Shepard Milner Wardlaw Fdn
Shepard Milner Wardlaw Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 15 grants totaling $317K. Net investment income was $635K.
Key facts about Shepard Milner Wardlaw Fdn
- EIN
- 47-6991937
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $317,442
- Grants made (2024)
- 15
- Average grant
- $21,163
- Median grant
- $15,000
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2024)
- Total assets
- $5,754,222
- Primary geography
- California (60% 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 Shepard Milner Wardlaw Fdn funds
By grant dollars, the top recipient states for Shepard Milner Wardlaw Fdn's 15 itemized 2024 grants were California (60%) and Florida (36%). The most frequent recipient cities were San Francisco, CA (5 grants) and Ft Lauderdale, FL (3 grants). 100% of grants with a stated purpose were for general or operating support.
Is Shepard Milner Wardlaw Fdn open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 15 grantees (0%) were first-time recipients. How we count
- 93% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 Shepard Milner Wardlaw Fdn
- How to evaluate Shepard Milner Wardlaw Fdn as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.8M
+5.5% YoY
Annual Giving
$317K
-4.8% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$21K
+1.5% YoY
Under IRS private-foundation payout rules, Shepard Milner Wardlaw Fdn reported a distributable amount of $350K for 2024 — the minimum it must pay out in qualifying distributions.
About Shepard Milner Wardlaw Fdn
Based on IRS filings
Shepard Milner Wardlaw Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 15 grants totaling $317K. Net investment income was $635K.
Focus Areas
Ready to take the next step with Shepard Milner Wardlaw Fdn?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,754,222 | $5,454,195 | $5,535,050 |
| Revenue | $665,566 | $295,200 | $174,541 |
| Expenses | $363,420 | $373,078 | $420,975 |
| Qualifying Distributions | $330,307 | $338,449 | $365,916 |
| Net Investment Income | $634,817 | $256,180 | $131,812 |
| Distributable Amount | $349,603 | $322,379 | $333,512 |
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
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include San Francisco Spca ($50,000), SF-Marin Food Bank ($50,000), Florida Humane Society ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SAN FRANCISCO SPCA San Francisco, CA | GENERAL OPERATING | $50,000 |
| SF-MARIN FOOD BANK San Francisco, CA | GENERAL OPERATING | $50,000 |
| FLORIDA HUMANE SOCIETY Pompano Beach, FL | GENERAL OPERATING | $35,000 |
| ABANDONNED PET RESCUE INC Ft Lauderdale, FL | GENERAL OPERATING | $25,000 |
| ROCKET DOG RESCUE INC San Francisco, CA | GENERAL OPERATING | $25,000 |
| BIG BROTHERS BIG SISTERS OF THE BAY AREA Oakland, CA | GENERAL OPERATING | $20,000 |
| WIND IN THE WILLOWS EARLY LEARNING San Francisco, CA | GENERAL OPERATING | $20,000 |
| BIG BROTHERS BIG SISTERS OF BOWARD Fort Lauderdale, FL | GENERAL OPERATING | $15,000 |
| BOYS & GIRLS CLUB OF BROWARD COUNTY Fort Lauderdale, FL | GENERAL OPERATING | $15,000 |
| BOYS & GIRLS CLUB OF SAN FRANCISCO San Francisco, CA | GENERAL OPERATING | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Truist Bank | Trustee | 1 | $25,731 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shepard Milner Wardlaw Fdn?
Shepard Milner Wardlaw Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Orlando, FL. It holds $5.8M in total assets as of 2024.
How large is Shepard Milner Wardlaw Fdn?
As of 2024, Shepard Milner Wardlaw Fdn holds $5.8M in total assets with $666K in annual revenue. It awarded 15 grants totaling $317K in 2024.
Where does Shepard Milner Wardlaw Fdn operate?
Shepard Milner Wardlaw Fdn has awarded grants in California, District of Columbia, Florida, Georgia, Iowa, Minnesota, New York.
What size grants does Shepard Milner Wardlaw Fdn award?
In 2024, Shepard Milner Wardlaw Fdn awarded 15 grants totaling $317K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Shepard Milner Wardlaw Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shepard Milner Wardlaw Fdn reported a distributable amount of $350K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shepard Milner Wardlaw Fdn's EIN?
Shepard Milner Wardlaw Fdn's EIN (Employer Identification Number) is 47-6991937. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.