Brown W Shelby & F Mildred Char Tr

ST PETERSBURG, FL EIN: 80-6031433

Brown W Shelby & F Mildred Char Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.0M in total assets. In 2024, it awarded 5 grants totaling $60K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.0M

-0.9% YoY

Annual Giving

$60K

+4.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

+4.0% YoY

Under IRS private-foundation payout rules, Brown W Shelby & F Mildred Char Tr reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

About Brown W Shelby & F Mildred Char Tr

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $292K (97%)

Florida $10K (3%)

States

Florida Missouri

Cities

Cape GirardeauJacksonTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,031,936	$1,041,696	$1,068,057
Revenue	$68,056	$47,905	$42,256
Expenses	$77,163	$73,597	$79,497
Qualifying Distributions	$64,458	$61,941	$66,831
Net Investment Income	$54,977	$34,494	$28,156
Distributable Amount	$57,054	$53,958	$61,924

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cape Girardeau County Historical ($43,000), New Mckendree United Methodist ($7,500), Mid-america Teen Challenge ($3,500).

Recipient	Purpose	Amount
SHRINERS HOSPITAL FOR CHILDREN TAMPA, FL	UNRESTRICTED GRANT	$2,000
NEW MCKENDREE UNITED METHODIST JACKSON, MO	GENERAL FUNDS	$7,500
MID-AMERICA TEEN CHALLENGE CAPE GIRARDEAU, MO	UNRESTRICTED GRANT	$3,500
UNITED WAY OF SOUTHEAST MISSOURI CAPE GIRARDEAU, MO	UNRESTRICTED GRANT	$3,500
CAPE GIRARDEAU COUNTY HISTORICAL JACKSON, MO	ESTABLISH & MAINTAIN A	$43,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
RAYMOND JAMES	TRUSTEE	1	$15,834

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Brown W Shelby & F Mildred Char Tr?

Brown W Shelby & F Mildred Char Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ST PETERSBURG, FL. It holds $1.0M in total assets as of 2024.

How large is Brown W Shelby & F Mildred Char Tr?

As of 2024, Brown W Shelby & F Mildred Char Tr holds $1.0M in total assets with $68K in annual revenue. It awarded 5 grants totaling $60K in 2024.

Where does Brown W Shelby & F Mildred Char Tr operate?

Brown W Shelby & F Mildred Char Tr has awarded grants in Florida, Missouri.

What size grants does Brown W Shelby & F Mildred Char Tr award?

In 2024, Brown W Shelby & F Mildred Char Tr awarded 5 grants totaling $60K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Brown W Shelby & F Mildred Char Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Brown W Shelby & F Mildred Char Tr reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Brown W Shelby & F Mildred Char Tr's EIN?

Brown W Shelby & F Mildred Char Tr's EIN (Employer Identification Number) is 80-6031433. IRS Form 990 filing data is available on this page for 2020–2024.