Nonprofit · EIN 06-1548816
WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR
Also known as SHANLEY WILLIAM C TTEE
Tax-exempt · GREENWICH, CT 06836
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $561,457 | $434,778 | $126,679 | $5,495,947 | $0 | $5,495,947 |
| September 30, 2024 | 990-PF | $288,554 | $412,999 | -$124,445 | $5,369,268 | $0 | $5,369,268 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $139,825
- Interest
- $190
- Net gain from sales of assets
- $421,442
Expenses
- Grants and similar amounts paid
- $355,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $365,872
- Excise tax on investment income
- $6,891
Balance sheet and other
- Total assets, start of year
- $5,369,268
- Total assets, end of year
- $5,495,947
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,495,947
- Fair market value of assets
- $8,804,307
- Qualifying distributions
- $365,872
- Net investment income
- $561,457
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM C SHANLEY IV CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | TRUSTEE | 0 | $0 |
| SHARON S SNIFFEN CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | TRUSTEE | 0 | $0 |
| EDWARD F RODENBACH CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM C SHANLEY IV CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | VICE PRESIDENT | 0 | $0 |
| SHARON S SNIFFEN CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | VICE PRESIDENT | 0 | $0 |
| EDWARD F RODENBACH CUMMINGS LOCKWOOD LLC BOX 2505, GREENWICH, CT 06836 | TREASURER AND SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO CUMMINGS LOCKWOOD LLC BOX 250, GREENWICH, CT 06836-0000
- In care of
- % CUMMINGS & LOCKWOOD LLC
- Signed the 990-PF
- EDWARD F RODENBACH, TRUSTEE
- Phone
- (203) 869-1200
- Return prepared by
- CUMMINGS & LOCKWOOD LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 06-1548816
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,495,947
- Income (IRS master file)
- $2,003,324
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $561,457 | $434,778 | $5,495,947 | XML |
| 990-PF | September 2024 | $288,554 | $412,999 | $5,369,268 | XML |
| 990-PF | September 2023 | $78,232 | $426,275 | $5,493,713 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1548816).
Questions about WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR
- What is the EIN of WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR is 06-1548816.
- Is WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM C SHANLEY III PRIVATE CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $561,457, expenses of $434,778 and total assets of $5,495,947 at year end.
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