Jesse E & Flora M Sheldon Mem Tr

DALLAS, TX EIN: 04-6035873

Jesse E & Flora M Sheldon Mem Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $497K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$497K

+2.9% YoY

Annual Giving

$30K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$30K

+0.0% YoY

Under IRS private-foundation payout rules, Jesse E & Flora M Sheldon Mem Tr reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Jesse E & Flora M Sheldon Mem Tr

Based on IRS filings

Jesse E & Flora M Sheldon Mem Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $497K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $48K.

Ready to take the next step with Jesse E & Flora M Sheldon Mem Tr?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Holyoke

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$99K$133K20202021202220232024
Metric202420232022
Total Assets$496,703$482,829$508,124
Revenue$55,076$14,663$-12,641
Expenses$40,713$39,784$43,686
Qualifying Distributions$34,118$33,831$34,785
Net Investment Income$48,097$7,084$4,147
Distributable Amount$28,296$26,374$27,465

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$23K$31K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

GIRLS INC OF HOLYOKE$30K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Girls Inc of Holyoke ($30,303).

RecipientPurposeAmount
GIRLS INC OF HOLYOKE HOLYOKE, MAUNRESTRICTED GENERAL$30,303

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$8,201

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jesse E & Flora M Sheldon Mem Tr?

Jesse E & Flora M Sheldon Mem Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $497K in total assets as of 2024.

How large is Jesse E & Flora M Sheldon Mem Tr?

As of 2024, Jesse E & Flora M Sheldon Mem Tr holds $497K in total assets with $55K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Jesse E & Flora M Sheldon Mem Tr operate?

Jesse E & Flora M Sheldon Mem Tr has awarded grants in Massachusetts.

What size grants does Jesse E & Flora M Sheldon Mem Tr award?

In 2024, Jesse E & Flora M Sheldon Mem Tr awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Jesse E & Flora M Sheldon Mem Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jesse E & Flora M Sheldon Mem Tr reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jesse E & Flora M Sheldon Mem Tr's EIN?

Jesse E & Flora M Sheldon Mem Tr's EIN (Employer Identification Number) is 04-6035873. 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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