Nonprofit · EIN 30-6049846
NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED
Tax-exempt · ERIE, PA 16501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,272 | $10,953 | -$3,681 | $140,671 | $0 | $140,671 |
| December 31, 2024 | 990-PF | $11,982 | $10,412 | $1,570 | $144,354 | $0 | $144,354 |
| December 31, 2023 | 990-PF | $8,735 | $10,118 | -$1,383 | $142,789 | $0 | $142,789 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,024
- Net gain from sales of assets
- $248
Expenses
- Grants and similar amounts paid
- $6,769
- Compensation of officers, directors and key employees
- $3,243
- Disbursements for charitable purposes
- $8,390
- Excise tax on investment income
- $66
Balance sheet and other
- Total assets, start of year
- $144,354
- Total assets, end of year
- $140,671
- Total liabilities, end of year
- $0
- Net assets, end of year
- $140,671
- Fair market value of assets
- $191,994
- Qualifying distributions
- $8,390
- Net investment income
- $7,264
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 |
|---|---|---|---|
| Northwest Bank 119 E MAIN STREET, CRAWFORDSVILLE, IN 47933 | TRUSTEE | 1 | $3,243 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 119 E MAIN STREET, CRAWFORDSVILLE, IN 47933 | TRUSTEE | 1 | $3,073 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 119 E MAIN STREET, CRAWFORDSVILLE, IN 47933 | TRUSTEE | 1 | $2,897 |
Address and contacts
- Address (IRS master file)
- 800 STATE ST STE 500, ERIE, PA 16501-1357
- In care of
- % CO MUTUALWEALTH MANAGEMENT GROUP
- Signed the 990-PF
- MICHAEL T PORSCH, DIVISIONAL VP
- Phone
- (765) 365-9344
- Return prepared by
- ERNST & YOUNG US 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
- 30-6049846
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Voluntary health associations and medical disciplines (G30)
- Assets (IRS master file)
- $140,671
- Income (IRS master file)
- $19,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,272 | $10,953 | $140,671 | IRS |
| 990-PF | December 2024 | $11,982 | $10,412 | $144,354 | IRS |
| 990-PF | December 2023 | $8,735 | $10,118 | $142,789 | 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 30-6049846).
Questions about NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED
- What is the EIN of NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED?
- The employer identification number (EIN) of NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED is 30-6049846.
- Is NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED 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 NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED 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 NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,243 (Northwest Bank, TRUSTEE).
- How much revenue does NELLIE E & RAY SHEPHERD IRRV TR UW 04111979 AS AMENDED have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,272, expenses of $10,953 and total assets of $140,671 at year end.
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