Nonprofit · EIN 04-3297512
SHEFTEL FOUNDATION INC
Tax-exempt · HINGHAM, MA 02043
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,328 | $43,716 | $11,612 | $528,946 | $0 | $528,946 |
| December 31, 2024 | 990-PF | $49,464 | $38,187 | $11,277 | $517,334 | $0 | $517,334 |
| December 31, 2023 | 990-PF | $19,946 | $24,913 | -$4,967 | $506,049 | $0 | $506,049 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,536
- Dividends
- $14,266
- Net gain from sales of assets
- $39,526
Expenses
- Grants and similar amounts paid
- $35,190
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $35,190
- Excise tax on investment income
- $670
Balance sheet and other
- Total assets, start of year
- $517,334
- Total assets, end of year
- $528,946
- Total liabilities, end of year
- $0
- Net assets, end of year
- $528,946
- Fair market value of assets
- $717,442
- Qualifying distributions
- $35,190
- Net investment income
- $53,792
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 |
|---|---|---|---|
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | PRESIDENT | 10 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | TREASURER | 0 | $0 |
| CARYN SHEFTEL 854 WALNUT STREET, BOULDER, CO 80302 | DIRECTOR | 0 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | DIRECTOR | 0 | $0 |
| ELAINE I SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| MARC SHEFTEL PO BOX 1105, WINTER PARK, CO 80482 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | PRESIDENT | 10 | $0 |
| ELAINE I SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | TREASURER | 1 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | CLERK | 0 | $0 |
| CARYN SHEFTEL 854 WALNUT STREET, BOULDER, CO 80302 | DIRECTOR | 0 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | DIRECTOR | 0 | $0 |
| ELAINE I SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| MARC SHEFTEL PO BOX 1105, WINTER PARK, CO 80482 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | PRESIDENT | 10 | $0 |
| ELAINE I SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | TREASURER | 1 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | CLERK | 0 | $0 |
| CARYN SHEFTEL 854 WALNUT STREET, BOULDER, CO 80302 | DIRECTOR | 0 | $0 |
| ELISE SHEFTEL WARHAFTIG 5 SAW MILL POND ROAD, HINGHAM, MA 02043 | DIRECTOR | 0 | $0 |
| ELAINE I SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| STEVEN J SHEFTEL 2697 N OCEAN BLVD F510, BOCA RATON, FL 33431 | DIRECTOR | 0 | $0 |
| MARC SHEFTEL PO BOX 1105, WINTER PARK, CO 80482 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5 SAW MILL POND RD, HINGHAM, MA 02043-3457
- In care of
- % STEVEN J SHEFTEL
- Signed the 990-PF
- ELAINE SHEFTEL, TREASURER
- Phone
- (508) 364-3400
- Return prepared by
- KAUFMAN ROSSIN & COPA
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
- 04-3297512
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $528,946
- Income (IRS master file)
- $244,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,328 | $43,716 | $528,946 | IRS |
| 990-PF | December 2024 | $49,464 | $38,187 | $517,334 | IRS |
| 990-PF | December 2023 | $19,946 | $24,913 | $506,049 | 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 04-3297512).
Questions about SHEFTEL FOUNDATION INC
- What is the EIN of SHEFTEL FOUNDATION INC?
- The employer identification number (EIN) of SHEFTEL FOUNDATION INC is 04-3297512.
- Is SHEFTEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SHEFTEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEFTEL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEFTEL 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 SHEFTEL 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 SHEFTEL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHEFTEL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,328, expenses of $43,716 and total assets of $528,946 at year end.
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