Brown W Shelby & F Mildred Char Tr
Brown W Shelby & F Mildred Char Tr is a private foundation, based in St Petersburg, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 5 grants totaling $57K. Net investment income was $75K.
Brown W Shelby & F Mildred Char Tr at a glance
In short: Brown W Shelby & F Mildred Char Tr gave $57K across 5 grants in 2025 (avg $11K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,400
- -3.5% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $11,480
- -3.5% vs 2024
- Median grant
- $3,500
- Total assets
- $1,043,225
- +1.1% vs 2024
- Primary geography
- Missouri (96% 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 Brown W Shelby & F Mildred Char Tr funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Cape Girardeau County Historical ($44K). Together the top 5 received $57K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Brown W Shelby & F Mildred Char Tr gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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 $57K (2023) to $62K (2021). In 2025 it made 5 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cape Girardeau County Historical Jackson, MO | Establish & Maintain a | $44,000 |
| Mid-America Teen Challenge Cape Girardeau, MO | Unrestricted Grant | $4,000 |
| New McKendree United Methodist Jackson, MO | General Funds | $3,500 |
| United Way of Southeast Missouri Cape Girardeau, MO | Unrestricted Grant | $3,500 |
| Shriners Hospital for Children Tampa, FL | Unrestricted Grant | $2,400 |
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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 | $1,043,225 | $88,400 | $76,108 | $57,400 | 5 | $62,491 | $74,762 | $59,008 |
| 2024 | $1,031,936 | $68,056 | $77,163 | $59,500 | 5 | $64,458 | $54,977 | $57,054 |
| 2023 | $1,041,696 | $47,905 | $73,597 | $57,200 | 5 | $61,941 | $34,494 | $53,958 |
| 2022 | $1,068,057 | $42,256 | $79,497 | $62,000 | 5 | $66,831 | $28,156 | $61,924 |
| 2021 | $1,112,491 | $63,067 | $79,177 | $62,050 | 5 | $66,276 | $42,486 | $61,558 |
| 2020 | $1,135,255 | $40,953 | $86,946 | $61,000 | 5 | — | $20,250 | $56,553 |
| 2019 | $1,181,892 | $196,880 | $76,222 | $60,000 | 5 | — | $184,621 | $55,754 |
Under IRS private-foundation payout rules, Brown W Shelby & F Mildred Char Tr reported a distributable amount of $59K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Brown W Shelby & F Mildred Char Tr's only listed officer is Raymond James Trust N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
Raymond James Trust N A
Trustee
On filings since 2019
1 hr/week
$12K (2019) → $16K (2025)
Former officers (1)
- Former: Raymond James (2023–2024) — Trustee
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 $16K, to Raymond James Trust N a (Trustee).
Frequently asked questions about Brown W Shelby & F Mildred Char Tr
How much does Brown W Shelby & F Mildred Char Tr give each year?
Brown W Shelby & F Mildred Char Tr gave $57K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 5 grants.
What is Brown W Shelby & F Mildred Char Tr's typical grant size?
Brown W Shelby & F Mildred Char Tr's median grant in 2025 was $3,500, and its average grant was $11,480, across 5 grants on its 2025 IRS Form 990-PF.
Where does Brown W Shelby & F Mildred Char Tr give grants?
Brown W Shelby & F Mildred Char Tr gives mostly in Missouri: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jackson, MO (2 grants) and Cape Girardeau, MO (2 grants).
Does Brown W Shelby & F Mildred Char Tr give general operating support?
Yes: 80% of Brown W Shelby & F Mildred Char Tr's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Brown W Shelby & F Mildred Char Tr's largest grantees?
Brown W Shelby & F Mildred Char Tr's largest 2025 grantees include Cape Girardeau County Historical ($44,000), Mid-America Teen Challenge ($4,000) and New McKendree United Methodist ($3,500), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Brown W Shelby & F Mildred Char Tr?
Brown W Shelby & F Mildred Char Tr reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- 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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