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Andy L And Leone Sheldon Charitable Trust is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2003. The principal officer is James H Haberstroh Us Bank Na. It holds total assets of $2.4M. Annual income is reported at $504K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Wisconsin. According to available records, Andy L And Leone Sheldon Charitable Trust has made 22 grants totaling $602K, with a median grant of $20K. The foundation has distributed between $138K and $322K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $322K distributed across 10 grants. Individual grants have ranged from $3K to $80K, with an average award of $27K. The foundation has supported 10 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$18K
Average Grant
$23K
Largest Grant
$55K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Andy L And Leone Sheldon Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 22 grants. Its grantmaking reaches organizations primarily in WI.
Andy L And Leone Sheldon Charitable Trust has distributed a total of $602K across 22 grants. The median grant size is $20K, with an average of $27K. Individual grants have ranged from $3K to $80K.
See footnote for restrictions or limitations on awards.
Andy L And Leone Sheldon Charitable Trust is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $38K | $0 | $38K |
Total Giving
$180K
Total Assets
$2.3M
Fair Market Value
$3M
Net Worth
$2.3M
Grants Paid
$142K
Contributions
N/A
Net Investment Income
$45K
Distribution Amount
$141K
Total: $323K
Total Grants
22
Total Giving
$602K
Average Grant
$27K
Median Grant
$20K
Unique Recipients
10
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Boys Girls Clubs OfGENERAL OPERATING | Milwaukee, WI | $60K | 2023 |
| Clara R Mckenna Aquatic CenterGENERAL OPERATING | Antigo, WI | $24K | 2023 |
| Langlade County Historical SocietyGENERAL OPERATING | Antigo, WI | $20K | 2023 |
| City Of AntigoGENERAL OPERATING | Antigo, WI | $15K | 2023 |
| Elcho Historical SocietyGENERAL OPERATING | Elcho, WI | $14K | 2023 |
| Town Of Antigo Volunteer Fire DeptOPERATING SUPPORT TO | Antigo, WI | $6K | 2023 |
| Antigo Music Association IncGENERAL OPERATING | Antigo, WI | $3K | 2023 |
| Boys & Girls Club Of Langlade Co IncGENERAL OPERATING | Antigo, WI | $60K | 2022 |
| Boys And Girls Club Of Langlade County IGENERAL OPERATING | Antigo, WI | $15K | 2022 |
| Langlade County 4-H Leaders AssocGENERAL OPERATING | Andtigo, WI | $8K | 2021 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI