Edmund And Mary Shea Family Foundation

Walnut, CA
Tax-exempt since July 1987
EIN: 95-4107214

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$505k (2024)

Expenses

$710k (2024)

Total Assets

$10.9M (2024)

Total Liabilities

$10.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$504,580

Expenses

$709,852

Net Income

-$205,272

Net Assets

$10,862,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,726	8.1%
Dividends	$491,826	97.5%
Sales of Assets	$0
Other Income	-$27,972

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$677,850	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,872,502
Total Liabilities	$10,224
Net Assets	$10,862,278

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Collean Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$872,855

Expenses

$572,814

Net Income

$300,041

Net Assets

$11,067,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,922	4.3%
Dividends	$434,702	49.8%
Sales of Assets	-$452
Other Income	$400,683	45.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,700	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,080,774
Total Liabilities	$13,224
Net Assets	$11,067,550

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Collean Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$672,465

Expenses

$988,633

Net Income

-$316,168

Net Assets

$10,767,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,993	0.4%
Dividends	$392,988	58.4%
Sales of Assets	$1,346	0.2%
Other Income	$275,138	40.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$923,591	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,800,733
Total Liabilities	$33,224
Net Assets	$10,767,509

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$717,276

Expenses

$1,889,410

Net Income

-$1,172,134

Net Assets

$11,453,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,231	0.2%
Dividends	$442,901	61.7%
Sales of Assets	$29,584	4.1%
Other Income	$243,560	34.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,820,000	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,554,064
Total Liabilities	$101,007
Net Assets	$11,453,057

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$555,707

Expenses

$568,185

Net Income

-$12,478

Net Assets

$12,625,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,609	0.5%
Dividends	$544,918	98.1%
Sales of Assets	$0
Other Income	$13,118	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$420,150	73.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,713,128
Total Liabilities	$87,937
Net Assets	$12,625,191

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$801,599

Expenses

$482,085

Net Income

$319,514

Net Assets

$12,647,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$217,550	27.1%
Dividends	$480,739	60.0%
Sales of Assets	$47,744	6.0%
Other Income	$55,566	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$376,821	78.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,770,159
Total Liabilities	$123,063
Net Assets	$12,647,096

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$396,709

Expenses

$631,660

Net Income

-$234,951

Net Assets

$12,327,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$186,765	47.1%
Dividends	$319,466	80.5%
Sales of Assets	-$200,821
Other Income	$91,299	23.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$607,700	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,340,082
Total Liabilities	$12,500
Net Assets	$12,327,582

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$709,935

Expenses

$326,901

Net Income

$383,034

Net Assets

$12,562,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,752	7.6%
Dividends	$321,070	45.2%
Sales of Assets	$269,111	37.9%
Other Income	$66,002	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,210	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,568,173
Total Liabilities	$5,637
Net Assets	$12,562,536

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$905,697

Expenses

$844,777

Net Income

$60,920

Net Assets

$12,179,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54,203	6.0%
Dividends	$326,151	36.0%
Sales of Assets	$505,575	55.8%
Other Income	$19,768	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$738,170	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,204,630
Total Liabilities	$25,128
Net Assets	$12,179,502

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$809,888

Expenses

$2,472,461

Net Income

-$1,662,573

Net Assets

$11,916,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,517	6.2%
Dividends	$356,287	44.0%
Sales of Assets	$401,973	49.6%
Other Income	$1,111	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,362,650	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,941,052
Total Liabilities	$25,032
Net Assets	$11,916,020

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$4,124,218

Expenses

$614,198

Net Income

$3,510,020

Net Assets

$15,229,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$211,352	5.1%
Interest Revenue	$1,260	0.0%
Dividends	$469,694	11.4%
Sales of Assets	$3,426,292	83.1%
Other Income	$15,620	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,665	64.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,279,763
Total Liabilities	$50,041
Net Assets	$15,229,722

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,870,571

Expenses

$515,256

Net Income

$1,355,315

Net Assets

$11,730,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$520,833	27.8%
Interest Revenue	$155	0.0%
Dividends	$371,639	19.9%
Sales of Assets	$971,918	52.0%
Other Income	$6,026	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$350,200	68.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,805,876
Total Liabilities	$75,000
Net Assets	$11,730,876

Compensation

Key Employees and Officers	Compensation	Other
Mary S Shea (President)	$0	$0
Colleen Shea Morrissey (Treasurer)	$0	$0
Ronald L Lakey (Assistant Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$4,919,540

Expenses

$854,062

Net Income

$4,065,478

Net Assets

$10,394,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,501,319	91.5%
Interest Revenue	$97	0.0%
Dividends	$337,381	6.9%
Sales of Assets	$74,154	1.5%
Other Income	$6,589	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$711,950	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,494,472
Total Liabilities	$100,000
Net Assets	$10,394,472

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$2,124,553

Expenses

$716,198

Net Income

$1,408,355

Net Assets

$6,485,305

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,778,003	83.7%
Interest Revenue	$45	0.0%
Dividends	$235,979	11.1%
Sales of Assets	$108,817	5.1%
Other Income	$1,709	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$611,449	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,485,306
Total Liabilities	$1
Net Assets	$6,485,305

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Edmund And Mary Shea Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $505k (2024)

Expenses $710k (2024)

Total Assets $10.9M (2024)

Total Liabilities $10.2k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$505k (2024)

Expenses

$710k (2024)

Total Assets

$10.9M (2024)

Total Liabilities

$10.2k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001