James R Shields Private Foundation
The James R Shields Private Foundation is a private foundation based in New York, New York. Established in 2014, it operates as a 501(c)(3) exempt private foundation with a single employee.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.6M
+4.3% YoY
Annual Giving
$453K
-16.0% YoY
Grant Count
21
-12.5% YoY
Avg Grant Size
$22K
-4.0% YoY
Under IRS private-foundation payout rules, James R Shields Private Foundation reported a distributable amount of $585K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds general operating and general purposes support for its grantees.
Grantmaking
The foundation made 19 grants in the most recent reporting period. Recent grants include:
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of June 30, 2025:
- Total Assets: $10,637,115
- Total Revenues: $1,007,592
- Total Expenses: $561,240
- Investment Income and Dividends: $262,041
As of June 30, 2024:
- Investment Income and Dividends: $262,828
The foundation's revenue is primarily derived from investment income and dividends rather than contributions.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,637,115 | $10,199,119 | $10,348,147 |
| Revenue | $1,007,592 | $501,556 | $11,703 |
| Expenses | $561,240 | $650,957 | $702,091 |
| Qualifying Distributions | $484,017 | $570,563 | $620,873 |
| Net Investment Income | $930,369 | $426,162 | $102,839 |
| Distributable Amount | $584,546 | $553,258 | $538,269 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
90 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Fort Wayne Trails Inc (fwtrails) ($40,000), Cincinnati Children's Hospital (cnchildh) ($30,000), Euell a Wilson Center Inc (euell A) ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLEN CO - FT WAYNE HISTORICAL SOCIETY INC FORT WAYNE, IN | GENERAL SUPPORT | $20,000 |
| BISHOP DWENGER HIGH SCHOOL (BISDWEHS) FORT WAYNE, IN | GENERAL SUPPORT | $25,000 |
| CANTERBURY SCHOOL FORT WAYNE, IN | GENERAL SUPPORT | $20,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND (CATHCHAW) FORT WAYNE, IN | GENERAL SUPPORT | $10,000 |
| CINCINNATI CHILDREN'S HOSPITAL (CNCHILDH) CINCINNATI, OH | GENERAL SUPPORT | $30,000 |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA INC (CHFOODNI) FORT WAYNE, IN | GENERAL SUPPORT | $25,000 |
| COMMUNITY TRANSPORTATION NETWORK FORT WAYNE, IN | GENERAL SUPPORT | $15,000 |
| EUELL A WILSON CENTER INC (EUELL A) FORT WAYNE, IN | GENERAL SUPPORT | $30,000 |
| FORT WAYNE TRAILS INC (FWTRAILS) FORT WAYNE, IN | GENERAL SUPPORT | $40,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY INC (FWZOOSOC) FORT WAYNE, IN | GENERAL SUPPORT | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Michael Finn serves as Trustee of the foundation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROCKEFELLER TRUST COMPANY NA | TRUSTEE | 1 | $101,800 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does James R Shields Private Foundation fund?
The foundation primarily funds general operating and general purposes support for its grantees.
How do I apply for a grant from James R Shields Private Foundation?
The foundation made 19 grants in the most recent reporting period. Recent grants include: • Euell A Wilson Center: $30,000 (General Support) • Community Transportation Network: $15,000 (General Support) • Yellow Brick Road Project: $10,000 (General Support) Historical grantees have included Bishop Dwenger High School.
What size grants does James R Shields Private Foundation award?
In 2025, James R Shields Private Foundation awarded 21 grants totaling $453K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is James R Shields Private Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, James R Shields Private Foundation reported a distributable amount of $585K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.