Nonprofit · EIN 59-2941793
SHEY CHARITABLE FOUNDATION INC
Tax-exempt · NEWBERRY, FL 32669
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $179,688 | $98,461 | $81,227 | $7,244,646 | $0 | $7,244,646 |
| December 31, 2024 | 990-PF | $154,481 | $102,569 | $51,912 | $7,143,518 | $0 | $7,143,518 |
| December 31, 2023 | 990-PF | $148,576 | $91,189 | $57,387 | $7,042,745 | $0 | $7,042,745 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $12,500
- Interest
- $40,534
- Net gain from sales of assets
- $26,654
Expenses
- Grants and similar amounts paid
- $97,500
- Disbursements for charitable purposes
- $97,500
- Excise tax on investment income
- $1,108
Balance sheet and other
- Total assets, start of year
- $7,143,518
- Total assets, end of year
- $7,244,646
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,244,646
- Fair market value of assets
- $6,713,646
- Qualifying distributions
- $97,500
- Net investment income
- $79,688
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 |
|---|---|---|---|
| Carol Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Pres/Director | 0 | $0 |
| Stephen Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Sec/Director | 1 | $0 |
| Lisa McCallister 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Laura B Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Susan F Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Kara E Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| John Bovay 3940 NW 16th Blvd, Gainesville, FL 32605 | Director | 0 | $0 |
| John Roscow 5608 NW 43rd St, Gainesville, FL 32653 | Director | 0 | $0 |
| James Alexander 12810 NW 48th Ave, Gainesville, FL 32606 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Pres/Director | 0 | $0 |
| Stephen Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Sec/Director | 1 | $0 |
| Lisa McCallister 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Laura B Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Susan F Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Kara E Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| John Bovay 3940 NW 16th Blvd, Gainesville, FL 32605 | Director | 0 | $0 |
| John Roscow 5608 NW 43rd St, Gainesville, FL 32653 | Director | 0 | $0 |
| Will Olinger 2700-A NW 43rd Street, Gainesville, FL 32606 | Director | 0 | $0 |
| James Alexander 12810 NW 48th Ave, Gainesville, FL 32606 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Pres/Director | 0 | $0 |
| Stephen Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Sec/Director | 1 | $0 |
| Lisa McCallister 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Laura B Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Susan F Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| Kara E Shey 14429 SW 2nd Place Suite G-20, Newberry, FL 32669 | Director | 0 | $0 |
| John Bovay 3940 NW 16th Blvd, Gainesville, FL 32605 | Director | 0 | $0 |
| John Roscow 5608 NW 43rd St, Gainesville, FL 32653 | Director | 0 | $0 |
| Will Olinger 2700-A NW 43rd Street, Gainesville, FL 32606 | Director | 0 | $0 |
| James Alexander 12810 NW 48th Ave, Gainesville, FL 32606 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 14359 SW 2ND PL, NEWBERRY, FL 32669-6376
- Signed the 990-PF
- Kara Shey, Director
- Phone
- (352) 331-1668
- Return prepared by
- JAMES R ALEXANDER 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 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
- 59-2941793
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,244,646
- Income (IRS master file)
- $542,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $179,688 | $98,461 | $7,244,646 | XML |
| 990-PF | December 2024 | $154,481 | $102,569 | $7,143,518 | XML |
| 990-PF | December 2023 | $148,576 | $91,189 | $7,042,745 | 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 59-2941793).
Questions about SHEY CHARITABLE FOUNDATION INC
- What is the EIN of SHEY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of SHEY CHARITABLE FOUNDATION INC is 59-2941793.
- Is SHEY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to SHEY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEY CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEY CHARITABLE FOUNDATION INC 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 SHEY CHARITABLE FOUNDATION INC 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 SHEY CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SHEY CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $179,688, expenses of $98,461 and total assets of $7,244,646 at year end.
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