Barton and Terry Shigemura Family Founda
Barton and Terry Shigemura Family Founda is a private foundation based in Danville, California. Its 2024 filing reports grants to charitable organizations, including universities and other organizations, with stated purposes including college scholarships, educational programs, and enrichment materials.
Barton and Terry Shigemura Family Founda at a glance
In short: Barton and Terry Shigemura Family Founda gave $119K across 13 grants in 2024 (avg $9K), mostly in California. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $118,500
- -1.3% vs 2023
- Grants made (2024)
- 13
- +44.4% vs 2023
- Average grant
- $9,115
- -31.6% vs 2023
- Median grant
- $2,000
- Total assets
- $1,855,525
- +7.5% vs 2023
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2024; small sample)
- Primary geography
- California (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Barton and Terry Shigemura Family Founda
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 5391 Blackhawk Drive, Danville, CA 94506
Phone: (945) 736-2876
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Barton and Terry Shigemura Family Founda funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was University of Southern California ($45K). Together the top 10 received $117K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 46 grants of 47 (98%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went primarily to recipients in California (81%), followed by Virginia (13%), Hawaii (4%), and Washington, DC (1%). New Mexico accounted for 0% as reported. The filing also lists a $500 grant to St Boniventure Indian School in New Mexico and a $500 grant to St Joseph Indian School in South Dakota.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Is Barton and Terry Shigemura Family Founda open to new grantees?
38%
first-time grantees, 2024
In 2024, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $14K. How we count
Medians: $1K first-time, $4K repeat.
- 54% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−2%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $94K (2020) to $121K (2021). In 2024 it made 13 grants totaling $119K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Southern California Los Angeles, CA | College Scholarships, Educational Programs & Enrichment Materials | $45,000 |
| University of California Los Angeles Los Angeles, CA | College Scholarships, Educational Programs & Enrichment Materials | $40,000 |
| Center for Cognitive Enrichment Front Royal, VA | To Further Promote the Goals of the Organization | $15,000 |
| Hanahau' Oil School Hololulu, HI | Educational Programs & Enrichment Materials | $5,000 |
| University of California Merced Merced, CA | To Further Promote the Goals of the Organization | $5,000 |
| Food Bank of Contra Costa & Solano Concord, CA | To Further Promote the Goals of the Organization | $2,000 |
| Meals on Wheels of Contra Costa Martinez, CA | To Further Promote the Goals of the Organization | $2,000 |
| Japanese American Museum Los Angeles, CA | To Further Promote the Goals of the Organization | $1,000 |
| Monterey Bay Aquarium Monterey, CA | To Further Promote the Goals of the Organization | $1,000 |
| National Museum American Indian Washington, DC | To Further Promote the Goals of the Organization | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,855,525 | $275,698 | $146,546 | $118,500 | 13 | $118,500 | $247,668 | $125,743 |
| 2023 | $1,726,373 | $93,752 | $140,210 | $120,000 | 9 | $120,000 | $70,713 | $109,677 |
| 2022 | $1,772,831 | $144,155 | $123,694 | $100,100 | 12 | $100,150 | $121,347 | $102,307 |
| 2021 | $1,752,370 | $114,453 | $142,592 | $121,000 | 8 | $124,675 | $95,936 | $124,262 |
| 2020 | $1,780,509 | $201,257 | $120,848 | $94,288 | 5 | — | $181,635 | $97,424 |
Under IRS private-foundation payout rules, Barton and Terry Shigemura Family Founda reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2024 grant purposes include college scholarships, educational programs, and enrichment materials; other grants state that they further the recipient organization’s goals. The grants listed include universities, a food bank, a meals-on-wheels organization, museums, an aquarium, and Indian schools.
Grantmaking
In filing year 2024, the foundation reported 13 grants totaling $118,500. Grant amounts ranged from $500 to $45,000, with a median of $2,000. The largest reported grants were $45,000 to the University of Southern California and $40,000 to the University of California Los Angeles, both for college scholarships, educational programs, and enrichment materials. Other notable grants were $15,000 to the Center for Cognitive Enrichment and $5,000 each to Hanahau' Oil School and the University of California Merced.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Barton Y Shigemura as CEO and Terry M Shigemura as CFO and Secretary.
Barton and Terry Shigemura Family Founda is led by Barton Y. Shigemura, CEO on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barton Y. Shigemura
CEO
On filings since 2020
1 hr/week
No compensation reported
Terry M. Shigemura
CFO & Secretary
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Barton and Terry Shigemura Family Founda
How much does Barton and Terry Shigemura Family Founda give each year?
Barton and Terry Shigemura Family Founda gave $119K across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $120K across 9 grants.
What is Barton and Terry Shigemura Family Founda's typical grant size?
Barton and Terry Shigemura Family Founda's median grant in 2024 was $2,000, and its average grant was $9,115, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Barton and Terry Shigemura Family Founda that year got $2K on average.
Where does Barton and Terry Shigemura Family Founda give grants?
Barton and Terry Shigemura Family Founda gives mostly in California: 81% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Virginia (13%). The most frequent recipient cities were Los Angeles, CA (3 grants).
Does Barton and Terry Shigemura Family Founda give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on Barton and Terry Shigemura Family Founda's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Further Promote the Goals of the Organization" (9 grants).
Who are Barton and Terry Shigemura Family Founda's largest grantees?
Barton and Terry Shigemura Family Founda's largest 2024 grantees include University of Southern California ($45,000), University of California Los Angeles ($40,000) and Center for Cognitive Enrichment ($15,000), according to its 2024 IRS Form 990-PF. Together they received 84% of its itemized 2024 grant dollars.
How large is Barton and Terry Shigemura Family Founda?
Barton and Terry Shigemura Family Founda reported $1.9M in total assets on its 2024 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Barton and Terry Shigemura Family Founda fund?
No mission statement is provided. The 2024 grant purposes include college scholarships, educational programs, and enrichment materials; other grants state that they further the recipient organization’s goals. See mission & focus areas ↑
How do I apply for a grant from Barton and Terry Shigemura Family Founda?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Barton and Terry Shigemura Family Founda's EIN?
Barton and Terry Shigemura Family Founda's EIN (Employer Identification Number) is 94-3346626. IRS Form 990 filing data is available on this page for 2020–2024.
Does Barton and Terry Shigemura Family Founda accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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