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Shepard Milner Wardlaw Foundation is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2016. The principal officer is Michael King. It holds total assets of $5.8M. Annual income is reported at $3.1M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Florida and California. According to available records, Shepard Milner Wardlaw Foundation has made 63 grants totaling $1.3M, with a median grant of $20K. The foundation has distributed between $283K and $732K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $732K distributed across 34 grants. Individual grants have ranged from $4K to $50K, with an average award of $21K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in California, Florida, District of Columbia, which account for 84% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$18K
Average Grant
$22K
Largest Grant
$52K
Based on 14 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.
Shepard Milner Wardlaw Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 63 grants. Its grantmaking reaches organizations primarily in CA, FL, DC.
Shepard Milner Wardlaw Foundation has distributed a total of $1.3M across 63 grants. The median grant size is $20K, with an average of $21K. Individual grants have ranged from $4K to $50K.
Shepard Milner Wardlaw Foundation typically selects its grantees rather than accepting unsolicited proposals.
Shepard Milner Wardlaw Foundation is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $10K | $0 | $10K |
Total Giving
$373K
Total Assets
$5.5M
Fair Market Value
$6.9M
Net Worth
$5.5M
Grants Paid
$334K
Contributions
N/A
Net Investment Income
$256K
Distribution Amount
$322K
Total: $3.1M
Total Grants
63
Total Giving
$1.3M
Average Grant
$21K
Median Grant
$20K
Unique Recipients
20
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sf-Main Food BankGENERAL OPERATING | San Francisco, CA | $50K | 2023 |
| San Francisco SpcaGENERAL OPERATING | San Francisco, CA | $50K | 2023 |
| Florida Humane SocietyGENERAL OPERATING | Pompano Beach, FL | $35K | 2023 |
| Rocket Dog Rescue IncGENERAL OPERATING | San Francisco, CA | $25K | 2023 |
| Abandonned Pet Rescue IncGENERAL OPERATING | Ft Lauderdale, FL | $25K | 2023 |
| Feeding AmericaGENERAL OPERATING | Washington Dc, DC | $20K | 2023 |
| Wind In The Willows Early LearningGENERAL OPERATING | San Francisco, CA | $20K | 2023 |
| Big Brothers Big Sisters Of The Bay AreaGENERAL OPERATING | Oakland, CA | $15K | 2023 |
| Big Brothers Big Sisters Of BowardGENERAL OPERATING | Fort Lauderdale, FL | $15K | 2023 |
| Boys & Girls Club Of Broward CountyGENERAL OPERATING | Fort Lauderdale, FL | $15K | 2023 |
| Boys & Girls Club Of San FranciscoGENERAL OPERATING | San Francisco, CA | $15K | 2023 |
| The Everglades Foundation IncGENERAL OPERATING | Palmetto Bay, FL | $15K | 2023 |
| Humane Society Of Sonoma CountyGENERAL OPERATING | Santa Rosa, CA | $10K | 2023 |
| Big Cat Rescue CorpGENERAL OPERATING | Tampa, FL | $10K | 2023 |
| International Rescue CommitteeGENERAL OPERATING | Atlanta, GA | $10K | 2023 |
| American Red CrossGENERAL OPERATING | Boone, IA | $4K | 2023 |
| Planned Parenthood Federation Of AmericaGENERAL OPERATING | New York, NY | $21K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL