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Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344

Ballou Frederick D Et Al Ttee

Organization summary

Type of Nonprofit

Designated as a 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: Crime, Legal-Related / Crime Prevention N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$300k (2023)

Expenses
$417k (2023)

Total Assets
$2.91M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$300,211
Expenses
$417,000
Net Income
-$116,789
Net Assets
$2,908,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,958
19.3%
Sales of Assets $238,236
79.4%
Other Income $4,017
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $370,551
88.9%
Compensation of Officers* $16,780
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,908,017
Total Liabilities $0
Net Assets $2,908,017
Compensation
Key Employees and Officers Compensation Other
Wendy S Holding (Trustee) $13,494 $0
William Andrew Mims Resigning (Trustee) $3,286 $0
David Cuetos (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,603
Expenses
$405,728
Net Income
-$309,125
Net Assets
$3,024,806
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,813
52.6%
Sales of Assets $38,843
40.2%
Other Income $6,947
7.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $357,499
88.1%
Compensation of Officers* $28,146
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,024,806
Total Liabilities $0
Net Assets $3,024,806
Compensation
Key Employees and Officers Compensation Other
Wendy S Holding (Trustee) $14,073 $0
William Andrew Mims Resigning (Trustee) $14,073 $0
David Cuetos (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$376,721
Expenses
$386,123
Net Income
-$9,402
Net Assets
$3,333,931
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,017
11.4%
Sales of Assets $333,656
88.6%
Other Income $48
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $320,801
83.1%
Compensation of Officers* $29,552
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,333,931
Total Liabilities $0
Net Assets $3,333,931
Compensation
Key Employees and Officers Compensation Other
Wendy S Holding (Trustee) $14,776 $0
William Andrew Mims (Trustee) $14,776 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$872,991
Expenses
$348,998
Net Income
$523,993
Net Assets
$3,343,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,506
6.4%
Sales of Assets $817,059
93.6%
Other Income $426
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $302,721
86.7%
Compensation of Officers* $26,550
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 $3,343,333
Total Liabilities $1
Net Assets $3,343,332
Compensation
Key Employees and Officers Compensation Other
Wendy S Holding (Trustee) $13,275 $0
William Andrew Mims (Trustee) $6,915 $0
Gilbert M Roddy Jr (Trustee) $6,360 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$353,614
Expenses
$295,397
Net Income
$58,217
Net Assets
$2,819,339
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,117
17.3%
Sales of Assets $290,159
82.1%
Other Income $2,338
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $255,304
86.4%
Compensation of Officers* $20,563
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,819,340
Total Liabilities $1
Net Assets $2,819,339
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $10,282 $0
Wendy S Holding (Trustee) $10,281 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$380,310
Expenses
$277,760
Net Income
$102,550
Net Assets
$2,761,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,567
16.7%
Sales of Assets $314,945
82.8%
Other Income $1,798
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,319
86.2%
Compensation of Officers* $19,779
7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,761,123
Total Liabilities $0
Net Assets $2,761,123
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $9,890 $0
Wendy S Holding (Trustee) $9,889 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$347,177
Expenses
$249,953
Net Income
$97,224
Net Assets
$2,658,573
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,349
18.2%
Sales of Assets $278,824
80.3%
Other Income $5,004
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,823
85.5%
Compensation of Officers* $18,626
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,658,573
Total Liabilities $0
Net Assets $2,658,573
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $9,313 $0
Wendy S Holding (Trustee) $9,313 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$300,426
Expenses
$247,122
Net Income
$53,304
Net Assets
$2,561,349
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,988
19.6%
Sales of Assets $240,804
80.2%
Other Income $634
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $210,959
85.4%
Compensation of Officers* $18,082
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,561,349
Total Liabilities $0
Net Assets $2,561,349
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $9,041 $0
Wendy S Holding (Trustee) $9,041 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,746
Expenses
$185,186
Net Income
$66,560
Net Assets
$2,508,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $60,706
24.1%
Sales of Assets $190,020
75.5%
Other Income $1,008
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $147,415
79.6%
Compensation of Officers* $17,936
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,508,045
Total Liabilities $0
Net Assets $2,508,045
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $8,968 $0
Wendy S Holding (Trustee) $8,968 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$215,837
Expenses
$118,617
Net Income
$97,220
Net Assets
$2,441,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $61,104
28.3%
Sales of Assets $154,038
71.4%
Other Income $692
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,343
70.3%
Compensation of Officers* $17,694
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,441,485
Total Liabilities $0
Net Assets $2,441,485
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $8,847 $0
Wendy S Holding (Trustee) $8,847 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,157
Expenses
$199,933
Net Income
-$60,776
Net Assets
$2,344,265
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $60,622
43.6%
Sales of Assets $77,276
55.5%
Other Income $1,256
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,369
84.2%
Compensation of Officers* $16,116
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 $2,344,265
Total Liabilities $0
Net Assets $2,344,265
Compensation
Key Employees and Officers Compensation Other
Gilbert M Roddy Jr (Trustee) $8,058 $0
Wendy S Holding (Trustee) $8,058 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,808
Expenses
$170,097
Net Income
-$79,289
Net Assets
$2,405,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $67,658
74.5%
Sales of Assets $20,852
23.0%
Other Income $2,296
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,098
83.0%
Compensation of Officers* $14,792
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,405,041
Total Liabilities $1
Net Assets $2,405,040

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$100,574
Expenses
$266,905
Net Income
-$166,331
Net Assets
$2,484,329
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $66,690
66.3%
Sales of Assets $33,520
33.3%
Other Income $361
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,430
89.7%
Compensation of Officers* $14,382
5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,484,330
Total Liabilities $1
Net Assets $2,484,329

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2001

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 »

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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.
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  • 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.

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