Isabella M Sheldon Tr Ua 060848

Chicago, IL
Tax-exempt since July 1986
EIN: 13-6866947

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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

$2.31M (2024)

Expenses

$2.01M (2024)

Total Assets

$26.2M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Years with multiple filings

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

$2,314,633

Expenses

$2,006,924

Net Income

$307,709

Net Assets

$26,210,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,132,772	48.9%
Sales of Assets	$1,181,861	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,812,201	90.3%
Compensation of Officers*	$217,146	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,210,825
Total Liabilities	$0
Net Assets	$26,210,825

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$217,146	$0

990-PF

Filed on May 7, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,435,357

Expenses

$2,039,314

Net Income

-$603,957

Net Assets

$25,946,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$821,467	57.2%
Sales of Assets	$613,890	42.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,872,350	91.8%
Compensation of Officers*	$192,151	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,946,215
Total Liabilities	$0
Net Assets	$25,946,215

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$192,151	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$707,485

Expenses

$2,163,070

Net Income

-$1,455,585

Net Assets

$26,556,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$876,065	> 100%
Sales of Assets	-$168,619
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,034,651	94.1%
Compensation of Officers*	$140,667	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,556,307
Total Liabilities	$0
Net Assets	$26,556,307

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$140,667	$0

990-PF

Filed on July 6, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2022

Revenue

$2,314,861

Expenses

$1,944,415

Net Income

$370,446

Net Assets

$28,053,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,150,077	49.7%
Sales of Assets	$1,164,784	50.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,747,370	89.9%
Compensation of Officers*	$202,747	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,053,725
Total Liabilities	$0
Net Assets	$28,053,725

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$202,747	$0

990-PF

Filed on Sept. 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2021

Revenue

$2,088,964

Expenses

$1,825,530

Net Income

$263,434

Net Assets

$27,683,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$711,303	34.1%
Sales of Assets	$1,377,661	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,676,540	91.8%
Compensation of Officers*	$175,953	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,683,283
Total Liabilities	$1
Net Assets	$27,683,282

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$175,953	$0

990-PF

Filed on Aug. 4, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2020

Revenue

$1,385,033

Expenses

$1,805,480

Net Income

-$420,447

Net Assets

$27,419,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$798,960	57.7%
Sales of Assets	$586,073	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,644,920	91.1%
Compensation of Officers*	$163,709	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,419,849
Total Liabilities	$1
Net Assets	$27,419,848

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$163,709	$0

990-PF

Filed on Aug. 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$1,429,811

Expenses

$1,802,634

Net Income

-$372,823

Net Assets

$27,840,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$620,624	43.4%
Sales of Assets	$809,187	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,670,907	92.7%
Compensation of Officers*	$159,139	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,840,294
Total Liabilities	$1
Net Assets	$27,840,293

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$159,139	$0

990-PF

Filed on Feb. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2018

Revenue

$1,037,891

Expenses

$1,646,582

Net Income

-$608,691

Net Assets

$28,213,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$709,148	68.3%
Sales of Assets	$328,482	31.6%
Other Income	$261	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,540,943	93.6%
Compensation of Officers*	$146,084	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,213,640
Total Liabilities	$0
Net Assets	$28,213,640

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$146,084	$0

990-PF

Filed on Aug. 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2017

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

PDF

Fiscal Year Ending March
2016

Revenue

$704,163

Expenses

$1,797,544

Net Income

-$1,093,381

Net Assets

$28,808,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$637,652	90.6%
Sales of Assets	$47,524	6.7%
Other Income	$18,987	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,695,648	94.3%
Compensation of Officers*	$144,823	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,808,577
Total Liabilities	$0
Net Assets	$28,808,577

990-PF

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

PDF

Fiscal Year Ending March
2015

Revenue

$1,154,182

Expenses

$1,814,781

Net Income

-$660,599

Net Assets

$29,963,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$734,238	63.6%
Sales of Assets	$415,480	36.0%
Other Income	$4,464	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,586,073	87.4%
Compensation of Officers*	$137,412	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,963,721
Total Liabilities	$0
Net Assets	$29,963,721

990-PF

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

PDF

Fiscal Year Ending March
2014

Revenue

$4,385,496

Expenses

$1,752,184

Net Income

$2,633,312

Net Assets

$29,754,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$685,028	15.6%
Sales of Assets	$3,714,652	84.7%
Other Income	-$14,184

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,559,163	89.0%
Compensation of Officers*	$148,825	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,754,469
Total Liabilities	$0
Net Assets	$29,754,469

990-PF

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

PDF

Fiscal Year Ending March
2013

Revenue

$1,938,619

Expenses

$1,726,826

Net Income

$211,793

Net Assets

$29,485,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$551,329	28.4%
Sales of Assets	$1,378,855	71.1%
Other Income	$8,435	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,578,167	91.4%
Compensation of Officers*	$141,631	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,485,930
Total Liabilities	$0
Net Assets	$29,485,930

990-PF

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

PDF

Fiscal Year Ending March
2012

Revenue

$1,373,409

Expenses

$1,708,440

Net Income

-$335,031

Net Assets

$29,275,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$340	0.0%
Dividends	$540,281	39.3%
Sales of Assets	$828,282	60.3%
Other Income	$4,506	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,590,554	93.1%
Compensation of Officers*	$142,835	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,275,366
Total Liabilities	$1
Net Assets	$29,275,365

990-PF

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

PDF

Fiscal Year Ending March
2011

Revenue

$637,910

Expenses

$1,734,331

Net Income

-$1,096,421

Net Assets

$29,603,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191	0.0%
Dividends	$563,643	88.4%
Sales of Assets	$74,076	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,585,820	91.4%
Compensation of Officers*	$170,729	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,603,541
Total Liabilities	$0
Net Assets	$29,603,541

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated September 25, 2025

Isabella M Sheldon Tr Ua 060848

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.31M (2024)

Expenses $2.01M (2024)

Total Assets $26.2M (2024)

Total Liabilities $0 (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

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$2.31M (2024)

Expenses

$2.01M (2024)

Total Assets

$26.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

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2010

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2009

Fiscal Year Ending March
2008

Fiscal Year Ending March
2007

Fiscal Year Ending March
2006

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2005

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2004

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2003

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2002