Civic Intelligence

Shaftel Family Foundation Inc

EIN 22-3342427 • Morristown, NJ

320 Headquarters Plaza East TowerMorristown, NJ 07960
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

58%

Higher net margin than 77% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2025

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,105,130

Up $24,500 (+2.3%) from 2024

Liabilities

Down

$0

Down $346,134 (-100%) from 2024

Net Assets

Up

$1,105,130

Up $370,634 (+50%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin77th percentile

Revenue

Up

$637,310

Up $1,363 (+0.2%) from 2024

Expenses

Down

$266,676

Down $11,084 (-4.0%) from 2024

Net Income

Up

$370,634

Up $12,447 (+3.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $193,157Liabilities 2011: $20,6032011Assets 2012: $165,190Liabilities 2012: $28,6172012Assets 2013: $162,333Liabilities 2013: $10,6492013Assets 2014: $251,693Liabilities 2014: $5,0292014Assets 2015: $199,826Liabilities 2015: $26,5292015Assets 2019: $239,492Liabilities 2019: $02019Assets 2020: $161,444Liabilities 2020: $0Net Assets 2020: $161,4442020Assets 2021: $701,000Liabilities 2021: $0Net Assets 2021: $701,0002021Assets 2022: $2,719,461Liabilities 2022: $2,125,375Net Assets 2022: $594,0862022Assets 2023: $693,288Liabilities 2023: $316,979Net Assets 2023: $376,3092023Assets 2024: $1,080,630Liabilities 2024: $346,134Net Assets 2024: $734,4962024Assets 2025: $1,105,130Liabilities 2025: $0Net Assets 2025: $1,105,1302025

Highlighted filing

2025

Assets$1,105,130
Liabilities$0
Net Assets$1,105,130
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $135,924Expenses 2011: $122,123Net Income 2011: $13,8012011Revenue 2012: $96,065Expenses 2012: $127,252Net Income 2012: -$31,1872012Revenue 2013: $373,983Expenses 2013: $182,530Net Income 2013: $191,4532013Revenue 2014: $275,244Expenses 2014: $180,933Net Income 2014: $94,3112014Revenue 2015: $173,251Expenses 2015: $241,064Net Income 2015: -$67,8132015Revenue 2019: $133,040Expenses 2019: $219,023Net Income 2019: -$85,9832019Revenue 2020: $77,274Expenses 2020: $228,376Net Income 2020: -$151,1022020Revenue 2021: $691,731Expenses 2021: $230,379Net Income 2021: $461,3522021Revenue 2022: $66,581Expenses 2022: $252,850Net Income 2022: -$186,2692022Revenue 2023: -$37,083Expenses 2023: $180,694Net Income 2023: -$217,7772023Revenue 2024: $635,947Expenses 2024: $277,760Net Income 2024: $358,1872024Revenue 2025: $637,310Expenses 2025: $266,676Net Income 2025: $370,6342025

Highlighted filing

2025

Revenue$637,310
Expenses$266,676
Net Income$370,634
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,105,130
Liabilities
$0
Net assets
$1,105,130
Revenue
$637,310
Expenses
$266,676
Net income
$370,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.64$0.27$0.37
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.35$0.73$0.64$0.28$0.36
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.32$0.38$0.04$0.18$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.72$2.13$0.59$0.07$0.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.69$0.23$0.46
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.08$0.23$0.15
2019Summary only. Only limited summary data is available for this year.$0.24$0.00$0.13$0.22$0.09
2015Summary only. Only limited summary data is available for this year.$0.20$0.03$0.17$0.24$0.07
2014Summary only. Only limited summary data is available for this year.$0.25$0.01$0.28$0.18$0.09
2013Summary only. Only limited summary data is available for this year.$0.16$0.01$0.37$0.18$0.19
2012Summary only. Only limited summary data is available for this year.$0.17$0.03$0.10$0.13$0.03
2011Summary only. Only limited summary data is available for this year.$0.19$0.02$0.14$0.12$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEL SHAFTELPresident/Treasurer/Director-$0--
PAMELA SHAFTELVP/Secretary/Director-$0--
LAUREN SHAFTEL WILLIAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shaftel Family Foundation Inc
EIN
22-3342427
In Care Of
% GS WEALTH SERVICES LP
Phone
2128940220
Address
320 HEADQUARTERS PLAZA EAST TOWER, MORRISTOWN, NJ 07960

Signing Officer

Name
Mel Shaftel
Title
President
Phone
2128940220
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Christine DiIonna
Phone
2127733000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0320 HEADQUARTERS PLAZA EAST TOWER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MORRISTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007960
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GS WEALTH SERVICES LP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128940220
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MEL AND PAMELA SHAFTEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0259475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASH - SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0320 HEADQUARTERS PLAZA EAST TOWER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007960
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0259475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt054069
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0142139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0130612
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0187054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0198897
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0198897
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0714173
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0205606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0130612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0187054
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0259675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0205606
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0913070
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0707464
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt048041
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ISHARES BITCOIN TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0346134
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MS - OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt07000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEL SHAFTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128940220
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shaftel Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHAF
ReturnHeader/Filer/EIN0223342427
ReturnHeader/Filer/InCareOfNm0% GS WEALTH SERVICES LP
ReturnHeader/Filer/PhoneNum02128940220
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 HEADQUARTERS PLAZA EAST TOWER
ReturnHeader/Filer/USAddress/CityNm0MORRISTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007960
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02025-12-15T07:06:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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