Sheffield-harrold Charitable Trust

ATLANTA, GA EIN: 58-6185174

Sheffield-harrold Charitable Trust is a private foundation, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.8M in total assets. In 2024, it awarded 11 grants totaling $238K. Net investment income was $422K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

+4.9% YoY

Annual Giving

$238K

+38.0% YoY

Grant Count

+57.1% YoY

Avg Grant Size

$22K

-12.2% YoY

Under IRS private-foundation payout rules, Sheffield-harrold Charitable Trust reported a distributable amount of $178K for 2024 — the minimum it must pay out in qualifying distributions.

About Sheffield-harrold Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $857K (97%)

Alabama $28K (3%)

Rhode Island $3K (0%)

States

Alabama Georgia Rhode Island

Cities

AthensAtlantaBrunswickFaunsdaleLivingstonMontgomerySelmaSouth Kingstown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,770,848	$3,595,028	$3,557,969
Revenue	$448,680	$227,875	$84,136
Expenses	$270,952	$199,823	$190,765
Qualifying Distributions	$239,598	$174,624	$156,028
Net Investment Income	$421,758	$202,676	$57,699
Distributable Amount	$177,771	$162,347	$169,463

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

33 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Community Foundation for Greater Atlanta ($75,000), The Westminster Schools ($45,000), Hank Aaron Chasing the Dream Foundation ($44,000).

Recipient	Purpose	Amount
ATLANTA HISTORY CENTER ATLANTA, GA	TO SUPPORT THE MISSION OF THE CENTER, WHICH SEEKS TO CONNECT PEOPLE, HISTORY AND CULTURE. THE CENTER SEEKS TO PRESERVE AND INTERPRET HISTORICAL SUBJECTS PERTAINING TO ATLANTA AND ITS ENVIRONS AND PRESENT SUBJECTS OF INTEREST TO ATLANTA'S DIVERSE AUDIENCES.	$20,000
BRUNSWICH AFRICAN AMERICAN CULTURAL CENTER BRUNSWICK, GA	TO SUPPORT THE CENTERS MISSION OF PROMOTING AWARENESS AND APPRECIATION FOR AFRICAN-AMERICAN EXPERIENCES THROUGH ACTIVITIES AND EVENTS THAT ENHANCE AND STRENGTHEN CULTURAL AWARENESS FOR THE CITY OF BRUNSWICK, GEORGIA AND SURROUNDING COMMUNITIES.	$5,000
COMMUNITY FOUNDATION FOR GREATER ATLANTA ATLANTA, GA	TO SUPPORT THE FOUNDATION'S MISSION, WHICH IS TO LEAD AND INSPIRE PHILANTHROPY TO INCREASE THE VITALITY OF THE ATLANTA REGION AND THE WELL BEING OF ALL RESIDENTS.	$75,000
FRIENDS OF THE ALABAMA ARCHIVES MONTGOMERY, AL	TO SUPPORT THE ARCHIVES MISSION OF HELPING ALABAMA ARCHVIES SUCCEED IN ITS MISSION TO COLLECT, PRESERVE, AND SHARE THE HISTORY OF ALABAMA.	$2,500
HANK AARON CHASING THE DREAM FOUNDATION ATLANTA, GA	TO SUPPORT THE FOUNDATION'S MISSION OF MAKING EDUCATIONAL AND OTHER GRANTS TO DISADVANTAGED CHILDREN.	$44,000
PHILANTHROPY SOUTHEAST INC ATLANTA, GA	TO SUPPORT THE PHILANTHROPIC NETWORK FOR LEADERS, IDEAS AND RESOURCES FOCUSED IN THE AMERICAN SOUTH AND U.S. CARIBBEAN TERRITORIES.	$1,000
STURDIVANT HALL MUSEUM SELMA, AL	TO SUPPORT THE CULTURAL AND HISTORICAL HERITAGE OF STURDIVANT HALL.	$5,000
SWEET AUBURN WORKS ATLANTA, GA	TO SUPPORT THE ORGANIZATION TO PRESERVE, REVITALIZE, AND PROMOTE THE COMMERCIAL AND CULTURAL LEGACY OF THE SWEET AUBURN HISTORIC DISTRICT.	$10,000
THE ATLANTA OPERA ATLANTA, GA	TO SUPPORT THE ARTS.	$500
THE WESTMINSTER SCHOOLS ATLANTA, GA	TO SUPPORT THE MISSION OF WESTMINSTER, WHICH SEEKS TO DEVELOP THE WHOLE PERSON FOR COLLEGE AND FOR LIFE THROUGH EXCELLENT EDUCATION.	$45,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
F SHEFFIELD HALE	CO-TRUSTEE	1	—
ELLEN HALE JONES	CO-TRUSTEE	1	—

Frequently Asked Questions

How large is Sheffield-harrold Charitable Trust?

As of 2024, Sheffield-harrold Charitable Trust holds $3.8M in total assets with $449K in annual revenue. It awarded 11 grants totaling $238K in 2024.

Where does Sheffield-harrold Charitable Trust operate?

Sheffield-harrold Charitable Trust has awarded grants in Alabama, Georgia, Rhode Island.

What size grants does Sheffield-harrold Charitable Trust award?

In 2024, Sheffield-harrold Charitable Trust awarded 11 grants totaling $238K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Sheffield-harrold Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sheffield-harrold Charitable Trust reported a distributable amount of $178K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sheffield-harrold Charitable Trust's EIN?

Sheffield-harrold Charitable Trust's EIN (Employer Identification Number) is 58-6185174. IRS Form 990 filing data is available on this page for 2020–2024.