James & Amy Shimberg Foundation Inc

Private foundation · Grantmaker Tampa, FL EIN: 58-1581287
Agriculturefishing and forestryReligionHuman services

James & Amy Shimberg Foundation Inc is a private foundation based in Tampa, Florida. Its 2025 filing reports 27 charitable grants totaling $208,000, supporting organizations including education, youth, community, health, and cultural organizations.

Key facts about James & Amy Shimberg Foundation Inc

In short: James & Amy Shimberg Foundation Inc gave $208K across 27 grants in 2025 (avg $8K), mostly in Florida. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
58-1581287
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$208,000
Grants made (2025)
27
Average grant
$7,704
Median grant
$2,500
New grantees (estimate)
19% first-time grantees (5 of 27, 2025)
Total assets
$3,840,454
Primary geography
Florida (81% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.8M

+0.4% YoY

Annual Giving

$208K

+16.2% YoY

Grant Count

27

+0.0% YoY

Avg Grant Size

$8K

+16.2% YoY

Under IRS private-foundation payout rules, James & Amy Shimberg Foundation Inc reported a distributable amount of $216K for 2025 — the minimum it must pay out in qualifying distributions.

Is James & Amy Shimberg Foundation Inc open to new grantees?

19%

first-time grantees, 2025

In 2025, 5 of 27 grantees (19%) were first-time recipients. First grants averaged $4K; repeat grants $9K. How we count

Medians: $3K first-time, $3K repeat.

  • 78% of 2025 grantees were also funded in 2024. Method
  • Giving grew 27% from 2022 to 2025. Method
  • In 2025 it paid out 98% 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 (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available sources do not state a mission for the foundation. Its 2025 grants went to a range of charitable organizations. Among them, Starting Right Now describes its mission as stopping the cycle of youth homelessness through continued education and mentoring. Delta Delta Delta Foundation says it raises funds for programs, scholarships, and emergency financial support for women. LifePath Hospice describes providing hospice services for people affected by life-limiting illnesses and end-of-life issues.

Grantmaking

In 2025, the foundation reported 27 grants totaling $208,000. Grants ranged from $500 to $90,000, with a median grant of $2,500. The largest awards included $90,000 to Junior Achievement, $17,500 to Meals on Wheels Tampa, $11,500 to Tampa Jewish Federation, and $11,000 to Delta Delta Delta Foundation. Other recipients included Bernstein Philanthropic Impact FD ($10,000), Florida Holocaust Museum ($8,500), and Starting Right Now ($6,000).

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Geographic Focus

Where this funder awards grants

In 2025, Florida recipients received 81% of grant dollars. Recipients in Virginia received 8%, Texas 5%, Pennsylvania 5%, and North Carolina 1%.

Grant Distribution by State

11states

Share of 2025 grant dollars across all 27 itemized grants.

Cities

TampaSaint PetersburgAlexandriaBelmontDallasClearwaterSarasotaChagrin FallsGainesvilleWesley ChapelBostonNew YorkOrlandoBeavertonByfieldClevelandJenkintownLakelandPalm HarborSanta Barbara

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K27 grants2020 28 grants2021 28 grants2022 27 grants2023 27 grants2024 27 grants2025

From 2020 to 2025, annual grant giving ranged from $136K (2020) to $208K (2025). In 2025 it made 27 grants totaling $208K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Junior Achievement: $90KJunior Achievement$90KMeals on Wheels Tampa: $18KMeals on Wheels Tampa$18KTampa Jewish Federation: $12KTampa Jewish Federation$12KDelta Delta Delta Foundation: $11KDelta Delta Delta Foundation$11KBernstein Philanthropic Impact FD: $10KBernstein Philanthropic ImpactFD$10KFlorida Holocaust Museum: $9KFlorida Holocaust Museum$9KPhilanthropic Women of Stjosephs: $7KPhilanthropic Women ofStjosephs$7KBob Sierra YMCA Youth Family: $6KBob Sierra YMCA Youth Family$6KStarting Right Now: $6KStarting Right Now$6KTampa Metro Area YMCA: $6KTampa Metro Area YMCA$6K

The largest 2025 recipient was Junior Achievement ($90K). Together the top 10 received $174K.

Grant Size Distribution

137 grants across all recorded years

132<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 132 grants of 137 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Junior Achievement Tampa, FLCharitable$90,000
Meals on Wheels Tampa Alexandria, VACharitable$17,500
Tampa Jewish Federation Tampa, FLCharitable$11,500
Delta Delta Delta Foundation Dallas, TXCharitable$11,000
Bernstein Philanthropic Impact FD Jenkintown, PACharitable$10,000
Florida Holocaust Museum Saint Petersburg, FLCharitable$8,500
Philanthropic Women of Stjosephs Tampa, FLCharitable$7,000
Bob Sierra YMCA Youth Family Tampa, FLCharitable$6,000
Starting Right Now Tampa, FLCharitable$6,000
Tampa Metro Area YMCA Tampa, FLCharitable$6,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $3,840,454 $264,424 $242,567 $208,000
2024 $3,824,921 $288,015 $211,338 $179,000
2023 $3,748,163 $158,857 $169,897 $140,100
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$3,840,454$3,824,921$3,748,163
Revenue$264,424$288,015$158,857
Expenses$242,567$211,338$169,897
Qualifying Distributions$210,968$181,790$142,533
Net Investment Income$236,519$261,812$135,611
Distributable Amount$216,279$209,646$182,894

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 30, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Robert Shimberg as president, Janet Knust as vice president, and James Shimberg Jr as treasurer.

James & Amy Shimberg Foundation Inc is led by Robert Shimberg, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert Shimberg

    President

    On filings since 2020

    No compensation reported

  • JAMES SHIMBERG Jr.

    Treasurer

    On filings since 2020

    No compensation reported

  • Janet Knust

    Vice President

    On filings since 2021

    No compensation reported

Former officers (1)
  • Former: Amy G. Shimberg (2020) — Vice President

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.

Contact

Mailing address: 3214 W Fountain Blvd, Tampa, FL 33609
Phone: (813) 254-7567

Frequently asked questions about James & Amy Shimberg Foundation Inc

How much does James & Amy Shimberg Foundation Inc give each year?

James & Amy Shimberg Foundation Inc gave $208K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $179K across 27 grants.

What is James & Amy Shimberg Foundation Inc's typical grant size?

James & Amy Shimberg Foundation Inc's median grant in 2025 was $2,500, and its average grant was $7,704, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James & Amy Shimberg Foundation Inc that year got $4K on average.

Where does James & Amy Shimberg Foundation Inc give grants?

James & Amy Shimberg Foundation Inc gives mostly in Florida: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (8%) and Texas (5%). The most frequent recipient cities were Tampa, FL (18 grants).

Does James & Amy Shimberg Foundation Inc give general operating support?

Not in 2025: none of the 27 grants with a stated purpose on James & Amy Shimberg Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (27 grants).

Who are James & Amy Shimberg Foundation Inc's largest grantees?

James & Amy Shimberg Foundation Inc's largest 2025 grantees include Junior Achievement ($90,000), Meals on Wheels Tampa ($17,500) and Tampa Jewish Federation ($11,500), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.

How large is James & Amy Shimberg Foundation Inc?

James & Amy Shimberg Foundation Inc reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $211K in qualifying distributions that year, against a required minimum of $216K (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 James & Amy Shimberg Foundation Inc fund?

The available sources do not state a mission for the foundation. Its 2025 grants went to a range of charitable organizations. Among them, Starting Right Now describes its mission as stopping the cycle of youth homelessness through continued education and mentoring. See mission & focus areas ↑

How do I apply for a grant from James & Amy Shimberg Foundation Inc?

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 James & Amy Shimberg Foundation Inc's EIN?

James & Amy Shimberg Foundation Inc's EIN (Employer Identification Number) is 58-1581287. IRS Form 990 filing data is available on this page for 2020–2025.

Does James & Amy Shimberg Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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