Amy Shelton Mcnutt Charitable Trust

SAN ANTONIO, TX EIN: 74-2298675

Amy Shelton Mcnutt Charitable Trust is a private foundation, based in SAN ANTONIO, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $8.5M in total assets. In 2024, it awarded 1 grants totaling $1.2M. Net investment income was $1.7M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$8.5M

+8.0% YoY

Annual Giving

$1.2M

-2.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.2M

-2.5% YoY

Under IRS private-foundation payout rules, Amy Shelton Mcnutt Charitable Trust reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.

About Amy Shelton Mcnutt Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $4.4M (100%)

States

Texas

Cities

And Addresses

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$8,488,346	$7,859,651	$8,528,058
Revenue	$1,923,257	$601,768	$1,178,977
Expenses	$1,274,158	$1,290,579	$1,166,632
Qualifying Distributions	$1,213,738	$1,243,257	$1,131,214
Net Investment Income	$1,685,571	$572,047	$1,151,003
Distributable Amount	$1,280,307	$1,216,150	$1,246,341

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Statement 6 for Details ($1,169,756).

Recipient	Purpose	Amount
SEE STATEMENT 6 FOR DETAILS AND ADDRESSES, TX	SEE STATEMENT 6	$1,169,756

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JACK GUENTHER	Trustee	1	$20,000
COURTNEY WALKER	Trustee	1	$20,000

Frequently Asked Questions

How large is Amy Shelton Mcnutt Charitable Trust?

As of 2024, Amy Shelton Mcnutt Charitable Trust holds $8.5M in total assets with $1.9M in annual revenue. It awarded 1 grants totaling $1.2M in 2024.

Where does Amy Shelton Mcnutt Charitable Trust operate?

Amy Shelton Mcnutt Charitable Trust has awarded grants in Texas.

What size grants does Amy Shelton Mcnutt Charitable Trust award?

In 2024, Amy Shelton Mcnutt Charitable Trust awarded 1 grants totaling $1.2M — an average of about $1.2M per grant, based on its IRS Form 990 filings.

How much is Amy Shelton Mcnutt Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Amy Shelton Mcnutt Charitable Trust reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Amy Shelton Mcnutt Charitable Trust's EIN?

Amy Shelton Mcnutt Charitable Trust's EIN (Employer Identification Number) is 74-2298675. IRS Form 990 filing data is available on this page for 2021–2024.