Nonprofit · EIN 65-6238700
SHELFER MEMORIAL TR
Also known as RODGERS B A J L RODGERS ET AL TTEES
Tax-exempt · QUINCY, FL 32351
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $58,798 | $42,701 | $16,097 | $560,221 | $0 | $560,221 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $8,802
- Net gain from sales of assets
- $49,930
- Other income
- $66
Expenses
- Grants and similar amounts paid
- $36,655
- Disbursements for charitable purposes
- $36,655
- Excise tax on investment income
- $814
Balance sheet and other
- Total assets, start of year
- $544,789
- Total assets, end of year
- $560,221
- Total liabilities, end of year
- $0
- Net assets, end of year
- $560,221
- Fair market value of assets
- $782,960
- Qualifying distributions
- $36,655
- Net investment income
- $58,776
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETTY ANN RODGERS 205 N MADISON STREET, QUINCY, FL 32351 | TRUSTEE | 0 | $0 |
| JAMES L RODGERS JR 205 N MADISON STREET, QUINCY, FL 32351 | TRUSTEE | 0 | $0 |
| JOHN HARVARD 1408 NORTH PIEDMONT WAY, TALLAHASSEE, FL 32308 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 205 N MADISON ST, QUINCY, FL 32351-2444
- In care of
- % JONES FOSTER JOHNSTON ET AL
- Signed the 990-PF
- BETTY ANN RODGERS, TRUSTEE
- Phone
- (850) 224-9008
- Return prepared by
- HARVARD & ASSOCIATES CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6238700
- 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
- 1998
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $560,221
- Income (IRS master file)
- $315,764
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | – | – | – | IRS |
| 990-PF | April 2024 | $25,833 | $35,702 | $544,789 | IRS |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
| 990-PF | April 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SHELFER MEMORIAL TR
- What is the EIN of SHELFER MEMORIAL TR?
- The employer identification number (EIN) of SHELFER MEMORIAL TR is 65-6238700.
- Is SHELFER MEMORIAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SHELFER MEMORIAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELFER MEMORIAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELFER MEMORIAL TR due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELFER MEMORIAL TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of SHELFER MEMORIAL TR?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHELFER MEMORIAL TR have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $58,798, expenses of $42,701 and total assets of $560,221 at year end.
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