Civic Intelligence

The Sidney Wright Shackleton Living Trust Agreement

990PF • Fiscal year 2025 • EIN 26-6586708

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 01, 2026

Organization Profile
PO Box 309 51 W Pearl StreetColdwater, MI 49036

(517) 279-5503

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$298,838

Up $77,256 (+35%) from 2024

Net Assets

Up

$298,838

Up $77,256 (+35%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$121,152

Up $98,910 (+445%) from 2024

Expenses

Up

$43,664

Up $17,464 (+67%) from 2024

Net Income

Up

$77,488

Up $81,446 (+2058%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2020: $252,256Liabilities 2020: $0Net Assets 2020: $252,2562020Assets 2021: $239,161Liabilities 2021: $0Net Assets 2021: $239,1612021Assets 2022: $222,819Liabilities 2022: $0Net Assets 2022: $222,8192022Assets 2023: $222,660Liabilities 2023: $0Net Assets 2023: $222,6602023Assets 2024: $221,582Liabilities 2024: $0Net Assets 2024: $221,5822024Assets 2025: $298,838Liabilities 2025: $0Net Assets 2025: $298,8382025

Highlighted filing

2025

Assets$298,838
Liabilities$0
Net Assets$298,838
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $15,086Expenses 2020: $9,570Net Income 2020: $5,5162020Revenue 2021: $23,573Expenses 2021: $34,069Net Income 2021: -$10,4962021Revenue 2022: -$715Expenses 2022: $15,621Net Income 2022: -$16,3362022Revenue 2023: $9,391Expenses 2023: $9,541Net Income 2023: -$1502023Revenue 2024: $22,242Expenses 2024: $26,200Net Income 2024: -$3,9582024Revenue 2025: $121,152Expenses 2025: $43,664Net Income 2025: $77,4882025

Highlighted filing

2025

Revenue$121,152
Expenses$43,664
Net Income$77,488
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 1, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Wealth Manag-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDANIEL ZIMMERMANCOLLEGE-COLDWATER, MI, US$10,000
Paid GrantELLISON ANDERSONCOLLEGE-COLDWATER, MI, US$10,000
Paid GrantCLAIRE ROBERTSCOLLEGE-COLDWATER, MI, US$10,000
Paid GrantASHLYN CASWELLCOLLEGE-COLDWATER, MI, US$7,654
Paid GrantASHLYN CASWELLCOLLEGE-COLDWATER, MI, US$2,346
Filing and Contact Details

Filer

Filer Name
Shackleton Family Scholarship Fund
EIN
26-6586708
Phone
5172795503
Address
PO BOX 309 51 W PEARL STREET, COLDWATER, MI 49036

Signing Officer

Name
Sherrie Cochran
Title
Wealth Management
Phone
5172795503
Signed
2026-04-01

Preparer

Firm
Taylor Plant & Watkins Pc
Address
20 TIBBITS PLAZA, COLDWATER, MI 49036-1603
Preparer
Timothy J Taylor
Phone
5172797931
Raw XML Appendix287 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449036
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015707
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08986
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015707
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015307
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015307
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015307
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015307
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08986
OtherDecreasesSchedule/OtherDecreasesDetail/Amt085
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1137
OtherDecreasesSchedule/OtherDecreasesDetail/Amt210
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FOREIGN TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1EXCISE TAX PAID
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2OTHER ADMINISTRATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02913
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRIE COCHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05172795503
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHACKLETON FAMILY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHAC
ReturnHeader/Filer/EIN0266586708
ReturnHeader/Filer/PhoneNum05172795503
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 309 51 W PEARL STREET
ReturnHeader/Filer/USAddress/CityNm0COLDWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382651271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR PLANT & WATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 TIBBITS PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLDWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490361603
ReturnHeader/PreparerPersonGrp/PhoneNum05172797931
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY J TAYLOR
ReturnHeader/ReturnTs02026-04-01T13:19:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,838
Liabilities
$0
Net assets
$298,838
Revenue
$121,152
Expenses
$43,664
Net income
$77,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.21$0.44$0.77
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.22$0.26$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.09$0.10$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.01$0.16$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.24$0.34$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.10$0.06