W M Jordan Company Charitable Foundation

Shelton Tom Ttee

Newport News, VA
Tax-exempt since Aug. 1997
EIN: 54-6407107

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$14.8k (2024)

Expenses

$48.6k (2024)

Total Assets

$290k (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

$14,786

Expenses

$48,625

Net Income

-$33,839

Net Assets

$290,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$7,912	53.5%
Sales of Assets	$6,867	46.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,750	98.2%
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	$290,155
Total Liabilities	$0
Net Assets	$290,155

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on Feb. 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$162,844

Expenses

$176,884

Net Income

-$14,040

Net Assets

$327,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	12.3%
Interest Revenue	$7	0.0%
Dividends	$15,403	9.5%
Sales of Assets	$127,434	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,000	99.5%
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	$327,991
Total Liabilities	$0
Net Assets	$327,991

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on March 6, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$36,228

Expenses

$14,772

Net Income

$21,456

Net Assets

$341,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	55.2%
Interest Revenue	$4	0.0%
Dividends	$15,938	44.0%
Sales of Assets	$286	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,000	94.8%
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	$341,359
Total Liabilities	$0
Net Assets	$341,359

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on May 26, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2021

Revenue

$109,110

Expenses

$61,395

Net Income

$47,715

Net Assets

$321,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	41.2%
Interest Revenue	$2	0.0%
Dividends	$14,098	12.9%
Sales of Assets	$49,870	45.7%
Other Income	$140	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	97.7%
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	$321,721
Total Liabilities	$0
Net Assets	$321,721

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on May 12, 2022

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

View Filing

Schedules ▼

XML

990-T

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

PDF

Fiscal Year Ending Dec.
2020

Revenue

$41,032

Expenses

$84,938

Net Income

-$43,906

Net Assets

$274,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	> 100%
Interest Revenue	$6	0.0%
Dividends	$13,407	32.7%
Sales of Assets	$0
Other Income	$97	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,500	98.3%
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	$274,006
Total Liabilities	$1
Net Assets	$274,005

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on Oct. 27, 2021

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

View Filing

Schedules ▼

PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2019

Revenue

$123,589

Expenses

$142,507

Net Income

-$18,918

Net Assets

$317,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	97.1%
Interest Revenue	$123	0.1%
Dividends	$13,604	11.0%
Sales of Assets	$0
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	98.2%
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	$317,912
Total Liabilities	$1
Net Assets	$317,911

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on July 29, 2020

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

View Filing

Schedules ▼

PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$113,844

Expenses

$101,004

Net Income

$12,840

Net Assets

$289,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	> 100%
Interest Revenue	$94	0.1%
Dividends	$12,441	10.9%
Sales of Assets	-$19,058
Other Income	$367	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,700	96.7%
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	$289,430
Total Liabilities	$0
Net Assets	$289,430

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2019

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

View Filing

Schedules ▼

PDF XML

990-T

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$112,324

Expenses

$96,248

Net Income

$16,076

Net Assets

$276,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	89.0%
Interest Revenue	$99	0.1%
Dividends	$11,687	10.4%
Sales of Assets	$489	0.4%
Other Income	$49	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,800	98.5%
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	$276,590
Total Liabilities	$0
Net Assets	$276,590

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on July 12, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$270,457

Expenses

$268,275

Net Income

$2,182

Net Assets

$260,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$260,000	96.1%
Interest Revenue	$159	0.1%
Dividends	$10,180	3.8%
Sales of Assets	$52	0.0%
Other Income	$66	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,900	99.5%
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	$260,514
Total Liabilities	$0
Net Assets	$260,514

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on June 27, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$292,079

Expenses

$265,789

Net Income

$26,290

Net Assets

$258,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$280,000	95.9%
Interest Revenue	$125	0.0%
Dividends	$9,742	3.3%
Sales of Assets	$1,909	0.7%
Other Income	$303	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,700	99.6%
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	$258,332
Total Liabilities	$0
Net Assets	$258,332

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on May 10, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$178,559

Expenses

$264,889

Net Income

-$86,330

Net Assets

$232,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$160,000	89.6%
Interest Revenue	$81	0.0%
Dividends	$18,292	10.2%
Sales of Assets	$186	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,950	99.6%
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	$234,122
Total Liabilities	$2,080
Net Assets	$232,042

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$105,769

Expenses

$41,689

Net Income

$64,080

Net Assets

$318,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	85.1%
Interest Revenue	$247	0.2%
Dividends	$7,821	7.4%
Sales of Assets	$7,701	7.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,450	97.0%
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	$318,372
Total Liabilities	$0
Net Assets	$318,372

Compensation

Key Employees and Officers	Compensation	Other
John R Lawson (Trustee)	$0	$0
Thomas M Shelton (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$88,468

Expenses

$97,771

Net Income

-$9,303

Net Assets

$254,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$80,000	90.4%
Interest Revenue	$34	0.0%
Dividends	$3,893	4.4%
Sales of Assets	$4,541	5.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,700	99.9%
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	$254,292
Total Liabilities	$0
Net Assets	$254,292

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$187,127

Expenses

$116,150

Net Income

$70,977

Net Assets

$259,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180,000	96.2%
Interest Revenue	$49	0.0%
Dividends	$7,078	3.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,150	100%
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	$259,119
Total Liabilities	$0
Net Assets	$259,119

990-PF

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

PDF

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W M Jordan Company Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.8k (2024)

Expenses $48.6k (2024)

Total Assets $290k (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

Revenue

$14.8k (2024)

Expenses

$48.6k (2024)

Total Assets

$290k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001