Nonprofit · EIN 84-6878692
JACK AND KATHY SHIELDS FAMILY FOUNDATION
Also known as JOHN M SHIELDS TTEE
Tax-exempt · DUXBURY, MA 02332
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $742,792 | $1,302,388 | -$559,596 | $10,793,063 | $0 | $10,793,063 |
| December 31, 2024 | 990-PF | $759,713 | $1,381,574 | -$621,861 | $11,009,341 | $0 | $11,009,341 |
| December 31, 2023 | 990-PF | $217,930 | $1,098,977 | -$881,047 | $11,410,968 | $0 | $11,410,968 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $322,268
- Net gain from sales of assets
- $420,514
- Other income
- $10
Expenses
- Grants and similar amounts paid
- $1,016,300
- Compensation of officers, directors and key employees
- $97,500
- Disbursements for charitable purposes
- $1,196,826
- Excise tax on investment income
- $9,592
Balance sheet and other
- Total assets, start of year
- $11,009,341
- Total assets, end of year
- $10,793,063
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,793,063
- Fair market value of assets
- $10,793,063
- Qualifying distributions
- $1,196,826
- Net investment income
- $742,782
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 |
|---|---|---|---|
| MARY KRAMER PO BOX 277, DUXBURY, MA 02331 | FOUNDATION DIRECTOR | 25 | $80,000 |
| FALLON SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $17,500 |
| JOHN M SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
| KATHLEEN W SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $0 |
| JOHN YUNITS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY KRAMER PO BOX 277, DUXBURY, MA 02331 | FOUNDATION DIRECTOR | 25 | $80,000 |
| FALLON SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $18,000 |
| JOHN M SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
| KATHLEEN W SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $0 |
| JOHN YUNITS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY KRAMER PO BOX 277, DUXBURY, MA 02331 | FOUNDATION DIRECTOR | 25 | $80,000 |
| FALLON SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $18,000 |
| JOHN M SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
| KATHLEEN W SHIELDS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 10 | $0 |
| JOHN YUNITS PO BOX 277, DUXBURY, MA 02331 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 403 WASHINGTON ST, DUXBURY, MA 02332-4546
- In care of
- % MAURA CHASE
- Signed the 990-PF
- KATHLEEN W SHIELDS, TRUSTEE
- Phone
- (781) 490-3238
- Website
- SHIELDSFOUNDATION.ORG
- Return prepared by
- LEONARD MULHERIN & GREENE PC
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
- 84-6878692
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,793,063
- Income (IRS master file)
- $3,300,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $742,792 | $1,302,388 | $10,793,063 | XML |
| 990-PF | December 2024 | $759,713 | $1,381,574 | $11,009,341 | XML |
| 990-PF | December 2023 | $217,930 | $1,098,977 | $11,410,968 | 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 84-6878692).
Questions about JACK AND KATHY SHIELDS FAMILY FOUNDATION
- What is the EIN of JACK AND KATHY SHIELDS FAMILY FOUNDATION?
- The employer identification number (EIN) of JACK AND KATHY SHIELDS FAMILY FOUNDATION is 84-6878692.
- Is JACK AND KATHY SHIELDS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to JACK AND KATHY SHIELDS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK AND KATHY SHIELDS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK AND KATHY SHIELDS 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 JACK AND KATHY SHIELDS 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 JACK AND KATHY SHIELDS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $80,000 (MARY KRAMER, FOUNDATION DIRECTOR).
- How much revenue does JACK AND KATHY SHIELDS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $742,792, expenses of $1,302,388 and total assets of $10,793,063 at year end.
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