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Nonprofit · EIN 59-7268552

SHELBY FOUNDATION TR AGREEMENT

Also known as MATTHEW LUFRANO TTEE

Tax-exempt · JACKSONVILLE, FL 32256

Financials

$304K$74K2023$732K$102K2024$799K$140K2025
Revenue Expenses · by fiscal year end
Financials of SHELBY FOUNDATION TR AGREEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$798,759$140,430$658,329$2,612,062$0$2,612,062
December 31, 2024990-PF$731,816$101,849$629,967$1,905,824$0$1,905,824
December 31, 2023990-PF$303,739$73,664$230,075$1,194,822$4,851$1,199,673
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$696,341
Dividends
$48,022
Net gain from sales of assets
$54,396

Expenses

Grants and similar amounts paid
$138,250
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$138,250
Excise tax on investment income
$1,410

Balance sheet and other

Total assets, start of year
$1,905,824
Total assets, end of year
$2,612,062
Total liabilities, end of year
$0
Net assets, end of year
$2,612,062
Fair market value of assets
$2,612,062
Qualifying distributions
$138,250
Net investment income
$102,418

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
ROBERT I LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
ANNE G LESSER LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
MATTHEW LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
RUEBEN LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ROBERT I LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
ANNE G LESSER LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
MATTHEW LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
RUEBEN LUFRANO
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ROBERT I LUFRANO
7832 James Island Way, Jacksonville, FL 32256
TRUSTEE0$0
ANNE G LESSER LUFRANO
7832 James Island Way, Jacksonville, FL 32256
TRUSTEE0$0
MATTHEW LUFRANO
7832 James Island Way, Jacksonville, FL 32256
TRUSTEE0$0
RUEBEN LUFRANO
7832 James Island Way, Jacksonville, FL 32256
TRUSTEE0$0

Address and contacts

Address (IRS master file)
7832 JAMES ISLAND WAY, JACKSONVILLE, FL 32256-2313
In care of
% ANNE G LESSER LUFRANO
Signed the 990-PF
ROBERT LUFRANO, TRUSTEE
Phone
(904) 635-2648
Return prepared by
HEINZ JOLLES & BERRY 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
59-7268552
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,612,062
Income (IRS master file)
$883,428

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$798,759$140,430$2,612,062IRS
990-PFDecember 2024$731,816$101,849$1,905,824IRS
990-PFDecember 2023$303,739$73,664$1,194,822XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 59-7268552).

Questions about SHELBY FOUNDATION TR AGREEMENT

What is the EIN of SHELBY FOUNDATION TR AGREEMENT?
The employer identification number (EIN) of SHELBY FOUNDATION TR AGREEMENT is 59-7268552.
Is SHELBY FOUNDATION TR AGREEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to SHELBY FOUNDATION TR AGREEMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHELBY FOUNDATION TR AGREEMENT file?
Form 990-PF. Private foundations file every year.
When is the next return of SHELBY FOUNDATION TR AGREEMENT 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 SHELBY FOUNDATION TR AGREEMENT 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 SHELBY FOUNDATION TR AGREEMENT?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SHELBY FOUNDATION TR AGREEMENT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $798,759, expenses of $140,430 and total assets of $2,612,062 at year end.

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