Shavlik Family Charitable Trust
The Shavlik Family Charitable Trust is a private foundation based in White Bear Lake, Minnesota. It supports Minnesota nonprofits and Tribal governments with technology projects intended to strengthen how they carry out their missions.
Shavlik Family Charitable Trust at a glance
In short: Shavlik Family Charitable Trust gave $560K across 22 grants in 2024 (avg $25K), mostly in Minnesota. 95% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $560,152
- +18.7% vs 2023
- Grants made (2024)
- 22
- +0.0% vs 2023
- Average grant
- $25,461
- +18.7% vs 2023
- Median grant
- $30,000
- Total assets
- $6,051,898
- -1.3% vs 2023
- New grantees (estimate)
- 95% first-time grantees (21 of 22, 2024; small sample)
- Primary geography
- Minnesota (100% 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 Shavlik Family Charitable Trust
- Accepts unsolicited proposals
- No
- Invitation Only
-
The foundation does not accept unsolicited requests. Its website describes an LOI and invitation-based full-application process for its grant cycles. Applicants are expected to have completed project discovery and planning, including vendor or solution vetting, budgeting, and project planning, before submitting an LOI.
- Review Cycle
- The website lists LOI deadlines of June 1 and December 1 for its two annual cycles. The June 1 deadline has passed as of October 2, 2026.
- Deadline
- The website lists LOI deadlines of June 1 and December 1 for its two annual cycles.
- Contact
Mailing address: 2552 Manitou Island, White Bear Lake, MN 55110
Phone: (612) 867-2293
Website: https://shavlikfamilyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Shavlik Family Charitable Trust
Who Shavlik Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Friends of the St Paul Public Library ($60K). Together the top 10 received $330K.
Grant Size Distribution
107 grants across all recorded years
The most common grant size was under $50K: 106 grants of 107 (99%).
Geographic Focus
Where this funder awards grants
The foundation’s website says it funds Minnesota-based nonprofits and Tribal governments working to improve the lives, culture, or environment of Minnesota. It states that it funds across the state and reserves capital for organizations outside the Twin Cities metro area or providing statewide services. All grant dollars reported for 2024 went to Minnesota recipients.
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
States
Cities
Is Shavlik Family Charitable Trust open to new grantees?
95%
first-time grantees, 2024
In 2024, 21 of 22 grantees (95%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $26K; repeat grants $24K. How we count
Medians: $30K first-time, $24K repeat.
- 0% of 2024 grantees were also funded in 2023. Method
- Giving grew 57% from 2021 to 2024. Method
- In 2024 it paid out 187% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). 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 2019 to 2024, annual grant giving ranged from $305K (2020) to $560K (2024). In 2024 it made 22 grants totaling $560K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of the St Paul Public Library Saint Paul, MN | Technology Grant | $60,000 |
| The Guild Saint Paul, MN | Technology Grant | $30,000 |
| Metro State University Foundation Saint Paul, MN | Technology Grant | $30,000 |
| Red Lake Nation College Minneapolis, MN | Technology Grant | $30,000 |
| Woodland Centers Litchfield, MN | Technology Grant | $30,000 |
| 30000 Feet Saint Paul, MN | Technology Grant | $30,000 |
| Mental Health Resources Saint Paul, MN | Technology Grant | $30,000 |
| Theatre in the Round Players Minneapolis, MN | Technology Grant | $30,000 |
| Totoe Health Equity Project Golden Valley, MN | Technology Grant | $30,000 |
| The Great Northern Minneapolis, MN | Technology Grant | $30,000 |
Ready to take the next step with Shavlik Family Charitable Trust?
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 | $6,051,898 | $354,442 | $701,633 | $560,152 | 22 | $560,152 | $321,416 | $299,894 |
| 2023 | $6,131,772 | $936,638 | $627,970 | $471,960 | 22 | $471,960 | $913,723 | $279,474 |
| 2022 | $5,852,705 | $303,864 | $688,216 | $557,548 | 30 | $557,548 | $278,926 | $307,198 |
| 2021 | $7,523,855 | $791,735 | $399,062 | $355,866 | 16 | $355,866 | $401,170 | $321,729 |
| 2020 | $6,369,489 | $103,134 | $338,431 | $305,300 | 17 | — | $89,512 | $274,688 |
| 2019 | $5,922,498 | $172,643 | $348,535 | $310,288 | 17 | — | $153,781 | $280,696 |
Under IRS private-foundation payout rules, Shavlik Family Charitable Trust reported a distributable amount of $300K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation states its mission is to remove barriers by providing access to technology that empowers people and organizations to reach their full potential. It funds technology projects for Minnesota-based IRS-recognized 501(c)(3) public charities and Tribal governments. Projects should be ready for implementation, tied to the organization’s mission and strategic planning, and offer measurable benefits greater than their cost. The foundation says it is open to organizations across mission areas.
Examples of grantees’ work include the Friends of the Saint Paul Public Library, which says it invests locally in the library through fundraising, advocacy, and programming; Red Lake Nation College, which describes its mission as providing higher education grounded in Ojibwe language and Red Lake Nation culture; and Mental Health Resources, which says it fosters hope, health, and recovery for people affected by mental illness and substance use disorder.
The website says it generally does not fund multi-year grants, individuals or benefits for preselected individuals, lobbying or election-influencing activity, religious doctrine, or services outside Minnesota. It also excludes routine technology maintenance and upgrades, as well as building-operation technology unless it is mission-related.
Grantmaking
In 2024, the trust reported 22 grants totaling $560,152. The grants ranged from $2,500 to $60,000, with a median grant of $30,000. The largest was $60,000 to Friends of the St Paul Public Library for a technology grant. Other listed awards of $30,000 included grants to The Guild, Metro State University Foundation, Red Lake Nation College, Woodland Centers, 30000 Feet, Mental Health Resources, Theatre in the Round Players, Totoe Health Equity Project, The Great Northern, Guthrie Theatre, and Sharing Our Roots, each for a technology grant.
The website describes two grant cycles per year and requests of $10,000 to $40,000 for technology projects tied to innovative operations or programs. Its application materials describe a two-step process: submit a Letter of Intent (LOI), then, if invited, submit a full application. Proposals are submitted through the online portal; the website says it does not accept paper or emailed applications. The foundation’s filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Rebecca R Shavlik as Executive DI and Mark J Shavlik as Trustee.
Shavlik Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mark J. Shavlik
Trustee
On filings since 2019
No compensation reported
Rebecca R. Shavlik
Executive Di
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Shavlik Family Charitable Trust
How much does Shavlik Family Charitable Trust give each year?
Shavlik Family Charitable Trust gave $560K across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $472K across 22 grants.
What is Shavlik Family Charitable Trust's typical grant size?
Shavlik Family Charitable Trust's median grant in 2024 was $30,000, and its average grant was $25,461, across 22 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Shavlik Family Charitable Trust that year got $26K on average.
Where does Shavlik Family Charitable Trust give grants?
Shavlik Family Charitable Trust gives mostly in Minnesota: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Saint Paul, MN (9 grants) and Minneapolis, MN (6 grants).
Does Shavlik Family Charitable Trust give general operating support?
Not in 2024: none of the 22 grants with a stated purpose on Shavlik Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Technology Grant" (22 grants).
Who are Shavlik Family Charitable Trust's largest grantees?
Shavlik Family Charitable Trust's largest 2024 grantees include Friends of the St Paul Public Library ($60,000), The Guild ($30,000) and Metro State University Foundation ($30,000), according to its 2024 IRS Form 990-PF. Together they received 21% of its itemized 2024 grant dollars.
How large is Shavlik Family Charitable Trust?
Shavlik Family Charitable Trust reported $6.1M in total assets on its 2024 IRS Form 990-PF. It paid out $560K in qualifying distributions that year, against a required minimum of $300K (roughly 5% of its investment assets).
What does Shavlik Family Charitable Trust fund?
The foundation states its mission is to remove barriers by providing access to technology that empowers people and organizations to reach their full potential. It funds technology projects for Minnesota-based IRS-recognized 501(c)(3) public charities and Tribal governments. See mission & focus areas ↑
How do I apply for a grant from Shavlik Family Charitable Trust?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Shavlik Family Charitable Trust's EIN?
Shavlik Family Charitable Trust's EIN (Employer Identification Number) is 32-6267131. IRS Form 990 filing data is available on this page for 2019–2024.
Does Shavlik Family Charitable Trust 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
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2019–2024
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Cite this profile
Grantable. (2026). Shavlik Family Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/shavlik-family-charitable-trust-morg_bfe016ec2ac7412e97e7e7d51f151b17
BibTeX
@misc{grantable_326267131_2026,
author = {{Grantable}},
title = {{Shavlik Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/shavlik-family-charitable-trust-morg_bfe016ec2ac7412e97e7e7d51f151b17},
note = {Accessed 2026-10-16. 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 Shavlik Family Charitable Trust'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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