Shavlik Family Charitable Trust
The Shavlik Family Charitable Trust is a private family foundation based in White Bear Lake, Minnesota. Established in 2014, the foundation was created by Rebecca and Mark Shavlik using proceeds from the acquisition of their company, Shavlik Technologies, in 2011. The foundation exclusively serves Minnesota-based nonprofit organizations and focuses on investing in technology solutions to strengthen the nonprofit sector.
Key facts about Shavlik Family Charitable Trust
- EIN
- 32-6267131
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $560,152
- Grants made (2024)
- 22
- Average grant
- $25,461
- Median grant
- $30,000
- New grantees (estimate)
- 95% first-time grantees (21 of 22, 2024)
- Total assets
- $6,051,898
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Shavlik Family Charitable Trust funds
By grant dollars, the top recipient states for Shavlik Family Charitable Trust's 22 itemized 2024 grants were Minnesota (100%). The most frequent recipient cities were Saint Paul, MN (9 grants) and Minneapolis, MN (6 grants). None of its 22 grants with a stated purpose were described as general or operating support. Recurring purposes include "Technology Grant" (22 grants).
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. 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 IRS Form 990-PF grant lists (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Shavlik Family Charitable Trust
- How to evaluate Shavlik Family Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
-1.3% YoY
Annual Giving
$560K
+18.7% YoY
Grant Count
22
+0.0% YoY
Avg Grant Size
$25K
+18.7% YoY
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.
Mission & Focus Areas
The foundation's mission is to remove barriers by providing access to technology needed to empower people and organizations to find their full potential. The foundation specifically supports nonprofits in utilizing technologies to improve operations, program efficiency, collaboration, donor support, communication, and service delivery.
Primary funding areas include:
- Information and technology resources that remove barriers or build capacity for nonprofits
- Technology implementation projects that solve operational challenges
- Innovation through technology adoption
- Programs leveraging technology as a tool to further organizational missions
Grantmaking
The foundation operates a two-step grantmaking process that runs twice per year. Organizations submit a Letter of Intent (LOI) after completing discovery and planning phases and are ready to implement their chosen technology solution. The LOI portal opens on May 1st and November 1st, with a one-month submission window.
Grant Range
approximately $15,700-$16,000 based on recent activity
Average Grant
approximately $15,700-$16,000 based on recent activity
Ready to take the next step with Shavlik Family Charitable Trust?
Geographic Focus
Where this funder awards grants
The foundation exclusively funds Minnesota-based nonprofit organizations, with a geographic focus that includes Minneapolis, Saint Paul, Duluth, and other cities throughout the state.
Grant Distribution by State
Share of all 22 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2023):
- Total assets: $6,131,772
- Total revenues: $936,638
- Total expenses: $627,970
- Investment income and dividends: $96,576
- Net gain from sale of non-inventory assets: $840,062
Assets & Revenue (2024):
- Total assets: $6,051,898
- Total revenues: $354,442
- Total expenses: $701,633
The foundation operates with no employees and is managed by its founders without compensation.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,051,898 | $6,131,772 | $5,852,705 |
| Revenue | $354,442 | $936,638 | $303,864 |
| Expenses | $701,633 | $627,970 | $688,216 |
| Qualifying Distributions | $560,152 | $471,960 | $557,548 |
| Net Investment Income | $321,416 | $913,723 | $278,926 |
| Distributable Amount | $299,894 | $279,474 | $307,198 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
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 2024
Grant Size Distribution
107 grants across all recorded years
Open Grants
1 open opportunity from Shavlik Family Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Friends of the St Paul ($60,000), The Guild ($30,000), Metro State University Foundation ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRIENDS OF THE ST PAUL 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
Rebecca Shavlik — Founder and Executive Director Rebecca has been active in the nonprofit community for decades and holds a Master in Library Science. She worked for several nonprofits early in her career with a focus on research and planning, and has served on numerous nonprofit boards. She has overseen operations in two entrepreneurial organizations, taking them from early growth stages to recognized leaders in their sectors. Since 2013, she has served as founder and Executive Director of the Shavlik Family Foundation.
Mark Shavlik — Founder and Trustee Mark has over 30 years of technical and business leadership experience, beginning his career at Microsoft and working for several Fortune 500 companies. As CEO of Shavlik Technologies, he built the company into one of the most trusted and respected names in IT security. Following the acquisition by VMware, he served as VP and General Manager. He is currently CEO of Senserva, focused on making advanced security technologies available to everyone.
Sarah McClure — Grant Program Manager Sarah brings over a decade of nonprofit experience to the foundation's grant administration.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Rebecca R Shavlik | Executive Di | — | — |
| Mark J Shavlik | Trustee | — | — |
Recent News & Activity
Recent developments and announcements
The foundation continues to support technology initiatives across Minnesota nonprofits. Recent grant recipients have included organizations such as Ecumen, which received funding for technology implementation at its new Detroit Lakes Center.
Ecumen Receives Shavlik Family Foundation Grant for Technology at New DetroitFrequently Asked Questions
What does Shavlik Family Charitable Trust fund?
The foundation's mission is to remove barriers by providing access to technology needed to empower people and organizations to find their full potential. The foundation specifically supports nonprofits in utilizing technologies to improve operations, program efficiency, collaboration, donor support, communication, and service delivery. Primary funding areas include: • Information and technology resources that remove barriers or build capacity for nonprofits • Technology implementation projects …
How do I apply for a grant from Shavlik Family Charitable Trust?
**Grant Process:** The foundation operates a two-step grantmaking process that runs twice per year. Organizations submit a Letter of Intent (LOI) after completing discovery and planning phases and are ready to implement their chosen technology solution. The LOI portal opens on May 1st and November 1st, with a one-month submission window. **Grant Activity:** • Made 30 grants in 2023 • Recent grant recipients include Apple Tree Dental ($30,000), Mission Animal Hospital ($30,000), and Red Wing Ign…
Where does Shavlik Family Charitable Trust make grants?
The foundation exclusively funds Minnesota-based nonprofit organizations, with a geographic focus that includes Minneapolis, Saint Paul, Duluth, and other cities throughout the state.
What size grants does Shavlik Family Charitable Trust award?
In 2024, Shavlik Family Charitable Trust awarded 22 grants totaling $560K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Shavlik Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shavlik Family Charitable Trust reported a distributable amount of $300K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.