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EIN 42-1515220

Shea Family Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Storm Lake
State
Iowa
Year formed
2003
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Shea Family Charitable Trust is a private foundation that primarily funds charity with the purpose of distributing donations to charitable organizations like Kiwanis Foundation and others. It made 14 grants last year and is located in Storm Lake, IA.
Total revenues
$10,039
2023
Total expenses
$39,747
2023
Total assets
$111,551
2023
Num. employees
0
2023

Program areas at Shea Family Charitable Trust

Distributed to Charitable organizations
Distributed to Charitable organizations
Distributed to Charitable organizations

Grants made by Shea Family Charitable Trust

GranteeGrant descriptionAmount
Partners for PatriotsCharity$3,000
American Heart Association (AHA)Charity$400

Personnel at Shea Family Charitable Trust

NameTitle
Benjamin DvergstenTrustee

Financials for Shea Family Charitable Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$8,378
Net rental income$0
Net gain from sale of non-inventory assets$1,661
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$10,039

Form 990s for Shea Family Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-05990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-16990PFView PDF
2020-122021-06-23990PFView PDF
2019-122020-11-04990PFView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 10, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 24, 2019
Posted financials
Added Form 990PF for fiscal year 2018
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
Co Sec Trust Sav BK PO Dr 429
Storm Lake, IA 50588
County
Buena Vista County, IA
Phone
(712) 732-3022
IRS details
EIN
42-1515220
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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