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Nonprofit · EIN 59-7107079

EARL B & SOPHIA H SHAW CHARITABLE TR

Tax-exempt · WILMINGTON, DE 19805

Financials

$33K$63K2023$91K$119K2024
Revenue Expenses · by fiscal year end
Financials of EARL B & SOPHIA H SHAW CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$90,503$119,150-$28,647$545,904$0$545,904
September 30, 2024990-PF$32,728$63,293-$30,565$574,551$0$574,551
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$16,464
Interest
$36
Net gain from sales of assets
$74,003

Expenses

Grants and similar amounts paid
$75,000
Compensation of officers, directors and key employees
$24,398
Disbursements for charitable purposes
$75,000

Balance sheet and other

Total assets, start of year
$574,551
Total assets, end of year
$545,904
Total liabilities, end of year
$0
Net assets, end of year
$545,904
Fair market value of assets
$1,522,858
Qualifying distributions
$75,000
Net investment income
$16,500

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KAREN L BENT
811 BERRYHILL CIRCLE, FRUITLAND PARK, FL 34731
CO-TRUSTEE0$24,398
CHARLES SCHWAB
4250 LANCASTER PIKE STE 100, WILMINGTON, DE 19805
CO-TRUSTEE0$0
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
KAREN L BENT
811 BERRYHILL CIRCLE, FRUITLAND PARK, FL 34731
CO-TRUSTEE0$8,094
CHARLES SCHWAB
4250 LANCASTER PIKE STE 100, WILMINGTON, DE 19805
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
4250 LANCASTER PIKE STE 100, WILMINGTON, DE 19805-1609
In care of
% CHARLES SCHWAB BANK TRUSTEE
Signed the 990-PF
KAREN L BENT, CO-TRUSTEE
Return prepared by
STOKES & HANAWALT 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
59-7107079
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
1999
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$545,904
Income (IRS master file)
$156,268

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$90,503$119,150$545,904XML
990-PFSeptember 2024$32,728$63,293$574,551XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 59-7107079).

Questions about EARL B & SOPHIA H SHAW CHARITABLE TR

What is the EIN of EARL B & SOPHIA H SHAW CHARITABLE TR?
The employer identification number (EIN) of EARL B & SOPHIA H SHAW CHARITABLE TR is 59-7107079.
Is EARL B & SOPHIA H SHAW CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to EARL B & SOPHIA H SHAW CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EARL B & SOPHIA H SHAW CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of EARL B & SOPHIA H SHAW CHARITABLE TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EARL B & SOPHIA H SHAW CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of EARL B & SOPHIA H SHAW CHARITABLE TR?
The 990-PF for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $24,398 (KAREN L BENT, CO-TRUSTEE).
How much revenue does EARL B & SOPHIA H SHAW CHARITABLE TR have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $90,503, expenses of $119,150 and total assets of $545,904 at year end.

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