Arthur E Sheldon Family Trust

DALLAS, TX EIN: 04-6440962

Arthur E Sheldon Family Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 4 grants totaling $108K. Net investment income was $202K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+3.7% YoY

Annual Giving

$108K

+36.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

+36.1% YoY

Under IRS private-foundation payout rules, Arthur E Sheldon Family Trust reported a distributable amount of $124K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur E Sheldon Family Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $263K (50%)

Florida $132K (25%)

New Hampshire $132K (25%)

States

Florida Massachusetts New Hampshire

Cities

HanoverHolyokeTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,175,407	$2,097,124	$2,147,494
Revenue	$229,980	$65,933	$-51,696
Expenses	$149,297	$115,529	$170,593
Qualifying Distributions	$123,159	$92,791	$136,499
Net Investment Income	$202,077	$36,537	$21,180
Distributable Amount	$124,118	$112,829	$116,030

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Cong Church of Holyoke ($27,118), Trustees of Dartmouth College ($27,118), Valley Health Systems Inc ($27,118).

Recipient	Purpose	Amount
UNITED CONG CHURCH OF HOLYOKE HOLYOKE, MA	UNRESTRICTED GENERAL	$27,118
TRUSTEES OF DARTMOUTH COLLEGE HANOVER, NH	UNRESTRICTED GENERAL	$27,118
VALLEY HEALTH SYSTEMS INC HOLYOKE, MA	UNRESTRICTED GENERAL	$27,118
SHRINERS' HOSPITALS FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$27,118

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$35,379

Frequently Asked Questions

How large is Arthur E Sheldon Family Trust?

As of 2024, Arthur E Sheldon Family Trust holds $2.2M in total assets with $230K in annual revenue. It awarded 4 grants totaling $108K in 2024.

Where does Arthur E Sheldon Family Trust operate?

Arthur E Sheldon Family Trust has awarded grants in Florida, Massachusetts, New Hampshire.

What size grants does Arthur E Sheldon Family Trust award?

In 2024, Arthur E Sheldon Family Trust awarded 4 grants totaling $108K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Arthur E Sheldon Family Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur E Sheldon Family Trust reported a distributable amount of $124K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.