Arthur E Sheldon Family Trust
Arthur E Sheldon Family Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 4 grants totaling $116K. Net investment income was $223K.
Arthur E Sheldon Family Trust at a glance
In short: Arthur E Sheldon Family Trust gave $116K across 4 grants in 2025 (avg $29K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $115,532
- +6.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $28,883
- +6.5% vs 2024
- Median grant
- $28,883
- Total assets
- $2,261,050
- +3.9% vs 2024
- Primary geography
- Massachusetts (50% 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 Arthur E Sheldon Family Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was United Cong Church of Holyoke ($29K). Together the top 4 received $116K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Arthur E Sheldon Family Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 100% 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 2019 to 2025, annual grant giving ranged from $80K (2023) to $123K (2022). In 2025 it made 4 grants totaling $116K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Cong Church of Holyoke Holyoke, MA | Unrestricted General | $28,883 |
| Trustees of Dartmouth College Hanover, NH | Unrestricted General | $28,883 |
| Valley Health Systems Inc Holyoke, MA | Unrestricted General | $28,883 |
| Shriners' Hospitals for Children Tampa, FL | Unrestricted General | $28,883 |
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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 | $2,261,050 | $250,000 | $165,048 | $115,532 | 4 | $131,049 | $222,946 | $131,610 |
| 2024 | $2,175,407 | $229,980 | $149,297 | $108,472 | 4 | $123,159 | $202,077 | $124,118 |
| 2023 | $2,097,124 | $65,933 | $115,529 | $79,696 | 4 | $92,791 | $36,537 | $112,829 |
| 2022 | $2,147,494 | $-51,696 | $170,593 | $123,072 | 4 | $136,499 | $21,180 | $116,030 |
| 2021 | $2,369,566 | $500,583 | $150,358 | $107,788 | 4 | $122,569 | $472,667 | $129,976 |
| 2020 | $2,016,774 | $175,140 | $142,422 | $107,432 | 4 | — | $153,505 | $111,242 |
| 2019 | $1,984,131 | $123,237 | $119,904 | $84,004 | 4 | — | $108,325 | $107,769 |
Under IRS private-foundation payout rules, Arthur E Sheldon Family Trust reported a distributable amount of $132K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Arthur E Sheldon Family Trust's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$30K (2019) → $37K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $37K, to Bank of America (Trustee).
Frequently asked questions about Arthur E Sheldon Family Trust
How much does Arthur E Sheldon Family Trust give each year?
Arthur E Sheldon Family Trust gave $116K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $108K across 4 grants.
What is Arthur E Sheldon Family Trust's typical grant size?
Arthur E Sheldon Family Trust's median grant in 2025 was $28,883, and its average grant was $28,883, across 4 grants on its 2025 IRS Form 990-PF.
Where does Arthur E Sheldon Family Trust give grants?
Arthur E Sheldon Family Trust gives mostly in Massachusetts: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Hampshire (25%) and Florida (25%). The most frequent recipient cities were Holyoke, MA (2 grants).
Does Arthur E Sheldon Family Trust give general operating support?
Yes: 100% of Arthur E Sheldon Family Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Arthur E Sheldon Family Trust?
Arthur E Sheldon Family Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $131K in qualifying distributions that year, against a required minimum of $132K (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 Arthur E Sheldon Family Trust's EIN?
Arthur E Sheldon Family Trust's EIN (Employer Identification Number) is 04-6440962. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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