The Shelton Foundation
The Shelton Foundation is a private foundation focused on Education, based in Charlotte, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 2 grants totaling $21K. Net investment income was $46K.
The Shelton Foundation at a glance
In short: The Shelton Foundation gave $21K across 2 grants in 2025 (avg $11K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,000
- -97.3% vs 2024
- Grants made (2025)
- 2
- -50.0% vs 2024
- Average grant
- $10,500
- -94.6% vs 2024
- Median grant
- $10,500
- Total assets
- $1,921,007
- -1.6% vs 2024
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Shelton Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Atrium Health Foundation ($20K). Together the top 2 received $21K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 21 grants of 23 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Shelton Foundation gives
- Giving fell 98% from 2022 to 2025. Method
- In 2025 it paid out 21% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2023) to $1.0M (2022). In 2025 it made 2 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atrium Health Foundation Charlotte, NC | Community Support | $20,000 |
| The Children's Center Dobson, NC | Community Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,921,007 | $73,693 | $48,743 | $21,000 | 2 | $21,000 | $45,690 | $101,739 |
| 2024 | $1,952,228 | $1,480,675 | $793,233 | $781,000 | 4 | $781,000 | $1,291,840 | $84,126 |
| 2023 | $1,301,016 | $64,530 | $12,273 | $2,500 | 1 | $2,500 | $47,257 | $83,291 |
| 2022 | $1,276,860 | $346,626 | $1,024,946 | $1,009,143 | 4 | $1,009,143 | $302,935 | $104,824 |
| 2021 | $2,732,734 | $289,145 | $159,426 | $143,500 | 12 | $143,500 | $129,719 | $169,505 |
| 2020 | $2,603,812 | $107,194 | $20,970 | $9,000 | 5 | — | $86,224 | $146,071 |
Under IRS private-foundation payout rules, The Shelton Foundation reported a distributable amount of $102K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Shelton Foundation is led by Amanda S Houser, President since 2022 (on filings since 2021); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amanda S Houser
President
Vice President → President, 2022
On filings since 2021
No compensation reported
Charles M Shelton Jr.
Vice President
President → Vice President, 2022
On filings since 2020
No compensation reported
Sandra G Shelton
Vice President
On filings since 2022
No compensation reported
William T Houser
Vice President
On filings since 2022
No compensation reported
Former officers (3)
- Former: R Edwin Shelton (2020–2021) — Vice President
- Former: Lydia Surles (2021) — Vice President
- Former: Cindy McBride (2020) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2025. "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 The Shelton Foundation
How much does The Shelton Foundation give each year?
The Shelton Foundation gave $21K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $781K across 4 grants.
How large is The Shelton Foundation?
The Shelton Foundation reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $102K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Shelton Foundation?
The Shelton Foundation is a private foundation focused on Education, based in Charlotte, NC. It holds $1.9M in total assets as of 2025.
Where does The Shelton Foundation operate?
The Shelton Foundation has awarded grants in North Carolina.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 23, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Shelton Foundation's focus areas in our free grants database
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