Shein Charitable Trust
Shein Charitable Trust is a private foundation based in South Bend, Indiana. Its 2025 filing reports grants to organizations in Indiana and Michigan, with most grant dollars going to Indiana recipients.
Shein Charitable Trust at a glance
In short: Shein Charitable Trust gave $338K across 10 grants in 2025 (avg $34K), mostly in Indiana. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $337,628
- +1.5% vs 2024
- Grants made (2025)
- 10
- -16.7% vs 2024
- Average grant
- $33,763
- +21.9% vs 2024
- Median grant
- $20,000
- Total assets
- $6,485,997
- +0.4% vs 2024
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2025; small sample)
- Primary geography
- Indiana (99% of itemized 2025 grant dollars)
- 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 Shein Charitable Trust
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The 2024 filing states that the foundation does not restrict giving to preselected organizations and accepts unsolicited requests. It asks applicants to submit a written description of the proposed use of funds and purpose, a budget, and information about participants. The filing lists no deadlines and no restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Cari Shein
Mailing address: 127 N Michigan Street, South Bend, IN 46601
Phone: (574) 286-5658
Email: caris@barcacap.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Shein Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was South Bend Symphony Orchestra Assoc ($105K). Together the top 10 received $338K.
Grant Size Distribution
38 grants across all recorded years
The most common grant size was under $50K: 30 grants of 38 (79%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in Indiana and 1% to a recipient in Michigan. Listed Indiana grantees were in South Bend and Notre Dame; the Michigan recipient was in Gobles.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Shein Charitable Trust open to new grantees?
20%
first-time grantees, 2025
In 2025, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $7K; repeat grants $40K. How we count
Medians: $7K first-time, $26K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving grew 514% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). 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 2022 to 2025, annual grant giving ranged from $55K (2022) to $347K (2023). In 2025 it made 10 grants totaling $338K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| South Bend Civic Theatre Inc South Bend, IN | Education | $67,000 |
| Southhold Dance Theater South Bend, IN | General Funding | $27,028 |
| River Bend Cancer Services South Bend, IN | General Support | $25,000 |
| Rusalia Resource Foundation Inc South Bend, IN | Education | $15,000 |
| South Bend Alumni Assocation South Bend, IN | General Funding | $12,500 |
| 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 |
| Gobles Public Schools Gobles, MI | General Funding | $2,000 |
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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 | $6,485,997 | $340,635 | $344,306 | $337,628 | 10 | $337,628 | $334,995 | $318,827 |
| 2024 | $6,460,544 | $163,452 | $341,972 | $332,500 | 12 | $332,500 | $210,450 | $320,717 |
| 2023 | $6,547,052 | $-1,958 | $380,783 | $346,500 | 12 | $346,500 | $70,927 | $323,295 |
| 2022 | $6,699,966 | $6,968,950 | $74,052 | $55,000 | 4 | $55,800 | $24,664 | $196,316 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included support for arts and cultural organizations, education, cancer services, and community organizations. The South Bend Museum of Art says its mission is to promote the education and advancement of art in South Bend, St. Joseph County, and surrounding areas. South Bend Civic Theatre says it aims to enrich and create community through live theatre, with pillars of excellence, education, and equity. 100 Black Men of Greater South Bend says its mission is to improve quality of life in its communities and enhance educational and economic opportunities for African Americans. These are the grantees’ stated missions.
Grantmaking
In filing year 2025, the trust reported 10 grants totaling $337,628. Grant amounts ranged from $2,000 to $104,500, with a median grant of $20,000. Notable grants included $104,500 to South Bend Symphony Orchestra Association for “2023/2024 events,” $76,000 to South Bend Museum of Art for general support, $67,000 to South Bend Civic Theatre for education, $27,028 to Southhold Dance Theater for general funding, and $25,000 to River Bend Cancer Services for general support.
The trust also awarded $15,000 to Rusalia Resource Foundation for education, $12,500 to South Bend Alumni Association for general funding, $5,000 to 100 Black Men of Greater South Bend for general funding, $3,600 to Fischoff National Chamber Music Association for general funding, and $2,000 to Gobles Public Schools for general funding.
Leadership & Key People
Leadership team and compensation from IRS filings
Cari Shein is listed as trustee on the 2025 filing.
Shein Charitable Trust is led by Cari Shein, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Cari Shein
Trustee
On filings since 2022
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Shein Charitable Trust
How much does Shein Charitable Trust give each year?
Shein Charitable Trust gave $338K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $333K across 12 grants.
What is Shein Charitable Trust's typical grant size?
Shein Charitable Trust's median grant in 2025 was $20,000, and its average grant was $33,763, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Shein Charitable Trust that year got $7K on average.
Where does Shein Charitable Trust give grants?
Shein Charitable Trust gives mostly in Indiana: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were South Bend, IN (8 grants).
Does Shein Charitable Trust give general operating support?
Yes: 70% of Shein Charitable Trust's 2025 grants with a stated purpose (7 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Shein Charitable Trust's largest grantees?
Shein Charitable Trust's largest 2025 grantees include South Bend Symphony Orchestra Assoc ($104,500), South Bend Museum of Art Inc ($76,000) and South Bend Civic Theatre Inc ($67,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Shein Charitable Trust?
Shein Charitable Trust reported $6.5M in total assets on its 2025 IRS Form 990-PF. It paid out $338K in qualifying distributions that year, against a required minimum of $319K (roughly 5% of its investment assets).
What does Shein Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included support for arts and cultural organizations, education, cancer services, and community organizations. The South Bend Museum of Art says its mission is to promote the education and advancement of art in South Bend, St. See mission & focus areas ↑
How do I apply for a grant from Shein Charitable Trust?
The 2024 filing states that the foundation does not restrict giving to preselected organizations and accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Shein Charitable Trust accept unsolicited proposals?
Yes, 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
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Cite this profile
Grantable. (2026). Shein Charitable Trust funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/shein-charitable-trust-morg_e3a4a8783b3b4f60a5ae73d04366d472
BibTeX
@misc{grantable_876845501_2026,
author = {{Grantable}},
title = {{Shein Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/shein-charitable-trust-morg_e3a4a8783b3b4f60a5ae73d04366d472},
note = {Accessed 2026-10-14. 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 Shein 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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