Gertrude R Shiely Char Tr
Gertrude R Shiely Char Tr is a private foundation, based in Bayport, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 9 grants totaling $150K. Net investment income was $176K.
Gertrude R Shiely Char Tr at a glance
In short: Gertrude R Shiely Char Tr gave $150K across 9 grants in 2025 (avg $17K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150,000
- +36.4% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $16,667
- +51.5% vs 2024
- Median grant
- $10,000
- Total assets
- $1,626,833
- -9.4% vs 2024
- Primary geography
- Minnesota (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Gertrude R Shiely Char Tr funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Friends of Freedom Park ($30K). Together the top 9 received $150K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Gertrude R Shiely Char Tr gives
- Giving grew 71% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $53K (2021) to $150K (2025). In 2025 it made 9 grants totaling $150K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Freedom Park Prescott, WI | General Operating | $30,000 |
| Nativity of Our Lord Catholic School St. Paul, MN | General Operating | $30,000 |
| Annunciation Catholic School Minneapolis, MN | General Operating | $30,000 |
| St Mary's Health Clinic St. Paul, MN | General Operating | $25,000 |
| Catholic Charities Minneapolis, MN | General Operating | $10,000 |
| Loaves & Fishes Minneapolis, MN | General Operating | $10,000 |
| American Red Cross Minneapolis, MN | General Operating | $5,000 |
| Peacemaker Roseville, MN | General Operating | $5,000 |
| Twin Cities PBS (TPT) St. Paul, MN | General Operating | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,626,833 | $177,544 | $345,614 | $150,000 | 9 | $152,025 | $175,806 | $157,020 |
| 2024 | $1,794,903 | $139,773 | $192,195 | $110,000 | 10 | $143,132 | $87,291 | $148,876 |
| 2023 | $1,847,977 | $69,790 | $209,823 | $122,500 | 9 | $154,985 | $44,821 | $140,600 |
| 2022 | $1,989,740 | $378,357 | $170,942 | $87,500 | 9 | $121,413 | $327,092 | $144,088 |
| 2021 | $1,783,840 | $170,542 | $143,980 | $52,500 | 5 | $87,639 | $117,673 | $162,613 |
| 2020 | $1,757,315 | $241,300 | $214,279 | $134,000 | 10 | — | $191,301 | $137,378 |
Under IRS private-foundation payout rules, Gertrude R Shiely Char Tr reported a distributable amount of $157K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gertrude R Shiely Char Tr's 2025 filing lists 6 officers; all 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Christine Runyon
Co-Trustee
New on the 2025 filing
2 hrs/week
$3K (2025)
First State Bank AND Trust
Trustee
New on the 2025 filing
1 hr/week
$2K (2025)
Patricia Oxley
Co-Trustee
New on the 2025 filing
2 hrs/week
$3K (2025)
Therese Diebel
Co-Trustee
New on the 2025 filing
2 hrs/week
$15K (2025)
James P. Donner
Former Trustee
Co-Trustee → Former Trustee, 2025
On filings since 2020
1 hr/week
$16K (2020) → $12K (2025)
US Bank NA
Former Trustee
Trustee → Former Trustee, 2025
On filings since 2023
1 hr/week
$45K (2023) → $47K (2025)
Former officers (2)
- Former: Terry Diebel (2020–2024) — Co-Trustee
- Former: US Bank N A (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $47K, to US Bank (Former Trustee). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Gertrude R Shiely Char Tr
How much does Gertrude R Shiely Char Tr give each year?
Gertrude R Shiely Char Tr gave $150K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 10 grants.
What is Gertrude R Shiely Char Tr's typical grant size?
Gertrude R Shiely Char Tr's median grant in 2025 was $10,000, and its average grant was $16,667, across 9 grants on its 2025 IRS Form 990-PF.
Where does Gertrude R Shiely Char Tr give grants?
Gertrude R Shiely Char Tr gives mostly in Minnesota: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (20%). The most frequent recipient cities were Minneapolis, MN (4 grants) and St. Paul, MN (3 grants).
Does Gertrude R Shiely Char Tr give general operating support?
Yes: 100% of Gertrude R Shiely Char Tr's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Gertrude R Shiely Char Tr's largest grantees?
Gertrude R Shiely Char Tr's largest 2025 grantees include Friends of Freedom Park ($30,000), Nativity of Our Lord Catholic School ($30,000) and Annunciation Catholic School ($30,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Gertrude R Shiely Char Tr?
Gertrude R Shiely Char Tr reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $152K in qualifying distributions that year, against a required minimum of $157K (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 is Gertrude R Shiely Char Tr's EIN?
Gertrude R Shiely Char Tr's EIN (Employer Identification Number) is 41-6470775. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Gertrude R Shiely Char Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Gertrude R Shiely Char Tr's focus areas in our free grants database
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