Shellbrook Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTEREY, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 8 grants totaling $36K. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$897K
+13.8% YoY
Annual Giving
$36K
+27.3% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$5K
+43.2% YoY
About Shellbrook Foundation
Based on IRS filings
Shellbrook Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTEREY, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $897K in total assets. In 2024, it awarded 8 grants totaling $36K. Net investment income was $25K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $897,131 | $788,510 | $638,503 |
| Revenue | $23,436 | $16,965 | $20,958 |
| Expenses | $38,090 | $30,242 | $34,617 |
| Qualifying Distributions | $38,090 | $30,242 | $34,617 |
| Net Investment Income | $24,570 | $20,534 | $23,728 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stanford University ($5,000), Middlebury College ($5,000), Montecito Union School Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STANFORD UNIVERSITY STANFORD, CA | Education Enhancement | $5,000 |
| MIDDLEBURY COLLEGE MIDDLEBURY, VT | Education Enhancement | $5,000 |
| MONTECITO UNION SCHOOL FOUNDATION SANTA BARBARA, CA | GENERAL SUPPORT | $5,000 |
| TAFT SCHOOL WATERTOWN, CT | GENERAL SUPPORT | $5,000 |
| BOWDOIN BRUNSWICK, ME | GENERAL SUPPORT | $5,000 |
| CATE SCHOOL CARPINTERIA, CA | GENERAL SUPPORT | $5,000 |
| LAGUNA BLANCA SCHOOL SANTA BARBARA, CA | GENERAL SUPPORT | $5,000 |
| MARIN COUNTY FOUNDATION NOVATO, CA | GENERAL SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CECILE LYONS | President | 0.25 | — |
| WARREN LYONS | Treasurer | 0.5 | — |
| BROOKE PRINCE | Secretary | 0.25 | — |
| RACHELLE LAPRADE | V. President | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shellbrook Foundation?
Shellbrook Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MONTEREY, CA. It holds $897K in total assets as of 2024.
How large is Shellbrook Foundation?
As of 2024, Shellbrook Foundation holds $897K in total assets with $23K in annual revenue. It awarded 8 grants totaling $36K in 2024.
Where does Shellbrook Foundation operate?
Shellbrook Foundation has awarded grants in Alabama, California, Connecticut, District of Columbia, Iowa, Maine, New York, Oregon, Virginia, Vermont.
What size grants does Shellbrook Foundation award?
In 2024, Shellbrook Foundation awarded 8 grants totaling $36K — an average of about $5K per grant, based on its IRS Form 990 filings.
What is Shellbrook Foundation's EIN?
Shellbrook Foundation's EIN (Employer Identification Number) is 33-0869364. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Shellbrook Foundation'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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