Funder DirectorySHIRLEY SHULTZ CHARITABLE TRUST R73190002
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Private foundation (trust)EIN 556101141Est. 1995-04

SHIRLEY SHULTZ CHARITABLE TRUST R73190002

HUNTINGTON, WV 25703

Total Assets

$3.5M

FY 2023

Annual Giving

$172K

FY 2023

Grants Made

7

FY 2023

Avg Grant

$25K

FY 2023

Grant Range

$9K–$65K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$120K

Total Expenses

$188K

Qualifying Distributions

$176K

Distributable Amount

$167K

Min. Investment Return

$168K

Undistributed Income

$95K

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 $9K through median $22K to maximum $65K, 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 2023. Peak $195K in 2022. Hover bars for details.

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

Top Recipients

28 grants

PRESBYTERIAN CHURCH USA
$272K
4 grants
MARSHALL UNIVERSITY FOUNDATION
$127K
4 grants
THE SALVATION ARMY
$127K
4 grants
UNITED WAY OF THE RIVER CITIES
$91K
4 grants
HUNTINGTON CITY MISSION
$36K
4 grants
HUNTINGTON MUSEUM OF ART
$36K
4 grants
AMERICAN NATIONAL RED CROSS
$36K
4 grants

Grant Size Distribution

28 grants

<$10K
12
grants
$10–50K
12
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

West Virginia
$290K
40% of total
Kentucky
$272K
38% of total
Virginia
$127K
18% of total
District of Columbia
$36K
5% of total

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SHIRLEY SHULTZ CHARITABLE TRUST R73190002 — Grants, Financials & Contact | Grantivo