
Total Liabilities	$0
Net Assets	$3,307,531

Compensation

Key Employees and Officers	Compensation	Other
Harriet Z Sioles (Director/President)	$0	$0
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on Feb. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$127,983

Expenses

$199,459

Net Income

-$71,476

Net Assets

$3,467,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,669	5.2%
Dividends	$44,303	34.6%
Sales of Assets	$77,011	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,500	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,467,024
Total Liabilities	$0
Net Assets	$3,467,024

Compensation

Key Employees and Officers	Compensation	Other
Harriet Z Sioles (Director/President)	$0	$0
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$89,945

Expenses

$207,441

Net Income

-$117,496

Net Assets

$3,538,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,351	12.6%
Dividends	$33,653	37.4%
Sales of Assets	$44,941	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,026	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,538,500
Total Liabilities	$0
Net Assets	$3,538,500

Compensation

Key Employees and Officers	Compensation	Other
Harriet Z Sioles (Director/President)	$0	$0
Elyse C Sioles (Director/Secretary)	$0	$0
Robert M Sioles (Director/Treasurer)	$0	$0

990-PF

Filed on Dec. 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2013

Revenue

$76,121

Expenses

$214,341

Net Income

-$138,220

Net Assets

$3,655,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,292	62.1%
Dividends	$14,634	19.2%
Sales of Assets	$14,195	18.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,925	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,655,996
Total Liabilities	$1
Net Assets	$3,655,995

990-PF

Filed on March 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$74,375

Expenses

$223,498

Net Income

-$149,123

Net Assets

$3,794,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$58,657	78.9%
Dividends	$11,082	14.9%
Sales of Assets	$0
Other Income	$4,833	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$192,450	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,794,216
Total Liabilities	$1
Net Assets	$3,794,215

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$61,790

Expenses

$225,035

Net Income

-$163,245

Net Assets

$3,943,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,181	92.5%
Dividends	$5,384	8.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,868	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,943,339
Total Liabilities	$0
Net Assets	$3,943,339

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Milton And Harriet Sioles Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $567k (2024)

Expenses $328k (2024)

Total Assets $3.15M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$567k (2024)

Expenses

$328k (2024)

Total Assets

$3.15M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010