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James R Shields Private Foundation is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 2014. The principal officer is % Rockefeller Trust Company Na. It holds total assets of $10.6M. Annual income is reported at $6.3M. The foundation operates in the area of philanthropy & grantmaking. According to available records, James R Shields Private Foundation has made 70 grants totaling $2.6M, with a median grant of $20K. The foundation has distributed between $540K and $874K annually from 2021 to 2024. Grantmaking activity was highest in 2022 with $874K distributed across 2 grants. Individual grants have ranged from $5K to $437K, with an average award of $37K. The foundation has supported 47 unique organizations. The foundation primarily supports organizations in Indiana, New York, Ohio, which account for 96% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
James R Shields Private Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 70 grants. Its grantmaking reaches organizations primarily in IN, NY, OH.
James R Shields Private Foundation has distributed a total of $2.6M across 70 grants. The median grant size is $20K, with an average of $37K. Individual grants have ranged from $5K to $437K.
James R Shields Private Foundation typically selects its grantees rather than accepting unsolicited proposals.
James R Shields Private Foundation is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rockefeller Trust Company Na | TRUSTEE | $102K | $0 | $102K |
Total Giving
$651K
Total Assets
$10.2M
Fair Market Value
$11.5M
Net Worth
$10.2M
Grants Paid
$540K
Contributions
$0
Net Investment Income
$426K
Distribution Amount
$553K
Total: $9.3M
Total Grants
70
Total Giving
$2.6M
Average Grant
$37K
Median Grant
$20K
Unique Recipients
47
Most Common Grant
$20K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Big Brothers Big SistersGENERAL OPERATING | Fort Wayne, IN | $10K | 2021 |
| Turnstone Center For Children & Adults W Disabilities (Turnston)GENERAL SUPPORT | Fort Wayne, IN | $75K | 2024 |
| Fort Wayne Trails Inc (Fwtrails)GENERAL SUPPORT | Fort Wayne, IN | $60K | 2024 |
| Euell A Wilson Center Inc (Euell A)GENERAL SUPPORT | Fort Wayne, IN | $30K | 2024 |
| Riley Children'S Foundation (Riley Ch)GENERAL SUPPORT |
| 2019 | 990PF | View |
| Indianapolis, IN |
| $30K |
| 2024 |
| Bishop Dwenger High School (Bisdwehs)GENERAL SUPPORT | Fort Wayne, IN | $30K | 2024 |
| Cincinnati Children'S Hospital (Cnchildh)GENERAL SUPPORT | Cincinnati, OH | $30K | 2024 |
| Fort Wayne Zoological Society Inc (Fwzoosoc)GENERAL SUPPORT | Fort Wayne, IN | $25K | 2024 |
| Community Harvest Food Bank Of Northeast Indiana Inc (Chfoodni)GENERAL SUPPORT | Fort Wayne, IN | $25K | 2024 |
| Matthew 25 Inc (Mat25inc)GENERAL SUPPORT | Fort Wayne, IN | $25K | 2024 |
| Parkview Foundation Inc (Prkviewf)GENERAL SUPPORT | Fort Wayne, IN | $25K | 2024 |
| Canterbury SchoolGENERAL SUPPORT | Fort Wayne, IN | $20K | 2024 |
| Mayo Clinic (Mayoclin) Department Of DevelopmentGENERAL SUPPORT | Scottsdale, AZ | $20K | 2024 |
| Allen Co - Ft Wayne Historical Society IncGENERAL SUPPORT | Fort Wayne, IN | $20K | 2024 |
| Junior Achievement Of Northern Indiana Inc (Juniorsd)GENERAL SUPPORT | Fort Wayne, IN | $20K | 2024 |
| Vincent Village Inc (Vinvilge)GENERAL SUPPORT | Fort Wayne, IN | $15K | 2024 |
| St Jude'S Catholic School (St Jude)GENERAL SUPPORT | Fort Wayne, IN | $15K | 2024 |
| Women'S Care Center Inc (Women'Sd)GENERAL SUPPORT | South Bend, IN | $15K | 2024 |
| Community Transportation NetworkGENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Boys & Girls Club Of Fort Wayne Inc (Boys Gdo)GENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Catholic Charities Of The Diocese Of Fort Wayne - South Bend (Cathchaw)GENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Indiana University Foundation (4880)GENERAL SUPPORT | Bloomington, IN | $10K | 2024 |
| Big Brother Big Sister Of Northeast Indiana Inc (Big Bros)GENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Kate'S Kart Inc (Katekart)GENERAL SUPPORT | Fort Wayne, IN | $5K | 2024 |
| The Yellow Brick Road Project (The Yell)GENERAL SUPPORT | New Rochelle, NY | $5K | 2024 |
| Headwater'S Junction Inc (Hdwtrjun)GENERAL SUPPORT | Fort Wayne, IN | $55K | 2023 |
| St Mary'S Catholic School (Stmary)GENERAL SUPPORT | Avilla, IN | $15K | 2023 |
| Heart Of The City Mission Foundation (Heardfd)GENERAL SUPPORT | Fort Wayne, IN | $5K | 2023 |
| See Attached ListGeneral | New York, NY | $437K | 2022 |
| Headwaters JunctionGENERAL OPERATING | Fort Wayne, IN | $150K | 2021 |
| Bishop Dwenger High SchoolGENERAL OPERATING | Fort Wayne, IN | $125K | 2021 |
| Fort Wayne Trails IncGENERAL OPERATING | Fort Wayne, IN | $30K | 2021 |
| Community Harvest Food BankGENERAL OPERATING | Fort Wayne, IN | $30K | 2021 |
| Allen Co Ft Wayne Historical Society IncGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Parkview Foundation IncGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Matthew 25 IncGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Indiana University FoundationGENERAL OPERATING | Bloomington, IN | $20K | 2021 |
| Mayo ClinicGENERAL OPERATING | Rochester, MN | $20K | 2021 |
| Turnstone Center For ChildrenGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Junior Achievement Of Northern IndianaGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Fort Wayne Zoological Society IncGENERAL OPERATING | Fort Wayne, IN | $20K | 2021 |
| Euell A Wilson Center IncGENERAL OPERATING | Fort Wayne, IN | $15K | 2021 |
| Womens Care Center IncGENERAL OPERATING | South Bend, IN | $15K | 2021 |
| Catholic Charities Of The DioceseGENERAL PURPOSES | South Bend, IN | $10K | 2021 |
| Childrens Hospital Med CenterGENERAL OPERATING | Cincinnati, OH | $10K | 2021 |
| Boys & Girls Club Of Fort Wayne IncGENERAL OPERATING | Fort Wayne, IN | $10K | 2021 |
| Kates Kart IncGENERAL OPERATING PURPOSES | Fort Wayne, IN | $7K | 2021 |
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