Shelton H Short Jr Trust

SAINT LOUIS, MO EIN: 54-6140127

The Shelton H Short Jr Trust is a private foundation established in Virginia in 1978 and currently based in Saint Louis, Missouri. The trust is managed by Wells Fargo Bank, N.A., which serves as trustee. It operates as an independent foundation with a focus on supporting charitable causes, particularly in Virginia.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$25.0M

+1.1% YoY

Annual Giving

$1.2M

+17.1% YoY

Grant Count

68

+33.3% YoY

Avg Grant Size

$17K

-12.2% YoY

Under IRS private-foundation payout rules, Shelton H Short Jr Trust reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's mission is to support a variety of charitable causes primarily in Central and Southern Virginia. All grants are made as memorials to one or more family members of Shelton Hardaway Short, Jr., directed to charitable and educational organizations.

Primary funding areas include:

  • Arts, culture, and humanities
  • Education
  • Environment and animals
  • Health
  • Human services
  • Public/society benefit
  • Religion

Grantmaking

Grant Range

$2,000–$50,000

Average Grant

$21,000

Review Cycle

September 15

How to Apply

**

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Geographic Focus

Where this funder awards grants

While there are no formal geographic limitations, the foundation has a consistent practice of primarily supporting organizations in Central and Southern Virginia. Grantmaking reaches organizations across multiple states including Virginia, North Carolina, Massachusetts, Pennsylvania, Georgia, California, New York, Tennessee, and Texas. Virginia, North Carolina, and Massachusetts account for approximately 96% of all grants.

Grant Distribution by State

10states
+2 more states

Cities

AlbertaAshlandBostonBrooknealChapel HillChesterChesterfieldClarksvilleClarkvilleDanvilleFresnoGlen AllenGlen MillsGoochlandHenricoJarrattKellerMechanicsvilleN ChesterfieldN Chesterfld

Financial History

Multi-year comparison from IRS filings

Assets:

  • Total assets: $24.7–$29 million (as of most recent filings)

Annual Activity:

  • Total annual giving: $1,000,000–$1,172,500
  • Annual revenue: approximately $1.28–$1.29 million
  • Annual expenses: approximately $1.28 million
  • Investment income and dividends: $626,839 (2023)
  • Giving rate: approximately 4.1% of assets

Tax Status:

  • EIN: 54-6140127
  • Tax-exempt since June 1978
  • 501(c)(3) private foundation
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$488K$977K$1M$2M20202021202220232024
Metric202420232022
Total Assets$24,988,947$24,705,124$24,721,013
Revenue$1,775,639$1,285,155$1,099,694
Expenses$1,498,428$1,284,769$1,503,135
Qualifying Distributions$1,251,339$1,072,714$1,261,727
Net Investment Income$1,460,053$1,024,052$1,070,540
Distributable Amount$1,530,578$1,377,532$1,380,899

Giving Over Time

Total grant dollars and number of grants per year

$0$313K$625K$938K$1M56 grants202049 grants202158 grants202251 grants202368 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CARITAS$50KCHALLENGE DISCOVERY PROJ…$40KDANVILLE COMMUNITY COLLE…$40KANNA JULIA COOPER SCHOOL$30KSOUTHSIDE VIRGINIA COMMU…$30KCHILDSAVERS$30KTHE FAISON CENTER INC$25KCOMMONWEALTH CATHOLIC CH…$25KFEED MORE INC$25KGATEWAY HOMES INC$25K

Grant Size Distribution

249 grants across all recorded years

226<$50K22$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Shelton H Short Jr Trust

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Caritas ($50,000), Challenge Discovery Projects Inc ($40,000), Danville Community College Educational ($40,000).

RecipientPurposeAmount
THE FAISON CENTER INC RICHMOND, VAGENERAL OPERATING$25,000
BLUE SKY FUND RICHMOND, VAGENERAL SUPPORT$20,000
PETER PAUL DEVELOPMENT CENTER INC RICHMOND, VAGENERAL OPERATING$20,000
SAFE HARBOR RICHMOND, VAGENERAL SUPPORT$15,000
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIE RICHMOND, VAGENERAL SUPPORT$10,000
SPORTABLE RICHMOND ADAPTIVE SPORTS RICHMOND, VAGENERAL SUPPORT$15,000
RIVERSIDE SCHOOL INC NORTH CHESTERFIELD, VAGENERAL OPERATING$20,000
ELK HILL FARM INC GOOCHLAND, VAGENERAL OPERATING$15,000
SHALOM FARMS RICHMOND, VAGENERAL OPERATING$15,000
ROBINSON THEATER COMMUNITY ARTS CENTER RICHMOND, VAGENERAL SUPPORT$10,000

Leadership & Key People

Leadership team and compensation from IRS filings

Trustee: Wells Fargo Bank, N.A.

  • Compensation: $167,605–$168,000 annually

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$178K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$178,137

Frequently Asked Questions

What does Shelton H Short Jr Trust fund?

The trust's mission is to support a variety of charitable causes primarily in Central and Southern Virginia. All grants are made as memorials to one or more family members of Shelton Hardaway Short, Jr., directed to charitable and educational organizations. Primary funding areas include: • Arts, culture, and humanities • Education • Environment and animals • Health • Human services • Public/society benefit • Religion

How do I apply for a grant from Shelton H Short Jr Trust?

**Grant Characteristics:** • Typical grant range: $2,000–$50,000 • Median grant size: $15,000 • Average grant size: $21,000 • Individual grants have ranged from $5,000 to $250,000 **Recent Activity:** • Approximately 51 grants awarded annually • Total annual giving: approximately $1,000,000–$1,172,500 • The foundation has supported 92 unique organizations across multiple states • 114 total grants documented, totaling $2.4 million **Application Process:** • Annual application deadline: September…

Where does Shelton H Short Jr Trust make grants?

While there are no formal geographic limitations, the foundation has a consistent practice of primarily supporting organizations in Central and Southern Virginia. Grantmaking reaches organizations across multiple states including Virginia, North Carolina, Massachusetts, Pennsylvania, Georgia, California, New York, Tennessee, and Texas. Virginia, North Carolina, and Massachusetts account for approximately 96% of all grants.

What size grants does Shelton H Short Jr Trust award?

In 2024, Shelton H Short Jr Trust awarded 68 grants totaling $1.2M — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Shelton H Short Jr Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shelton H Short Jr Trust reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shelton H Short Jr Trust's EIN?

Shelton H Short Jr Trust's EIN (Employer Identification Number) is 54-6140127. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Shelton H Short Jr Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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