Andy L & Leone Sheldon Charitable Tr
Andy L & Leone Sheldon Charitable Tr is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 7 grants totaling $150K. Net investment income was $257K.
Andy L & Leone Sheldon Charitable Tr at a glance
In short: Andy L & Leone Sheldon Charitable Tr gave $150K across 7 grants in 2025 (avg $21K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $149,835
- -0.3% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $21,405
- -0.3% vs 2024
- Median grant
- $25,000
- Total assets
- $2,468,842
- +4.1% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Andy L & Leone Sheldon Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of Langlade CO Inc ($61K). Together the top 7 received $150K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 26 grants of 31 (84%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Andy L & Leone Sheldon Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $138K (2021) to $161K (2022). In 2025 it made 7 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Langlade CO Inc Antigo, WI | General Operating | $61,275 |
| Clara R McKenna Aquatic Center Antigo, WI | General Operating | $25,000 |
| Elcho Historical Society Inc Elcho, WI | General Operating | $25,000 |
| Langlade County Historical Society Antigo, WI | General Operating | $25,000 |
| Town of Antigo Volunteer Fire Dept Antigo, WI | General Operating | $5,560 |
| Williams House of Hope Antigo, WI | General Operating | $5,000 |
| Antigo Music Association Antigo, WI | General Operating | $3,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,468,842 | $296,224 | $198,623 | $149,835 | 7 | $155,458 | $257,348 | $163,440 |
| 2024 | $2,371,153 | $238,758 | $192,193 | $150,242 | 7 | $154,954 | $201,013 | $168,633 |
| 2023 | $2,310,427 | $79,479 | $179,711 | $141,757 | 7 | $146,244 | $45,302 | $140,644 |
| 2022 | $2,411,628 | $116,216 | $204,876 | $161,155 | 5 | $165,880 | $79,949 | $146,481 |
| 2021 | $2,501,661 | $193,128 | $181,131 | $137,626 | 5 | $142,717 | $152,820 | $166,246 |
| 2020 | $2,489,677 | $-3,445 | $180,858 | $139,509 | 6 | — | $19,936 | $142,264 |
Under IRS private-foundation payout rules, Andy L & Leone Sheldon Charitable Tr reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Andy L & Leone Sheldon Charitable Tr's only listed officer is US Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2020
1 hr/week
$37K (2020) → $41K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $41K, to US Bank N a (Trustee).
Frequently asked questions about Andy L & Leone Sheldon Charitable Tr
How much does Andy L & Leone Sheldon Charitable Tr give each year?
Andy L & Leone Sheldon Charitable Tr gave $150K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $150K across 7 grants.
What is Andy L & Leone Sheldon Charitable Tr's typical grant size?
Andy L & Leone Sheldon Charitable Tr's median grant in 2025 was $25,000, and its average grant was $21,405, across 7 grants on its 2025 IRS Form 990-PF.
Where does Andy L & Leone Sheldon Charitable Tr give grants?
Andy L & Leone Sheldon Charitable Tr gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Antigo, WI (6 grants).
Does Andy L & Leone Sheldon Charitable Tr give general operating support?
Yes: 100% of Andy L & Leone Sheldon Charitable Tr's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Andy L & Leone Sheldon Charitable Tr's largest grantees?
Andy L & Leone Sheldon Charitable Tr's largest 2025 grantees include Boys & Girls Club of Langlade CO Inc ($61,275), Clara R McKenna Aquatic Center ($25,000) and Elcho Historical Society Inc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is Andy L & Leone Sheldon Charitable Tr?
Andy L & Leone Sheldon Charitable Tr reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Andy L & Leone Sheldon Charitable Tr's EIN?
Andy L & Leone Sheldon Charitable Tr's EIN (Employer Identification Number) is 77-6226019. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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