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Nonprofit · EIN 34-7012061

DALE & ALYCE SHEELY FAMILY FOUNDATION

Tax-exempt · COLUMBUS, OH 43216

Financials

$15.3M$39K2023$1.9M$709K2024$1.8M$1.1M2025
Revenue Expenses · by fiscal year end
Financials of DALE & ALYCE SHEELY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,788,229$1,138,844$649,385$18,497,228$0$18,497,228
December 31, 2024990-PF$1,857,454$709,181$1,148,273$17,847,462$0$17,847,462
December 31, 2023990-PF$15,269,384$38,678$15,230,706$16,670,605$0$16,670,605
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$878,272
Dividends
$514,222
Net gain from sales of assets
$395,735

Expenses

Grants and similar amounts paid
$968,000
Compensation of officers, directors and key employees
$152,186
Disbursements for charitable purposes
$1,045,543
Excise tax on investment income
$11,539

Balance sheet and other

Total assets, start of year
$17,847,462
Total assets, end of year
$18,497,228
Total liabilities, end of year
$0
Net assets, end of year
$18,497,228
Fair market value of assets
$21,658,492
Qualifying distributions
$1,045,543
Net investment income
$909,957

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
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$152,186
DALE SHEELY SR
12955 CROUSE, NORTH LIMA, OH 44552
CHAIRMAN1$0
ALYCE SHEELY
12955 CROUSE, NORTH LIMA, OH 44452
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$142,013
DALE SHEELY SR
12955 CROUSE, NORTH LIMA, OH 44552
CHAIRMAN1$0
ALYCE SHEELY
12955 CROUSE, NORTH LIMA, OH 44452
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$34,762
DALE SHEELY SR
12955 CROUSE, NORTH LIMA, OH 44552
CHAIRMAN1$0
ALYCE SHEELY
12955 CROUSE, NORTH LIMA, OH 44452
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% HUNTINGTON NATIONAL BANK
Signed the 990-PF
HUNTINGTON NATIONAL BANK, SENIOR VP
Phone
(330) 742-7021
Return prepared by
PWC US TAX LLP

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
34-7012061
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,497,228
Income (IRS master file)
$6,073,054

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,788,229$1,138,844$18,497,228IRS
990-PFDecember 2024$1,857,454$709,181$17,847,462IRS
990-PFDecember 2023$15,269,384$38,678$16,670,605XML
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 34-7012061).

Questions about DALE & ALYCE SHEELY FAMILY FOUNDATION

What is the EIN of DALE & ALYCE SHEELY FAMILY FOUNDATION?
The employer identification number (EIN) of DALE & ALYCE SHEELY FAMILY FOUNDATION is 34-7012061.
Is DALE & ALYCE SHEELY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to DALE & ALYCE SHEELY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DALE & ALYCE SHEELY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DALE & ALYCE SHEELY FAMILY 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 DALE & ALYCE SHEELY FAMILY 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 DALE & ALYCE SHEELY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $152,186 (HUNTINGTON NATIONAL BANK, TRUSTEE).
How much revenue does DALE & ALYCE SHEELY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,788,229, expenses of $1,138,844 and total assets of $18,497,228 at year end.

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