Wm Michael Shelton Educational Trust Fund

DALLAS, TX EIN: 91-6475182

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$746K

+3.0% YoY

Annual Giving

$37K

+36.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$37K

+36.8% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$47K$95K$142K$190K20202021202220232024
Metric202420232022
Total Assets$746,026$724,271$741,170
Revenue$74,027$23,298$-17,877
Expenses$51,484$39,937$58,765
Qualifying Distributions$41,992$31,644$46,288
Net Investment Income$64,042$12,635$6,261
Distributable Amount$42,198$38,578$39,612

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SCOTTISH RITE SCHOLARSHIP$37K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Wm Michael Shelton Educational Trust Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$12K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$12,184

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Mill Creek

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

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