Theda Bohrer Wendy and Tracey Shapiro
Theda Bohrer Wendy and Tracey Shapiro is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $724K in total assets. In 2024, it awarded 6 grants totaling $29K. Net investment income was $39K.
Key facts about Theda Bohrer Wendy and Tracey Shapiro
In short: Theda Bohrer Wendy and Tracey Shapiro gave $29K across 6 grants in 2024 (avg $5K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- EIN
- 26-0163820
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $29,000
- Grants made (2024)
- 6
- Average grant
- $4,833
- Median grant
- $5,000
- Total assets
- $723,747
- Primary geography
- Florida (97% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$724K
-0.2% YoY
Annual Giving
$29K
-58.9% YoY
Grant Count
6
-60.0% YoY
Avg Grant Size
$5K
+2.8% YoY
Under IRS private-foundation payout rules, Theda Bohrer Wendy and Tracey Shapiro reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
How Theda Bohrer Wendy and Tracey Shapiro gives
- Giving fell 43% from 2021 to 2024. Method
- In 2024 it paid out 93% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $29K (2024) to $71K (2023). In 2024 it made 6 grants totaling $29K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Sarasota Memorial Healthcare Foundation ($13K). Together the top 6 received $29K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sarasota Memorial Healthcare Foundation Sarasota, FL | Unrestricted | $12,500 |
| Boys & Girls Club of Sarasota Sarasota, FL | Unrestricted | $5,000 |
| Caring for Children Charities Inc Sarasota, FL | Unrestricted | $5,000 |
| Sarasota Coalition on Substance Abuse Sarasota, FL | Unrestricted | $5,000 |
| Face Autism Inc Ventnor City, NJ | Unrestricted | $1,000 |
| Rasm Charitable Foundation Sarasota, FL | Unrestricted | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $723,747 | $724,941 | $779,419 |
| Revenue | $54,668 | $41,807 | $-43,704 |
| Expenses | $55,855 | $99,347 | $69,558 |
| Qualifying Distributions | $39,830 | $82,917 | $55,727 |
| Net Investment Income | $38,872 | $34,633 | $3,440 |
| Distributable Amount | $42,819 | $38,833 | $40,719 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 24, 2023)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 29, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 2, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Theda Bohrer Wendy and Tracey Shapiro is led by David S. Band, Director & President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
David S. Band
Director & President
On filings since 2020
No compensation reported
Chad Gates
Director & Vice President
On filings since 2020
No compensation reported
George Dramis
Director & Secretary
New on the 2024 filing
No compensation reported
Former officers (2)
- Former: Steven Band (2020–2023) — Director & Vice President
- Former: Gary Landsman (2020–2021) — Director & Secretary
Data from IRS Form 990 filings, 2020–2024. "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 Theda Bohrer Wendy and Tracey Shapiro
How much does Theda Bohrer Wendy and Tracey Shapiro give each year?
Theda Bohrer Wendy and Tracey Shapiro gave $29K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $71K across 15 grants.
What is Theda Bohrer Wendy and Tracey Shapiro's typical grant size?
Theda Bohrer Wendy and Tracey Shapiro's median grant in 2024 was $5,000, and its average grant was $4,833, across 6 grants on its 2024 IRS Form 990-PF.
Where does Theda Bohrer Wendy and Tracey Shapiro give grants?
Theda Bohrer Wendy and Tracey Shapiro gives mostly in Florida: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sarasota, FL (5 grants).
Does Theda Bohrer Wendy and Tracey Shapiro give general operating support?
Yes: 100% of Theda Bohrer Wendy and Tracey Shapiro's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Theda Bohrer Wendy and Tracey Shapiro's largest grantees?
Theda Bohrer Wendy and Tracey Shapiro's largest 2024 grantees include Sarasota Memorial Healthcare Foundation ($12,500), Boys & Girls Club of Sarasota ($5,000) and Caring for Children Charities Inc ($5,000), according to its 2024 IRS Form 990-PF. Together they received 78% of its itemized 2024 grant dollars.
How large is Theda Bohrer Wendy and Tracey Shapiro?
Theda Bohrer Wendy and Tracey Shapiro reported $724K in total assets on its 2024 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $43K (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 Theda Bohrer Wendy and Tracey Shapiro's EIN?
Theda Bohrer Wendy and Tracey Shapiro's EIN (Employer Identification Number) is 26-0163820. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Theda Bohrer Wendy and Tracey Shapiro by hand.
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