Shugart Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $226K in total assets. In 2025, it awarded 1 grants totaling $2K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$226K
-1.0% YoY
Annual Giving
$2K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2K
+0.0% YoY
Under IRS private-foundation payout rules, Shugart Family Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
About Shugart Family Foundation
Based on IRS filings
Shugart Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $226K in total assets. In 2025, it awarded 1 grants totaling $2K.
Focus Areas
Ready to take the next step with Shugart Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $226,347 | $228,747 | $232,745 |
| Revenue | — | — | $541 |
| Expenses | $2,400 | $3,998 | $9,686 |
| Qualifying Distributions | $2,400 | $2,400 | $3,150 |
| Net Investment Income | — | — | $541 |
| Distributable Amount | $11,207 | $11,353 | $488 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Campus Crusade (cru) ($2,400).
| Recipient | Purpose | Amount |
|---|---|---|
| CAMPUS CRUSADE (CRU) ORLANDO, FL | CHARITABLE | $2,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRIAN D SHUGART | DIRECTOR | 4 | — |
| KAY W SHUGART | DIRECTOR | 4 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shugart Family Foundation?
Shugart Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. It holds $226K in total assets as of 2025.
How large is Shugart Family Foundation?
As of 2025, Shugart Family Foundation holds $226K in total assets. It awarded 1 grants totaling $2K in 2025.
Where does Shugart Family Foundation operate?
Shugart Family Foundation has awarded grants in Arizona, District of Columbia, Florida, North Carolina, Tennessee, Texas.
What size grants does Shugart Family Foundation award?
In 2025, Shugart Family Foundation awarded 1 grants totaling $2K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Shugart Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shugart Family Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shugart Family Foundation's EIN?
Shugart Family Foundation's EIN (Employer Identification Number) is 56-2230054. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Shugart Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
The Miles Family Foundation
WINTER SPRINGS, FL
Assets
$272K
Grants
43
Total Given
$12K
Howard & Roberta Goss Charitable Foundat
GLENCOE, IL
Assets
$524K
Grants
47
Total Given
$91K
B & R Charitable Foundation Inc
NASHVILLE, TN
Assets
$256K
Grants
194
Total Given
$35K
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Dennis & Janice Kumb Family Foundation Inc
EAST TROY, WI
Assets
—
Grants
15
Total Given
$56K
Krzyzanowski Foundation
PALM BEACH GARDENS, FL
Assets
$295K
Grants
15
Total Given
$26K
Butler Family Foundation
PRESCOTT, AZ
Assets
$2.6M
Grants
127
Total Given
$121K
Lawrence & Elizabeth Krulik Foundation
NORTHPORT, NY
Assets
$188K
Grants
15
Total Given
$24K
Star Foundation Inc
LITTLE FALLS, NJ
Assets
$1.0M
Grants
73
Total Given
$67K
The Weil Foundation
WILMINGTON, NC
Assets
$6.8M
Grants
84
Total Given
$370K
Chowdary Family Foundation
ALLENTOWN, PA
Assets
$565K
Grants
62
Total Given
$49K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Shugart Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Shugart Family Foundation to a real strategy.