Henry K Sheldon Memorial Fund Trust & Accumulated Fund Trust

Dallas, TX
Tax-exempt since Aug. 1936
EIN: 06-6026048

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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.

Donations to this organization are tax deductible.

Revenue

$45.4k (2025)

Expenses

$26.2k (2025)

Total Assets

$406k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 Oct.
2025

Revenue

$45,379

Expenses

$26,225

Net Income

$19,154

Net Assets

$405,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,174	24.6%
Sales of Assets	$34,205	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,729	94.3%
Compensation of Officers*	$249	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$405,759
Total Liabilities	$0
Net Assets	$405,759

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$249	$0

990-PF

Filed on Jan. 31, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2024

Revenue

$14,752

Expenses

$21,041

Net Income

-$6,289

Net Assets

$389,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,072	68.3%
Sales of Assets	$3,940	26.7%
Other Income	$740	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,895	94.6%
Compensation of Officers*	$241	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,377
Total Liabilities	$0
Net Assets	$389,377

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$241	$0

990-PF

Filed on Jan. 23, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

-$3,515

Expenses

$19,146

Net Income

-$22,661

Net Assets

$380,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,585
Sales of Assets	-$12,100
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,140	84.3%
Compensation of Officers*	$209	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$380,516
Total Liabilities	$0
Net Assets	$380,516

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$209	$0

990-PF

Filed on Jan. 31, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$69,646

Expenses

$27,734

Net Income

$41,912

Net Assets

$390,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,054	11.6%
Sales of Assets	$61,592	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,450	95.4%
Compensation of Officers*	$156	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,878
Total Liabilities	$0
Net Assets	$390,878

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$156	$0

990-PF

Filed on Feb. 2, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2021

Revenue

$27,362

Expenses

$20,275

Net Income

$7,087

Net Assets

$414,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,712	24.5%
Sales of Assets	$20,650	75.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,226	94.8%
Compensation of Officers*	$111	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,550
Total Liabilities	$0
Net Assets	$414,550

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$111	$0

990-PF

Filed on Feb. 18, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$25,627

Expenses

$19,728

Net Income

$5,899

Net Assets

$359,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,652	29.9%
Sales of Assets	$17,872	69.7%
Other Income	$103	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,897	95.8%
Compensation of Officers*	$143	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,832
Total Liabilities	$1
Net Assets	$359,831

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$143	$0

990-PF

Filed on Feb. 19, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$20,572

Expenses

$20,030

Net Income

$542

Net Assets

$355,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,555	36.7%
Sales of Assets	$13,017	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,828	89.0%
Compensation of Officers*	$159	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,569
Total Liabilities	$0
Net Assets	$355,569

990-PF

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

PDF

Fiscal Year Ending Oct.
2018

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 Oct.
2017

Revenue

$13,869

Expenses

$12,752

Net Income

$1,117

Net Assets

$340,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,678	55.4%
Sales of Assets	$6,191	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,917	93.5%
Compensation of Officers*	$87	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$340,540
Total Liabilities	$0
Net Assets	$340,540

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$87	$0

990-PF

Filed on Feb. 1, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2016

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)

Fiscal Year Ending Oct.
2015

Revenue

$24,443

Expenses

$30,527

Net Income

-$6,084

Net Assets

$336,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,773	40.0%
Sales of Assets	$14,645	59.9%
Other Income	$25	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,219	99.0%
Compensation of Officers*	$235	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,870
Total Liabilities	$0
Net Assets	$336,870

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Revenue

$16,280

Expenses

$18,136

Net Income

-$1,856

Net Assets

$350,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,148	50.0%
Sales of Assets	$8,132	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,379	95.8%
Compensation of Officers*	$229	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$350,676
Total Liabilities	$0
Net Assets	$350,676

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Revenue

$34,703

Expenses

$16,466

Net Income

$18,237

Net Assets

$351,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,710	25.1%
Sales of Assets	$25,606	73.8%
Other Income	$387	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,936	96.8%
Compensation of Officers*	$337	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,108
Total Liabilities	$0
Net Assets	$351,108

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$21,500

Expenses

$15,920

Net Income

$5,580

Net Assets

$328,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,488	44.1%
Sales of Assets	$11,745	54.6%
Other Income	$267	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,175	95.3%
Compensation of Officers*	$365	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$328,756
Total Liabilities	$0
Net Assets	$328,756

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$20,616

Expenses

$15,428

Net Income

$5,188

Net Assets

$324,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,234	44.8%
Sales of Assets	$10,727	52.0%
Other Income	$655	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,065	97.6%
Compensation of Officers*	$304	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,634
Total Liabilities	$0
Net Assets	$324,634

990-PF

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

PDF

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2001

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is 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.

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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

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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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Updated March 23, 2026

Henry K Sheldon Memorial Fund Trust & Accumulated Fund Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $45.4k (2025)

Expenses $26.2k (2025)

Total Assets $406k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Oct. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Revenue

$45.4k (2025)

Expenses

$26.2k (2025)

Total Assets

$406k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Oct.
2025

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2001