Co-Tr Ir Char Wallace Shields

EIN 486338331 Private Foundation

Dallas, TX 75265 |(888) 866-3275

Total Given 2016–2024
$153K
70 grants · $17K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$812
typical micro grants · $704–$4K
grant size
80%
deep partner · 12/15 multi-year
repeat
$602K
Assets (2024)
15
Distinct Recipients

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (888) 866-3275

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $17K $446K $19K 10
2018 $20K $421K $22K 10
2020 $24K $568K $38K 10
2021 $24K $634K $189K 10
2022 $25K $496K $6K 10
2023 $19K $556K $15K 10
2024 $24K $602K $75K 10

Grant Size Distribution

Based on 70 grants on record

Minimum
$561
25th Pctl
$704
Median
$812
Average
$2K
75th Pctl
$4K
Maximum
$5K

Geographic Distribution

Officers & Directors

JR
Jon Root 7+ yrs
Co-Trustee
BA
Bank of America N a 7+ yrs
Co-Trustee

Grants Awarded (70 total)

Purpose
American Cancer Society Inc Oklahoma City, OK $5,242 UNRESTRICTED GENERAL 2022
American Heart Association Omaha, NE $5,242 UNRESTRICTED GENERAL 2022
Curators of the University of Mo Columbia, MO $5,242 UNRESTRICTED GENERAL 2022
American Cancer Society Inc Oklahoma City, OK $4,878 UNRESTRICTED GENERAL 2024
American Heart Association Omaha, NE $4,878 UNRESTRICTED GENERAL 2024
Curators of the University of Missouri Columbia, MO $4,878 UNRESTRICTED GENERAL 2024
Vfw - Veterans of Foreign Wars Kansas City, MO $4,878 UNRESTRICTED GENERAL 2024
American Cancer Society Inc Oklahoma City, OK $4,777 UNRESTRICTED GENERAL 2020
American Heart Association Omaha, NE $4,777 UNRESTRICTED GENERAL 2020
Veterans of Foreign Wars Kansas City, MO $4,777 UNRESTRICTED GENERAL 2020
University of Missouri Columbia, MO $4,777 UNRESTRICTED GENERAL 2020
American Cancer Society Inc Oklahoma City, OK $4,701 UNRESTRICTED GENERAL 2021
American Heart Association Omaha, NE $4,701 UNRESTRICTED GENERAL 2021
Curators of the University of Mo Columbia, MO $4,701 UNRESTRICTED GENERAL 2021
Veterans of Foreign Wars Kansas City, MO $4,701 UNRESTRICTED GENERAL 2021
Vfw - Veterans of Foreign Wars Kansas City, MO $4,132 UNRESTRICTED GENERAL 2022
American Cancer Society Inc Oklahoma City, OK $4,067 UNRESTRICTED GENERAL 2018
American Heart Association Omaha, NE $4,067 UNRESTRICTED GENERAL 2018
Curators of the University of Mi Columbia, MO $4,067 UNRESTRICTED GENERAL 2018
Veterans of Foreign Wars Kansas City, MO $4,067 UNRESTRICTED GENERAL 2018
American Cancer Society Inc Oklahoma City, OK $3,812 UNRESTRICTED GENERAL 2023
American Heart Association Omaha, NE $3,812 UNRESTRICTED GENERAL 2023
Curators of the University of Missouri Columbia, MO $3,812 UNRESTRICTED GENERAL 2023
Vfw - Veterans of Foreign Wars Kansas City, MO $3,812 UNRESTRICTED GENERAL 2023
American Cancer Society Inc Oklahoma City, OK $3,367 UNRESTRICTED GENERAL 2016