Skip to content
ProPublica
Donate
ProPublica
Donate

Trust U/W Una E Sheldon

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$4.31k (2024)

Expenses
$7.02k (2024)

Total Assets
$114k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 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 April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,310
Expenses
$7,015
Net Income
-$2,705
Net Assets
$114,480
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,009
69.8%
Sales of Assets $987
22.9%
Other Income $314
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,527
78.8%
Compensation of Officers* $2,223
31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,480
Total Liabilities $0
Net Assets $114,480
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,223 $0

Document Links

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$3,306
Expenses
$9,672
Net Income
-$12,978
Net Assets
$116,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,497
Sales of Assets -$5,803
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,308
75.6%
Compensation of Officers* $2,728
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $116,031
Total Liabilities $0
Net Assets $116,031
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,728 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,064
Expenses
$8,825
Net Income
$17,239
Net Assets
$129,030
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,529
9.7%
Sales of Assets $23,535
90.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,830
77.4%
Compensation of Officers* $2,791
31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $129,030
Total Liabilities $0
Net Assets $129,030
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $2,791 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,112
Expenses
$7,540
Net Income
$1,572
Net Assets
$124,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,097
23.0%
Sales of Assets $7,015
77.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,606
74.4%
Compensation of Officers* $2,885
38.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $124,234
Total Liabilities $1
Net Assets $124,233
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,885 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,673
Expenses
$7,750
Net Income
$923
Net Assets
$108,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,742
31.6%
Sales of Assets $5,818
67.1%
Other Income $113
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,967
77.0%
Compensation of Officers* $2,826
36.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $108,294
Total Liabilities $1
Net Assets $108,293
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,826 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,445
Expenses
$8,399
Net Income
-$1,954
Net Assets
$109,852
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,443
37.9%
Sales of Assets $4,002
62.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,295
74.9%
Compensation of Officers* $2,786
33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $109,852
Total Liabilities $0
Net Assets $109,852
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,786 $0

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,122
Expenses
$7,514
Net Income
$3,608
Net Assets
$113,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,379
21.4%
Sales of Assets $8,743
78.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,779
76.9%
Compensation of Officers* $2,582
34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $113,722
Total Liabilities $0
Net Assets $113,722
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,582 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,296
Expenses
$7,362
Net Income
-$3,066
Net Assets
$110,178
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,360
54.9%
Sales of Assets $1,812
42.2%
Other Income $124
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,503
74.7%
Compensation of Officers* $2,909
39.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $110,178
Total Liabilities $0
Net Assets $110,178
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,909 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$806
Expenses
$7,566
Net Income
-$6,760
Net Assets
$111,464
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,760
> 100%
Sales of Assets -$2,036
Other Income $82
10.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,038
79.8%
Compensation of Officers* $2,366
31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $111,464
Total Liabilities $0
Net Assets $111,464
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,366 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,977
Expenses
$7,945
Net Income
$1,032
Net Assets
$118,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,813
31.3%
Sales of Assets $6,164
68.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,872
73.9%
Compensation of Officers* $2,440
30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $118,414
Total Liabilities $0
Net Assets $118,414
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $2,440 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,551
Expenses
$7,954
Net Income
$11,597
Net Assets
$117,780
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,988
15.3%
Sales of Assets $16,563
84.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,922
74.5%
Compensation of Officers* $2,818
35.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $117,780
Total Liabilities $0
Net Assets $117,780

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,457
Expenses
$6,755
Net Income
$4,702
Net Assets
$112,068
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,741
23.9%
Sales of Assets $8,729
76.2%
Other Income -$13
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,200
77.0%
Compensation of Officers* $2,261
33.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $112,068
Total Liabilities $0
Net Assets $112,068

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,061
Expenses
$7,182
Net Income
$1,879
Net Assets
$102,431
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,664
29.4%
Sales of Assets $6,529
72.1%
Other Income -$132
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,344
74.4%
Compensation of Officers* $2,103
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $102,431
Total Liabilities $0
Net Assets $102,431

Document Links

Fiscal Year Ending April
2011

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending April
2002

No Extracted Financial Data

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

Document Links

About 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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »