Sheffield-Harrold Charitable Trust
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.
Key facts about Sheffield-Harrold Charitable Trust
- EIN
- 58-6185174
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $238,000
- Grants made (2024)
- 11
- Average grant
- $21,636
- Median grant
- $10,000
- New grantees (estimate)
- 55% first-time grantees (6 of 11, 2024)
- Total assets
- $3,770,848
- Primary geography
- Georgia (97% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Sheffield-Harrold Charitable Trust funds
By grant dollars, the top recipient states for Sheffield-Harrold Charitable Trust's 11 itemized 2024 grants were Georgia (97%). The most frequent recipient cities were Atlanta, GA (7 grants). None of its 11 grants with a stated purpose were described as general or operating support.
Is Sheffield-Harrold Charitable Trust open to new grantees?
55%
first-time grantees, 2024
In 2024, 6 of 11 grantees (55%) were first-time recipients. First grants averaged $10K; repeat grants $36K. How we count
Medians: $4K first-time, $30K repeat.
- 36% of 2024 grantees were also funded in 2023. Method
- Giving grew 35% from 2021 to 2024. Method
- In 2024 it paid out 135% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Sheffield-Harrold Charitable Trust
- How to evaluate Sheffield-Harrold Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Sheffield-Harrold Charitable Trust with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
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
11
+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
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.
Ready to take the next step with Sheffield-Harrold Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include Community Foundation for Greater Atlanta ($75,000), The Westminster Schools ($45,000), Hank Aaron Chasing the Dream Foundation ($44,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| 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 |
| 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 |
| UNIVERSITY OF GEORGIA FOUNDATION Athens, GA | TO SUPPORT THE MISSION AND PURPOSE OF THE UNIVERSITY, WHICH IS TO ENRICH LIVES THROUGH EDUCATION, SERVICE, AND OUTREACH. | $30,000 |
| 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 |
| 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 |
| 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 |
| STURDIVANT HALL MUSEUM Selma, AL | TO SUPPORT THE CULTURAL AND HISTORICAL HERITAGE OF STURDIVANT HALL. | $5,000 |
| 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 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
Explore Open Grants
Browse active grant opportunities in Sheffield-Harrold Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Community Foundation for Greater
Atlanta, GA
Assets
$1.5B
Grants
1,414
Total Given
$152.3M
The Arthur M Blank Family Foundation
Atlanta, GA
Assets
—
Grants
586
Total Given
$212.1M
The Rich Foundation Inc
Atlanta, GA
Assets
$53.3M
Grants
54
Total Given
$2.5M
Jewish Federation of Greater
Atlanta, GA
Assets
$380.8M
Grants
355
Total Given
$60.7M
The Florence Harry English Mem Fund
Orlando, FL
Assets
$17.9M
Grants
7
Total Given
$845K
THDF II Inc DBA
Atlanta, GA
Assets
$267.4M
Grants
166
Total Given
$63.7M
Cobb Community Foundation Inc
Atlanta, GA
Assets
$34.2M
Grants
130
Total Given
$5.4M
The Coca-Cola Foundation Inc
Atlanta, GA
Assets
$533.9M
Grants
246
Total Given
$117.2M
Community Foundation of the
Columbus, GA
Assets
$349.0M
Grants
220
Total Given
$37.5M
The Sartain Lanier Family Foundation Inc
Atlanta, GA
Assets
$97.3M
Grants
88
Total Given
$4.4M
Assurant Foundation
Atlanta, GA
Assets
$11.6M
Grants
1,710
Total Given
$4.0M
Boys & Girls Clubs of America
Atlanta, GA
Assets
$95.2M
Grants
797
Total Given
$120.5M
More Funders in Georgia
Data last updated September 2026. Sourced from IRS Form 990-PF filings.