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Nonprofit · EIN 38-6052198

ELIZABETH ALLAN & WARREN SHELDEN FUND

Tax-exempt · GROSSE POINTE, MI 48230

Financials

$2.3M$3.1M2023$3M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH ALLAN & WARREN SHELDEN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,031,136$4,207,324-$1,176,188$23,469,403$0$23,469,403
December 31, 2023990-PF$2,349,829$3,130,462-$780,633$24,645,591$0$24,645,591
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$975,965
Net gain from sales of assets
$2,055,171

Expenses

Grants and similar amounts paid
$4,084,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,087,670
Excise tax on investment income
$41,040

Balance sheet and other

Total assets, start of year
$24,645,591
Total assets, end of year
$23,469,403
Total liabilities, end of year
$0
Net assets, end of year
$23,469,403
Fair market value of assets
$51,999,856
Qualifying distributions
$4,087,670
Net investment income
$3,031,136

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 W SHELDEN JR
17152 KERCHEVAL, GROSSE POINTE, MI 48230
PRES, TREAS, TRUSTEE10$0
DAVID LARSEN
17152 KERCHEVAL, GROSSE POINTE, MI 48230
SECRETARY, TRUSTEE2$0
TINA M KRIZANIC
17152 KERCHEVAL, GROSSE POINTE, MI 48230
ASST. SECRETARY2$0
SALLY S SHELDEN
17152 KERCHEVAL, GROSSE POINTE, MI 48230
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
WILLIAM W SHELDEN JR
17152 KERCHEVAL, GROSSE POINTE, MI 48230
PRES, TREAS, TRUSTEE10$0
DAVID LARSEN
17152 KERCHEVAL, GROSSE POINTE, MI 48230
SECRETARY, TRUSTEE2$0
TINA M KRIZANIC
17152 KERCHEVAL, GROSSE POINTE, MI 48230
ASST. SECRETARY2$0
SALLY S SHELDEN
17152 KERCHEVAL, GROSSE POINTE, MI 48230
TRUSTEE2$0

Address and contacts

Address (IRS master file)
17152 KERCHEVAL AVE, GROSSE POINTE, MI 48230-1661
Signed the 990-PF
WILLIAM W SHELDEN JR, PRESIDENT
Phone
(313) 881-2282
Return prepared by
PLANTE & MORAN PLLC

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
38-6052198
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
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$23,469,403
Income (IRS master file)
$5,870,622

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,031,136$4,207,324$23,469,403XML
990-PFDecember 2023$2,349,829$3,130,462$24,645,591XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 38-6052198).

Questions about ELIZABETH ALLAN & WARREN SHELDEN FUND

What is the EIN of ELIZABETH ALLAN & WARREN SHELDEN FUND?
The employer identification number (EIN) of ELIZABETH ALLAN & WARREN SHELDEN FUND is 38-6052198.
Is ELIZABETH ALLAN & WARREN SHELDEN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to ELIZABETH ALLAN & WARREN SHELDEN FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIZABETH ALLAN & WARREN SHELDEN FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIZABETH ALLAN & WARREN SHELDEN FUND 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 ELIZABETH ALLAN & WARREN SHELDEN FUND 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 ELIZABETH ALLAN & WARREN SHELDEN FUND?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does ELIZABETH ALLAN & WARREN SHELDEN FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,031,136, expenses of $4,207,324 and total assets of $23,469,403 at year end.

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