Shea Family Charitable Trust
Shea Family Charitable Trust is a private foundation, based in Storm Lake, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $83K in total assets. In 2025, it awarded 2 grants totaling $20K. Net investment income was $6K.
Shea Family Charitable Trust at a glance
In short: Shea Family Charitable Trust gave $20K across 2 grants in 2025 (avg $10K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,590
- -14.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $9,795
- -14.9% vs 2024
- Median grant
- $9,795
- Total assets
- $82,524
- -13.0% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shea Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Kiwanis Foundation ($18K). Together the top 2 received $20K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Shea Family Charitable Trust gives
- Giving fell 42% from 2022 to 2025. Method
- In 2025 it paid out 370% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2025) to $47K (2021). In 2025 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kiwanis Foundation Storm Lake, IA | Charity | $18,090 |
| Buena Vista County Soil & Water Storm Lake, IA | Charity | $1,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $82,524 | $8,576 | $20,926 | $19,590 | 2 | $19,590 | $5,830 | $5,297 |
| 2024 | $94,874 | $8,713 | $25,390 | $23,028 | 2 | $23,028 | $7,963 | $6,027 |
| 2023 | $111,551 | $10,039 | $39,747 | $38,263 | 13 | $38,263 | $9,883 | $7,304 |
| 2022 | $141,259 | $11,450 | $37,136 | $33,900 | 14 | $33,900 | $11,191 | $8,871 |
| 2021 | $166,945 | $18,802 | $48,521 | $47,174 | 19 | $47,174 | $18,614 | $10,829 |
| 2020 | $196,664 | $13,800 | $34,769 | $33,312 | 15 | — | $13,508 | $10,597 |
| 2019 | $217,633 | $14,618 | $32,749 | $31,456 | 15 | — | $14,618 | $12,437 |
Under IRS private-foundation payout rules, Shea Family Charitable Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shea Family Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Security Trust Savings Bank
Trustee
On filings since 2019
0.1 hrs/week
$500 (2019) → $0 (2025)
Jean A. Stahl
Officer
On filings since 2024
0.1 hrs/week
$1K (2024) → $500 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $500, to Jean a Stahl (Officer).
Frequently asked questions about Shea Family Charitable Trust
How much does Shea Family Charitable Trust give each year?
Shea Family Charitable Trust gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
How large is Shea Family Charitable Trust?
Shea Family Charitable Trust reported $83K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
Where does Shea Family Charitable Trust operate?
Shea Family Charitable Trust has awarded grants in California, Georgia, Iowa, Montana, New York, Texas.
What is Shea Family Charitable Trust's EIN?
Shea Family Charitable Trust's EIN (Employer Identification Number) is 42-1515220. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 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 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 23, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 18, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Shea Family Charitable Trust's focus areas in our free grants database
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