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Nonprofit · EIN 58-1596729

SHELTON FOUNDATION

Tax-exempt · CHARLOTTE, NC 28219

Financials

$65K$12K2023$1.5M$793K2024$74K$49K2025
Revenue Expenses · by fiscal year end
Financials of SHELTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$73,693$48,743$24,950$1,921,007$0$1,921,007
December 31, 2024990-PF$1,480,675$793,233$687,442$1,952,228$1,010$1,951,218
December 31, 2023990-PF$64,530$12,273$52,257$1,301,016$0$1,301,016
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$53,895
Net gain from sales of assets
$19,538
Other income
$260

Expenses

Grants and similar amounts paid
$21,000
Disbursements for charitable purposes
$21,000
Excise tax on investment income
$635

Balance sheet and other

Total assets, start of year
$1,952,228
Total assets, end of year
$1,921,007
Total liabilities, end of year
$0
Net assets, end of year
$1,921,007
Fair market value of assets
$2,106,578
Qualifying distributions
$21,000
Net investment income
$73,433

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.

NameTitleHours / weekCompensation
Amanda S Houser
PO Box 19149, Charlotte, NC 28219
President0$0
William T Houser
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Charles M Shelton Jr
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Sandra G Shelton
PO Box 19149, Charlotte, NC 28219
Vice President0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Amanda S Houser
PO Box 19149, Charlotte, NC 28219
President0$0
William T Houser
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Charles M Shelton Jr
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Sandra G Shelton
PO Box 19149, Charlotte, NC 28219
Vice President0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Amanda S Houser
PO Box 19149, Charlotte, NC 28219
President0$0
William T Houser
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Charles M Shelton Jr
PO Box 19149, Charlotte, NC 28219
Vice President0$0
Sandra G Shelton
PO Box 19149, Charlotte, NC 28219
Vice President0$0

Address and contacts

Address (IRS master file)
PO BOX 19149, CHARLOTTE, NC 28219-9149
Signed the 990-PF
Amanda Houser, President
Phone
(704) 599-1010
Return prepared by
MILLER MCNEISH & BREEDLOVE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-1596729
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
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,921,007
Income (IRS master file)
$197,049

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$73,693$48,743$1,921,007XML
990-PFDecember 2024$1,480,675$793,233$1,952,228XML
990-PFDecember 2023$64,530$12,273$1,301,016XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 58-1596729).

Questions about SHELTON FOUNDATION

What is the EIN of SHELTON FOUNDATION?
The employer identification number (EIN) of SHELTON FOUNDATION is 58-1596729.
Is SHELTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to SHELTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHELTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHELTON 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 SHELTON 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 SHELTON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SHELTON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,693, expenses of $48,743 and total assets of $1,921,007 at year end.

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