Elbert H Evelyn J & Karen H

Private foundation · Grantmaker Shawsville, VA EIN: 52-1289232

Elbert H Evelyn J & Karen H is a private foundation based in Shawsville, Virginia. Its 2025 filing reports grants to charitable organizations in Virginia and other states, supporting activities that include health and human services, public service, humanitarian work, animal services, and conservation.

Key facts about Elbert H Evelyn J & Karen H

In short: Elbert H Evelyn J & Karen H gave $929K across 41 grants in 2025 (avg $23K), mostly in Virginia. 2% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
52-1289232
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$929,050
Grants made (2025)
41
Average grant
$22,660
Median grant
$5,000
New grantees (estimate)
2% first-time grantees (1 of 41, 2025)
Total assets
$3,472,275
Primary geography
Virginia (76% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.5M

-1.1% YoY

Annual Giving

$929K

-7.8% YoY

Grant Count

41

-4.7% YoY

Avg Grant Size

$23K

-3.3% YoY

Under IRS private-foundation payout rules, Elbert H Evelyn J & Karen H reported a distributable amount of $632K for 2025 — the minimum it must pay out in qualifying distributions.

Is Elbert H Evelyn J & Karen H open to new grantees?

2%

first-time grantees, 2025

In 2025, 1 of 41 grantees (2%) were first-time recipients. First grants averaged $2K; repeat grants $23K. How we count

Medians: $2K first-time, $5K repeat.

  • 98% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 147% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including health services, humanitarian aid, public service, animal services, human services, and conservation. For example, Eastmont Community Foundation says its mission is to promote charitable and educational organizations in its community and encourage community involvement in health and well-being. The Nature Conservancy describes its mission as conserving the lands and waters on which all life depends. West End Center says it provides a safe place for children after school and during the summer.

Grantmaking

In 2025, the foundation awarded 41 grants totaling $929,050. Awards ranged from $500 to $250,000, with a median grant of $5,000. Its largest reported grants included $250,000 to YMCA of Virginia’s Blue Ridge for health services, $200,000 to Montgomery County Treasurer for public service, and $100,000 to Plan International USA for humanitarian purposes. Other notable grants included $50,000 each to Mountain View Humane SpayNeuter Cli for animal services, US Fund for UNICEF for humanitarian purposes, and Legal Aid Society of Roanoke Valley for human services.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.

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Geographic Focus

Where this funder awards grants

In 2025, 76% of grant dollars went to recipients in Virginia, followed by Rhode Island (11%), Georgia (5%), Maryland (3%), and the District of Columbia (1%).

Grant Distribution by State

12states

Share of 2025 grant dollars across all 41 itemized grants.

Cities

RoanokeWashingtonLexingtonBlacksburgAtlantaCentral IslipChristiansburgEllistonFredricksburgHagerstownHardySalemShawsvilleWarwickWaxhawFloydPeekskillRaleighCharlottesvilleMerrifield

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M32 grants2020 34 grants2021 42 grants2022 50 grants2023 43 grants2024 41 grants2025

From 2020 to 2025, annual grant giving ranged from $887K (2021) to $1.0M (2023). In 2025 it made 41 grants totaling $929K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

YMCA of Virginia's Blue Ridge: $250KYMCA of Virginia's Blue Ridge$250KMontgomery County Treasurer: $200KMontgomery County Treasurer$200KPlan International USA: $100KPlan International USA$100KMountain View Humane Spayneuter CLI: $50KMountain View HumaneSpayneuter CLI$50KUS Fund for UNICEF: $50KUS Fund for UNICEF$50KLegal Aid Society of Roanoke Valley: $50KLegal Aid Society of RoanokeValley$50KEastmont Community Foundation: $30KEastmont Community Foundation$30KDoctors Without Borders: $25KDoctors Without Borders$25KAmerican Cancer Society: $20KAmerican Cancer Society$20KThe Nature Conservancy: $13KThe Nature Conservancy$13K

The largest 2025 recipient was YMCA of Virginia's Blue Ridge ($250K). Together the top 10 received $788K.

Grant Size Distribution

210 grants across all recorded years

179<$50K16$50–100K10$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 179 grants of 210 (85%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
YMCA of Virginia's Blue Ridge Roanoke, VAHealth Services$250,000
Montgomery County Treasurer Roanoke, VAPublic Service$200,000
Plan International USA Warwick, RIHumanitarian$100,000
Mountain View Humane Spayneuter CLI Christiansburg, VAAnimal Services$50,000
US Fund for UNICEF Atlanta, GAHumanitarian$50,000
Legal Aid Society of Roanoke Valley Roanoke, VAHuman Services$50,000
Eastmont Community Foundation Shawsville, VAHuman Services$30,000
Doctors Without Borders Hagerstown, MDHealth Services$25,000
American Cancer Society Glen Allen, VAHealth Services$20,000
The Nature Conservancy Merrifield, VAConservation$13,300

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant total
2025 41 $929,050
2024 43 $1,007,500
2023 50 $1,021,800
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,472,275$3,510,232$3,732,812
Revenue$945,418$839,853$901,494
Expenses$983,375$1,062,433$1,071,253
Qualifying Distributions$929,050$1,007,500$1,021,800
Net Investment Income$902,308$797,506$845,181
Distributable Amount$632,205$617,093$583,571

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 6, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Karen H Waldron as president and treasurer, and Shawn A Ricci as vice president and secretary.

Elbert H Evelyn J & Karen H is led by Karen H. Waldron, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Karen H. Waldron

    President & Treasurer

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Shawn A. Ricci

    Vice President & Secretary

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 290 Boners Run Road, Shawsville, VA 24162
Phone: (540) 774-4415

Frequently asked questions about Elbert H Evelyn J & Karen H

How much does Elbert H Evelyn J & Karen H give each year?

Elbert H Evelyn J & Karen H gave $929K across 41 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.0M across 43 grants.

What is Elbert H Evelyn J & Karen H's typical grant size?

Elbert H Evelyn J & Karen H's median grant in 2025 was $5,000, and its average grant was $22,660, across 41 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Elbert H Evelyn J & Karen H that year got $2K on average.

Where does Elbert H Evelyn J & Karen H give grants?

Elbert H Evelyn J & Karen H gives mostly in Virginia: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (11%) and Georgia (5%). The most frequent recipient cities were Roanoke, VA (10 grants), Washington, DC (4 grants), Shawsville, VA (2 grants) and Blacksburg, VA (2 grants).

Does Elbert H Evelyn J & Karen H give general operating support?

Not in 2025: none of the 41 grants with a stated purpose on Elbert H Evelyn J & Karen H's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Animal Services" (8 grants), "Health Services" (6 grants) and "Human Services" (5 grants).

Who are Elbert H Evelyn J & Karen H's largest grantees?

Elbert H Evelyn J & Karen H's largest 2025 grantees include YMCA of Virginia's Blue Ridge ($250,000), Montgomery County Treasurer ($200,000) and Plan International USA ($100,000), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.

How large is Elbert H Evelyn J & Karen H?

Elbert H Evelyn J & Karen H reported $3.5M in total assets on its 2025 IRS Form 990-PF. It paid out $929K in qualifying distributions that year, against a required minimum of $632K (roughly 5% of its investment assets).

What does Elbert H Evelyn J & Karen H fund?

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including health services, humanitarian aid, public service, animal services, human services, and conservation. See mission & focus areas ↑

How do I apply for a grant from Elbert H Evelyn J & Karen H?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does Elbert H Evelyn J & Karen H accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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