Nonprofit · EIN 36-4055432
SHELBY FAMILY FOUNDATION
Tax-exempt · CHAPEL HILL, NC 27517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $63,056 | $49,305 | $13,751 | $698,805 | $0 | $698,805 |
| November 30, 2024 | 990-PF | $65,897 | $51,191 | $14,706 | $685,054 | $0 | $685,054 |
| November 30, 2023 | 990-PF | $49,533 | $48,171 | $1,362 | $716,729 | $0 | $716,729 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $17,404
- Net gain from sales of assets
- $44,823
- Other income
- $829
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $41,300
- Excise tax on investment income
- $760
Balance sheet and other
- Total assets, start of year
- $685,054
- Total assets, end of year
- $698,805
- Total liabilities, end of year
- $0
- Net assets, end of year
- $698,805
- Fair market value of assets
- $863,474
- Qualifying distributions
- $41,300
- Net investment income
- $62,227
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carole Shelby 232 Cedar Club Circle, Chapel Hill, NC 27517 | President/Director | 0.25 | $0 |
| Justin Shelby 232 Cedar Club Circle, Chapel Hill, NC 27517 | Treasurer/Director | 0.25 | $0 |
| Paige Oiumet 232 Cedar Club Circle, Chapel Hill, NC 27517 | Secretary/Director | 0.25 | $0 |
990-PF for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carole Shelby 232 Cedar Club Circle, Chapel Hill, NC 27517 | President/Director | 0.25 | $0 |
| Justin Shelby 232 Cedar Club Circle, Chapel Hill, NC 27517 | Treasurer/Director | 0.25 | $0 |
| Paige Oiumet 232 Cedar Club Circle, Chapel Hill, NC 27517 | Secretary/Director | 0.25 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE SHELBY 510 MEADOWMONT VILLAGE CIR 316, CHAPEL HILL, NC 275177584 | PRESIDENT/DIRECTOR | 0.25 | $0 |
| JUSTIN SHELBY 510 MEADOWMONT VILLAGE CIR 316, CHAPEL HILL, NC 275177584 | TREASURER/DIRECTOR | 0.25 | $0 |
| PAIGE OIUMET 510 MEADOWMONT VILLAGE CIR 316, CHAPEL HILL, NC 275177584 | SECRETARY/DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 232 CEDAR CLUB CIR, CHAPEL HILL, NC 27517-7212
- Signed the 990-PF
- Carole Shelby, President
- Phone
- (847) 867-9666
- Return prepared by
- Aprio Advisory Group LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4055432
- 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
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $698,805
- Income (IRS master file)
- $244,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $63,056 | $49,305 | $698,805 | XML |
| 990-PF | November 2024 | $65,897 | $51,191 | $685,054 | XML |
| 990-PF | November 2023 | $49,533 | $48,171 | $716,729 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 36-4055432).
Questions about SHELBY FAMILY FOUNDATION
- What is the EIN of SHELBY FAMILY FOUNDATION?
- The employer identification number (EIN) of SHELBY FAMILY FOUNDATION is 36-4055432.
- Is SHELBY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SHELBY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELBY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELBY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELBY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of SHELBY FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHELBY FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $63,056, expenses of $49,305 and total assets of $698,805 at year end.
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All nonprofits in CHAPEL HILL · North Carolina · Philanthropy, voluntarism and grantmaking foundations