James L & Lona Shapter Memorial Charitable
James L & Lona Shapter Memorial Charitable is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 1 grants totaling $29K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$555K
+0.0% YoY
Annual Giving
$29K
-2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$29K
-2.5% YoY
Under IRS private-foundation payout rules, James L & Lona Shapter Memorial Charitable reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About James L & Lona Shapter Memorial Charitable
Based on IRS filings
James L & Lona Shapter Memorial Charitable is a private foundation, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 1 grants totaling $29K. Net investment income was $29K.
Ready to take the next step with James L & Lona Shapter Memorial Charitable?
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 | $554,502 | $554,247 | $594,024 |
| Revenue | $39,324 | $-679 | $39,532 |
| Expenses | $39,218 | $38,988 | $46,507 |
| Qualifying Distributions | $28,969 | $29,722 | $34,983 |
| Net Investment Income | $28,770 | $5,158 | $29,397 |
| Distributable Amount | $29,748 | $28,969 | $29,722 |
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
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Masonic Home for Children at Oxford ($28,969).
| Recipient | Purpose | Amount |
|---|---|---|
| MASONIC HOME FOR CHILDREN AT OXFORD OXFORD, NC | SUPPORT | $28,969 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK | TRUSTEE | — | $9,327 |
Frequently Asked Questions
How large is James L & Lona Shapter Memorial Charitable?
As of 2024, James L & Lona Shapter Memorial Charitable holds $555K in total assets with $39K in annual revenue. It awarded 1 grants totaling $29K in 2024.
Where does James L & Lona Shapter Memorial Charitable operate?
James L & Lona Shapter Memorial Charitable has awarded grants in North Carolina.
What size grants does James L & Lona Shapter Memorial Charitable award?
In 2024, James L & Lona Shapter Memorial Charitable awarded 1 grants totaling $29K — an average of about $29K per grant, based on its IRS Form 990 filings.
How much is James L & Lona Shapter Memorial Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James L & Lona Shapter Memorial Charitable reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James L & Lona Shapter Memorial Charitable's EIN?
James L & Lona Shapter Memorial Charitable's EIN (Employer Identification Number) is 58-2117719. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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