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Nonprofit · EIN 33-6192068

PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096

Also known as MILTON C SHEDD TTEE

Tax-exempt · SANTA ANA, CA 92707

Financials

$86K$117K2023$172K$603K2024
Revenue Expenses · by fiscal year end
Financials of PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$172,310$602,515-$430,205$888,180$0$888,180
December 31, 2023990-PF$86,151$117,346-$31,195$1,318,385$0$1,318,385
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$13,170
Net gain from sales of assets
$159,140

Expenses

Grants and similar amounts paid
$602,500
Disbursements for charitable purposes
$602,500
Excise tax on investment income
$2,395

Balance sheet and other

Total assets, start of year
$1,318,385
Total assets, end of year
$888,180
Total liabilities, end of year
$0
Net assets, end of year
$888,180
Fair market value of assets
$667,953
Qualifying distributions
$602,500
Net investment income
$172,310

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
William D Shedd
2400 South Garnsey Street, Santa Ana, CA 92707
Trustee2$0
Steven A Shedd
2400 South Garnsey Street, Santa Ana, CA 92707
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
William D Shedd
2400 South Garnsey Street, Santa Ana, CA 92707
Trustee2$0
Steven A Shedd
2400 South Garnsey Street, Santa Ana, CA 92707
Trustee2$0

Address and contacts

Address (IRS master file)
2400 S GARNSEY ST, SANTA ANA, CA 92707-3335
Signed the 990-PF
William D Shedd, Trustee
Phone
(949) 660-8757
Return prepared by
TROJAN AND COMPANY ACCOUNTANCY CORPORATION

California records

California keeps its own records of charities and corporations. Search them by EIN 33-6192068 or by the name PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-6192068
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$888,180
Income (IRS master file)
$590,372

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$172,310$602,515$888,180IRS
990-PFDecember 2023$86,151$117,346$1,318,385XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 33-6192068).

Questions about PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096

What is the EIN of PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096?
The employer identification number (EIN) of PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 is 33-6192068.
Is PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 file?
Form 990-PF. Private foundations file every year.
When is the next return of PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does PEGGIE R SHEDD MARINE EDUCATION AND ENHANCEMENT TR 093096 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $172,310, expenses of $602,515 and total assets of $888,180 at year end.

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