George E Shortle and Catherine H is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $417K in total assets. In 2024, it awarded 18 grants totaling $45K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$417K
+12.2% YoY
Annual Giving
$45K
+0.0% YoY
Grant Count
18
+0.0% YoY
Avg Grant Size
$3K
+0.0% YoY
Under IRS private-foundation payout rules, George E Shortle and Catherine H reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
About George E Shortle and Catherine H
Based on IRS filings
George E Shortle and Catherine H is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $417K in total assets. In 2024, it awarded 18 grants totaling $45K. Net investment income was $92K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $416,928 | $371,695 | $384,894 |
| Revenue | $93,921 | $36,702 | $42,335 |
| Expenses | $50,120 | $49,901 | $47,696 |
| Qualifying Distributions | $47,287 | $47,170 | $45,417 |
| Net Investment Income | $91,568 | $34,486 | $41,356 |
| Distributable Amount | $49,406 | $44,494 | $46,010 |
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
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nature Conservancy of Indiana ($10,000), The Moody Church ($4,500), Direct Relief International ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CATHERINE PEACHEY FUND CARMEL, IN | GENERAL FUND | $1,000 |
| COLUMBUS INDIANA PHILHARMONIC COLUMBUS, IN | GENERAL FUND | $500 |
| COMMUNITY FOUNDATION OF HOWARD COUNTY KOKOMO, IN | GENERAL FUND | $2,500 |
| COMMUNITY HEALTH NETWORK FOUNDATION INDIANAPOLIS, IN | GENERAL FUND | $2,500 |
| CV HAWORTH ENGLISH AWARD KOKOMO, IN | GENERAL FUND | $500 |
| DIRECT RELIEF INTERNATIONAL SANTA BARBARA, CA | GENERAL FUND | $4,000 |
| GRACE LUTHERAN CHURCH FOUNDATION INC COLUMBUS, IN | GENERAL FUND | $2,000 |
| HOWARD COUNTY HISTORICAL SOCIETY KOKOMO, IN | GENERAL FUND | $1,000 |
| INDIANA CANINE ASSISTANT NETWORK ZIONSVILLE, IN | GENERAL FUND | $1,500 |
| INTERNATIONAL JUSTICE MISSION WASHINGTON DC, DC | GENERAL FUND | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPHINE S HARTER | TRUSTEE | — | — |
| ROBERT H SHORTLE | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George E Shortle and Catherine H?
George E Shortle and Catherine H is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. It holds $417K in total assets as of 2024.
How large is George E Shortle and Catherine H?
As of 2024, George E Shortle and Catherine H holds $417K in total assets with $94K in annual revenue. It awarded 18 grants totaling $45K in 2024.
Where does George E Shortle and Catherine H operate?
George E Shortle and Catherine H has awarded grants in Alabama, California, District of Columbia, Illinois, Indiana, North Carolina, New York, Ohio, Texas, Washington.
What size grants does George E Shortle and Catherine H award?
In 2024, George E Shortle and Catherine H awarded 18 grants totaling $45K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is George E Shortle and Catherine H required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George E Shortle and Catherine H reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is George E Shortle and Catherine H's EIN?
George E Shortle and Catherine H's EIN (Employer Identification Number) is 35-6635265. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in George E Shortle and Catherine H's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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