Funder DirectorySHELLY FAMILY FOUNDATION
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Private foundation (trust)EIN 451672215Est. 2011-06

SHELLY FAMILY FOUNDATION

NEWARK, OH 43055

Accepts unsolicited proposals

Total Assets

$3.6M

FY 2024

Annual Giving

$105K

FY 2024

Grants Made

15

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$5K–$15K

Typical

Deadlines

MAY 1

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$4.5M

Total Expenses

$122K

Qualifying Distributions

$117K

Distributable Amount

$87K

Min. Investment Return

$108K

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

15 grants

Grant sizes from minimum $5K through median $5K to maximum $15K, 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 2020 to 2024. Peak $105K in 2024. Hover bars for details.

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

Top Recipients

69 grants

THE OHIO STATE UNIVERSITY
$90K
4 grants
OHIO UNIVERSITY
$45K
4 grants
UNIVERSITY OF FINDLAY
$20K
3 grants
THE OHIO STATE UNIVERSITY - NEWARK
$20K
3 grants
UNIVERSITY OF KENTUCKY
$20K
4 grants
WITTENBERG UNIVERSITY
$20K
4 grants
OHIO UNIVERSITY - LANCASTER
$20K
2 grants
CONCORD UNIVERSITY
$16K
3 grants

Grant Size Distribution

69 grants

<$10K
64
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Ohio
$406K
86% of total
Kentucky
$26K
6% of total
West Virginia
$16K
3% of total
California
$10K
2% of total
Virginia
$10K
2% of total
Iowa
$5K
1% of total

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