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Shea Fam Charitable Trust is a private corporation based in STORM LAKE, IA. The foundation received its IRS ruling in 2003. The principal officer is Security Trust & Savings Bank. It holds total assets of $95K. Annual income is reported at $23K. Total assets have decreased from $378K in 2011 to $112K in 2023. 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 2016 to 2023. The foundation primarily funds organizations in Iowa, Montana and Texas. According to available records, Shea Fam Charitable Trust has made 61 grants totaling $153K, with a median grant of $1K. The foundation has distributed between $33K and $47K annually from 2020 to 2023. Grantmaking activity was highest in 2021 with $47K distributed across 19 grants. Individual grants have ranged from $250 to $26K, with an average award of $3K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in Iowa, Montana, New York, which account for 79% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$1K
Average Grant
$2K
Largest Grant
$18K
Based on 15 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.
Shea Fam Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 61 grants. Its grantmaking reaches organizations primarily in IA, MT, NY.
Shea Fam Charitable Trust has distributed a total of $153K across 61 grants. The median grant size is $1K, with an average of $3K. Individual grants have ranged from $250 to $26K.
Shea Fam Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Shea Fam Charitable Trust is headquartered in STORM LAKE, IA. While based in IA, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Security Trust Savings Bank | TRUSTEE | $500 | $0 | $500 |
Total Giving
$40K
Total Assets
$112K
Fair Market Value
$122K
Net Worth
$112K
Grants Paid
$38K
Contributions
N/A
Net Investment Income
$10K
Distribution Amount
$7K
Total: N/A
Total Grants
61
Total Giving
$153K
Average Grant
$3K
Median Grant
$1K
Unique Recipients
20
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kiwanis FoundationCHARITY | Storm Lake, IA | $26K | 2023 |
| Partners For PatriotsCHARITY | Anthon, IA | $3K | 2023 |
| Buena Vista Regional Medical Center-Womens' Center-Circle Of LifeCHARITY | Storm Lake, IA | $2K | 2023 |
| Buena Vista County Soil & WaterCHARITY | Storm Lake, IA | $2K | 2023 |
| Direct Relief InternationalCHARITY | Santa Barbara, CA | $1K | 2023 |
| Hdsa Rocky Mountain ChapterCHARITY | New York, NY | $1K | 2023 |
| Terlingua Fire DepartmentCHARITY | Terlingua, TX | $1K | 2023 |
| Montana State University Foundation College Of Arts & ArchitectureCHARITY | Bozeman, MT | $700 | 2023 |
| Red Lodge Fire RescueCHARITY | Red Lodge, MT | $600 | 2023 |
| Mr Goodfellow CharitiesCHARITY | Storm Lake, IA | $500 | 2023 |
| First Presbyterian Church Billings MtCHARITY | Billings, MT | $500 | 2023 |
| Buena Vista Historical SocietyCHARITY | Storm Lake, IA | $500 | 2023 |
| American Heart AssociationCHARITY | Dallas, TX | $400 | 2023 |
| Tlc Animal Shelter Canine CenterCHARITY | Newell, IA | $2K | 2022 |
| Project AlsCHARITY | New York, NY | $1K | 2022 |
| Arthritis FoundationCHARITY | Atlanta, GA | $300 | 2022 |
| Lakeside Presbyterian ChurchCHARITY | Storm Lake, IA | $7K | 2021 |
| Nolan Catholic High School-Dr Kuban ScholarshipCHARITY | Fort Worth, TX | $1K | 2021 |
| Beartooth Billings Clinic FoundationCHARITY | Red Lodge, MT | $400 | 2021 |
| Billings Clinic FoundationCHARITY | Billings, MT | $400 | 2021 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA