Michael E Shrote Settlement Trust Xxx-xx-xxxx

TAMPA, FL EIN: 88-6741278

Michael E Shrote Settlement Trust Xxx-xx-xxxx is a private foundation, based in TAMPA, FL. IRS filing data is available from 2023 through 2024. In 2024, it awarded 2 grants totaling $381K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$381K

+107.1% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$191K

+3.6% YoY

Under IRS private-foundation payout rules, Michael E Shrote Settlement Trust Xxx-xx-xxxx reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Michael E Shrote Settlement Trust Xxx-xx-xxxx

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $368K (65%)

Indiana $197K (35%)

States

Indiana Michigan

Cities

BrightonMichigan CitySouthfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	—	$378,008
Revenue	$6,076	$-129,043
Expenses	$382,626	$192,248
Qualifying Distributions	$381,802	$188,126
Net Investment Income	$3,785	$12,549
Distributable Amount	$9,714	$19,047

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Immanuel Evangelical Lutheran Church ($197,148), Make-a-wish Foundation Michigan ($184,004).

Recipient	Purpose	Amount
IMMANUEL EVANGELICAL LUTHERAN CHURCH MICHIGAN CITY, IN	CHARITABLE DISTRIBUTION	$197,148
MAKE-A-WISH FOUNDATION MICHIGAN SOUTHFIELD, MI	CHARITABLE DISTRIBUTION	$184,004

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

Where does Michael E Shrote Settlement Trust Xxx-xx-xxxx operate?

Michael E Shrote Settlement Trust Xxx-xx-xxxx has awarded grants in Indiana, Michigan.

What size grants does Michael E Shrote Settlement Trust Xxx-xx-xxxx award?

In 2024, Michael E Shrote Settlement Trust Xxx-xx-xxxx awarded 2 grants totaling $381K — an average of about $191K per grant, based on its IRS Form 990 filings.

How much is Michael E Shrote Settlement Trust Xxx-xx-xxxx required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Michael E Shrote Settlement Trust Xxx-xx-xxxx reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Michael E Shrote Settlement Trust Xxx-xx-xxxx's EIN?

Michael E Shrote Settlement Trust Xxx-xx-xxxx's EIN (Employer Identification Number) is 88-6741278. IRS Form 990 filing data is available on this page for 2023–2024.