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. 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
5
+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
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.
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 | $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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.