Andy L & Leone Sheldon Charitable Tr
Andy L & Leone Sheldon Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 7 grants totaling $150K. Net investment income was $201K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+2.6% YoY
Annual Giving
$150K
+6.0% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$21K
+6.0% YoY
Under IRS private-foundation payout rules, Andy L & Leone Sheldon Charitable Tr reported a distributable amount of $169K for 2024 — the minimum it must pay out in qualifying distributions.
About Andy L & Leone Sheldon Charitable Tr
Based on IRS filings
Andy L & Leone Sheldon Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 7 grants totaling $150K. Net investment income was $201K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,371,153 | $2,310,427 | $2,411,628 |
| Revenue | $238,758 | $79,479 | $116,216 |
| Expenses | $192,193 | $179,711 | $204,876 |
| Qualifying Distributions | $154,954 | $146,244 | $165,880 |
| Net Investment Income | $201,013 | $45,302 | $79,949 |
| Distributable Amount | $168,633 | $140,644 | $146,481 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys and Girls Club ($50,000), Clara R Mckenna Aquatic Center ($40,000), Elcho Historical Society ($25,915).
| Recipient | Purpose | Amount |
|---|---|---|
| CLARA R MCKENNA AQUATIC CENTER ANTIGO, WI | GENERAL OPERATING | $40,000 |
| BOYS AND GIRLS CLUB MAYSVILLE, KY | GENERAL OPERATING | $50,000 |
| LANGLADE COUNTY 4-H ANTIGO, WI | GENERAL OPERATING | $5,000 |
| ANTIGO MUSIC ASSOCIATION ANTIGO, WI | GENERAL OPERATING | $3,000 |
| ELCHO AREA HEALTH PLANNING ELCHO, WI | GENERAL OPERATING | $11,327 |
| LANGLADE COUNTY HISTORICAL SOCIETY ANTIGO, WI | GENERAL OPERATING | $15,000 |
| ELCHO HISTORICAL SOCIETY ELCHO, WI | GENERAL OPERATING | $25,915 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $39,624 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Andy L & Leone Sheldon Charitable Tr?
Andy L & Leone Sheldon Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $2.4M in total assets as of 2024.
How large is Andy L & Leone Sheldon Charitable Tr?
As of 2024, Andy L & Leone Sheldon Charitable Tr holds $2.4M in total assets with $239K in annual revenue. It awarded 7 grants totaling $150K in 2024.
Where does Andy L & Leone Sheldon Charitable Tr operate?
Andy L & Leone Sheldon Charitable Tr has awarded grants in Kentucky, Wisconsin.
What size grants does Andy L & Leone Sheldon Charitable Tr award?
In 2024, Andy L & Leone Sheldon Charitable Tr awarded 7 grants totaling $150K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Andy L & Leone Sheldon Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Andy L & Leone Sheldon Charitable Tr reported a distributable amount of $169K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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