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Nonprofit · EIN 58-6394018

WESTFIELD SCHOLARSHIP CHARITABLE TR

Also known as SHELTON FRANK G ET AL TTEE

Tax-exempt · PERRY, GA 31069

Financials

−$2K$44K2023$39K$47K2024
Revenue Expenses · by fiscal year end
Financials of WESTFIELD SCHOLARSHIP CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$39,024$46,630-$7,606$695,120$46,500$648,620
December 31, 2023990-$1,920$44,145-$46,065$643,445$37,669$605,776
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$38,480
Net gain from sales of assets
$19,983
Other revenue
$544

Expenses

Grants and similar amounts paid
$40,500
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$40,500
Management and general (functional)
$6,130

Balance sheet and other

Total assets, start of year
$643,445
Total assets, end of year
$695,120
Total liabilities, end of year
$46,500
Net assets, end of year
$648,620
Publicly traded securities
$652,959
Net assets with donor restrictions
$648,620
Gross receipts
$146,426
Employees
0
Year formed
1999
State of legal domicile
GA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM CARROLLTRUSTEE
Trustee or director
1$0
JOHN W HULBERTTRUSTEE
Trustee or director
1$0
SHELDON SHELTONTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM CARROLLTRUSTEE
Trustee or director
1$0
JOHN W HULBERTTRUSTEE
Trustee or director
1$0
SHELDON SHELTONTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 2300, PERRY, GA 31069-6300
In care of
% FRANK G SHELTON
Principal officer (990 for 2024)
WILLIAM CARROLL, 2005 US HWY 41 SOUTH, PERRY, GA 31069
Signed the 990
WILLIAM CARROLL, TRUSTEE
Phone
(478) 987-0547
Return prepared by
MCNAIR MCLEMORE MIDDLEBROOKS & CO LLC

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS ATTENDING THE WESTFIELD SCHOOL, INC.

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIPS WERE PROVIDED TO STUDENTS BASED ON FINANCIAL NEED AND SCHOOL SUPPORT.
    Expenses $40,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
58-6394018
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$695,120
Income (IRS master file)
$146,426

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$39,024$46,630$695,120XML
990December 2023-$1,920$44,145$643,445XML
990December 2022$68,291$53,471$626,080IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 58-6394018).

Questions about WESTFIELD SCHOLARSHIP CHARITABLE TR

What is the EIN of WESTFIELD SCHOLARSHIP CHARITABLE TR?
The employer identification number (EIN) of WESTFIELD SCHOLARSHIP CHARITABLE TR is 58-6394018.
Is WESTFIELD SCHOLARSHIP CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to WESTFIELD SCHOLARSHIP CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WESTFIELD SCHOLARSHIP CHARITABLE TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WESTFIELD SCHOLARSHIP CHARITABLE TR 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 WESTFIELD SCHOLARSHIP CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WESTFIELD SCHOLARSHIP CHARITABLE TR?
The 990 for the year ended December 31, 2024 names WILLIAM CARROLL.
Who are the officers and directors of WESTFIELD SCHOLARSHIP CHARITABLE TR?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does WESTFIELD SCHOLARSHIP CHARITABLE TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $39,024, expenses of $46,630 and total assets of $695,120 at year end.

Other nonprofits in PERRY

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