Civic Intelligence

Shelfer Memorial Trust

EIN 65-6238700 • Quincy, FL

205 N Madison StreetQuincy, FL 32351-2444
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

78th percentile

27%

Higher net margin than 78% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2025

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

128%

Faster revenue growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$560,221

Up $15,432 (+2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$560,221

Up $15,432 (+2.8%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin78th percentile

Revenue

Up

$58,798

Up $32,965 (+128%) from 2024

Expenses

Up

$42,701

Up $6,999 (+20%) from 2024

Net Income

Up

$16,097

Up $25,966 (+263%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $686,629Liabilities 2011: $13,9222011Assets 2012: $661,375Liabilities 2012: $02012Assets 2013: $628,396Liabilities 2013: $2692013Assets 2014: $621,255Liabilities 2014: $0Net Assets 2014: $621,2552014Assets 2015: $618,946Liabilities 2015: $0Net Assets 2015: $618,9462015Assets 2016: $599,993Liabilities 2016: $0Net Assets 2016: $599,9932016Assets 2017: $593,961Liabilities 2017: $0Net Assets 2017: $593,9612017Assets 2018: $596,104Liabilities 2018: $0Net Assets 2018: $596,1042018Assets 2019: $594,953Liabilities 2019: $0Net Assets 2019: $594,9532019Assets 2020: $593,174Liabilities 2020: $0Net Assets 2020: $593,1742020Assets 2021: $589,386Liabilities 2021: $0Net Assets 2021: $589,3862021Assets 2022: $593,360Liabilities 2022: $0Net Assets 2022: $593,3602022Assets 2023: $554,818Liabilities 2023: $0Net Assets 2023: $554,8182023Assets 2024: $544,789Liabilities 2024: $0Net Assets 2024: $544,7892024Assets 2025: $560,221Liabilities 2025: $0Net Assets 2025: $560,2212025

Highlighted filing

2025

Assets$560,221
Liabilities$0
Net Assets$560,221
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2011: $30,801Expenses 2011: $39,188Net Income 2011: -$8,3872011Revenue 2012: $27,440Expenses 2012: $38,772Net Income 2012: -$11,3322012Revenue 2013: $24,254Expenses 2013: $57,502Net Income 2013: -$33,2482013Revenue 2014: $30,326Expenses 2014: $37,198Net Income 2014: -$6,8722014Revenue 2015: $41,760Expenses 2015: $44,069Net Income 2015: -$2,3092015Revenue 2016: $24,674Expenses 2016: $43,627Net Income 2016: -$18,9532016Revenue 2017: $32,726Expenses 2017: $39,037Net Income 2017: -$6,3112017Revenue 2018: $41,060Expenses 2018: $37,718Net Income 2018: $3,3422018Revenue 2019: $39,568Expenses 2019: $39,978Net Income 2019: -$4102019Revenue 2020: $35,625Expenses 2020: $37,404Net Income 2020: -$1,7792020Revenue 2021: $35,958Expenses 2021: $39,451Net Income 2021: -$3,4932021Revenue 2022: $44,571Expenses 2022: $40,322Net Income 2022: $4,2492022Revenue 2023: $11,688Expenses 2023: $48,437Net Income 2023: -$36,7492023Revenue 2024: $25,833Expenses 2024: $35,702Net Income 2024: -$9,8692024Revenue 2025: $58,798Expenses 2025: $42,701Net Income 2025: $16,0972025

Highlighted filing

2025

Revenue$58,798
Expenses$42,701
Net Income$16,097
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$560,221
Liabilities
$0
Net assets
$560,221
Revenue
$58,798
Expenses
$42,701
Net income
$16,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.59$0.43$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.26$0.36$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.12$0.48$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.45$0.40$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$0.36$0.39$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.36$0.37$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.40$0.40$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.96$0.00$5.96$0.41$0.38$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.33$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.25$0.44$0.19
2015Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.42$0.44$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.30$0.37$0.07
2013Summary only. Only limited summary data is available for this year.$6.28$0.00$0.24$0.58$0.33
2012Summary only. Only limited summary data is available for this year.$6.61$0.00$0.27$0.39$0.11
2011Summary only. Only limited summary data is available for this year.$6.87$0.14$0.31$0.39$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY ANN RODGERSTrustee-$0--
JAMES L RODGERS JRTrustee-$0--
JOHN HARVARDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shelfer Memorial Trust
EIN
65-6238700
Phone
8502249008
Address
205 N MADISON STREET, QUINCY, FL 32351-2444

Signing Officer

Name
Betty Ann Rodgers
Title
Trustee
Phone
8502249008
Signed
2025-09-16

Preparer

Firm
Harvard & Associates CPA Pa
Address
1408 N PIEDMONT WAY, TALLAHASSEE, FL 32308
Preparer
Steven B Liedy CPA
Phone
8502249008
Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32018-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62024-10
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc04295.69 SH OW CREDIT INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1440.15 SH OW ALL CAP CORE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25141.03 SH OW FIXED INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3869.21 SH OW LARGE CAP STRATEGIES FU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4234.31 SH OW ALL CAP CORE FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5272.12 SH OW SMALL & MIDCAP STRAT FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6759.00 SH OW LARGE CAP STRATEGIES FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7242.41 SH OW SMALL & MIDCAP STRAT FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc810919.84 SH OW FIXED INCOME FUND
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42025-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62025-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-8039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14914
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-148
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0175646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1265380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0229174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1406020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2143804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0OLD WESTBURY ALL CAP CORE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OLD WESTBURY CREDIT INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2OLD WESTBURY FIXED INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3OLD WESTBURY LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4OLD WESTBURY SMALL & MID CAP FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt08802
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt049930
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt058798
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt049908
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036655
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08802
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08802
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016097
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0306896
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0221
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016097
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0665
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0560886
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0544789
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0560221
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039883
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039883
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039883
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0814
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0544789
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0252
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03962
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03962
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0544789
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BETTY ANN RODGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES L RODGERS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN HARVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1205 N MADISON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21408 NORTH PIEDMONT WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1QUINCY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232308
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt036655
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt036655
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt01408 NORTH PIEDMONT WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt01408 NORTH PIEDMONT WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TALLAHASSEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032308
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN HARVARD CPA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0HARVARD & ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/PhoneNum08502249008
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MEN'S BASKETBALL PROG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE WOMEN'S BASKETBALL PR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEMINOLE BOOSTERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEMINOLE BOOSTERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0403 STADIUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1403 STADIUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0BLDG C SUITE 5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1BLDG C SUITE 5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132304
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036655
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/AppliedToCurrentYearAmt035529
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01126
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039883
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036655
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04354
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01126
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0665
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAXES PAID
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt066
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BESSEMER TRUST CO INVESTMENT SVC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0221
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY ANN RODGERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08502249008
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELFER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0656238700
ReturnHeader/Filer/PhoneNum08502249008
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 N MADISON STREET
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0323512444
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261453821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARVARD & ASSOCIATES CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01408 N PIEDMONT WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032308
ReturnHeader/PreparerPersonGrp/PhoneNum08502249008
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B LIEDY CPA
ReturnHeader/ReturnTs02025-09-16T15:45:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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