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.
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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
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 |
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 include San Francisco Spca ($50,000), Sf-marin Food Bank ($50,000), Florida Humane Society ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABANDONNED PET RESCUE INC FT LAUDERDALE, FL | GENERAL OPERATING | $25,000 |
| AMERICAN RED CROSS BOONE, IA | GENERAL OPERATING | $2,442 |
| BIG BROTHERS BIG SISTERS OF THE BAY AREA OAKLAND, CA | GENERAL OPERATING | $20,000 |
| BIG BROTHERS BIG SISTERS OF BOWARD FORT LAUDERDALE, FL | GENERAL OPERATING | $15,000 |
| BIG CAT RESCUE CORP TAMPA, FL | GENERAL OPERATING | $10,000 |
| 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 |
| FLORIDA HUMANE SOCIETY POMPANO BEACH, FL | GENERAL OPERATING | $35,000 |
| HUMANE SOCIETY OF SONOMA COUNTY SANTA ROSA, CA | GENERAL OPERATING | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE ATLANTA, GA | GENERAL OPERATING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Shepard Milner Wardlaw Fdn'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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