The Mitchell and Louis Shulman Charitable Trust
The Mitchell and Louis Shulman Charitable Trust is a private foundation, based in Fayetteville, NY. IRS filing data is available from 2019 through 2023. In 2023, it awarded 9 grants totaling $12K.
Key facts about The Mitchell and Louis Shulman Charitable Trust
In short: The Mitchell and Louis Shulman Charitable Trust gave $12K across 9 grants in 2023 (avg $1K), mostly in New York. Source: 2023 IRS Form 990-PF.
- EIN
- 16-6549808
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $11,667
- Grants made (2023)
- 9
- Average grant
- $1,296
- Median grant
- $500
- Primary geography
- New York (74% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated September 2026.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$12K
-97.3% YoY
Grant Count
9
+12.5% YoY
Avg Grant Size
$1K
-97.6% YoY
Under IRS private-foundation payout rules, The Mitchell and Louis Shulman Charitable Trust reported a distributable amount of $361 for 2023 — the minimum it must pay out in qualifying distributions.
How The Mitchell and Louis Shulman Charitable Trust gives
- Giving fell 83% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with The Mitchell and Louis Shulman Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $12K (2023) to $436K (2022). In 2023 it made 9 grants totaling $12K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2023
The largest 2023 recipient was Jewish Community Foundation of CNY ($4K). Together the top 9 received $12K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 44 grants of 45 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Foundation of CNY Dewitt, NY | General Fund | $4,000 |
| Temple NER Tamid Bloomfield, NJ | General Fund | $3,000 |
| Jewish Community Center Dewitt, NY | General Fund | $1,500 |
| Jewish Federation of CNY Dewitt, NY | General Fund | $667 |
| Empower Parkinson Inc Tully, NY | General Fund | $500 |
| Make-a-Wish Foundation East Syracuse, NY | General Fund | $500 |
| Front Row Players Manlius, NY | General Fund | $500 |
| The Spiritual Renewal Center Syracuse, NY | Sister Kathleen Osbelt Scholarship Fund | $500 |
| The Rev Theatre CO Auburn, NY | General Fund | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $15,161 | $366,916 |
| Revenue | $38 | $90,790 | $39,895 |
| Expenses | $13,842 | $442,545 | $61,309 |
| Qualifying Distributions | $11,667 | $436,423 | $54,000 |
| Net Investment Income | — | $84,668 | $32,586 |
| Distributable Amount | $361 | $11,910 | $24,965 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- IRS filings on file for fiscal years 2020–2023
Leadership & Key People
Officers and directors from IRS filings
The Mitchell and Louis Shulman Charitable Trust is led by Barry Shulman, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2023 filing
Barry Shulman
Trustee
On filings since 2019
1 hr/week
$732 (2019) → $353 (2023)
Data from IRS Form 990 filings, 2019–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $353, to Barry Shulman (Trustee).
Frequently asked questions about The Mitchell and Louis Shulman Charitable Trust
How much does The Mitchell and Louis Shulman Charitable Trust give each year?
The Mitchell and Louis Shulman Charitable Trust gave $12K across 9 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $436K across 8 grants.
What is The Mitchell and Louis Shulman Charitable Trust's typical grant size?
The Mitchell and Louis Shulman Charitable Trust's median grant in 2023 was $500, and its average grant was $1,296, across 9 grants on its 2023 IRS Form 990-PF.
Where does The Mitchell and Louis Shulman Charitable Trust give grants?
The Mitchell and Louis Shulman Charitable Trust gives mostly in New York: 74% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (26%). The most frequent recipient cities were Dewitt, NY (3 grants).
Does The Mitchell and Louis Shulman Charitable Trust give general operating support?
Yes: 89% of The Mitchell and Louis Shulman Charitable Trust's 2023 grants with a stated purpose (8 of 9) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are The Mitchell and Louis Shulman Charitable Trust's largest grantees?
The Mitchell and Louis Shulman Charitable Trust's largest 2023 grantees include Jewish Community Foundation of CNY ($4,000), Temple NER Tamid ($3,000) and Jewish Community Center ($1,500), according to its 2023 IRS Form 990-PF. Together they received 73% of its itemized 2023 grant dollars.
How much is The Mitchell and Louis Shulman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Mitchell and Louis Shulman Charitable Trust reported a distributable amount of $361 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mitchell and Louis Shulman Charitable Trust's EIN?
The Mitchell and Louis Shulman Charitable Trust's EIN (Employer Identification Number) is 16-6549808. IRS Form 990 filing data is available on this page for 2019–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Mitchell and Louis Shulman Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in The Mitchell and Louis Shulman Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Jewish Community Foundation of Central New York Inc
Dewitt, NY
The Foundation supports the continuity of Jewish life and the needs of the local and worldwide Jewish community, with grants also going to educational, cultural, and social-service organizations. In 2025, its 47 grants ranged from $5,572 to $681,214, with a median of $32,050; most grant dollars went to New York recipients. It does not describe an application process for outside grant-seekers, and unsolicited requests are not stated.
Assets
$32.4M
Grants
47
Total Given
$3.5M
Enterprise Holdings Foundation
Saint Louis, MO
Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Jerome & Phyllis Charney Foundation
East Syracuse, NY
Assets
—
Grants
2
Total Given
$289K
Pomeranz Shankman & Martin
East Syracuse, NY
The foundation funds Jewish community, educational, religious, and social-service organizations in Central New York State. In 2024, it made 22 grants ranging from $200 to $83,500, with a median of $6,000. It accepts requests by letter; submit one 90 days before the foundation’s year-end.
Assets
—
Grants
22
Total Given
$361K
Central New York Community Foundation Inc
Syracuse, NY
The Central New York Community Foundation funds nonprofit and public-benefit projects in arts and culture, education, health, human services, civic affairs, and the environment, primarily serving Onondaga, Cortland, and Madison counties; its parks and recreation fund also serves Cayuga and Oswego counties. In 2025, its grants had a median of $16,000, ranging from $5,100 to $2,462,750. Community Grants applicants must discuss their request with foundation staff before applying; whether it accepts unsolicited requests is not stated.
Assets
$458.3M
Grants
436
Total Given
$23.6M
Estelle Funk Foundation
Seattle, WA
The Estelle Funk Foundation supports medical research and education, assistance for families with critically ill children, and Jewish community programs, including efforts to address antisemitism and hate. Its 2024 grants ranged from $750 to $10,000, with a median of $1,800, and went to organizations in California, New York, and Washington. The profile does not state whether it accepts unsolicited requests.
Assets
$724K
Grants
14
Total Given
$45K
The Ford Foundation
New York, NY
The Ford Foundation funds organizations, individuals, and ideas working to reduce inequality and advance social justice, including work in areas such as immigrant justice, criminal justice reform, gender equity, and arts and culture, through grants around the world. Its 2024 grants had a median of $100,000, with amounts ranging from $45 to $15 million; it does not accept unsolicited requests by mail, email, or phone.
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
The New York Community Trust
New York, NY
The New York Community Trust funds projects in areas including arts, education, health, human services, community development, and the environment, primarily in New York City, Long Island, and Westchester, with some opportunities elsewhere. Its 2024 median grant was $20,000, though awards varied widely. It accepts applications through its open competitive grants program and selected RFPs or letters of interest; donor-advised funds do not accept proposals.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
The Simons Foundation Inc
New York, NY
The Simons Foundation funds research in mathematics and the basic sciences, as well as autism and other disease research, through grants to research centers, universities, and related organizations. In 2024, grants ranged from $1,480 to $20 million, with a median of $72,000; funding is concentrated in New York, California, and Massachusetts, with awards also made elsewhere in the U.S. and internationally. Whether it accepts unsolicited requests is not stated.
Assets
$4.5B
Grants
1,727
Total Given
$272.0M
More Funders in New York
The Mitchell and Louis Shulman Charitable Trust down — hundreds of funders to go?