Co-Tr Ir Char Wallace Shields
Co-Tr Ir Char Wallace Shields is a private foundation based in Dallas, Texas. Its 2025 filing reports grants to charitable organizations in Missouri, Oklahoma, Nebraska, and Kansas; the foundation states that it makes contributions only to preselected charitable organizations.
Co-Tr Ir Char Wallace Shields at a glance
In short: Co-Tr Ir Char Wallace Shields gave $26K across 10 grants in 2025 (avg $3K), mostly in Missouri. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,950
- +6.4% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $2,595
- +6.4% vs 2024
- Median grant
- $865
- Total assets
- $1,524,370
- +194.3% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Missouri (53% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Co-Tr Ir Char Wallace Shields
- Accepts unsolicited proposals
- No
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Co-Tr Ir Char Wallace Shields funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was American Cancer Society Inc ($5K). Together the top 10 received $26K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Missouri (53%), Oklahoma (20%), Nebraska (20%), and Kansas (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Co-Tr Ir Char Wallace Shields open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2019) to $26K (2025). In 2025 it made 10 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $5,190 |
| American Heart Association Omaha, NE | Unrestricted General | $5,190 |
| Curators of the University of Missouri Columbia, MO | Unrestricted General | $5,190 |
| VFW - Veterans of Foreign Wars Kansas City, MO | Unrestricted General | $5,190 |
| Newhouse Inc Kansas City, MO | Unrestricted General | $865 |
| Synergy Services Inc Parkville, MO | Unrestricted General | $865 |
| Hope House Inc Independence, MO | Unrestricted General | $865 |
| Friends of Yates Inc Kansas City, KS | Unrestricted General | $865 |
| Safehome Inc Overland Park, KS | Unrestricted General | $865 |
| Rose Brooks Center Kansas City, MO | Unrestricted General | $865 |
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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 | $1,524,370 | $1,220,371 | $49,557 | $25,950 | 10 | $34,071 | $281,566 | $67,705 |
| 2024 | $517,919 | $74,533 | $34,603 | $24,384 | 10 | $28,164 | $68,028 | $28,091 |
| 2023 | $478,037 | $15,463 | $28,107 | $19,058 | 10 | $22,488 | $9,085 | $25,729 |
| 2022 | $491,174 | $6,374 | $39,148 | $25,102 | 10 | $28,693 | $7,327 | $26,371 |
| 2021 | $524,593 | $188,925 | $34,277 | $23,502 | 10 | $27,415 | $181,296 | $27,805 |
| 2020 | $369,847 | $38,212 | $32,920 | $23,884 | 10 | — | $30,534 | $23,860 |
| 2019 | $370,935 | $19,833 | $23,308 | $14,734 | 10 | — | $15,284 | $22,526 |
Under IRS private-foundation payout rules, Co-Tr Ir Char Wallace Shields reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state a mission for the foundation. Its 2025 grants include organizations whose own missions address cancer and heart health, veterans, domestic violence, violence prevention, and community services. For example, SAFEHOME says it works to break the cycle of domestic violence through shelter, advocacy, counseling, and prevention education; Synergy Services describes its work as crisis response, shelter, counseling, advocacy, and education; and Newhouse describes services for survivors of domestic violence focused on safety, self-sufficiency, and healing.
Grantmaking
In 2025, the foundation reported 10 grants totaling $25,950. Grants ranged from $865 to $5,190, with a median of $865. The largest listed grants were $5,190 each to the American Cancer Society Inc. in Oklahoma City, the American Heart Association in Omaha, the Curators of the University of Missouri in Columbia, and VFW – Veterans of Foreign Wars in Kansas City, Missouri. Other listed recipients received $865 each: Newhouse Inc., Synergy Services Inc., Hope House Inc., Friends of Yates Inc., Safehome Inc., and Rose Brooks Center.
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America N.A. as co-trustee.
Co-Tr Ir Char Wallace Shields's only listed officer is Bank Of America N A, Co-Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2019
1 hr/week
$7K (2019) → $19K (2025)
Former officers (1)
- Former: Jon Root (2019–2024) — Co-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 $19K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Co-Tr Ir Char Wallace Shields
How much does Co-Tr Ir Char Wallace Shields give each year?
Co-Tr Ir Char Wallace Shields gave $26K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 10 grants.
What is Co-Tr Ir Char Wallace Shields's typical grant size?
Co-Tr Ir Char Wallace Shields's median grant in 2025 was $865, and its average grant was $2,595, across 10 grants on its 2025 IRS Form 990-PF.
Where does Co-Tr Ir Char Wallace Shields give grants?
Co-Tr Ir Char Wallace Shields gives mostly in Missouri: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (20%) and Nebraska (20%). The most frequent recipient cities were Kansas City, MO (3 grants).
Does Co-Tr Ir Char Wallace Shields give general operating support?
Yes: 100% of Co-Tr Ir Char Wallace Shields's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Co-Tr Ir Char Wallace Shields's largest grantees?
Co-Tr Ir Char Wallace Shields's largest 2025 grantees include American Cancer Society Inc ($5,190), American Heart Association ($5,190) and Curators of the University of Missouri ($5,190), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Co-Tr Ir Char Wallace Shields?
Co-Tr Ir Char Wallace Shields reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Co-Tr Ir Char Wallace Shields fund?
The available information does not state a mission for the foundation. Its 2025 grants include organizations whose own missions address cancer and heart health, veterans, domestic violence, violence prevention, and community services. See mission & focus areas ↑
How do I apply for a grant from Co-Tr Ir Char Wallace Shields?
Co-Tr Ir Char Wallace Shields does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Co-Tr Ir Char Wallace Shields's EIN?
Co-Tr Ir Char Wallace Shields's EIN (Employer Identification Number) is 48-6338331. IRS Form 990 filing data is available on this page for 2019–2025.
Does Co-Tr Ir Char Wallace Shields accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 April 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from Co-Tr Ir Char Wallace Shields's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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