Shelby Family Foundation
Shelby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chapel Hill, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $699K in total assets. In 2025, it awarded 14 grants totaling $40K. Net investment income was $55K.
Key facts about Shelby Family Foundation
In short: Shelby Family Foundation gave $40K across 14 grants in 2025 (avg $3K), mostly in North Carolina. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 36-4055432
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $40,000
- Grants made (2025)
- 14
- Average grant
- $2,857
- Median grant
- $2,000
- New grantees (estimate)
- 29% first-time grantees (4 of 14, 2025)
- Total assets
- $698,805
- Primary geography
- North Carolina (57% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$699K
+2.0% YoY
Annual Giving
$40K
+8.1% YoY
Grant Count
14
-26.3% YoY
Avg Grant Size
$3K
+46.7% YoY
Under IRS private-foundation payout rules, Shelby Family Foundation reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Is Shelby Family Foundation open to new grantees?
29%
first-time grantees, 2025
In 2025, 4 of 14 grantees (29%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $2K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Homeless Children IRC Indian River Shores, FL | Charitable | $8,000 |
| Chapel Hill Public Library Foundation Chapel Hill, NC | Charitable | $5,000 |
| Duke - Hardin Family ALS Durham, NC | Charitable | $5,000 |
| Food Bank of Central & Eastern North Carolina Raleigh, NC | Charitable | $5,000 |
| North Carolina Ballet Raleigh, NC | Charitable | $2,500 |
| Ackland Art Museum Chapel Hill, NC | Charitable | $2,000 |
| Larimer Humane Society Loveland, CO | Charitable | $2,000 |
| Rocky Mountain Raptor Program Fort Collins, CO | Charitable | $2,000 |
| Vero Beach Museum of Art Vero Beach, FL | Charitable | $2,000 |
| Youth Sailing Foundation Vero Beach, FL | Charitable | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $698,805 | $685,054 | $716,729 |
| Revenue | $63,056 | $65,897 | $49,533 |
| Expenses | $49,305 | $51,191 | $48,171 |
| Qualifying Distributions | $41,300 | $37,775 | $40,000 |
| Net Investment Income | $54,705 | $19,124 | $44,167 |
| Distributable Amount | $38,633 | $40,849 | $36,539 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 21, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 12, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Shelby Family Foundation is led by Carole Shelby, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carole Shelby
President & Director
On filings since 2019
0.3 hrs/week
No compensation reported
Justin Shelby
Treasurer & Director
On filings since 2019
0.3 hrs/week
No compensation reported
Paige Oiumet
Secretary & Director
On filings since 2023
0.3 hrs/week
No compensation reported
Former officers (2)
- Former: Christian Shelby (2019–2022) — Director
- Former: Paige Ouimet (2019–2022) — Secretary & Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Shelby Family Foundation
How much does Shelby Family Foundation give each year?
Shelby Family Foundation gave $40K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 19 grants.
What is Shelby Family Foundation's typical grant size?
Shelby Family Foundation's median grant in 2025 was $2,000, and its average grant was $2,857, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Shelby Family Foundation that year got $3K on average.
Where does Shelby Family Foundation give grants?
Shelby Family Foundation gives mostly in North Carolina: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (30%) and Colorado (13%). The most frequent recipient cities were Chapel Hill, NC (5 grants), Raleigh, NC (2 grants), Vero Beach, FL (2 grants) and Fort Collins, CO (2 grants).
Does Shelby Family Foundation give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Shelby Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (14 grants).
Who are Shelby Family Foundation's largest grantees?
Shelby Family Foundation's largest 2025 grantees include Homeless Children IRC ($8,000), Chapel Hill Public Library Foundation ($5,000) and Duke - Hardin Family ALS ($5,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is Shelby Family Foundation?
Shelby Family Foundation reported $699K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).
What is Shelby Family Foundation?
Shelby Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chapel Hill, NC. It holds $699K in total assets as of 2025.
What is Shelby Family Foundation's EIN?
Shelby Family Foundation's EIN (Employer Identification Number) is 36-4055432. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Shelby Family Foundation by hand.
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