Co-tr Ir Char Wallace Shields
Co-tr Ir Char Wallace Shields is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $518K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $68K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$518K
+8.3% YoY
Annual Giving
$24K
+27.9% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$2K
+27.9% YoY
Under IRS private-foundation payout rules, Co-tr Ir Char Wallace Shields reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Co-tr Ir Char Wallace Shields
Based on IRS filings
Co-tr Ir Char Wallace Shields is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $518K in total assets. In 2024, it awarded 10 grants totaling $24K. Net investment income was $68K.
Ready to take the next step with Co-tr Ir Char Wallace Shields?
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 | $517,919 | $478,037 | $491,174 |
| Revenue | $74,533 | $15,463 | $6,374 |
| Expenses | $34,603 | $28,107 | $39,148 |
| Qualifying Distributions | $28,164 | $22,488 | $28,693 |
| Net Investment Income | $68,028 | $9,085 | $7,327 |
| Distributable Amount | $28,091 | $25,729 | $26,371 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Cancer Society Inc ($4,878), American Heart Association ($4,878), Curators of the University of Missouri ($4,878).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK | UNRESTRICTED GENERAL | $4,878 |
| AMERICAN HEART ASSOCIATION OMAHA, NE | UNRESTRICTED GENERAL | $4,878 |
| NEWHOUSE INC KANSAS CITY, MO | UNRESTRICTED GENERAL | $812 |
| SYNERGY SERVICES INC PARKVILLE, MO | UNRESTRICTED GENERAL | $812 |
| CURATORS OF THE UNIVERSITY OF MISSOURI COLUMBIA, MO | UNRESTRICTED GENERAL | $4,878 |
| HOPE HOUSE INC INDEPENDENCE, MO | UNRESTRICTED GENERAL | $812 |
| VFW - VETERANS OF FOREIGN WARS KANSAS CITY, MO | UNRESTRICTED GENERAL | $4,878 |
| FRIENDS OF YATES INC KANSAS CITY, KS | UNRESTRICTED GENERAL | $812 |
| SAFEHOME INC OVERLAND PARK, KS | UNRESTRICTED GENERAL | $812 |
| ROSE BROOKS CENTER KANSAS CITY, MO | UNRESTRICTED GENERAL | $812 |
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 N A | CO-TRUSTEE | 1 | $8,200 |
| JON ROOT | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Co-tr Ir Char Wallace Shields?
As of 2024, Co-tr Ir Char Wallace Shields holds $518K in total assets with $75K in annual revenue. It awarded 10 grants totaling $24K in 2024.
Where does Co-tr Ir Char Wallace Shields operate?
Co-tr Ir Char Wallace Shields has awarded grants in Kansas, Missouri, Nebraska, Oklahoma.
What size grants does Co-tr Ir Char Wallace Shields award?
In 2024, Co-tr Ir Char Wallace Shields awarded 10 grants totaling $24K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Co-tr Ir Char Wallace Shields required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Co-tr Ir Char Wallace Shields reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Co-tr Ir Char Wallace Shields's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.