Nonprofit · EIN 80-6031433
SHELBY AND MILDRED BROWN TR
Tax-exempt · ST PETERSBURG, FL 33742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $88,400 | $76,108 | $12,292 | $1,043,225 | $0 | $1,043,225 |
| December 31, 2024 | 990-PF | $68,056 | $77,163 | -$9,107 | $1,031,936 | $0 | $1,031,936 |
| December 31, 2023 | 990-PF | $47,905 | $73,597 | -$25,692 | $1,041,696 | $0 | $1,041,696 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,649
- Net gain from sales of assets
- $41,751
Expenses
- Grants and similar amounts paid
- $57,400
- Compensation of officers, directors and key employees
- $16,363
- Disbursements for charitable purposes
- $62,491
- Excise tax on investment income
- $1,039
Balance sheet and other
- Total assets, start of year
- $1,031,936
- Total assets, end of year
- $1,043,225
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,043,225
- Fair market value of assets
- $1,233,224
- Qualifying distributions
- $62,491
- Net investment income
- $87,331
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 |
|---|---|---|---|
| RAYMOND JAMES TRUST N A 880 CARILLON PARKWAY, ST PETERSBURG, FL 33716 | TRUSTEE | 1 | $16,363 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $15,834 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND JAMES PO BOX 23559, ST PETERSBURG, FL 33742 | TRUSTEE | 1 | $14,963 |
Address and contacts
- Address (IRS master file)
- PO BOX 23559, ST PETERSBURG, FL 33742-3559
- In care of
- % RAYMOND JAMES TRUST COMPANY
- Signed the 990-PF
- JOE WEAVER, TRUSTEE
- Phone
- (727) 567-2300
- Return prepared by
- PWC US TAX LLP
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
- 80-6031433
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,043,225
- Income (IRS master file)
- $156,425
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $88,400 | $76,108 | $1,043,225 | IRS |
| 990-PF | December 2024 | $68,056 | $77,163 | $1,031,936 | IRS |
| 990-PF | December 2023 | $47,905 | $73,597 | $1,041,696 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 80-6031433).
Questions about SHELBY AND MILDRED BROWN TR
- What is the EIN of SHELBY AND MILDRED BROWN TR?
- The employer identification number (EIN) of SHELBY AND MILDRED BROWN TR is 80-6031433.
- Is SHELBY AND MILDRED BROWN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to SHELBY AND MILDRED BROWN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHELBY AND MILDRED BROWN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHELBY AND MILDRED BROWN TR 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 SHELBY AND MILDRED BROWN TR 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 SHELBY AND MILDRED BROWN TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,363 (RAYMOND JAMES TRUST N A, TRUSTEE).
- How much revenue does SHELBY AND MILDRED BROWN TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,400, expenses of $76,108 and total assets of $1,043,225 at year end.
Other nonprofits in ST PETERSBURG
- RAYMOND JAMES CHARITABLE ENDOWMENT FUND EIN 59-3652538 · last filed 990 for 2025
- THOMAS A AND MARY S JAMES FOUNDATION INC EIN 59-3288143 · last filed 990-PF for 2025
- RICHARD R BAKER CHARITABLE FOUNDATION EIN 61-6239545 · last filed 990-PF for 2025
- SPEER DREAM FOUNDATION EIN 88-3052692 · last filed 990-PF for 2025
- PATNODE NUNTA FOUNDATION INC EIN 33-1641655 · last filed 990-PF for 2025
- DWAYNE HAWKINS FAMILY FOUNDATION INC EIN 20-2788633 · last filed 990-PF for 2025
- TRAVELING PRESS FUND INC EIN 84-2726336 · last filed 990 for 2024
- WTA FOUNDATION INC EIN 81-3707788 · last filed 990 for 2024
All nonprofits in ST PETERSBURG · Florida · Philanthropy, voluntarism and grantmaking foundations