Nonprofit · EIN 84-4025392
SHOBA FOUNDATION
Tax-exempt · NASHVILLE, TN 37205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $100,357 | $166,114 | -$65,757 | $2,335,741 | $0 | $2,335,741 |
| December 31, 2024 | 990-PF | $176,931 | $152,080 | $24,851 | $2,401,498 | $0 | $2,401,498 |
| December 31, 2023 | 990-PF | $39,413 | $156,724 | -$117,311 | $2,376,647 | $0 | $2,376,647 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $68,619
- Net gain from sales of assets
- $31,738
Expenses
- Grants and similar amounts paid
- $129,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $131,250
- Excise tax on investment income
- $940
Balance sheet and other
- Total assets, start of year
- $2,401,498
- Total assets, end of year
- $2,335,741
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,335,741
- Fair market value of assets
- $2,819,529
- Qualifying distributions
- $131,250
- Net investment income
- $100,357
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EARL FRANKLIN CALFEE III 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | SECRETARY | 0.5 | $0 |
| LISA RICHARDSON-CALFEE 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | PRESIDENT | 0.5 | $0 |
| CHRISTY SMITH 5005 MARYLAND WAY STE 125, BRENTWOOD, TN 37027 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EARL FRANKLIN CALFEE III 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | SECRETARY | 0.5 | $0 |
| LISA RICHARDSON-CALFEE 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | PRESIDENT | 0.5 | $0 |
| CHRISTY SMITH 5005 MARYLAND WAY STE 125, BRENTWOOD, TN 37027 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EARL FRANKLIN CALFEE III 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | SECRETARY | 0.5 | $0 |
| LISA RICHARDSON-CALFEE 826 BRESSLYN ROAD, NASHVILLE, TN 37205 | PRESIDENT | 0.5 | $0 |
| CHRISTY SMITH 5005 MARYLAND WAY STE 125, BRENTWOOD, TN 37027 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 826 BRESSLYN RD, NASHVILLE, TN 37205-1204
- In care of
- % LISA RICHARDSON-CALFEE
- Signed the 990-PF
- LISA RICHARDSON, PRESIDENT
- Phone
- (423) 314-6170
- Return prepared by
- PURYEAR & NOONAN CPAS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4025392
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $2,335,741
- Income (IRS master file)
- $377,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $100,357 | $166,114 | $2,335,741 | IRS |
| 990-PF | December 2024 | $176,931 | $152,080 | $2,401,498 | IRS |
| 990-PF | December 2023 | $39,413 | $156,724 | $2,376,647 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-4025392).
Questions about SHOBA FOUNDATION
- What is the EIN of SHOBA FOUNDATION?
- The employer identification number (EIN) of SHOBA FOUNDATION is 84-4025392.
- Is SHOBA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SHOBA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHOBA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHOBA 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 SHOBA 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 SHOBA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHOBA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $100,357, expenses of $166,114 and total assets of $2,335,741 at year end.
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