Nonprofit · EIN 39-6764154
SHOCKLEY FOUNDTION
Also known as SHOCKLEY TERRY K TTEE
Tax-exempt · ORMOND BEACH, FL 32174
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,617 | $15,068 | -$6,451 | $62,117 | $0 | $62,117 |
| December 31, 2024 | 990-PF | $16,699 | $14,748 | $1,951 | $68,568 | $0 | $68,568 |
| December 31, 2023 | 990-PF | $7,623 | $11,790 | -$4,167 | $66,617 | $0 | $66,617 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,794
- Net gain from sales of assets
- $6,823
Expenses
- Grants and similar amounts paid
- $10,399
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $11,549
- Excise tax on investment income
- $71
Balance sheet and other
- Total assets, start of year
- $68,568
- Total assets, end of year
- $62,117
- Total liabilities, end of year
- $0
- Net assets, end of year
- $62,117
- Fair market value of assets
- $265,531
- Qualifying distributions
- $11,549
- Net investment income
- $8,617
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 |
|---|---|---|---|
| TERRY K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| SANDRA K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| TONI K PETERSON 4841 NICOLAS WAY, MINNETRISTA, MN 55364 | TRUSTEE | 1 | $0 |
| TODD L SHOCKLEY 3231 N WILTON 1, CHICAGO, IL 60657 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| SANDRA K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| TONI K PETERSON 4841 NICOLAS WAY, MINNETRISTA, MN 55364 | TRUSTEE | 1 | $0 |
| TODD L SHOCKLEY 3231 N WILTON 1, CHICAGO, IL 60657 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| SANDRA K SHOCKLEY 56 KINGSLEY CIRCLE, ORMOND BEACH, FL 32174 | TRUSTEE | 1 | $0 |
| TONI K PETERSON 4841 NICOLAS WAY, MINNETRISTA, MN 55364 | TRUSTEE | 0 | $0 |
| TODD L SHOCKLEY 3231 N WILTON 1, CHICAGO, IL 60657 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 56 KINGSLEY CIR, ORMOND BEACH, FL 32174-9213
- In care of
- % TERRY SHOCKLEY
- Signed the 990-PF
- TERRY SHOCKLEY, PRESIDENT
- Phone
- (386) 956-1806
- Return prepared by
- WIPFLI ADVISORY LLC
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
- 39-6764154
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $62,117
- Income (IRS master file)
- $19,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,617 | $15,068 | $62,117 | XML |
| 990-PF | December 2024 | $16,699 | $14,748 | $68,568 | IRS |
| 990-PF | December 2023 | $7,623 | $11,790 | $66,617 | 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 39-6764154).
Questions about SHOCKLEY FOUNDTION
- What is the EIN of SHOCKLEY FOUNDTION?
- The employer identification number (EIN) of SHOCKLEY FOUNDTION is 39-6764154.
- Is SHOCKLEY FOUNDTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SHOCKLEY FOUNDTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHOCKLEY FOUNDTION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHOCKLEY FOUNDTION 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 SHOCKLEY FOUNDTION 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 SHOCKLEY FOUNDTION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does SHOCKLEY FOUNDTION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,617, expenses of $15,068 and total assets of $62,117 at year end.
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All nonprofits in ORMOND BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations