Shelden Jospey Foundation in Key Largo, Florida (FL)

Organization representatives - add corrected or new information about Shelden Jospey Foundation »

Non-representatives - add comments about Shelden Jospey Foundation»

Shelden Jospey Foundation
Employer Identification Number (EIN)366058172
Name of OrganizationShelden Jospey Foundation
Address417 S Harbor Dr, Key Largo, FL 33037-5130
ActivitiesGifts, grants, or loans to other organizations, Hospital, School, college, trade school, etc.
SubsectionCharitable Organization
Ruling Date01/1953
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period05/2014
Assets$25,000 to $99,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$32,315
Amount of Income$30,835
Form 990 Revenue Amount$5,094

Non-representatives - add comments:


Your IP address will be logged.

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$18,712$0$0
Contributions, gifts, grants, etc., received$1,000
Interest on savings and temporary cash investments$0
Dividends and interest from securities$0
Gross rents$0
Gross sales price for all assets$29,835
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$3,021$771$0$2,250
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$635
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$771$771$0
Contributions, gifts, grants paid$2,250
Excess of revenue over expenses and disbursements$15,691
Net investment income$0
Adjusted net income$0
Balance Sheets
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$20,619$20,096$17,624$18,587$32,315$32,774
Cash - non-interest-bearing$0$0$0
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$12,123$12,123$8,475
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Other assets$0$0$0
Total liabilities$1,000$1,000$1
Mortgages and other notes payable$0$0$0
Other liabilities$1,000$1,000$0
Total liabilities and net assets/fund balances$19,619$16,624$32,315
Capital Gains and Losses for Tax on Investment Income
Capital gain net income$5,094$0$17,712
Net capital loss$0$0$0
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$0$0$0
Total credits and payments$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$0$0$0
Amount to be credited to next year's estimated tax$0$0$0
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$22,078$20,561$58,572
Net value of noncharitable-use assets$21,747$20,253$57,693
Minimum investment return$1,087$1,013$2,885
Distributable Amount
Distributable amount$1,087$1,013$2,885
Undistributed Income
Distributable amount for this year$1,087$1,013$2,885
Undistributed income for this year. This amount must be distributed in the next year$0$0$0
Private Operating Foundations (for 2011 - 2014)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$0$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated


Your Review

Would you recommend Shelden Jospey Foundation to others? (optional)
Add photo of Shelden Jospey Foundation (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Florida
IdNameAddressStateEstablishedTotal Income
1Serenity Educational Programs Inc3651 W Waters Ave, Tampa, FL 33614-2783FL2003-05$7,751
2Shechinah Third Temple Inc11583 Pamplona Blvd, Boynton Beach, FL 33437-4075FL2001-02$43,194
3Sheer Family Charitable Foundation129 Island Dr S, Ocean Ridge, FL 33435-3335FL2000-03$10,162
4Sheet Metal Workers International Association, 435 Smw1435 Naldo Ave, Jacksonville, FL 32207-8604FL1960-04$529,523
5Sheet Metal Workers International Association, Lu 155619 N 50th St, Tampa, FL 33610-4805FL1959-04$1,034,262
6Sheet Metal Workers Local 15 Joint Apprenticeship Training Committee5619 N 50th St, Tampa, FL 33610-4805FL2000-05$403,448
7Sheetmental Workers Local Union 32 Health And Welfaretrust Fund, Brittle John Ttee2010 Nw 150th Ave Ste 100, Pembroke Pnes, FL 33028-2888FL1992-04$2,438,714
8Sheilas Wish Foundation2485 Spruce View Way, Daytona Beach, FL 32128-3748FL2002-11$205
9Shekinah Christian Academy Inc10551 Beach Blvd, Jacksonville, FL 32246-3652FL2005-03$277,434
10Shelby Foundation Tr Agreement, Matthew Lufrano Ttee7832 James Island Way, Jacksonville, FL 32256-2313FL2007-01$8,519
11Shelden Jospey Foundation417 S Harbor Dr, Key Largo, FL 33037-5130FL1953-01$30,835
12Shelfer Memorial Tr, Rodgers B A J L Rodgers Et Al Ttees205 N Madison St, Quincy, FL 32351-2444FL1998-09$141,532
13Shell Museum And Educational Foundation IncPO BOX 1580, Sanibel, FL 33957-1580FL1987-07$3,631,276
14Tr Shelt Arms Et Al U W Currie, CurriePO BOX 40200, Jacksonville, FL 32203-0200FL1970-12$150,934
15Shelter Box Usa8374 Market St 203, Lakewood Ranch, FL 34202-5137FL2004-03$4,330,047
16The Shelter For Abused Women & Children Inc2635 Weeks Ave, Naples, FL 34112-5753FL1987-03$8,917,068
17Shelter House IncorporatedPO BOX 220, Ft Walton Bch, FL 32549-0220FL1988-07$1,226,785
18Shelter One IncorporatedPO BOX 160158, Altamonte Spg, FL 32716-0158FL1995-06$19
19Sheltering Hands IncPO BOX 843, Williston, FL 32696-0843FL2007-09$143,863
20Shelton-Thos Shelton Cemetery Tr UwPO BOX 40200, Jacksonville, FL 32203-0200FL$243 is not associated with, endorsed by, or sponsored by Shelden Jospey Foundation and has no official or unofficial affiliation with Shelden Jospey Foundation