Dt Margaret K Shenk Charitable Tr

Orlando, FL
Tax-exempt since May 2005
EIN: 25-6861459

Receive an email when new data is available for this organization.

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$62.4k (2024)

Expenses

$51.7k (2024)

Total Assets

$932k (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

$62,366

Expenses

$51,730

Net Income

$10,636

Net Assets

$931,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,470	36.0%
Sales of Assets	$39,001	62.5%
Other Income	$895	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,016	90.9%
Compensation of Officers*	$9,240	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$931,893
Total Liabilities	$0
Net Assets	$931,893

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$9,240	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$4,270

Expenses

$46,123

Net Income

-$50,393

Net Assets

$921,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$939
Dividends	$19,856
Sales of Assets	-$25,065
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,002	86.7%
Compensation of Officers*	$9,686	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$921,213
Total Liabilities	$0
Net Assets	$921,213

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$9,686	$0

990-PF

Filed on April 17, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$102,582

Expenses

$60,609

Net Income

$41,973

Net Assets

$971,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$458	0.4%
Dividends	$17,561	17.1%
Sales of Assets	$84,563	82.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,667	86.9%
Compensation of Officers*	$11,865	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$971,833
Total Liabilities	$0
Net Assets	$971,833

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$11,865	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$112,857

Expenses

$61,673

Net Income

$51,184

Net Assets

$930,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$190	0.2%
Dividends	$20,154	17.9%
Sales of Assets	$92,513	82.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,337	86.5%
Compensation of Officers*	$13,204	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$930,267
Total Liabilities	$0
Net Assets	$930,267

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$13,204	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$82,270

Expenses

$57,686

Net Income

$24,584

Net Assets

$878,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,388	22.4%
Sales of Assets	$63,882	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,044	90.2%
Compensation of Officers*	$10,617	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$878,900
Total Liabilities	$1
Net Assets	$878,899

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$10,617	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$38,438

Expenses

$58,458

Net Income

-$20,020

Net Assets

$854,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,004	67.7%
Sales of Assets	$12,434	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,899	78.5%
Compensation of Officers*	$11,458	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$854,759
Total Liabilities	$1
Net Assets	$854,758

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$11,458	$0

990-PF

Filed on May 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$55,429

Expenses

$59,107

Net Income

-$3,678

Net Assets

$874,811

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,986	45.1%
Sales of Assets	$30,443	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,673	77.3%
Compensation of Officers*	$11,490	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	$874,811
Total Liabilities	$0
Net Assets	$874,811

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee)	$11,490	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$68,504

Expenses

$56,869

Net Income

$11,635

Net Assets

$877,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$484	0.7%
Dividends	$21,499	31.4%
Sales of Assets	$46,521	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,692	76.8%
Compensation of Officers*	$11,365	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$877,545
Total Liabilities	$0
Net Assets	$877,545

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee / Part Time)	$11,365	$0

990-PF

Filed on April 23, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$93,074

Expenses

$57,677

Net Income

$35,397

Net Assets

$866,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,531	1.6%
Dividends	$25,870	27.8%
Sales of Assets	$64,567	69.4%
Other Income	$1,106	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,999	79.8%
Compensation of Officers*	$11,298	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$866,416
Total Liabilities	$0
Net Assets	$866,416

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee / Part Time)	$11,298	$0

990-PF

Filed on April 19, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$30,216

Expenses

$60,030

Net Income

-$29,814

Net Assets

$838,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$24,882	82.3%
Sales of Assets	$5,331	17.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,414	77.3%
Compensation of Officers*	$11,326	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$838,851
Total Liabilities	$0
Net Assets	$838,851

Compensation

Key Employees and Officers	Compensation	Other
Branch Banking And Trust Company (Trustee / Part Time)	$11,326	$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

$85,649

Expenses

$58,024

Net Income

$27,625

Net Assets

$861,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$27,807	32.5%
Sales of Assets	$57,839	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,603	78.6%
Compensation of Officers*	$11,645	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$861,464
Total Liabilities	$0
Net Assets	$861,464

Compensation

Key Employees and Officers	Compensation	Other
Susquehanna Trust And Investment Co (Trustee / Part Time)	$11,645	$0

990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$53,468

Expenses

$55,871

Net Income

-$2,403

Net Assets

$831,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$28,129	52.6%
Sales of Assets	$25,335	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,598	78.0%
Compensation of Officers*	$11,249	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$831,177
Total Liabilities	$0
Net Assets	$831,177

Compensation

Key Employees and Officers	Compensation	Other
Susquehanna Trust And Investment Co (Trustee / Part Time)	$11,249	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$56,884

Expenses

$57,309

Net Income

-$425

Net Assets

$836,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$29,382	51.7%
Sales of Assets	$27,493	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,514	81.2%
Compensation of Officers*	$11,230	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$836,916
Total Liabilities	$1
Net Assets	$836,915

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$69,674

Expenses

$55,461

Net Income

$14,213

Net Assets

$837,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$29,236	42.0%
Sales of Assets	$40,432	58.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,706	78.8%
Compensation of Officers*	$11,265	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	$837,345
Total Liabilities	$1
Net Assets	$837,344

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 »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Dt Margaret K Shenk Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $62.4k (2024)

Expenses $51.7k (2024)

Total Assets $932k (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

$62.4k (2024)

Expenses

$51.7k (2024)

Total Assets

$932k (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