Funder DirectoryJAMES R SHIELDS PRIVATE FOUNDATION
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Private foundation (trust)EIN 300609473Est. 2014-12

JAMES R SHIELDS PRIVATE FOUNDATION

NEW YORK, NY 101855016

Total Assets

$12.4M

FY 2024

Annual Giving

$453K

FY 2024

Grants Made

21

FY 2024

Avg Grant

$22K

FY 2024

Grant Range

$3K–$40K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.0M

Total Expenses

$561K

Qualifying Distributions

$484K

Distributable Amount

$585K

Min. Investment Return

$597K

Undistributed Income

$554K

Payout rate 83%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.83%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

21 grants

Grant sizes from minimum $3K through median $20K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $572K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

108 grants

Recipient names are missing from the available filing data for some grants.

TURNSTONE CENTER FOR CHILDREN & ADULTS W DISABILITIES (TURNSTON)
$185K
4 grants
Bishop Dwenger High School
$175K
2 grants
FORT WAYNE TRAILS INC (FWTRAILS)
$160K
3 grants
HEADWATERS JUNCTION
$150K
1 grant
CINCINNATI CHILDREN'S HOSPITAL (CNCHILDH)
$80K
3 grants
RILEY CHILDREN'S FOUNDATION (RILEY CH)
$80K
3 grants
EUELL A WILSON CENTER INC (EUELL A)
$80K
3 grants
BISHOP DWENGER HIGH SCHOOL (BISDWEHS)
$80K
3 grants

Grant Size Distribution

108 grants

<$10K
19
grants
$10–50K
81
grants
$50–250K
7
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

5 states

Indiana
$2.3M
78% of total
New York
$457K
15% of total
Ohio
$90K
3% of total
Arizona
$65K
2% of total
Minnesota
$40K
1% of total

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JAMES R SHIELDS PRIVATE FOUNDATION — Grants, Financials & Contact | Grantivo