United Fund of Shelby Inc
The organization's primary purpose is to raise funds in the community to assist charitable organizations in the community.
United Fund of Shelby Inc at a glance
In short: United Fund of Shelby Inc gave $121K across 8 grants in 2024 (avg $15K), mostly in Ohio. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $121,438
- -1.6% vs 2023
- Grants made (2024)
- 8
- +14.3% vs 2023
- Average grant
- $15,180
- -13.9% vs 2023
- Median grant
- $8,771
- Total assets
- $298,080
- +1.2% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who United Fund of Shelby Inc funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was YMCA ($36K). Together the top 8 received $121K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
How United Fund of Shelby Inc gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $121K (2024) to $147K (2022). In 2024 it made 8 grants totaling $121K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YMCA Shelby, OH | Youth Community Programs | $35,775 |
| Shelby Help Line Shelby, OH | Indigent Assistance | $34,732 |
| Mid-Ohio Youth Mentoring Mansfield, OH | General Support | $13,330 |
| Third Street Community Clinic Mansfield, OH | General Support | $9,906 |
| Catalyst Life Services Mansfield, OH | Medical Rehab | $7,636 |
| Shelby Community Center Shelby, OH | Elderly Assistance | $7,295 |
| Shelby Foundation Shelby, OH | General Support | $7,250 |
| The Domestic Violence Shelter Mansfield, OH | General Support | $5,514 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $298,080 | $147,558 | $149,006 | $121,438 | 8 | $3,554 |
| 2023 | $294,531 | $147,607 | $152,794 | $123,419 | 7 | $2,849 |
| 2022 | $292,707 | $153,460 | $161,057 | $147,179 | 9 | $14 |
| 2021 | $294,803 | $157,693 | $150,583 | $138,316 | 9 | $81 |
| 2020 | $291,580 | $172,857 | $171,393 | $146,937 | 10 | $502 |
About United Fund of Shelby Inc
Based on IRS filings
United Fund of Shelby Inc is a public charity, based in Shelby, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $298K in total assets. In 2024, it awarded 8 grants totaling $121K. Net investment income was $4K.
Leadership & Key People
Officers and directors from IRS filings
United Fund of Shelby Inc is led by Joe Gies, President since 2023 (on filings since 2020); none of the 11 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joe Gies
President
Chair → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Linda Whited
Chairman
Budget & Administrator → Chairman, 2023
On filings since 2020
1 hr/week
No compensation reported
Melanie Vero
Director
On filings since 2020
1 hr/week
No compensation reported
Rochelle Zuercher
Director
On filings since 2020
1 hr/week
No compensation reported
Brent Lesseuer
Director
New on the 2024 filing
1 hr/week
No compensation reported
Heather Braun
Director
New on the 2024 filing
1 hr/week
No compensation reported
Jennifer Sautter
Director
New on the 2024 filing
1 hr/week
No compensation reported
Michael Browning
Director
New on the 2024 filing
1 hr/week
No compensation reported
Carrie Kemerer
Treasurer
On filings since 2020
9 hrs/week
No compensation reported
Steve Curry
Secretary
On filings since 2020
1 hr/week
No compensation reported
Clay Barnett
Vice President
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (5)
- Former: Frank Benham (2020–2023) — Director
- Former: Theresa Roth (2020–2023) — Vice President
- Former: Tim Tarvin (2020–2023) — Director
- Former: Tyler Korbas (2020–2023) — Director
- Former: Alan Vogt (2020–2022) — Director
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 United Fund of Shelby Inc
How much does United Fund of Shelby Inc give each year?
United Fund of Shelby Inc gave $121K across 8 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $123K across 7 grants.
What is United Fund of Shelby Inc's typical grant size?
United Fund of Shelby Inc's median grant in 2024 was $8,771, and its average grant was $15,180, across 8 grants on its 2024 IRS Form 990.
Where does United Fund of Shelby Inc give grants?
United Fund of Shelby Inc gives mostly in Ohio: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Shelby, OH (4 grants) and Mansfield, OH (4 grants).
Does United Fund of Shelby Inc give general operating support?
Yes: 50% of United Fund of Shelby Inc's 2024 grants with a stated purpose (4 of 8) were for general or operating support, per its 2024 IRS Form 990.
Who are United Fund of Shelby Inc's largest grantees?
United Fund of Shelby Inc's largest 2024 grantees include YMCA ($35,775), Shelby Help Line ($34,732) and Mid-Ohio Youth Mentoring ($13,330), according to its 2024 IRS Form 990. Together they received 69% of its itemized 2024 grant dollars.
How large is United Fund of Shelby Inc?
United Fund of Shelby Inc reported $298K in total assets on its 2024 IRS Form 990. Its revenue that year was $148K.
What is United Fund of Shelby Inc's EIN?
United Fund of Shelby Inc's EIN (Employer Identification Number) is 34-1214807. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 19, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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