Charles Shady Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 3 grants totaling $293K. Net investment income was $538K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+4.1% YoY
Annual Giving
$293K
+30.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$98K
+30.0% YoY
Under IRS private-foundation payout rules, Charles Shady Charitable Trust reported a distributable amount of $329K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles Shady Charitable Trust
Based on IRS filings
Charles Shady Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 3 grants totaling $293K. Net investment income was $538K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,429,735 | $5,215,410 | $5,142,729 |
| Revenue | $579,531 | $356,926 | $190,690 |
| Expenses | $377,328 | $297,453 | $432,523 |
| Qualifying Distributions | $323,331 | $252,782 | $374,413 |
| Net Investment Income | $538,395 | $290,972 | $182,038 |
| Distributable Amount | $329,156 | $300,697 | $309,607 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Animal Adoptions Ltd ($97,543), Save a Pet ($97,543), The Animal Fdn - Lied Animal Shelter ($97,543).
| Recipient | Purpose | Amount |
|---|---|---|
| ANIMAL ADOPTIONS LTD HENDERSON, NV | UNRESTRICTED GENERAL | $97,543 |
| SAVE A PET DESERT HOT SPRINGS, CA | UNRESTRICTED GENERAL | $97,543 |
| THE ANIMAL FDN - LIED ANIMAL SHELTER LAS VEGAS, NV | UNRESTRICTED GENERAL | $97,543 |
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 | $75,505 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles Shady Charitable Trust?
Charles Shady Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $5.4M in total assets as of 2024.
How large is Charles Shady Charitable Trust?
As of 2024, Charles Shady Charitable Trust holds $5.4M in total assets with $580K in annual revenue. It awarded 3 grants totaling $293K in 2024.
Where does Charles Shady Charitable Trust operate?
Charles Shady Charitable Trust has awarded grants in California, Nevada.
What size grants does Charles Shady Charitable Trust award?
In 2024, Charles Shady Charitable Trust awarded 3 grants totaling $293K — an average of about $98K per grant, based on its IRS Form 990 filings.
How much is Charles Shady Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Shady Charitable Trust reported a distributable amount of $329K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles Shady Charitable Trust's EIN?
Charles Shady Charitable Trust's EIN (Employer Identification Number) is 30-6320077. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Charles Shady Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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