Sheldon Una E - Trust
Sheldon Una E - Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $116K in total assets. In 2025, it awarded 1 grants totaling $6K. Net investment income was $9K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$116K
+1.8% YoY
Annual Giving
$6K
+22.1% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$6K
+144.2% YoY
Under IRS private-foundation payout rules, Sheldon Una E - Trust reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
About Sheldon Una E - Trust
Based on IRS filings
Sheldon Una E - Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $116K in total assets. In 2025, it awarded 1 grants totaling $6K. Net investment income was $9K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $116,497 | $114,480 | $116,031 |
| Revenue | $10,975 | $4,310 | $-3,306 |
| Expenses | $8,343 | $7,015 | $9,672 |
| Qualifying Distributions | $6,640 | $5,527 | $7,308 |
| Net Investment Income | $9,210 | $2,462 | $707 |
| Distributable Amount | $6,766 | $6,256 | $6,031 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Maine Health ($5,662).
| Recipient | Purpose | Amount |
|---|---|---|
| MAINE HEALTH PORTLAND, ME | UNRESTRICTED GENERAL | $5,662 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $2,444 |
Frequently Asked Questions
How large is Sheldon Una E - Trust?
As of 2025, Sheldon Una E - Trust holds $116K in total assets with $11K in annual revenue. It awarded 1 grants totaling $6K in 2025.
Where does Sheldon Una E - Trust operate?
Sheldon Una E - Trust has awarded grants in Maine.
What size grants does Sheldon Una E - Trust award?
In 2025, Sheldon Una E - Trust awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Sheldon Una E - Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Sheldon Una E - Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sheldon Una E - Trust's EIN?
Sheldon Una E - Trust's EIN (Employer Identification Number) is 01-6019683. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Sheldon Una E - Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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