D & F Shelton Suc Tte-resid Tr

MILWAUKEE, WI EIN: 93-6118280

D & F Shelton Suc Tte-resid Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $137K in total assets. In 2025, it awarded 1 grants totaling $8K. Net investment income was $12K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$137K

+1.5% YoY

Annual Giving

$8K

-5.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$8K

-5.8% YoY

Under IRS private-foundation payout rules, D & F Shelton Suc Tte-resid Tr reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

About D & F Shelton Suc Tte-resid Tr

Based on IRS filings

D & F Shelton Suc Tte-resid Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $137K in total assets. In 2025, it awarded 1 grants totaling $8K. Net investment income was $12K.

Ready to take the next step with D & F Shelton Suc Tte-resid Tr?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Rancho Palos VerdeRanchos Palos Verdes

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$9K$14K$18K20212022202320242025
Metric202520242023
Total Assets$137,003$135,031$142,050
Revenue$16,440$7,921$6,398
Expenses$14,469$14,940$15,776
Qualifying Distributions$9,881$10,370$11,225
Net Investment Income$11,911$3,233$2,015
Distributable Amount$8,287$8,056$7,989

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$5K$7K$9K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

SALVATION ARMY$8K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Salvation Army ($7,849).

RecipientPurposeAmount
SALVATION ARMY RANCHOS PALOS VERDES, CAGENERAL OPERATING$7,849

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK N ATRUSTEE$5K

From 2025 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$4,977

Frequently Asked Questions

How large is D & F Shelton Suc Tte-resid Tr?

As of 2025, D & F Shelton Suc Tte-resid Tr holds $137K in total assets with $16K in annual revenue. It awarded 1 grants totaling $8K in 2025.

Where does D & F Shelton Suc Tte-resid Tr operate?

D & F Shelton Suc Tte-resid Tr has awarded grants in California.

What size grants does D & F Shelton Suc Tte-resid Tr award?

In 2025, D & F Shelton Suc Tte-resid Tr awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is D & F Shelton Suc Tte-resid Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, D & F Shelton Suc Tte-resid Tr reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is D & F Shelton Suc Tte-resid Tr's EIN?

D & F Shelton Suc Tte-resid Tr's EIN (Employer Identification Number) is 93-6118280. IRS Form 990 filing data is available on this page for 2021–2025.

Explore Open Grants

Browse active grant opportunities in D & F Shelton Suc Tte-resid Tr's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with D & F Shelton Suc Tte-resid Tr on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching D & F Shelton Suc Tte-resid Tr to a real strategy.

Plan your approach