Nonprofit · EIN 30-0274280
SHADY REST FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $152,881 | $793,820 | -$640,939 | $2,523,043 | $897 | $2,522,146 |
| September 30, 2024 | 990-PF | $239,296 | $1,992,336 | -$1,753,040 | $3,034,175 | $0 | $3,034,175 |
| September 30, 2023 | 990-PF | $475,065 | $3,069,986 | -$2,594,921 | $4,410,681 | $0 | $4,410,681 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $43,890
- Interest
- $24,830
- Net gain from sales of assets
- $84,161
Expenses
- Grants and similar amounts paid
- $760,309
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $768,582
- Excise tax on investment income
- $1,948
Balance sheet and other
- Total assets, start of year
- $3,034,175
- Total assets, end of year
- $2,523,043
- Total liabilities, end of year
- $897
- Net assets, end of year
- $2,522,146
- Fair market value of assets
- $2,523,043
- Qualifying distributions
- $768,582
- Net investment income
- $152,881
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L MURRAY 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | PRESIDENT & CHAIR | 2 | $0 |
| SHEILA CARLSON 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | TREASURER | 2 | $0 |
| ARIE J VANDUIJN 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | SECRETARY | 1 | $0 |
| JO STECHER 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | VICE CHAIR | 2 | $0 |
990-PF for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L MURRAY 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | PRESIDENT & CHAIR | 2 | $0 |
| SHEILA CARLSON 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | TREASURER | 2 | $0 |
| ARIE J VANDUIJN 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | SECRETARY | 1 | $0 |
| JO STECHER 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | VICE CHAIR | 2 | $0 |
990-PF for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L MURRAY 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | PRESIDENT & CHAIR | 2 | $0 |
| SHEILA CARLSON 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | TREASURER | 2 | $0 |
| ARIE J VANDUIJN 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | SECRETARY | 1 | $0 |
| JO STECHER 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919 | VICE CHAIR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6200 WHISKEY CREEK DR, FORT MYERS, FL 33919-8763
- In care of
- % ROBERT MURRAY
- Signed the 990-PF
- ROBERT MURRAY, PRESIDENT
- Phone
- (239) 777-2950
- Return prepared by
- MARKHAM NORTON MOSTELLER WRIGHT & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 30-0274280
- 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
- 2005
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $2,523,043
- Income (IRS master file)
- $1,842,522
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $152,881 | $793,820 | $2,523,043 | XML |
| 990-PF | September 2024 | $239,296 | $1,992,336 | $3,034,175 | XML |
| 990-PF | September 2023 | $475,065 | $3,069,986 | $4,410,681 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 30-0274280).
Questions about SHADY REST FOUNDATION INC
- What is the EIN of SHADY REST FOUNDATION INC?
- The employer identification number (EIN) of SHADY REST FOUNDATION INC is 30-0274280.
- Is SHADY REST FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SHADY REST FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHADY REST FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHADY REST FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHADY REST FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of SHADY REST FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHADY REST FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $152,881, expenses of $793,820 and total assets of $2,523,043 at year end.
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