Funder DirectorySHEPARD MILNER WARDLAW FDN
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Private foundation (trust)EIN 476991937Est. 2016-02

SHEPARD MILNER WARDLAW FDN

ORLANDO, FL 328919798

Total Assets

$7.2M

FY 2024

Annual Giving

$317K

FY 2024

Grants Made

15

FY 2024

Avg Grant

$21K

FY 2024

Grant Range

$2K–$50K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$666K

Total Expenses

$363K

Qualifying Distributions

$330K

Distributable Amount

$350K

Min. Investment Return

$358K

Undistributed Income

$337K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $2K through median $15K to maximum $50K, 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

4 years

Giving over time from 2020 to 2024. Peak $366K in 2022. Hover bars for details.

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

Top Recipients

61 grants

SAN FRANCISCO SPCA
$200K
4 grants
FLORIDA HUMANE SOCIETY
$135K
4 grants
ROCKET DOG RESCUE INC
$100K
4 grants
SF-MAIN FOOD BANK
$100K
2 grants
ABANDONNED PET RESCUE INC
$95K
4 grants
SF-MARIN FOOD BANK
$90K
2 grants
THE EVERGLADES FOUNDATION INC
$75K
4 grants
WIND IN THE WILLOWS EARLY LEARNING
$60K
3 grants

Grant Size Distribution

61 grants

<$10K
16
grants
$10–50K
45
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

California
$698K
54% of total
Florida
$475K
37% of total
District of Columbia
$40K
3% of total
Iowa
$36K
3% of total
Georgia
$30K
2% of total
New York
$21K
2% of total

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SHEPARD MILNER WARDLAW FDN — Grants, Financials & Contact | Grantivo