//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
James E Shea And Lillian E Shea Charitable Trust is a private trust based in BILLINGS, MT. The foundation received its IRS ruling in 1999. The principal officer is First Interstate Bank Ttee. It holds total assets of $274K. Annual income is reported at $74K. The foundation is governed by 6 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2018 to 2023. Grantmaking is concentrated in South Dakota. According to available records, James E Shea And Lillian E Shea Charitable Trust has made 50 grants totaling $69K, with a median grant of $1K. The foundation has distributed between $16K and $35K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $35K distributed across 28 grants. Individual grants have ranged from $500 to $3K, with an average award of $1K. The foundation has supported 21 unique organizations. Grant recipients are concentrated in South Dakota. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$1K
Average Grant
$3K
Largest Grant
$12K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
James E Shea And Lillian E Shea Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 50 grants. Its grantmaking reaches organizations primarily in SD.
James E Shea And Lillian E Shea Charitable Trust has distributed a total of $69K across 50 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $500 to $3K.
See attached.
James E Shea And Lillian E Shea Charitable Trust is headquartered in BILLINGS, MT.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| First Interstate Bank | TRUSTEE | $5K | $0 | $5K |
| Larry Shama | VICE CHAIR | $0 | $0 | N/A |
| Rhonda Mollman | DIRECTOR | $0 | $0 | N/A |
| Marty Ann Apa | SECRETARY | $0 | $0 | N/A |
| Aileen Brunner | CHAIRMAN | $0 | $0 | N/A |
| Gina Kraut | DIRECTOR | $0 | $0 | N/A |
Total Giving
$23K
Total Assets
$282K
Fair Market Value
$329K
Net Worth
$282K
Grants Paid
$16K
Contributions
N/A
Net Investment Income
$19K
Distribution Amount
$16K
Total Grants
50
Total Giving
$69K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
21
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lord'S CupboardPROGRAM SUPPORT | Lead, SD | $2K | 2023 |
| Good Shepherd Clinic IncPROGRAM SUPPORT | Spearfish, SD | $2K | 2023 |
| Shannon TimmerEMERGENCY MEDICAL CARE | Spearfish, SD | $2K | 2023 |
| Twin City Clothing CenterPROGRAM SUPPORT | Lead, SD | $2K | 2023 |
| Bella Pregnancy Resource CenterPROGRAM SUPPORT | Spearfish, SD | $2K | 2023 |
| Twin City Animal ShelterPROGRAM SUPPORT | Lead, SD | $2K | 2023 |
| Adams Museum And HousePROGRAM SUPPORT | Deadwood, SD | $1K | 2023 |
| Neighbor WorksPROGRAM SUPPORT | Deadwood, SD | $1K | 2023 |
| Lead Deadwood Community FoundationPROGRAM SUPPORT | Lead, SD | $1K | 2023 |
| Teen CourtPROGRAM SUPPORT | Deadwood, SD | $1K | 2023 |
| Tori TetraultMEDICAL ASSISTANCE | Spearfish, SD | $3K | 2022 |
| Grayson ChapeauMEDICAL ASSISTANCE | Spearfish, SD | $2K | 2022 |
| Brandon Or Sam RosenauMEDICAL ASSISTANCE | Spearfish, SD | $1K | 2022 |
| Richard WilkersonMEDICAL ASSISTANCE | Lead, SD | $1K | 2022 |
| Patty DerbyMEDICAL ASSISTANCE | Central City, SD | $1K | 2022 |
| Ryan Anders Or Haley CollinsMEDICAL ASSISTANCE | Central City, SD | $1K | 2022 |
| Jessica QuenzerMEDICAL ASSISTANCE | Lead, SD | $2K | 2021 |
| Emily SpragueMEDICAL ASSISTANCE | Lead, SD | $2K | 2021 |
| Justin MillardMEDICAL | Lead, SD | $2K | 2021 |
| Janaye RaymanMEDICAL ASSISTANCE | Spearfish, SD | $2K | 2021 |
| Jeremiah Or Chelsey ChapeauMEDICAL ASSISTANCE FOR | Spearfish, SD | $2K | 2021 |