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Shillman Foundation is a private trust based in RCHO SANTA FE, CA. The foundation received its IRS ruling in 2000. It holds total assets of $103.1M. Annual income is reported at $6.3M. Total assets have grown from $13.9M in 2011 to $103.1M in 2024. The foundation is governed by 3 officers and trustees. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Texas, Tennessee and California. According to available records, Shillman Foundation has made 24 grants totaling $23.3M, with a median grant of $150K. Annual giving has decreased from $12.3M in 2020 to $8.7M in 2023. Individual grants have ranged from $350 to $11.7M, with an average award of $969K. The foundation has supported 17 unique organizations. The foundation primarily supports organizations in Kentucky, Massachusetts, California, which account for 58% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
The Shillman Foundation operates as a quintessential founder-driven family trust with no public-facing grantmaking infrastructure. Robert J. Shillman — founder and executive chairman of Cognex Corporation (NASDAQ: CGNX), a leading machine vision technology company — established the foundation and serves as its principal decision-maker alongside family co-trustees Barnett A. Shillman and Maxwell L. Shillman. All three trustees serve without compensation, reinforcing the personal rather than institutional character of this philanthropy.
Shillman has publicly stated that "I give based on personal relationships" — and the grantee roster confirms this. Every documented recipient has a personal connection to the Shillman family, ideological alignment with Robert Shillman's worldview, or a prior multiyear relationship. There is no grant portal, no LOI process, no published guidelines, and no RFP cycle. The foundation operates on a preselected-only basis with application instructions formally listed as "none."
The foundation's giving is organized around three documented pillars that map to Robert Shillman's personal values: (1) support for the State of Israel and Jewish institutions — including Chabad organizations, the IDF, and pro-Israel advocacy groups; (2) defense of constitutional rights, particularly free speech and Second Amendment causes; and (3) science and technology higher education at institutions where Shillman has personal ties (Northeastern University, UC San Diego, MIT, and the Technion in Israel). A fourth strand covers personal arts patronage (Italian opera) and healthcare.
First-time applicants must understand that the conventional grant-seeking pathway does not apply here. The only credible route to funding is a direct relationship with one of the three trustees. Introductions through current grantees — Christians United for Israel, Chabad organizations, UC San Diego Foundation, or Northeastern University — represent the most realistic vectors. Annual giving has ranged from $240,000 (FY2021) to $13.7 million (FY2020), reflecting pure trustee discretion rather than any formula or cycle.
The Shillman Foundation's annual grantmaking is highly variable, driven entirely by trustee discretion rather than a fixed payout formula. Based on available 990-PF filings, giving history looks like this:
For typical direct grants, the foundation's own enrichment data reports a range of $20,000–$150,000, with a median of $35,000 and an average of $60,000 across recent discrete grants (n=4). However, the grantee-level data reveals that $18.79 million — roughly 81% of total documented grantmaking — has flowed through Fidelity Gift Fund, a donor-advised fund used to re-grant to other organizations. This intermediary structure makes it difficult to fully trace the final recipients.
Top direct recipients by total documented amount: Fidelity Gift Fund ($18.79M, 3 grants — DAF transfers), UC San Diego Foundation ($1.5M, 2 grants), Chabad at Northeastern University ($1.13M, 1 grant), Christians United for Israel ($700K, 3 grants), Northeastern University ($257K), The Lahey Clinic ($250K), Riccardo Multi Italian Opera Academy ($130K, 3 grants), Friends of the IDF ($100K), Chabad Jewish Center of RSF ($70K).
By focus area: Pro-Israel and Jewish institutional causes account for approximately 60%+ of direct grants (Chabad organizations, CUFI, Friends of the IDF). Higher education represents ~20% (UC San Diego, Northeastern). Healthcare and arts make up the balance. Geography spans CA (8 grantees), KY (3), MA (3), TX (3), TN (1), NY (1), VA (1), WI (1), with Massachusetts ties reflecting the founder's Northeastern University roots.
The following foundations were identified as asset peers to the Shillman Foundation based on comparable total assets (~$103M) and NTEE classification (Philanthropy & Grantmaking, Code T):
| Foundation | State | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|---|
| Shillman Foundation | CA | $103.1M | $240K–$8.7M (variable) | Pro-Israel, Constitutional Rights, Higher Ed | Preselected only |
| The Grove Foundation | CA | $102.9M | ~$8–12M est. | Climate change, reproductive health | Selective/invited |
| Bryan Cameron Education Foundation | CA | $102.9M | Not disclosed | K-12 education, teacher support | Preselected only |
| Chantal & Tommy Bagwell Foundation | GA | $103.3M | Not disclosed | Community philanthropy | Preselected only |
| Scanlan Family Foundation | IL | $103.4M | Not disclosed | Family-directed grantmaking | Preselected only |
| Li Lu Foundation | WA | $102.9M | Not disclosed | Education, culture | Preselected only |
All six foundations sit in the $102–$104 million asset range — a mid-tier private foundation tier by U.S. standards. The Shillman Foundation stands out for the ideological specificity of its grantmaking: its tightly defined pro-Israel, constitutional rights, and STEM education focus is narrower and more values-driven than most peer family foundations. The Grove Foundation is the only peer with a publicly described grantmaking program and any form of accessible inquiry process. Shillman's wide year-to-year disbursement variability ($240K to $13.7M) is unusual even among discretionary family foundations, and reflects its personal character more than its asset base.
The most consequential recent development is from November 2025, when Robert J. Shillman publicly withdrew a $2 million pledge from Turning Point USA (TPUSA). The decision was tied to TPUSA founder Charlie Kirk's public association with Tucker Carlson, reflecting Shillman's reputation-sensitive approach to conservative giving. The move signals that while the foundation supports constitutional and free-speech causes, Robert Shillman evaluates organizational leadership closely and will retract commitments when ideological or reputational concerns arise.
Also in November 2025, the foundation's Form 990-PF for FY2023 was filed, confirming $8.65 million in grants paid — the second-highest annual disbursement on record after FY2020's $12.33 million. The FY2024 990-PF has not been filed as of April 2026.
No new programmatic announcements or leadership changes have been publicly reported for FY2024 or early 2026. The three Shillman family trustees (Robert J., Barnett A., and Maxwell L.) remain the sole governance structure; all are uncompensated.
Historically notable giving includes: the Shillman Hall classroom building at Northeastern University, endowed professorships at MIT, Northeastern, and the Technion (Israel Institute of Technology), and a major gift to 2Life Communities in Boston resulting in the naming of "Shillman House" — a Jewish elder care residence whose website (2lifecommunities.org/shillman-house) is erroneously listed in IRS records as the foundation's own site. The foundation itself has no public website.
Because the Shillman Foundation operates exclusively through trustee-initiated relationships and explicitly does not accept unsolicited requests, the following tips address the only realistic pathway to funding consideration.
Relationship is the only pathway. Robert Shillman has stated in public forums that "I give based on personal relationships." No written proposal, however well-crafted, will advance without a prior relationship. Begin by mapping your board, advisory committee, and major donor network for any existing connection to Robert J., Barnett A., or Maxwell L. Shillman — or to Cognex Corporation's leadership.
Align tightly with the three pillars. The foundation's documented giving centers on: (1) Israel's security — Chabad organizations, pro-IDF causes, pro-Israel policy advocacy; (2) constitutional rights — free speech organizations, Second Amendment causes; and (3) science and technology education at university level, especially at Northeastern University, UC San Diego, or MIT. Organizations that span two pillars (e.g., a pro-Israel STEM initiative) are likely most compelling.
Use existing grantees as introduction vectors. Christians United for Israel, Friends of the IDF, and Chabad at Northeastern University are multi-year recipients with established trustee relationships. Leaders at these organizations may be willing to facilitate introductions. This is the most credible warm-introduction pathway.
Avoid cold outreach. The TPUSA withdrawal in November 2025 shows that Shillman actively monitors how his philanthropy dollars are associated with organizational reputations. Unsolicited mass emails, grant-database cold applications, or LinkedIn outreach to trustees are likely to permanently damage rather than create opportunity.
Note the donor-advised fund structure. $18.79 million (81% of documented grants) has flowed through Fidelity Gift Fund. If your organization already has a DAF account at Fidelity and can identify a shared fund advisor, there may be an indirect pathway through fund administrators.
Timing is irrelevant. Annual giving has ranged from $240K to $13.7M across six years, with no fixed cycle. Do not structure outreach around a calendar deadline — decisions are made on the trustees' schedule.
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Smallest Grant
$20K
Median Grant
$35K
Average Grant
$60K
Largest Grant
$150K
Based on 4 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.
The Shillman Foundation's annual grantmaking is highly variable, driven entirely by trustee discretion rather than a fixed payout formula. Based on available 990-PF filings, giving history looks like this: - FY2023: $8.65M grants paid / $9.0M total giving (assets: $106.7M) - FY2022: $2.27M grants paid / $2.8M total giving (assets: $109.3M) - FY2021: $240K grants paid / $674K total giving (assets: $112.8M) - FY2020: $12.33M grants paid / $13.7M total giving — driven by $105.5M contribution receiv.
Shillman Foundation has distributed a total of $23.3M across 24 grants. The median grant size is $150K, with an average of $969K. Individual grants have ranged from $350 to $11.7M.
The Shillman Foundation operates as a quintessential founder-driven family trust with no public-facing grantmaking infrastructure. Robert J. Shillman — founder and executive chairman of Cognex Corporation (NASDAQ: CGNX), a leading machine vision technology company — established the foundation and serves as its principal decision-maker alongside family co-trustees Barnett A. Shillman and Maxwell L. Shillman. All three trustees serve without compensation, reinforcing the personal rather than insti.
Shillman Foundation is headquartered in RCHO SANTA FE, CA. While based in CA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Barnett A Shillman | TRUSTEE | $0 | $0 | N/A |
| Maxwell L Shillman | TRUSTEE | $0 | $0 | N/A |
| Robert J Shillman | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$103.1M
Fair Market Value
N/A
Net Worth
$103.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
24
Total Giving
$23.3M
Average Grant
$969K
Median Grant
$150K
Unique Recipients
17
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Gift FundTO SUPPORT THE COMMINUTY | Covington, KY | $6.1M | 2023 |
| Chabad At Northeastern UniversityTO SUPPORT THE COMMUNITY | Boston, MA | $1.1M | 2023 |
| Uc San Diego FoundationTO SUPPORT THE COMMUNITY | La Jolla, CA | $500K | 2023 |
| Bradley Impact FundTO SUPPORT THE COMMUNITY | Milwaukee, WI | $260K | 2023 |
| Northeastern UniversityTO SUPPORT THE COMMUNITY | Boston, MA | $257K | 2023 |
| Christians United For IsraelTO SUPPORT THE COMMUNITY | San Antonio, TX | $250K | 2023 |
| Riccardo Multi Italian Opera AcademyTO SUPPORT THE ARTS | Ravenna | $90K | 2023 |
| Chabad Jewish Center Of RsfTO SUPPORT THE COMMUNITY | Ranch S Fe, CA | $70K | 2023 |
| San Diego Law Enforcement FoundationTO SUPPORT THE COMMUNITY | San Diego, CA | $350 | 2022 |
| The Lahey ClinicTO SUPPORT THE COMMUNITY | Burlington, MA | $250K | 2020 |
| Friends Of The I D FTO SUPPORT THE COMMUNITY | New York, NY | $100K | 2020 |
| Cultures In ContextTO SUPPORT THE COMMUNITY | Cordova, TN | $20K | 2020 |
| We Have RightsTO SUPPORT THE COMMUNITY | Orange, CA | $20K | 2020 |
| Nra Freedom Action FoundationTO SUPPORT THE COMMUNITY | Fairfax, VA | $10K | 2020 |
| South Bay United Pentecostal ChurchTO SUPPORT THE COMMUNITY | Chula Vista, CA | $10K | 2020 |
| Congregation Beth AmTO SUPPORT THE COMMUNITY | San Diego, CA | $3K | 2020 |
| San Diego Yantai Freindship SocietyTO SUPPORT THE COMMUNITY | San Diego, CA | $1K | 2020 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA