James R Shields Private Foundation
The James R Shields Private Foundation is a private foundation based in New York, New York. In its 2026 filing, it reported 23 grants totaling $560,000 to charitable organizations, including organizations in Fort Wayne, Indiana, and grants for health, education, food assistance, trails, and other purposes.
James R Shields Private Foundation at a glance
In short: James R Shields Private Foundation gave $560K across 23 grants in 2026 (avg $24K), mostly in Indiana. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $560,000
- +23.5% vs 2025
- Grants made (2026)
- 23
- +9.5% vs 2025
- Average grant
- $24,348
- +12.8% vs 2025
- Median grant
- $25,000
- Total assets
- $10,918,367
- +2.6% vs 2025
- Primary geography
- Indiana (88% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
How to apply to James R Shields Private Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Rtc Na PO Box 5016, New York, NY 10185-5016
Phone: (212) 549-5544
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James R Shields Private Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Community Harvest Food Bank of Northeast Indiana Inc ($50K). Together the top 10 received $350K.
Grant Size Distribution
94 grants across all recorded years
The most common grant size was under $50K: 86 grants of 94 (91%).
Geographic Focus
Where this funder awards grants
In 2026, the reported share of grant dollars by recipient state was Indiana 88%, Ohio 7%, Minnesota 4%, and New York 2%.
Grant Distribution by State
Share of 2026 grant dollars across all 23 itemized grants.
Cities
How James R Shields Private Foundation gives
- 17% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (−2%). Method
- In 2026 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 (2026). 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 2021 to 2026, annual grant giving ranged from $437K (2022) to $572K (2021). In 2026 it made 23 grants totaling $560K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Harvest Food Bank of Northeast Indiana Inc Fort Wayne, IN | General Support | $50,000 |
| Turnstone Center for Children & Adults W Disabilities Fort Wayne, IN | General Support - Pediatrics and Children's Equipment | $50,000 |
| Cincinnati Children's Hospital Cincinnati, OH | To Support Genetic Research | $40,000 |
| Fort Wayne Trails Inc Fort Wayne, IN | General Support | $40,000 |
| Riley Children's Foundation Indianapolis, IN | To Support Developmental Pediatrics | $40,000 |
| Euell a Wilson Center Inc Fort Wayne, IN | General Support | $30,000 |
| Bishop Dwenger High School Fort Wayne, IN | To Support the Saints Alive Program | $25,000 |
| Fort Wayne Zoological Society Inc Fort Wayne, IN | General Support | $25,000 |
| Parkview Health Foundation Inc Fort Wayne, IN | To Support the Parkview Cancer Research Center | $25,000 |
| St Jude's Catholic School Fort Wayne, IN | General Support | $25,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $10,918,367 | $993,184 | $713,796 | $560,000 | 23 | $599,284 | $895,284 | $639,462 |
| 2025 | $10,637,115 | $1,007,592 | $561,240 | $453,477 | 21 | $484,017 | $930,369 | $584,546 |
| 2024 | $10,199,119 | $501,556 | $650,957 | $540,000 | 24 | $570,563 | $426,162 | $553,258 |
| 2023 | $10,348,147 | $11,703 | $702,091 | $569,000 | 25 | $620,873 | $102,839 | $538,269 |
| 2022 | $11,034,921 | $1,461,734 | $536,163 | $437,093 | 1 | $485,697 | $1,430,302 | $601,992 |
| 2021 | $10,121,392 | $712,118 | $693,185 | $572,297 | 19 | — | $649,433 | $596,228 |
Under IRS private-foundation payout rules, James R Shields Private Foundation reported a distributable amount of $639K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2026 grants included general support as well as support for genetic research, developmental pediatrics, cancer research, and children’s equipment.
Among its grantees, Community Harvest Food Bank of Northeast Indiana describes its mission as alleviating hunger through the use of donated food and other resources. Fort Wayne Trails says it advocates for a connected, multipurpose trail system in Allen County. Vincent Village describes its work as providing shelter, care, advocacy, affordable housing, and supportive services for homeless families.
Grantmaking
In 2026, the foundation reported 23 grants totaling $560,000. Grant amounts ranged from $5,000 to $50,000, with a median of $25,000. Its largest grants included $50,000 each to Community Harvest Food Bank of Northeast Indiana and Turnstone Center for Children & Adults with Disabilities; $40,000 to Cincinnati Children’s Hospital for genetic research; $40,000 to Fort Wayne Trails; and $40,000 to Riley Children’s Foundation for developmental pediatrics.
Other 2026 grants included $30,000 to Euell A. Wilson Center and $25,000 each to Fort Wayne Zoological Society, Parkview Health Foundation, St. Jude’s Catholic School, Vincent Village, Bishop Dwenger High School, and Bishop Luers High School.
Leadership & Key People
Leadership team and compensation from IRS filings
Rockefeller Trust Company NA was listed as trustee on the 2026 filing.
James R Shields Private Foundation's only listed officer is Rockefeller Trust Company NA, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Rockefeller Trust Company NA
Trustee
On filings since 2022
1 hr/week
$8K (2022) → $131K (2026)
Former officers (2)
- Former: Bank of America (2022) — Trustee
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $131K, to Rockefeller Trust Company NA (Trustee).
Frequently asked questions about James R Shields Private Foundation
How much does James R Shields Private Foundation give each year?
James R Shields Private Foundation gave $560K across 23 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $453K across 21 grants.
What is James R Shields Private Foundation's typical grant size?
James R Shields Private Foundation's median grant in 2026 was $25,000, and its average grant was $24,348, across 23 grants on its 2026 IRS Form 990-PF.
Where does James R Shields Private Foundation give grants?
James R Shields Private Foundation gives mostly in Indiana: 88% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Ohio (7%). The most frequent recipient cities were Fort Wayne, IN (18 grants).
Does James R Shields Private Foundation give general operating support?
Yes: 74% of James R Shields Private Foundation's 2026 grants with a stated purpose (17 of 23) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are James R Shields Private Foundation's largest grantees?
James R Shields Private Foundation's largest 2026 grantees include Community Harvest Food Bank of Northeast Indiana Inc ($50,000), Turnstone Center for Children & Adults W Disabilities ($50,000) and Cincinnati Children's Hospital ($40,000), according to its 2026 IRS Form 990-PF. Together they received 25% of its itemized 2026 grant dollars.
How large is James R Shields Private Foundation?
James R Shields Private Foundation reported $10.9M in total assets on its 2026 IRS Form 990-PF. It paid out $599K in qualifying distributions that year, against a required minimum of $639K (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 R Shields Private Foundation fund?
No foundation mission statement is provided. Its 2026 grants included general support as well as support for genetic research, developmental pediatrics, cancer research, and children’s equipment. See mission & focus areas ↑
How do I apply for a grant from James R Shields Private Foundation?
The foundation 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 R Shields Private Foundation's EIN?
James R Shields Private Foundation's EIN (Employer Identification Number) is 30-0609473. IRS Form 990 filing data is available on this page for 2021–2026.
Does James R Shields Private Foundation 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 October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 28, 2026)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in James R Shields Private Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). James R Shields Private Foundation funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/james-r-shields-private-foundation-morg_d7e3edcede044327a7a9a82babd43ac3
BibTeX
@misc{grantable_300609473_2026,
author = {{Grantable}},
title = {{James R Shields Private Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/james-r-shields-private-foundation-morg_d7e3edcede044327a7a9a82babd43ac3},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from James R Shields Private Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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