Arthur E Sheldon Family Trust
DALLAS, TX EIN: 04-6440962
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.2M
+3.7% YoY
Annual Giving
$108K
+36.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$27K
+36.1% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,175,407 | $2,097,124 | $2,147,494 |
| Revenue | $229,980 | $65,933 | $-51,696 |
| Expenses | $149,297 | $115,529 | $170,593 |
| Qualifying Distributions | $123,159 | $92,791 | $136,499 |
| Net Investment Income | $202,077 | $36,537 | $21,180 |
| Distributable Amount | $124,118 | $112,829 | $116,030 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Arthur E Sheldon Family Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $35,379 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $263K (50%)
Florida $132K (25%)
New Hampshire $132K (25%)
Cities
HanoverHolyokeTampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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