Nonprofit · EIN 47-6991937
SHEPARD MILNER WARDLAW FOUNDATION
Tax-exempt · CHATTANOOGA, TN 37402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $262,810 | $406,372 | -$143,562 | $7,948,963 | $0 | $7,948,963 |
| December 31, 2024 | 990-PF | $665,566 | $363,420 | $302,146 | $5,754,222 | $0 | $5,754,222 |
| December 31, 2023 | 990-PF | $295,200 | $373,078 | -$77,878 | $5,454,195 | $0 | $5,454,195 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $203,878
- Net gain from sales of assets
- $58,932
Expenses
- Grants and similar amounts paid
- $349,603
- Compensation of officers, directors and key employees
- $28,936
- Disbursements for charitable purposes
- $378,539
- Excise tax on investment income
- $3,360
Balance sheet and other
- Total assets, start of year
- $7,183,251
- Total assets, end of year
- $7,948,963
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,948,963
- Fair market value of assets
- $7,948,963
- Qualifying distributions
- $378,539
- Net investment income
- $260,745
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $26,366 |
| MAGNOLIA TRUST COMPANY 832 GEORGIA AVE SUITE 401, CHATTANOOGA, TN 37402 | TRUSTEE | 1 | $2,570 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $25,731 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | TRUSTEE | 1 | $9,874 |
Address and contacts
- Address (IRS master file)
- 832 GEORGIA AVE STE 401, CHATTANOOGA, TN 37402-2263
- In care of
- % MICHAEL KING
- Signed the 990-PF
- MAGNOLIA TRUST COMPANY, TRUSTEE
- Phone
- (310) 806-4000
- Return prepared by
- ASPIRIANT 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-6991937
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,948,963
- Income (IRS master file)
- $1,723,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $262,810 | $406,372 | $7,948,963 | IRS |
| 990-PF | December 2024 | $665,566 | $363,420 | $5,754,222 | XML |
| 990-PF | December 2023 | $295,200 | $373,078 | $5,454,195 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 47-6991937).
Questions about SHEPARD MILNER WARDLAW FOUNDATION
- What is the EIN of SHEPARD MILNER WARDLAW FOUNDATION?
- The employer identification number (EIN) of SHEPARD MILNER WARDLAW FOUNDATION is 47-6991937.
- Is SHEPARD MILNER WARDLAW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SHEPARD MILNER WARDLAW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEPARD MILNER WARDLAW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEPARD MILNER WARDLAW FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPARD MILNER WARDLAW FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHEPARD MILNER WARDLAW FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $26,366 (TRUIST BANK, TRUSTEE).
- How much revenue does SHEPARD MILNER WARDLAW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,810, expenses of $406,372 and total assets of $7,948,963 at year end.
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