Shirley Shultz Charitable Trust R73190002

HUNTINGTON, WV EIN: 55-6101141

Shirley Shultz Charitable Trust R73190002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $174K. Net investment income was $190K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+0.6% YoY

Annual Giving

$174K

+1.0% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$25K

+1.0% YoY

Under IRS private-foundation payout rules, Shirley Shultz Charitable Trust R73190002 reported a distributable amount of $184K for 2024 — the minimum it must pay out in qualifying distributions.

About Shirley Shultz Charitable Trust R73190002

Based on IRS filings

Shirley Shultz Charitable Trust R73190002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON, WV. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $174K. Net investment income was $190K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AlexandriaHuntingtonLouisvilleWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$118K$176K$235K20202021202220232024
Metric202420232022
Total Assets$2,822,779$2,806,033$2,873,868
Revenue$209,376$119,749$92,331
Expenses$192,624$187,607$213,675
Qualifying Distributions$177,856$175,740$198,268
Net Investment Income$190,384$106,264$79,918
Distributable Amount$184,246$166,505$170,315

Giving Over Time

Total grant dollars and number of grants per year

$0$49K$97K$146K$195K7 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

PRESBYTERIAN CHURCH USA$65KMARSHALL UNIVERSITY FOUN…$30KTHE SALVATION ARMY$30KUNITED WAY OF THE RIVER …$22KAMERICAN NATIONAL RED CR…$9KHUNTINGTON CITY MISSION$9KHUNTINGTON MUSEUM OF ART$9K

Grant Size Distribution

35 grants across all recorded years

30<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Presbyterian Church Usa ($65,289), Marshall University Foundation ($30,468), The Salvation Army ($30,468).

RecipientPurposeAmount
AMERICAN NATIONAL RED CROSS WASHINGTON, DCGENERAL$8,705
HUNTINGTON CITY MISSION HUNTINGTON, WVGENERAL$8,705
HUNTINGTON MUSEUM OF ART HUNTINGTON, WVGENERAL$8,705
MARSHALL UNIVERSITY FOUNDATION HUNTINGTON, WVGENERAL$30,468
PRESBYTERIAN CHURCH USA LOUISVILLE, KYGENERAL$65,289
THE SALVATION ARMY ALEXANDRIA, VAGENERAL$30,468
UNITED WAY OF THE RIVER CITIES HUNTINGTON, WVGENERAL$21,763

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Shirley Shultz Charitable Trust R73190002?

Shirley Shultz Charitable Trust R73190002 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON, WV. It holds $2.8M in total assets as of 2024.

How large is Shirley Shultz Charitable Trust R73190002?

As of 2024, Shirley Shultz Charitable Trust R73190002 holds $2.8M in total assets with $209K in annual revenue. It awarded 7 grants totaling $174K in 2024.

Where does Shirley Shultz Charitable Trust R73190002 operate?

Shirley Shultz Charitable Trust R73190002 has awarded grants in District of Columbia, Kentucky, Virginia, West Virginia.

What size grants does Shirley Shultz Charitable Trust R73190002 award?

In 2024, Shirley Shultz Charitable Trust R73190002 awarded 7 grants totaling $174K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is Shirley Shultz Charitable Trust R73190002 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shirley Shultz Charitable Trust R73190002 reported a distributable amount of $184K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Shirley Shultz Charitable Trust R73190002's EIN?

Shirley Shultz Charitable Trust R73190002's EIN (Employer Identification Number) is 55-6101141. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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