The Shelton Foundation

EIN 58-1596729 • Charlotte, NC

PO Box 19149Charlotte, NC 28219

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

46%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

50%

Faster asset growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

2195%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets35th percentile

Assets

$1,952,228

Up $651,212 (+50%) from 2023

Liabilities

$1,010

Up $1,010 from 2023

Net Assets

$1,951,218

Up $650,202 (+50%) from 2023

Operations

Liabilities / Revenue35th percentile Net Margin86th percentile

Revenue

$1,480,675

Up $1,416,145 (+2195%) from 2023

Expenses

$793,233

Up $780,960 (+6363%) from 2023

Net Income

$687,442

Up $635,185 (+1216%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$1,952,228

Liabilities$1,010

Net Assets$1,951,218

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$1,480,675

Expenses$793,233

Net Income$687,442

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,952,228
Liabilities: $1,010
Net assets: $1,951,218
Revenue: $1,480,675
Expenses: $793,233
Net income: $687,442

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$1.48	$0.79	$0.69
2023Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.06	$0.01	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$0.35	$1.02	$0.68
2021Detailed filing. Detailed filing data is available for this year.	$2.73	$0.00	$2.73	$0.29	$0.16	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$2.60	$0.00	$2.60	$0.11	$0.02	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.07	$0.15	$0.08
2015Summary only. Only limited summary data is available for this year.	$2.49	$0.03		$1.43	$0.17	$1.27
2014Summary only. Only limited summary data is available for this year.	$1.30	$0.22		$0.05	$0.05	$0.00
2013Summary only. Only limited summary data is available for this year.	$1.26	$0.18		$0.35	$0.47	$0.12
2012Summary only. Only limited summary data is available for this year.	$1.38	$0.00		$0.16	$0.08	$0.08
2011Summary only. Only limited summary data is available for this year.	$1.31	$0.01		$0.17	$0.09	$0.08

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 10, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Amanda S Houser	President	-	$0	-	-
William T Houser	Vice President	-	$0	-	-
Charles M Shelton Jr	Vice President	-	$0	-	-
Sandra G Shelton	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Shelton Foundation
EIN: 58-1596729
Phone: 7045991010
Address: PO Box 19149, Charlotte, NC 28219

Signing Officer

Name: Amanda Houser
Title: President
Signed: 2025-11-10
Discuss with paid preparer: Yes

Preparer

Firm: Miller Mcneish & Breedlove Pllc
Address: 309 S LAUREL AVE, CHARLOTTE, NC 28207
Preparer: Lacy Pollack
Phone: 7043768415

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Charles M Shelton Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Sandra G Shelton
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO Box 19149
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Charlotte
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	28219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Amanda Houser
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7045991010
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Sandra G Shelton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	4000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Community Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	The Children's Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Atrium Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Southminster Community Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Give a Kid a Christmas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	520 North Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	208 East Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	8919 Park Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 79104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Dobson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	27017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28271
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	781000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	84126
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	84126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	654099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1350973
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	696874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	654099
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	781000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	696874
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1350973
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	654099
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	3	4
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Sandra G Shelton
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	Charles M Shelton Jr
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	Amanda Shelton Houser
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	3	The Shelton Companies LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	PO Box 19149
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	PO Box 19149
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	2	PO Box 19149
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	3	PO Box 19149
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	2	Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	3	Charlotte
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	2	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	3	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	28219
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	28219
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	2	28219
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	3	28219
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	253026
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	247614
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	247614
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	3	27500
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	2
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	3
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	253026
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	247614
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	247614
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Nucor Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	Bank of America Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	Bank of America Stock
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	475522
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Life Insurance Cash Surrender Value
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	439359
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	439359
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	36163
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	67
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	1010
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Decrease in CSV - Lincoln National Life Insurance
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Decrease in Equity
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	Increase in accounts payable
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	42
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	42
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1582
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	2685
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Brown Brothers Harriman - 7141
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	JP Morgan - 9000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1582
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	2685
TaxesSchedule/TaxesDetail/Amt	0	5000
TaxesSchedule/TaxesDetail/Amt	1	704
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	5000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	704
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Amanda Houser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-10
ReturnHeader/DisasterReliefTxt	0	NC Tropical Storm Debby (EM-3608-NC)
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Shelton Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SHEL
ReturnHeader/Filer/EIN	0	581596729
ReturnHeader/Filer/PhoneNum	0	7045991010
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO Box 19149
ReturnHeader/Filer/USAddress/CityNm	0	Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	832891693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MILLER MCNEISH & BREEDLOVE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	309 S LAUREL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	28207
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7043768415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Lacy Pollack
ReturnHeader/ReturnTs	0	2025-11-10T13:18:44-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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