Nonprofit · EIN 88-2441919
SHELBY LAVINE FAMILY FOUNDATION
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,773,434 | $0 | $1,773,434 | $5,346,463 | $0 | $5,346,463 |
| December 31, 2023 | 990 | $1,567,724 | $1,000,000 | $567,724 | $4,575,029 | $0 | $4,575,029 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,535,753
- Dividends
- $237,681
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $3,304
Balance sheet and other
- Total assets, start of year
- $4,575,029
- Total assets, end of year
- $5,346,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,346,463
- Fair market value of assets
- $5,829,635
- Qualifying distributions
- $1,002,000
- Net investment income
- $237,681
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON SHELBY 5055 KELLER SPRINGS RD, ADDISON, TX 75001 | President | 2 | $0 |
| AMY C LAVINE 4242 LOMO ALTO DR N88, DALLAS, TX 75219 | Secretary | 2 | $0 |
| BRYAN L NELMS 1517 WINDING HOLLOW, PLANO, TX 75093 | Director | 2 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON SHELBY | President Trustee or director | 2 | $0 |
| AMY C LAVINE | Secretary Trustee or director | 2 | $0 |
| BRYAN L NELMS | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5057 KELLER SPRINGS RD STE 250, ADDISON, TX 75001-6912
- In care of
- % BRYAN L NELMS PLLC
- Signed the 990-PF
- SHARON SHELBY, President
- Phone
- (214) 945-8467
- Return prepared by
- VIVIANO & ASSOCIATES 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 88-2441919
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Medical research (H30)
- Assets (IRS master file)
- $5,346,463
- Income (IRS master file)
- $1,773,434
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,773,434 | $0 | $5,346,463 | XML |
| 990 | December 2023 | $1,567,724 | $1,000,000 | $4,575,029 | XML |
| 990 | December 2022 | $5,007,305 | $1,000,000 | $4,007,305 | 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 88-2441919).
Questions about SHELBY LAVINE FAMILY FOUNDATION
- What is the EIN of SHELBY LAVINE FAMILY FOUNDATION?
- The employer identification number (EIN) of SHELBY LAVINE FAMILY FOUNDATION is 88-2441919.
- Is SHELBY LAVINE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SHELBY LAVINE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELBY LAVINE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELBY LAVINE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELBY LAVINE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SHELBY LAVINE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does SHELBY LAVINE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,773,434, expenses of $0 and total assets of $5,346,463 at year end.
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