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  5. SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC.

SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. - Florida Company Profile

Company Details

Entity Name: SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 01 Oct 1986 (39 years ago)
Last Event: AMENDMENT
Event Date Filed: 24 Jul 2015 (10 years ago)
Document Number: N17081
FEI/EIN Number 592775992

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957, US
Mail Address: P O BOX 1580, SANIBEL, FL, 33957, US
ZIP code: 33957
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM 2019 592775992 2020-11-03 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL CAPITVA ROAD, PO BOX 1580, SANIBEL, FL, 339571580

Signature of
Role Plan administrator
Date 2020-11-03
Name of individual signing JOAN KEARNEY
Valid signature Filed with authorized/valid electronic signature
THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM 2018 592775992 2019-06-04 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 339573111

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing JOAN KEARNEY
Valid signature Filed with authorized/valid electronic signature
THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM 2017 592775992 2018-03-26 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Plan sponsor’s DBA name THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 339573111

Signature of
Role Plan administrator
Date 2018-03-26
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-26
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
THE BAILEY-MATTHEWS NATIONAL SHELL MUSEUM 2016 592775992 2017-07-18 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY MATTHEWS NATIONAL SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 339573111

Signature of
Role Plan administrator
Date 2017-07-18
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
THE BAILEY-MATTHEWS SHELL MUSEUM DC BENEFIT PLAN 2015 592775992 2016-07-29 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY-MATTHEWS SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 339573111

Signature of
Role Plan administrator
Date 2016-07-29
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-29
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
THE BAILEY-MATTHEWS SHELL MUSEUM DC BENEFIT PLAN 2014 592775992 2015-07-27 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY-MATTHEWS SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL-CAPTIVA RD., SANIBEL, FL, 33957

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-27
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
THE BAILEY-MATTHEWS SHELL MUSEUM DC BENEFIT PLAN 2013 592775992 2014-10-30 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2010-01-01
Business code 611000
Sponsor’s telephone number 2393952233
Plan sponsor’s DBA name THE BAILEY-MATTHEWS SHELL MUSEUM
Plan sponsor’s address 3075 SANIBEL-CAPTIVA RD., SANIBEL, FL, 33957

Signature of
Role Plan administrator
Date 2014-10-30
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-30
Name of individual signing WILLIAM BROWN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Marquardt Megan Treasurer 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957
Grogman Roger Secretary 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957
Beckmann Clair Vice President 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957
Shaffer Laura President 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957
Ankerson Sam Director 3075 Sanibel Captiva Road, SANIBEL, FL, 33957
Ankerson Sam Agent 3075 SANIBEL-CAPTIVA RD., SANIBEL, FL, 33957

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000053580 THE NAUTILUS ACTIVE 2021-04-19 2026-12-31 - 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957
G14000046028 THE BAILEY-MATTHEWS NATIONAL SHELL MUSEUM EXPIRED 2014-05-08 2024-12-31 - 3075 SAN CAP RD, SANIBEL, FL, 33957
G14000046036 NATIONAL SHELL MUSEUM EXPIRED 2014-05-08 2024-12-31 - 3075 SAN CAP RD, SANIBEL, FL, 33957

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2023-06-14 3075 SANIBEL CAPTIVA RD, SANIBEL, FL 33957 -
REGISTERED AGENT NAME CHANGED 2021-03-04 Ankerson, Sam -
CHANGE OF PRINCIPAL ADDRESS 2020-11-20 3075 SANIBEL CAPTIVA RD, SANIBEL, FL 33957 -
AMENDMENT 2015-07-24 - -
REGISTERED AGENT ADDRESS CHANGED 2006-07-24 3075 SANIBEL-CAPTIVA RD., SANIBEL, FL 33957 -
RESTATED ARTICLES 2006-06-22 - -
RESTATED ARTICLES 1998-05-26 - -
AMENDMENT 1994-12-19 - -
NAME CHANGE AMENDMENT 1989-07-03 SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC. -
AMENDMENT 1987-05-04 - -

Documents

Name Date
ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2024-04-10
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-04-29
AMENDED ANNUAL REPORT 2021-05-20
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-06-29
ANNUAL REPORT 2019-02-19
ANNUAL REPORT 2018-02-15
ANNUAL REPORT 2017-01-09

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-2775992 Corporation Unconditional Exemption 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957-3111 1987-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2022-12
Asset 10,000,000 to 49,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 11405595
Income Amount 4372052
Form 990 Revenue Amount 2249021
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name SHELL MUSEUM AND EDUCATIONAL FOUNDATION INC
EIN 59-2775992
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8248377000 2020-04-08 0455 PPP 3075 SANIBEL CAPTIVA RD, SANIBEL, FL, 33957-3111
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 171500
Loan Approval Amount (current) 171500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317474
Servicing Lender Name Sanibel Captiva Community Bank
Servicing Lender Address 2475 Library Way, SANIBEL, FL, 33957-3215
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SANIBEL, LEE, FL, 33957-3111
Project Congressional District FL-19
Number of Employees 19
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 317474
Originating Lender Name Sanibel Captiva Community Bank
Originating Lender Address SANIBEL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 172609.99
Forgiveness Paid Date 2020-12-03

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Companies related by address

No other companies in our directory share the same address as SHELL MUSEUM AND EDUCATIONAL FOUNDATION, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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