Ligon Foundation

William H Shaw Jr Ttee

Marietta, GA
Tax-exempt since June 2007
EIN: 20-7307605

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$416k (2024)

Expenses

$250k (2024)

Total Assets

$2.08M (2024)

Total Liabilities

$845 (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

$416,292

Expenses

$249,752

Net Income

$166,540

Net Assets

$2,081,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,387	9.9%
Dividends	$32,548	7.8%
Sales of Assets	$275,389	66.2%
Other Income	$66,968	16.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,015	50.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,082,748
Total Liabilities	$845
Net Assets	$2,081,903

Compensation

Key Employees and Officers	Compensation	Other
Glenn H Shaw (Trustee)	$0	$0
Nancy Peterson Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 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

$196,672

Expenses

$371,220

Net Income

-$174,548

Net Assets

$1,911,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,683	3.9%
Dividends	$103,242	52.5%
Sales of Assets	$85,747	43.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,881	30.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,011,120
Total Liabilities	$100,000
Net Assets	$1,911,120

Compensation

Key Employees and Officers	Compensation	Other
Glenn H Shaw (Trustee)	$0	$0
Nancy Peterson Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 27, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$112,962

Expenses

$311,205

Net Income

-$198,243

Net Assets

$2,155,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,372	23.3%
Dividends	$90,834	80.4%
Sales of Assets	-$4,244
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,227	32.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,713,828
Total Liabilities	$558,143
Net Assets	$2,155,685

Compensation

Key Employees and Officers	Compensation	Other
Glenn H Shaw (Trustee)	$0	$0
Nancy Peterson Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$46,768

Expenses

$236,294

Net Income

-$189,526

Net Assets

$2,391,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,092	72.9%
Dividends	$11,731	25.1%
Sales of Assets	$945	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,391	40.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,391,911
Total Liabilities	$121
Net Assets	$2,391,790

Compensation

Key Employees and Officers	Compensation	Other
Glenn H Shaw (Trustee)	$0	$0
Nancy Peterson Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$60,675

Expenses

$283,271

Net Income

-$222,596

Net Assets

$2,581,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.6%
Interest Revenue	$63,634	> 100%
Dividends	$34,362	56.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,142	39.9%
Compensation of Officers*	$60,000	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,581,086
Total Liabilities	-$125
Net Assets	$2,581,211

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$60,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$109,013

Expenses

$231,635

Net Income

-$122,622

Net Assets

$2,072,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,840	24.6%
Dividends	$27,715	25.4%
Sales of Assets	$21,391	19.6%
Other Income	$33,067	30.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,445	52.9%
Compensation of Officers*	$60,000	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,072,349
Total Liabilities	$1
Net Assets	$2,072,348

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$60,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Sept. 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$202,035

Expenses

$276,033

Net Income

-$73,998

Net Assets

$2,117,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,284	6.1%
Dividends	$26,287	13.0%
Sales of Assets	$106,100	52.5%
Other Income	$57,364	28.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,610	50.9%
Compensation of Officers*	$60,000	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,118,648
Total Liabilities	$1,499
Net Assets	$2,117,149

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$60,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on July 15, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$106,527

Expenses

$344,210

Net Income

-$237,683

Net Assets

$2,186,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,894	25.2%
Dividends	$52,653	49.4%
Sales of Assets	-$69,789
Other Income	$96,769	90.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,900	46.7%
Compensation of Officers*	$60,000	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,187,443
Total Liabilities	$632
Net Assets	$2,186,811

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$60,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

-$234,017

Expenses

$438,830

Net Income

-$672,847

Net Assets

$2,397,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,571
Dividends	$52,148
Sales of Assets	-$307,468
Other Income	$10,732

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,932	53.1%
Compensation of Officers*	$90,000	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,472,852
Total Liabilities	$75,285
Net Assets	$2,397,567

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$90,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Feb. 1, 2018

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

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Fiscal Year Ending Dec.
2015

Revenue

-$322,557

Expenses

$244,773

Net Income

-$567,330

Net Assets

$3,070,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,575
Dividends	$95,613
Sales of Assets	-$508,024
Other Income	$76,279

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,709	87.7%
Compensation of Officers*	$90,000	36.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,174,198
Total Liabilities	$103,784
Net Assets	$3,070,414

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$90,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Sept. 14, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$213,849

Expenses

$301,728

Net Income

-$87,879

Net Assets

$3,637,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,662	6.4%
Dividends	$159,881	74.8%
Sales of Assets	$34,586	16.2%
Other Income	$5,720	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,633	89.4%
Compensation of Officers*	$95,000	31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,665,694
Total Liabilities	$27,950
Net Assets	$3,637,744

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$95,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

-$319,148

Expenses

$241,275

Net Income

-$560,423

Net Assets

$3,725,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,915
Dividends	$153,027
Sales of Assets	-$484,714
Other Income	$1,624

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,481	85.2%
Compensation of Officers*	$95,000	39.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,822,158
Total Liabilities	$96,535
Net Assets	$3,725,623

Compensation

Key Employees and Officers	Compensation	Other
Nancy Peterson Shaw (Trustee)	$95,000	$0
Glenn H Shaw (Trustee)	$0	$0
William H Shaw Iii (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$528,377

Expenses

$250,923

Net Income

$277,454

Net Assets

$4,286,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$388	0.1%
Dividends	$74,559	14.1%
Sales of Assets	$452,830	85.7%
Other Income	$600	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,949	87.3%
Compensation of Officers*	$95,000	37.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,357,628
Total Liabilities	$71,582
Net Assets	$4,286,046

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$60,279

Expenses

$307,335

Net Income

-$247,056

Net Assets

$4,008,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96	0.2%
Dividends	$129,506	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,318	87.6%
Compensation of Officers*	$99,000	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,026,542
Total Liabilities	$17,950
Net Assets	$4,008,592

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 Feb.
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 Feb.
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 Feb.
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

PDF (2 of 2)

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Ligon Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $416k (2024)

Expenses $250k (2024)

Total Assets $2.08M (2024)

Total Liabilities $845 (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

990-T

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

Revenue

$416k (2024)

Expenses

$250k (2024)

Total Assets

$2.08M (2024)

Total Liabilities

$845 (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 Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008