Funder DirectoryANDY L & LEONE SHELDON CHARITABLE TR
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Private foundation (trust)EIN 776226019Est. 2003-06

ANDY L & LEONE SHELDON CHARITABLE TR

MILWAUKEE, WI 532010634

Accepts unsolicited proposals

Total Assets

$3.0M

FY 2023

Annual Giving

$142K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$20K

FY 2023

Grant Range

$3K–$60K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$79K

Total Expenses

$180K

Qualifying Distributions

$146K

Distributable Amount

$141K

Min. Investment Return

$141K

Undistributed Income

$136K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

7 grants

Grant sizes from minimum $3K through median $15K to maximum $60K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $161K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

30 grants

BOYS & GIRLS CLUB OF LANGLADE CO INC
$250K
4 grants
CLARA R MCKENNA AQUATIC CENTER
$144K
5 grants
LANGLADE COUNTY HISTORICAL SOCIETY
$121K
5 grants
BOYS GIRLS CLUBS OF
$60K
1 grant
UNIFIED SCHOOL DIST OF ANTIGO
$25K
1 grant
UNIFIED SCHOOL DISTRICT OF
$20K
1 grant
ANTIGO BIKE AND SKI CLUB INC
$17K
1 grant
CITY OF ANTIGO
$15K
1 grant

Grant Size Distribution

30 grants

<$10K
8
grants
$10–50K
17
grants
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Wisconsin
$728K
100% of total

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