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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 is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2019 to 2024. Grantmaking is concentrated in Indiana. 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.
Smallest Grant
$7K
Median Grant
$20K
Average Grant
$30K
Largest Grant
$150K
Based on 19 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 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
N/A
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 |
|---|---|---|---|
| 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 |
| Riley Children'S Foundation (Riley Ch)GENERAL SUPPORT | Indianapolis, IN | $30K | 2024 |
| Cincinnati Children'S Hospital (Cnchildh)GENERAL SUPPORT | Cincinnati, OH | $30K | 2024 |
| Bishop Dwenger High School (Bisdwehs)GENERAL SUPPORT | Fort Wayne, IN | $30K | 2024 |
| Euell A Wilson Center Inc (Euell A)GENERAL SUPPORT | Fort Wayne, IN | $30K | 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 |
| Fort Wayne Zoological Society Inc (Fwzoosoc)GENERAL SUPPORT | Fort Wayne, IN | $25K | 2024 |
| Canterbury SchoolGENERAL SUPPORT | Fort Wayne, IN | $20K | 2024 |
| Junior Achievement Of Northern Indiana Inc (Juniorsd)GENERAL 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 |
| 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 |
| Boys & Girls Club Of Fort Wayne Inc (Boys Gdo)GENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Big Brother Big Sister Of Northeast Indiana Inc (Big Bros)GENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Indiana University Foundation (4880)GENERAL SUPPORT | Bloomington, IN | $10K | 2024 |
| Community Transportation NetworkGENERAL SUPPORT | Fort Wayne, IN | $10K | 2024 |
| Catholic Charities Of The Diocese Of Fort Wayne - South Bend (Cathchaw)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 |