Shierson Family Foundation Inc

Private foundation · Grantmaker Charlotte, NC EIN: 82-2915742

Shierson Family Foundation Inc is a private foundation, based in Charlotte, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $14K in total assets. In 2025, it awarded 6 grants totaling $7K.

Key facts about Shierson Family Foundation Inc

In short: Shierson Family Foundation Inc gave $7K across 6 grants in 2025 (avg $1K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
82-2915742
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$7,300
Grants made (2025)
6
Average grant
$1,217
Median grant
$1,500
Total assets
$14,391
Primary geography
North Carolina (86% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$14K

+79.8% YoY

Annual Giving

$7K

-0.7% YoY

Grant Count

6

-40.0% YoY

Avg Grant Size

$1K

+65.5% YoY

Under IRS private-foundation payout rules, Shierson Family Foundation Inc reported a distributable amount of $759 for 2025 — the minimum it must pay out in qualifying distributions.

How Shierson Family Foundation Inc gives

  • Giving fell 42% from 2022 to 2025. Method
  • In 2025 it paid out 962% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

DavidsonStatesvilleAdrianCharlotteNew YorkWinston-SalemBethesdaBooneChicagoCorneliusMemphisMinneapolisMooresvilleOrfordSanfordSeattleTecumsehTipton

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K12 grants2019 7 grants2020 6 grants2021 7 grants2022 12 grants2023 10 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $7K (2021) to $16K (2023). In 2025 it made 6 grants totaling $7K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Davidson College Presbyterian Churc: $2KDavidson College PresbyterianChurc$2KThe Pines at Davidson: $2KThe Pines at Davidson$2KDavidson College: $2KDavidson College$2KAdrian College: $1KAdrian College$1KWake Forest University: $200Wake Forest University$200Swim Across America: $100Swim Across America$100

The largest 2025 recipient was Davidson College Presbyterian Churc ($2K). Together the top 6 received $7K.

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 41 grants of 41 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Davidson College Presbyterian Churc Davidson, NCCharitable$2,000
The Pines at Davidson Davidson, NCCharitable$2,000
Davidson College Davidson, NCCharitable$2,000
Adrian College Adrian, MICharitable$1,000
Wake Forest University Winston-Salem, NCCharitable$200
Swim Across America Charlotte, NCCharitable$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$14,391$8,005$6,470
Revenue$15,066$10,008$18,137
Expenses$8,680$8,473$16,996
Qualifying Distributions$7,300$7,350$15,903
Distributable Amount$759$557$424

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Shierson Family Foundation Inc is led by Fern C Shierson, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Fern C Shierson

    President

    On filings since 2019

    No compensation reported

  • Molly S Medlin

    Vice President

    On filings since 2019

    No compensation reported

  • Rebeccah S Wickerham

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Sarah G Dumser

    Secretary

    On filings since 2019

    No compensation reported

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 Shierson Family Foundation Inc

How much does Shierson Family Foundation Inc give each year?

Shierson Family Foundation Inc gave $7K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 10 grants.

What is Shierson Family Foundation Inc's typical grant size?

Shierson Family Foundation Inc's median grant in 2025 was $1,500, and its average grant was $1,217, across 6 grants on its 2025 IRS Form 990-PF.

Where does Shierson Family Foundation Inc give grants?

Shierson Family Foundation Inc gives mostly in North Carolina: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Michigan (14%). The most frequent recipient cities were Davidson, NC (3 grants).

Does Shierson Family Foundation Inc give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Shierson Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (6 grants).

Who are Shierson Family Foundation Inc's largest grantees?

Shierson Family Foundation Inc's largest 2025 grantees include Davidson College Presbyterian Churc ($2,000), The Pines at Davidson ($2,000) and Davidson College ($2,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.

How large is Shierson Family Foundation Inc?

Shierson Family Foundation Inc reported $14K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $759 (roughly 5% of its investment assets).

What is Shierson Family Foundation Inc's EIN?

Shierson Family Foundation Inc's EIN (Employer Identification Number) is 82-2915742. 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.

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