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  4. Andy L and Leone Sheldon Charitable Trust
EIN 77-6226019

Andy L and Leone Sheldon Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
2003
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Andy L and Leone Sheldon Charitable Trust is a private foundation located in Milwaukee, WI. It primarily funds general operating support for various nonprofit organizations including Boys & Girls Club Of Langlade Co Inc, among others. Last year, the trust made five grants to its grantees.
Total revenues
$79,479
2023
Total expenses
$179,711
2023
Total assets
$2,310,427
2023
Num. employees
0
2023

Grants made by Andy L and Leone Sheldon Charitable Trust

GranteeGrant descriptionAmount
Boys and Girls Clubs of Greater MilwaukeeGeneral Operating$60,000
Langlade County Historical SocietyGeneral Operating$20,000
Elcho Historical SocietyGeneral Operating$14,086
...and 1 more grant made

Personnel at Andy L and Leone Sheldon Charitable Trust

NameTitle
Dave Rau Us Bank NaTrustee

Financials for Andy L and Leone Sheldon Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$72,788
Net rental income$0
Net gain from sale of non-inventory assets$6,607
Gross sales of inventory$0
Miscellaneous revenues$84
Total revenues$79,479

Form 990s for Andy L and Leone Sheldon Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-05990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-09990PFView PDF
2020-122021-05-12990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s

Organizations like Andy L and Leone Sheldon Charitable Trust

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Hripko Helen and Margaret Char FoundationLas Vegas, NV$130,277
TW Caleb C PrudenLas Vegas, NV$59,324
Ellison Charitable Remainder TrustMontgomery, AL$67,375
L&M Schutte Charitable TrustQuincy, IL$23,711
Virginia Pettengill Third Charitable TrOmaha, NE$62,803
Platt M Hanford Jenie B Hanford Memorial FundOneonta, NY$40,608
Holley Charitable TrustSt Petersburg, FL$25,178
Richard J Carney and Donna R CarneyNeenah, WI$48,880
Bess J Hodges FoundationLong Beach, CA$347,996
Unity House ApartmentsMorgantown, WV$294,889
Data update history
July 16, 2024
Used new vendors
Identified 1 new vendor, including
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2020
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 5, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(414) 765-6446
IRS details
EIN
77-6226019
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2003
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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