The Shelton Foundation

CHARLOTTE, NC EIN: 58-1596729

The Shelton Foundation is a private foundation focused on Education, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 4 grants totaling $781K. Net investment income was $1.3M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+50.1% YoY

Annual Giving

$781K

+31140.0% YoY

Grant Count

4

+300.0% YoY

Avg Grant Size

$195K

+7710.0% YoY

Under IRS private-foundation payout rules, The Shelton Foundation reported a distributable amount of $84K for 2024 — the minimum it must pay out in qualifying distributions.

About The Shelton Foundation

Based on IRS filings

The Shelton Foundation is a private foundation focused on Education, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 4 grants totaling $781K. Net investment income was $1.3M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

CharlotteDobsonRaleighResearch Triangle PaWinstonsalem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$407K$814K$1M$2M20202021202220232024
Metric202420232022
Total Assets$1,952,228$1,301,016$1,276,860
Revenue$1,480,675$64,530$346,626
Expenses$793,233$12,273$1,024,946
Qualifying Distributions$781,000$2,500$1,009,143
Net Investment Income$1,291,840$47,257$302,935
Distributable Amount$84,126$83,291$104,824

Giving Over Time

Total grant dollars and number of grants per year

$0$252K$505K$757K$1M5 grants202012 grants20214 grants20221 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Atrium Health Foundation$750KSouthminster Community F…$25KThe Children's Center$4KGive a Kid a Christmas$2K

Grant Size Distribution

26 grants across all recorded years

24<$50K$50–100K$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Atrium Health Foundation ($750,000), Southminster Community Fund ($25,000), The Children's Center ($4,000).

RecipientPurposeAmount
The Children's Center Dobson, NCCommunity Support$4,000
Atrium Health Foundation Charlotte, NCCommunity Support$750,000
Southminster Community Fund Charlotte, NCCommunity Support$25,000
Give a Kid a Christmas Charlotte, NCCommunity Support$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Amanda S HouserPresident
William T HouserVice President
Charles M Shelton JrVice President
Sandra G SheltonVice President

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Shelton Foundation?

The Shelton Foundation is a private foundation focused on Education, based in CHARLOTTE, NC. It holds $2.0M in total assets as of 2024.

How large is The Shelton Foundation?

As of 2024, The Shelton Foundation holds $2.0M in total assets with $1.5M in annual revenue. It awarded 4 grants totaling $781K in 2024.

Where does The Shelton Foundation operate?

The Shelton Foundation has awarded grants in North Carolina.

What size grants does The Shelton Foundation award?

In 2024, The Shelton Foundation awarded 4 grants totaling $781K — an average of about $195K per grant, based on its IRS Form 990 filings.

How much is The Shelton Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Shelton Foundation reported a distributable amount of $84K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Shelton Foundation's EIN?

The Shelton Foundation's EIN (Employer Identification Number) is 58-1596729. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

Similar funders by location and focus area

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

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