John T Shea Tr Uw Residuary Tr K A John T & Mina Shea Memrl Fund

Norwich, NY
Tax-exempt since Dec. 1970
EIN: 15-6015718

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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

$34.2k (2024)

Expenses

$47.3k (2024)

Total Assets

$496k (2024)

Total Liabilities

$0 (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

$34,188

Expenses

$47,320

Net Income

-$13,132

Net Assets

$496,203

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,599	66.1%
Sales of Assets	$11,589	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,351	76.8%
Compensation of Officers*	$11,083	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$496,203
Total Liabilities	$0
Net Assets	$496,203

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$11,083	$0

990-PF

Filed on May 6, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$30,637

Expenses

$48,575

Net Income

-$17,938

Net Assets

$509,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,579	70.4%
Sales of Assets	$8,872	29.0%
Other Income	$186	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,738	79.7%
Compensation of Officers*	$10,334	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,331
Total Liabilities	$0
Net Assets	$509,331

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,334	$0

990-PF

Filed on May 7, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$27,223

Expenses

$58,440

Net Income

-$31,217

Net Assets

$527,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,381	74.9%
Sales of Assets	$6,842	25.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,187	80.7%
Compensation of Officers*	$10,970	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$527,230
Total Liabilities	$0
Net Assets	$527,230

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,970	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$58,311

Expenses

$45,218

Net Income

$13,093

Net Assets

$558,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,995	34.3%
Sales of Assets	$38,316	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,402	73.9%
Compensation of Officers*	$11,922	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$558,586
Total Liabilities	$0
Net Assets	$558,586

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$11,922	$0

990-PF

Filed on May 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$42,100

Expenses

$43,435

Net Income

-$1,335

Net Assets

$545,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,981	40.3%
Sales of Assets	$24,990	59.4%
Other Income	$129	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,296	76.7%
Compensation of Officers*	$10,365	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,580
Total Liabilities	$1
Net Assets	$545,579

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,365	$0

990-PF

Filed on May 6, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$25,452

Expenses

$47,738

Net Income

-$22,286

Net Assets

$547,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,272	83.6%
Sales of Assets	$4,180	16.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,105	77.7%
Compensation of Officers*	$10,470	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$547,169
Total Liabilities	$1
Net Assets	$547,168

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,470	$0

990-PF

Filed on May 5, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$54,099

Expenses

$53,588

Net Income

$511

Net Assets

$569,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,743	38.3%
Sales of Assets	$33,356	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,047	80.3%
Compensation of Officers*	$10,895	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,347
Total Liabilities	$0
Net Assets	$569,347

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,895	$0

990-PF

Filed on May 5, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$19,846

Expenses

$35,909

Net Income

-$16,063

Net Assets

$568,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,826	94.9%
Sales of Assets	$1,020	5.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,983	72.4%
Compensation of Officers*	$10,576	29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$568,963
Total Liabilities	$0
Net Assets	$568,963

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,576	$0

990-PF

Filed on May 4, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$26,297

Expenses

$55,295

Net Income

-$28,998

Net Assets

$585,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,909	71.9%
Sales of Assets	$7,388	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,523	82.3%
Compensation of Officers*	$10,124	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$585,605
Total Liabilities	$0
Net Assets	$585,605

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,124	$0

990-PF

Filed on May 6, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$25,267

Expenses

$27,894

Net Income

-$2,627

Net Assets

$614,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,860	74.6%
Sales of Assets	$6,407	25.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,607	63.1%
Compensation of Officers*	$10,453	37.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,619
Total Liabilities	$0
Net Assets	$614,619

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,453	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$50,044

Expenses

$69,494

Net Income

-$19,450

Net Assets

$616,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$21,914	43.8%
Sales of Assets	$28,129	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,838	83.2%
Compensation of Officers*	$12,717	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$616,992
Total Liabilities	$0
Net Assets	$616,992

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$12,717	$0

990-PF

Filed on May 4, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$23,079

Expenses

$30,213

Net Income

-$7,134

Net Assets

$636,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,382	79.6%
Sales of Assets	$4,697	20.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,334	67.3%
Compensation of Officers*	$10,434	34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$636,442
Total Liabilities	$0
Net Assets	$636,442

Compensation

Key Employees and Officers	Compensation	Other
Nbt Bank Na (Trustee)	$10,434	$0

990-PF

Filed on May 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$50,113

Expenses

$51,864

Net Income

-$1,751

Net Assets

$653,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$25,905	51.7%
Sales of Assets	$24,206	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,652	82.2%
Compensation of Officers*	$10,050	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,153
Total Liabilities	$1
Net Assets	$653,152

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,954

Expenses

$44,498

Net Income

-$24,544

Net Assets

$654,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$16,181	81.1%
Sales of Assets	$3,771	18.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,251	79.2%
Compensation of Officers*	$10,156	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$654,904
Total Liabilities	$1
Net Assets	$654,903

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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 Dec.
2009

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 Dec.
2008

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 Dec.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990

Primary tax return for a nonprofit’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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

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.

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

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Updated March 23, 2026

John T Shea Tr Uw Residuary Tr K A John T & Mina Shea Memrl Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $34.2k (2024)

Expenses $47.3k (2024)

Total Assets $496k (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 Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$34.2k (2024)

Expenses

$47.3k (2024)

Total Assets

$496k (2024)

Total Liabilities

$0 (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