Shein Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 10 grants totaling $338K. Net investment income was $335K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.5M
+0.4% YoY
Annual Giving
$338K
+1.5% YoY
Grant Count
10
-16.7% YoY
Avg Grant Size
$34K
+21.9% YoY
Under IRS private-foundation payout rules, Shein Charitable Trust reported a distributable amount of $319K for 2025 — the minimum it must pay out in qualifying distributions.
About Shein Charitable Trust
Based on IRS filings
Shein Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $6.5M in total assets. In 2025, it awarded 10 grants totaling $338K. Net investment income was $335K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,485,997 | $6,460,544 | $6,547,052 |
| Revenue | $340,635 | $163,452 | $-1,958 |
| Expenses | $344,306 | $341,972 | $380,783 |
| Qualifying Distributions | $337,628 | $332,500 | $346,500 |
| Net Investment Income | $334,995 | $210,450 | $70,927 |
| Distributable Amount | $318,827 | $320,717 | $323,295 |
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
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include South Bend Symphony Orchestra Assoc ($104,500), South Bend Museum of Art Inc ($76,000), South Bend Civic Theatre Inc ($67,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTH BEND CIVIC THEATRE INC SOUTH BEND, IN | EDUCATION | $67,000 |
| SOUTH BEND SYMPHONY ORCHESTRA ASSOC SOUTH BEND, IN | 2023/2024 EVENTS | $104,500 |
| SOUTH BEND MUSEUM OF ART INC SOUTH BEND, IN | GENERAL SUPPORT | $76,000 |
| RUSALIA RESOURCE FOUNDATION INC SOUTH BEND, IN | EDUCATION | $15,000 |
| 100 BLACK MEN OF GREATER SOUTH BEND SOUTH BEND, IN | GENERAL FUNDING | $5,000 |
| FISCHOFF NATIONAL CHAMBER MUSIC ASN NOTRE DAME, IN | GENERAL FUNDING | $3,600 |
| SOUTHHOLD DANCE THEATER SOUTH BEND, IN | GENERAL FUNDING | $27,028 |
| RIVER BEND CANCER SERVICES SOUTH BEND, IN | GENERAL SUPPORT | $25,000 |
| SOUTH BEND ALUMNI ASSOCATION SOUTH BEND, IN | GENERAL FUNDING | $12,500 |
| GOBLES PUBLIC SCHOOLS GOBLES, MI | GENERAL FUNDING | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARI SHEIN | TRUSTEE | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shein Charitable Trust?
Shein Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SOUTH BEND, IN. It holds $6.5M in total assets as of 2025.
How large is Shein Charitable Trust?
As of 2025, Shein Charitable Trust holds $6.5M in total assets with $341K in annual revenue. It awarded 10 grants totaling $338K in 2025.
Where does Shein Charitable Trust operate?
Shein Charitable Trust has awarded grants in Indiana, Michigan.
What size grants does Shein Charitable Trust award?
In 2025, Shein Charitable Trust awarded 10 grants totaling $338K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Shein Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Shein Charitable Trust reported a distributable amount of $319K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shein Charitable Trust's EIN?
Shein Charitable Trust's EIN (Employer Identification Number) is 87-6845501. IRS Form 990 filing data is available on this page for 2022–2025.
Explore Open Grants
Browse active grant opportunities in Shein Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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