Shey Charitable Foundation Inc
Shey Charitable Foundation Inc is a private foundation, based in NEWBERRY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.1M in total assets. In 2024, it awarded 7 grants totaling $101K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.1M
+1.4% YoY
Annual Giving
$101K
+11.6% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$14K
+27.5% YoY
About Shey Charitable Foundation Inc
Based on IRS filings
Shey Charitable Foundation Inc is a private foundation, based in NEWBERRY, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.1M in total assets. In 2024, it awarded 7 grants totaling $101K. Net investment income was $54K.
Ready to take the next step with Shey Charitable Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,143,518 | $7,042,745 | $6,949,928 |
| Revenue | $154,481 | $148,576 | $143,219 |
| Expenses | $102,569 | $91,189 | $95,860 |
| Qualifying Distributions | $101,000 | $90,500 | $95,000 |
| Net Investment Income | $54,481 | $48,576 | $43,219 |
| Distributable Amount | — | — | $66,326 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Carol Shey | Pres/Director | — | — |
| Stephen Shey | Sec/Director | 1 | — |
| Lisa McCallister | Director | — | — |
| Laura B Shey | Director | — | — |
| Susan F Shey | Director | — | — |
| Kara E Shey | Director | — | — |
| John Bovay | Director | — | — |
| John Roscow | Director | — | — |
| Will Olinger | Director | — | — |
| James Alexander | Director | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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