Elizabeth R Shekelton Trust

MILWAUKEE, WI EIN: 37-6124484

Elizabeth R Shekelton Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $105K in total assets. In 2024, it awarded 1 grants totaling $19K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$105K

+18.2% YoY

Annual Giving

$19K

Grant Count

Avg Grant Size

$19K

Under IRS private-foundation payout rules, Elizabeth R Shekelton Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Elizabeth R Shekelton Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $197K (100%)

States

Illinois

Cities

Jacksonville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$105,091	$88,941	$89,673
Revenue	$27,817	$21,811	$48,490
Expenses	$30,669	$3,543	$127,175
Qualifying Distributions	$22,453	$1,783	$121,275
Net Investment Income	$18,458	$20,618	$43,480
Distributable Amount	$38,641	$38,372	$41,712

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 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Passavant Area Hosp Assoc ($19,438).

Recipient	Purpose	Amount
PASSAVANT AREA HOSP ASSOC JACKSONVILLE, IL	GENERAL OPERATING	$19,438

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$1,358

Frequently Asked Questions

How large is Elizabeth R Shekelton Trust?

As of 2024, Elizabeth R Shekelton Trust holds $105K in total assets with $28K in annual revenue. It awarded 1 grants totaling $19K in 2024.

Where does Elizabeth R Shekelton Trust operate?

Elizabeth R Shekelton Trust has awarded grants in Illinois.

What size grants does Elizabeth R Shekelton Trust award?

In 2024, Elizabeth R Shekelton Trust awarded 1 grants totaling $19K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Elizabeth R Shekelton Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth R Shekelton Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.