Nonprofit · EIN 55-6101141
SHIRLEY A SHULTZ CHARITABLE TRUST
Tax-exempt · HUNTINGTON, WV 25703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $130,055 | $211,064 | -$81,009 | $2,741,788 | $0 | $2,741,788 |
| December 31, 2024 | 990-PF | $209,376 | $192,624 | $16,752 | $2,822,779 | $0 | $2,822,779 |
| December 31, 2023 | 990-PF | $119,749 | $187,607 | -$67,858 | $2,806,033 | $0 | $2,806,033 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,555
- Interest
- $60,833
- Net gain from sales of assets
- $29,072
- Other income
- $595
Expenses
- Grants and similar amounts paid
- $189,898
- Compensation of officers, directors and key employees
- $15,849
- Disbursements for charitable purposes
- $193,860
- Excise tax on investment income
- $1,377
Balance sheet and other
- Total assets, start of year
- $2,822,779
- Total assets, end of year
- $2,741,788
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,741,788
- Fair market value of assets
- $4,168,536
- Qualifying distributions
- $193,860
- Net investment income
- $112,410
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 |
|---|---|---|---|
| CITY NATIONAL BANK 1900 THIRD AVE, HUNTINGTON, WV 25703 | TRUSTEE | 3 | $15,849 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITY NATIONAL BANK 1900 THIRD AVE, HUNTINGTON, WV 25703 | TRUSTEE | 3 | $15,013 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITY NATIONAL BANK 1900 THIRD AVE, HUNTINGTON, WV 25703 | TRUSTEE | 3 | $13,430 |
Address and contacts
- Address (IRS master file)
- 1900 3RD AVE, HUNTINGTON, WV 25703-1107
- In care of
- % CITHY NATIONAL BANK
- Signed the 990-PF
- DAVID LUNSFORD, TRUST OFFICER
- Phone
- (304) 526-6208
- Return prepared by
- CONCORD BUSINESS & TAX ADVISORS
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
- 55-6101141
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,741,788
- Income (IRS master file)
- $532,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $130,055 | $211,064 | $2,741,788 | IRS |
| 990-PF | December 2024 | $209,376 | $192,624 | $2,822,779 | IRS |
| 990-PF | December 2023 | $119,749 | $187,607 | $2,806,033 | 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 55-6101141).
Questions about SHIRLEY A SHULTZ CHARITABLE TRUST
- What is the EIN of SHIRLEY A SHULTZ CHARITABLE TRUST?
- The employer identification number (EIN) of SHIRLEY A SHULTZ CHARITABLE TRUST is 55-6101141.
- Is SHIRLEY A SHULTZ CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SHIRLEY A SHULTZ CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY A SHULTZ CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY A SHULTZ CHARITABLE TRUST 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 SHIRLEY A SHULTZ CHARITABLE TRUST 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 SHIRLEY A SHULTZ CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $15,849 (CITY NATIONAL BANK, TRUSTEE).
- How much revenue does SHIRLEY A SHULTZ CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,055, expenses of $211,064 and total assets of $2,741,788 at year end.
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