Earl & Sophia Shaw Charitable Trust
EIN 597107079Total Given 2017–2024
$237K
16 grants · $30K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$14K
typical small grants · $10K–$20K
grant size
22%
balanced · 2/9 multi-year
repeat
$1.5M
Assets (2024)
9
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
KAREN L BENT
Phone
(352) 678-6078
Deadlines
N/A
How to Apply
WRITTEN REQUEST DETAILING PURPOSE FOR WHICH FUNDS WILL BE USED & INDIVIDUALS BENEFITTED, MUST BE PUBLIC SCHOOL OR QUALIFYING 501(C)(3) ORGANIZATION.
Restrictions
MUST BE A QUALIFIED TAX-EXEMPT ORGANIZATION UNDER 501(C) (3), PUBLIC SCHOOL OR LOCAL GOVERNMENTAL AGENCY.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $40K | $1.0M | $29K | 3 |
| 2018 | $45K | $1.1M | $129K | 4 |
| 2019 | N/A | $1.1M | $93K | N/A |
| 2021 | $62K | $1.4M | $131K | 4 |
| 2023 | $50K | $1.3M | $125K | 4 |
| 2024 | $40K | $1.5M | $33K | 1 |
Grant Size Distribution
Based on 16 grants on record
Minimum
$5K
25th Pctl
$10K
Median
$14K
Average
$15K
75th Pctl
$20K
Maximum
$40K
Geographic Distribution
Officers & Directors
CS
Charles Schwab
Co-Trustee
KB
Karen L Bent
Co-Trustee
KB
Karen L Bent
Co-Trustee
CS
Charles Schwab
Co-Trustee
KB
Karen L Bent
Co-Trustee
CS
Charles Schwab
Co-Trustee
KB
Karen L Bent
Co-Trustee
CD
Charles Schwab Trust Co of Delaware
Co-Trustee
DA
Daniel M Andrews
Director
NC
Norman L Cummins
Director
KB
Karen L Bent
Co-Trustee
CB
Charles Schwab Bank
Co-Trustee
DA
Daniel M Andrews
Director
NC
Norman L Cummins
Director
KB
Karen L Bent
Co-Trustee
CB
Charles Schwab Bank
Co-Trustee
Grants Awarded (16 total)
| Purpose | ||||
|---|---|---|---|---|
| Lake Sumter State College Foundatio | Leesburg, FL | $40,000 | SCHOLORSHIPS BASED ON NEED | 2024 |
| Lake Sumter State College Foundatio | Leesburg, FL | $20,000 | SCHOLARSHIPS BASED ON NEED | 2021 |
| Lake Sumter State College Foundatio | Leesburg, FL | $20,000 | SUPPORT OF COLLEGE ATHLETIC PROGRAMS | 2021 |
| First Academy-Leesburg | Leesburg, FL | $20,000 | PUBLIC EDUCATION SUPPORT | 2017 |
| Lake Sumter State College Foundatio | Leesburg, FL | $20,000 | SCHOLARSHIPS BASED ON NEED | 2023 |
| Boys and Girls Club of Lake and Sum | Leesburg, FL | $15,000 | BLACK AND WHITE BALL | 2023 |
| Lake Sumter St College Foundation | Leesburg, FL | $15,000 | EDUCATIONAL SCHOLARSHIPS | 2018 |
| Lake Sumter St College Foundation | Leesburg, FL | $15,000 | ATHLETIC SCHOLARSHIPS | 2018 |
| Take Stock in Children | Leesburg, FL | $12,000 | SCHOLARSHIPS FOR STUDENTS | 2021 |
| Take Stock in Children | Leesburg, FL | $10,000 | SCHOLARSHIPS FOR STUDENTS | 2021 |
| Lake Sumter St College Foundation | Leesburg, FL | $10,000 | EDUCATIONAL SCHOLARSHIPS | 2017 |
| Fellowship of Christian Athletes | Leesburg, FL | $10,000 | PUBLIC EDUCATION SUPPORT | 2017 |
| Lake Sumter State College Foundatio | Leesburg, FL | $10,000 | ATHLETIC SCHOLARSHIPS | 2023 |
| The Arc Sunrise of Central Fl | Leesburg, FL | $10,000 | SUPPORT FOR MEDICAL ASSISTANCE PROGR | 2018 |
| The Arc Sunrise of Central Florida | Leesburg, FL | $5,000 | SCHOLARSHIPS BASED ON NEED | 2023 |
| Leesburg Hs Project Graduation | Leesburg, FL | $5,000 | SUPPORT FOR GRADUATION ACTIVITIES | 2018 |