Funder DirectoryTA WILLIAM D SHELY XXXXX9007
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Private foundation (trust)EIN 616117380Est. 1994-02

TA WILLIAM D SHELY XXXXX9007

CHICAGO, IL 60603

Total Assets

$662K

FY 2023

Annual Giving

$37K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$37K

FY 2023

Grant Range

$37K–$37K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$19K

Total Expenses

$38K

Qualifying Distributions

$37K

Distributable Amount

$31K

Min. Investment Return

$31K

Undistributed Income

$25K

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.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $37K in 2023. Hover bars for details.

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

Top Recipients

6 grants

EASTER SEALS CARDINAL HILL
$144K
5 grants
CARDINAL HILL REHABILITATION
$17K
1 grant

Grant Size Distribution

6 grants

<$10K
$10–50K
6
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Kentucky
$162K
100% of total

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