Elbert H Evelyn J & Karen H
The Elbert H Evelyn J & Karen H Waldron Charitable Foundation is a private foundation established in 1982 and based in Shawsville, Virginia. Operating as a 501(c)(3) organization since July 1983, the foundation supports a diverse range of charitable causes across multiple states with a focus on community and public affairs.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-6.0% YoY
Annual Giving
$1.0M
-1.4% YoY
Grant Count
43
-14.0% YoY
Avg Grant Size
$23K
+14.7% YoY
Under IRS private-foundation payout rules, Elbert H Evelyn J & Karen H reported a distributable amount of $617K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's giving priorities include:
- Animal services and equestrian programs
- Public service and humanitarian causes
- Health services and therapy
- Environmental conservation
- Education and cultural activism
- Youth services
- Human services and disaster preparedness
- COVID-19 relief efforts
Grantmaking
The foundation appears open to new applicants, with approximately 12% of new applicants funded in recent years.
Grant Range
$91 (based on 50 grants awarded in 2024)
Average Grant
$91 (based on 50 grants awarded in 2024)
Ready to take the next step with Elbert H Evelyn J & Karen H?
Geographic Focus
Where this funder awards grants
The foundation funds projects across multiple states and cities, including:
- Virginia (primary focus)
- Kentucky
- District of Columbia
- New York
- California
- Maryland
- Georgia
- North Carolina
- Alabama
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $3,510,232
- Total revenue: $840,000
- Total expenses: $1,060,000
Assets & Revenue (2023):
- Total assets: $3,732,812
- Total revenue: $901,494
- Total expenses: $1,071,253
Liabilities: $0
The foundation maintains an expense ratio of 118.8% of total assets, reflecting active grantmaking relative to its asset base.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,510,232 | $3,732,812 | $3,902,571 |
| Revenue | $839,853 | $901,494 | $705,828 |
| Expenses | $1,062,433 | $1,071,253 | $994,073 |
| Qualifying Distributions | $1,007,500 | $1,021,800 | $946,232 |
| Net Investment Income | $797,506 | $845,181 | $666,987 |
| Distributable Amount | $617,093 | $583,571 | $601,846 |
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
201 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ymca of Virginia's Blue Ridge ($250,000), Montgomery County Treasurer ($200,000), Plan International Usa ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN HACKNEY HORSE SOCIETY FDN LEXINGTON, KY | ANIMAL ENTHUSIASTS | $3,500 |
| AMNESTY INTERNATIONAL USA WASHINGTON, DC | ACTIVISM | $5,000 |
| BLUE RIDGE LAND CONSERVANCY ROANOKE, VA | CONSERVATION | $2,500 |
| BLUE RIDGE PBS ROANOKE, VA | EDUCATION | $2,000 |
| CARRIAGE ASSOCIATION OF AMERICA LEXINGTON, KY | PRESERVATION | $2,000 |
| CENTER IN THE SQUARE ROANOKE, VA | CULTURAL | $5,000 |
| DOCTORS WITHOUT BORDERS HAGERSTOWN, MD | HEALTH SERVICES | $25,000 |
| ELLISTON FIRE DEPARTMENT ELLISTON, VA | PUBLIC SERVICE | $10,000 |
| FEEDING AMERICA SOUTHWEST VIRGINIA SALEM, VA | HUMANITARIAN | $10,000 |
| GREENPEACE FREDRICKSBURG, VA | ENVIRONMENTAL | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Karen H Waldron – President and Treasurer (part-time, no compensation)
- Shawn A Ricci – Vice President and Secretary (part-time, no compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN H WALDRON | PRESIDENT/TREAS | 0.5 | — |
| SHAWN A RICCI | VICE PRES/SEC | 0.5 | — |
Contact Information
Address: 290 Boners Run Road, Shawsville, VA 24162
Phone: 540-774-4415
Frequently Asked Questions
What does Elbert H Evelyn J & Karen H fund?
The foundation's giving priorities include: • Animal services and equestrian programs • Public service and humanitarian causes • Health services and therapy • Environmental conservation • Education and cultural activism • Youth services • Human services and disaster preparedness • COVID-19 relief efforts
How do I apply for a grant from Elbert H Evelyn J & Karen H?
**Grant Activity:** • Total giving in 2024: $1,007,500 • Total giving in 2023: $308,000+ (21 grants documented) • Typical award range: $500–$250,000 • Average grant size: $91 (based on 50 grants awarded in 2024) **Recent Grants (2023):** • Plan International USA: $100,000 (Humanitarian) • Blacksburg Refugee Partnership: $50,000 (Human Services) • Eastmont Community Foundation: $25,000 (Human Services) The foundation appears open to new applicants, with approximately 12% of new applicants funded…
Where does Elbert H Evelyn J & Karen H make grants?
The foundation funds projects across multiple states and cities, including: • Virginia (primary focus) • Kentucky • District of Columbia • New York • California • Maryland • Georgia • North Carolina • Alabama
What size grants does Elbert H Evelyn J & Karen H award?
In 2024, Elbert H Evelyn J & Karen H awarded 43 grants totaling $1.0M — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Elbert H Evelyn J & Karen H required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Elbert H Evelyn J & Karen H reported a distributable amount of $617K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Elbert H Evelyn J & Karen H's EIN?
Elbert H Evelyn J & Karen H's EIN (Employer Identification Number) is 52-1289232. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.