Shea Homes Foundation
Shea Homes Foundation is a private foundation based in Walnut, California. Its 2023 filing reports 11 grants totaling $35,275; its 2024 and 2025 filings report no grants.
Shea Homes Foundation at a glance
- Total assets
- $146,001
- +11.0% vs 2024
- Revenue (2025)
- $14,440
- +23.2% vs 2024
- Qualifying distributions (2025)
- $25
- +0.0% vs 2024
- Expenses (2025)
- $25
- +0.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Shea Homes Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 655 Brea Canyon Road, Walnut, CA 91789
Phone: (909) 594-0941
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Shea Homes Foundation funds
How this funder distributes its grants
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 38 grants of 38 (100%).
Geographic Focus
Where this funder awards grants
The locations of the listed 2023 grantees are Denver, Colorado; Concord, California; and Addison, Texas. These are grantee locations and do not establish a broader geographic focus.
Grant Distribution by State
Cities
Is Shea Homes Foundation open to new grantees?
55%
first-time grantees, 2023
In 2023, 6 of 11 grantees (55%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $3K; repeat grants $3K. How we count
Medians: $3K first-time, $3K repeat.
- 27% of 2023 grantees were also funded in 2022. Method
- Giving fell 63% from 2020 to 2023. Method
- In 2025 it paid out 0% 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 (2020–2023). 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 2020 to 2023, annual grant giving ranged from $35K (2023) to $96K (2020). In 2023 it made 11 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mizel Center for Arts and Culture Denver, CO | Charitable Contribution | $6,000 |
| Fulcrum Foundation Seattle, WA | Charitable Contribution | $5,000 |
| Homeaid America - Northern California Concord, CA | Charitable Contribution | $5,000 |
| Lone Tree Arts Center Fund Lone Tree, CO | Charitable Contribution | $5,000 |
| Livermore Cultural Arts Council Inc Livermore, CA | Charitable Contribution | $2,750 |
| Challenge Foundation Inc Englewood, CO | Charitable Contribution | $2,500 |
| Homeaid America - Colorado Lakewood, CO | Charitable Contribution | $2,500 |
| Yellow Roof Foundation Concord, CA | Charitable Contribution | $2,300 |
| Helps International Inc Addison, TX | Charitable Contribution | $2,000 |
| Water Education Colorado Denver, CO | Charitable Contribution | $1,475 |
Ready to take the next step with Shea Homes Foundation?
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 | $146,001 | $14,440 | $25 | — | — | $25 | $14,440 | $10,189 |
| 2024 | $131,586 | $11,723 | $25 | — | — | $25 | $11,723 | $10,549 |
| 2023 | $119,888 | $10,321 | $35,300 | $35,275 | 11 | $35,300 | $10,321 | $10,559 |
| 2022 | $144,867 | $10,364 | $50,075 | $50,050 | 19 | $50,075 | $10,364 | $16,165 |
| 2021 | $184,578 | $5,211 | $50,768 | $50,768 | 8 | $50,768 | $1,662 | $19,981 |
| 2020 | $230,035 | $11,361 | $110,481 | $96,224 | 16 | — | $12,558 | $21,023 |
Under IRS private-foundation payout rules, Shea Homes Foundation reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2023 grantees included organizations whose own stated missions concern arts and cultural education, affordable housing, and poverty reduction through programs in agriculture, community development, education, and health care.
Grantmaking
In 2023, the foundation gave $35,275 through 11 grants, an average of about $3,207 per grant. It reported zero grants in 2024 and 2025.
Among the 2023 grants, Mizel Center for Arts and Culture in Denver, Colorado, received $6,000. The center says it provides performing and visual arts programs and educational programs and exhibits about Jewish history and culture. Yellow Roof Foundation in Concord, California, received $2,300; it says its mission is to provide affordable housing opportunities for families and individuals in the communities where they live and work. HELPS International in Addison, Texas, received $2,000; it says it provides practical, social, and spiritual programs in the developing world, with work focused on agriculture, community development, education, and health care.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Peter O Shea Jr as president, Ronald L Lakey as vice president, and Robert R O'Dell as treasurer.
Shea Homes Foundation is led by Peter O. Shea Jr., President since 2023 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peter O. Shea Jr.
President
Vice President → Treasurer, 2022
Treasurer → President, 2023
On filings since 2020
1 hr/week
No compensation reported
Robert R. O'Dell
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Ronald L. Lakey
Vice President
On filings since 2020
1 hr/week
No compensation reported
Former officers (3)
- Former: James G. Shontere (2020–2022) — Secretary
- Former: John C. Morrissey (2020–2022) — Vice President
- Former: John F. Shea (2020–2022) — President
Data from IRS Form 990 filings, 2020–2025. "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 Shea Homes Foundation
How large is Shea Homes Foundation?
Shea Homes Foundation reported $146K in total assets on its 2025 IRS Form 990-PF. It paid out $25 in qualifying distributions that year, against a required minimum of $10K (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 Shea Homes Foundation fund?
No mission statement for the foundation is provided. Its 2023 grantees included organizations whose own stated missions concern arts and cultural education, affordable housing, and poverty reduction through programs in agriculture, community development, education, and health care. See mission & focus areas ↑
How do I apply for a grant from Shea Homes Foundation?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Shea Homes Foundation make grants?
The locations of the listed 2023 grantees are Denver, Colorado; Concord, California; and Addison, Texas. These are grantee locations and do not establish a broader geographic focus.
What is Shea Homes Foundation's EIN?
Shea Homes Foundation's EIN (Employer Identification Number) is 74-2530267. IRS Form 990 filing data is available on this page for 2020–2025.
Does Shea Homes 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 September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Shea Homes Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
J F Shea Company Foundation
Walnut, CA
The J F Shea Company Foundation supports a varied range of charitable activities; its 2024 grants went to organizations in Washington, DC, Colorado, California, Arizona, and Washington. Grants ranged from $450 to $100,000, with a median of $3,575. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$723K
Grants
38
Total Given
$249K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Colorado Gives Foundation
Arvada, CO
Colorado Gives Foundation funds nonprofits serving Jefferson County in areas including food security, early care and education, workforce development, housing, health and convenient neighborhoods; it also offers statewide nonprofit capacity-building support. Typical giving varies widely: its 2024 median grant was $17,814, while Thriving Jeffco Responsive Grant awards ranged from $2,500 to $100,000. It accepts applications through listed grant opportunities, but whether it accepts unsolicited requests is not stated.
Assets
$527.1M
Grants
2,211
Total Given
$91.0M
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Richmond American Foundation
Greenwood Village, CO
The Richmond American Foundation supports a broad range of community work, including poverty relief, health care, education, public safety, tolerance and sustainability. In 2024, grants ranged from $6,000 to $500,000, with a median of $10,000; 88% of grant dollars went to Colorado organizations, with some support elsewhere. It considers charitable organizations’ email inquiries as submitted and will contact applicants if it needs more information.
Assets
$87.3M
Grants
60
Total Given
$2.9M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Shea Homes 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.
Shea Homes Foundation down — hundreds of funders to go?