Funder DirectorySHEA FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 421515220Est. 2003-03

SHEA FAMILY CHARITABLE TRUST

STORM LAKE, IA 50588

Total Assets

$105K

FY 2024

Annual Giving

$23K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$12K

FY 2024

Grant Range

$2K–$22K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$9K

Total Expenses

$25K

Qualifying Distributions

$23K

Distributable Amount

$6K

Min. Investment Return

$6K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $47K in 2021. Hover bars for details.

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

Top Recipients

94 grants

KIWANIS FOUNDATION
$141K
7 grants
PARTNERS FOR PATRIOTS
$18K
6 grants
BUENA VISTA COUNTY SOIL & WATER
$11K
7 grants
BUENA VISTA REGIONAL MEDICAL CENTER-WOMENS' CENTER-CIRCLE OF LIFE
$9K
6 grants
TLC ANIMAL SHELTER CANINE CENTER
$9K
4 grants
LAKESIDE PRESBYTERIAN CHURCH
$9K
2 grants
DIRECT RELIEF INTERNATIONAL
$7K
5 grants
MONTANA STATE UNIVERSITY FOUNDATION COLLEGE OF ARTS & ARCHITECTURE
$6K
6 grants

Grant Size Distribution

94 grants

<$10K
87
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Iowa
$203K
84% of total
Montana
$17K
7% of total
Texas
$7K
3% of total
California
$7K
3% of total
New York
$6K
2% of total
Georgia
$1K
0% of total

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