Nonprofit · EIN 11-3293352
SHELTER ISLAND EDUCATIONAL FOUNDATION INC
Tax-exempt · SHELTER IS, NY 11964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $103,281 | $106,706 | -$3,425 | $320,718 | $2,500 | $318,218 |
| August 31, 2024 | 990-EZ | $53,960 | $80,730 | -$26,770 | $325,033 | $3,390 | $321,643 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $34,143
- Investment income
- $8,750
- Net gain from sales of assets
- $39,808
- Net income from fundraising events
- $20,580
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $5,350
- Printing, publications and postage
- $938
- Other expenses
- $100,418
- Program services (functional)
- $95,038
Balance sheet and other
- Total assets, start of year
- $325,033
- Total assets, end of year
- $320,718
- Total liabilities, end of year
- $2,500
- Net assets, end of year
- $318,218
- Cash, savings and investments
- $319,693
- Gross receipts
- $134,497
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-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENTE FRANTZ | TRUSTEE | 1 | $0 |
| JANINE MAHONEY | VICE PRESIDE | 1 | $0 |
| LYDIA MAJDISCOVA MARTINEZ | PRESIDENT | 2 | $0 |
| VIRGINIA GIBBS | TREASURER | 1 | $0 |
| JENNIFER GULLUSCIO | SECRETARY | 1 | $0 |
| BARBARA MARSHALL | TRUSTEE | 1 | $0 |
| CAROLINE SCUDDER | TRUSTEE | 1 | $0 |
| THOMAS GRAFFAGNINO | TRUSTEE | 1 | $0 |
| LINDSEY CHOO | TRUSTEE | 1 | $0 |
| MARC LAVA | TRUSTEE | 1 | $0 |
| MARGARET COLLIGAN | TRUSTEE | 1 | $0 |
990-EZ for the year ended August 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENTE FRANTZ | TRUSTEE | 1 | $0 |
| KARIN MAYER | ASSISTANT TR | 1 | $0 |
| JANINE MAHONEY | VICE PRESIDE | 1 | $0 |
| LYDIA MAJDISCOVA MARTINEZ | PRESIDENT | 2 | $0 |
| FR CHARLES MCCARRON | TRUSTEE | 1 | $0 |
| LEITH SURERUS | TRUSTEE | 1 | $0 |
| VIRGINIA GIBBS | TREASURER | 1 | $0 |
| JAQUELINE SMITH | TRUSTEE | 1 | $0 |
| JENNIFER GULLUSCIO | SECRETARY | 1 | $0 |
| BARBARA MARSHALL | TRUSTEE | 1 | $0 |
| CAROLINE SCUDDER | TRUSTEE | 1 | $0 |
| THOMAS GRAFFAGNINO | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1950, SHELTER IS, NY 11964-1950
- In care of
- % DONALD M MCGAYHEY
- Signed the 990-EZ
- LYDIA MAJDISCOVA MARTINEZ, PRESIDENT
- Phone
- (631) 749-5455
- Return prepared by
- FERRETTI & ODELL CPA'S PLLC
Mission
THE MISSION OF THE SHELTER ISLAND EDUCATIONAL FOUNDATION IS TO PURSUE, CREATE AND PROVIDE EXCELLENT EDUCATIONAL OPPORTUNITIES THAT ENHANCE, INSPIRE AND BROADEN THE HORIZONS OF THE CHILDREN OF THE LOCAL COMMUNITY.
Program accomplishments
- SCHOOL PROGRAMS - GRANTS TO FUND MUSIC, ART AND OTHER EDUCATIONAL PROGRAMS AND TRIPS NOT PROVIDED FOR IN THE SHELTER ISLAND SCHOOL BUDGETExpenses $66,478
- SCHOLARSHIPS - GRANTS FOR SCHOLARSHIPS FOR STUDENTS AND TEACHERSExpenses $9,250
- OTHER EDUCATIONAL - GRANTS TO FUND PROGRAMS SPONSORED BY SI PRESBYTERIAN PRESCHOOL, GIRL SCOUTS AND THE SHELTER ISLAND PUBLIC LIBRARYExpenses $19,310
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 11-3293352
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $320,718
- Income (IRS master file)
- $134,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $103,281 | $106,706 | $320,718 | IRS |
| 990-EZ | August 2024 | $53,960 | $80,730 | $325,033 | XML |
| 990-EZ | August 2023 | – | – | – | IRS |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | IRS |
| 990-EZ | August 2019 | – | – | – | 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 11-3293352).
Questions about SHELTER ISLAND EDUCATIONAL FOUNDATION INC
- What is the EIN of SHELTER ISLAND EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of SHELTER ISLAND EDUCATIONAL FOUNDATION INC is 11-3293352.
- Is SHELTER ISLAND EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SHELTER ISLAND EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELTER ISLAND EDUCATIONAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHELTER ISLAND EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELTER ISLAND EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who are the officers and directors of SHELTER ISLAND EDUCATIONAL FOUNDATION INC?
- The 990-EZ for the year ended August 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SHELTER ISLAND EDUCATIONAL FOUNDATION INC have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $103,281, expenses of $106,706 and total assets of $320,718 at year end.
Other nonprofits in SHELTER IS
- SHELTER ISLAND PUBLIC LIBRARY EIN 11-2015667 · last filed 990 for 2024
- SHELTER ISLAND PTSA EIN 11-3127653 · last filed 990-N for 2025
- SYLVESTER MANOR EDUCATIONAL FARM EIN 27-1189261 · last filed 990 for 2025
- SHELTER ISLAND AMBULANCE FOUNDATION EIN 45-3507649 · last filed 990-EZ for 2025
- SHELTER ISLAND FRIENDS OF MUSIC INC EIN 11-2500469 · last filed 990 for 2025
- SHELTER ISLAND FIRE DEPARTMENT INC EIN 93-4188302 · last filed 990 for 2025
- AMERICAN LEGION POST 0281 MITCHELL EIN 11-6074588 · last filed 990-EZ for 2025
- SHELTER ISLAND LIONS CLUB FOUNDATION EIN 26-1751938 · last filed 990-EZ for 2025