D & F Shelton Suc Tte-resid Tr

Foundation · Grantmaker 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

+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

Your AI grants department

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

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $42K (100%)

States

California

Cities

Rancho Palos VerdeRanchos Palos Verdes

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

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

Recipient	Purpose	Amount
SALVATION ARMY RANCHOS PALOS VERDES, CA	GENERAL OPERATING	$7,849

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$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.