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Nonprofit · EIN 95-4107214

EDMUND AND MARY SHEA FAMILY FOUNDATION

Tax-exempt · WALNUT, CA 91789

Financials

$873K$573K2023$505K$710K2024
Revenue Expenses · by fiscal year end
Financials of EDMUND AND MARY SHEA FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$504,580$709,852-$205,272$10,872,502$10,224$10,862,278
December 31, 2023990-PF$872,855$572,814$300,041$11,080,774$13,224$11,067,550
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$491,826
Interest
$40,726
Other income
-$27,972

Expenses

Grants and similar amounts paid
$677,750
Disbursements for charitable purposes
$677,850
Excise tax on investment income
$11,359

Balance sheet and other

Total assets, start of year
$11,080,774
Total assets, end of year
$10,872,502
Total liabilities, end of year
$10,224
Net assets, end of year
$10,862,278
Fair market value of assets
$16,228,296
Qualifying distributions
$677,850
Net investment income
$818,701

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.

NameTitleHours / weekCompensation
MARY S SHEA
655 BREA CANYON ROAD, WALNUT, CA 91789
PRESIDENT2$0
COLLEAN SHEA MORRISSEY
655 BREA CANYON ROAD, WALNUT, CA 91789
TREASURER1$0
RONALD L LAKEY
655 BREA CANYON ROAD, WALNUT, CA 91789
ASSISTANT SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARY S SHEA
655 BREA CANYON ROAD, WALNUT, CA 91789
PRESIDENT2$0
COLLEAN SHEA MORRISSEY
655 BREA CANYON ROAD, WALNUT, CA 91789
TREASURER1$0
RONALD L LAKEY
655 BREA CANYON ROAD, WALNUT, CA 91789
ASSISTANT SECRETARY1$0

Address and contacts

Address (IRS master file)
655 BREA CANYON RD, WALNUT, CA 91789-3078
Signed the 990-PF
RONALD L LAKEY, ASSISTANT SECRETARY
Phone
(909) 594-0941
Return prepared by
ERNST & YOUNG US LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4107214 or by the name EDMUND AND MARY SHEA FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4107214
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,872,502
Income (IRS master file)
$504,580

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$504,580$709,852$10,872,502XML
990-TDecember 2024–––IRS
990-PFDecember 2023$872,855$572,814$11,080,774XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 95-4107214).

Questions about EDMUND AND MARY SHEA FAMILY FOUNDATION

What is the EIN of EDMUND AND MARY SHEA FAMILY FOUNDATION?
The employer identification number (EIN) of EDMUND AND MARY SHEA FAMILY FOUNDATION is 95-4107214.
Is EDMUND AND MARY SHEA FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to EDMUND AND MARY SHEA FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDMUND AND MARY SHEA FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of EDMUND AND MARY SHEA 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 EDMUND AND MARY SHEA 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 EDMUND AND MARY SHEA 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 EDMUND AND MARY SHEA FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $504,580, expenses of $709,852 and total assets of $10,872,502 at year end.

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