Shomos Family Foundation Ltd

Private foundation · Grantmaker Milwaukee, WI EIN: 39-1622902

Shomos Family Foundation Ltd is a private foundation based in Milwaukee, Wisconsin. In 2025, it reported 59 grants totaling $106,750, with each listed grant designated for general operating support.

Key facts about Shomos Family Foundation Ltd

In short: Shomos Family Foundation Ltd gave $107K across 59 grants in 2025 (avg $2K), top state Texas. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
39-1622902
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$106,750
Grants made (2025)
59
Average grant
$1,809
Median grant
$1,000
New grantees (estimate)
15% first-time grantees (9 of 59, 2025)
Total assets
$564,585
Primary geography
Texas (41% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$565K

+14.6% YoY

Annual Giving

$107K

+40.9% YoY

Grant Count

59

+0.0% YoY

Avg Grant Size

$2K

+40.9% YoY

Under IRS private-foundation payout rules, Shomos Family Foundation Ltd reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.

Is Shomos Family Foundation Ltd open to new grantees?

15%

first-time grantees, 2025

In 2025, 9 of 59 grantees (15%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count

Medians: $1K first-time, $1K repeat.

  • 80% of 2025 grantees were also funded in 2024. Method
  • Giving grew 59% from 2022 to 2025. Method
  • In 2025 it paid out 179% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including cancer research, emergency and humanitarian aid, food assistance, public broadcasting, arts, and environmental advocacy. For example, Friends of PBS Wisconsin describes its mission as supporting PBS Wisconsin’s educational, cultural, and community broadcasting services. Dripping Springs Helping Hands says it provides food and financial assistance to people in its area in cooperation with the Central Texas Food Bank.

Grantmaking

In filing year 2025, the foundation made 59 grants totaling $106,750. Grants ranged from $250 to $5,000, with a median of $1,000. The largest grants included $5,000 each to Cancer Research Institute, Direct Relief, Dripping Springs Helping Hands, Friends of PBS Wisconsin, and The Salvation Army World Service Office. Other notable grants included $4,000 to Ashokan Foundation and $3,000 each to the Wisconsin chapter of the Alzheimer’s Association, Austin Friends of Traditional Music, Austin Zoo, Center for Women & Their Work, and National Resources Defense Council.

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Geographic Focus

Where this funder awards grants

In 2025, the largest shares of grant dollars went to recipients in Texas (41%), Wisconsin (27%), and New York (12%). Recipients in Virginia received 7% and those in California received 6%.

Grant Distribution by State

14states

Share of 2025 grant dollars across all 59 itemized grants.

Cities

AustinMadisonJanesvilleEvansvilleNew YorkDripping SpringsMilwaukeeArlingtonBostonSanta BarbaraPlattevilleWimberlyBeloitCambridgeChicagoGlen AllenKenwoodLakewood RanchSan Tan ValleyWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K66 grants2019 65 grants2020 62 grants2021 61 grants2022 56 grants2023 59 grants2024 59 grants2025

From 2019 to 2025, annual grant giving ranged from $67K (2022) to $125K (2023). In 2025 it made 59 grants totaling $107K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cancer Research Institute Inc: $5KCancer Research Institute Inc$5KDirect Relief: $5KDirect Relief$5KDripping Springs Helping Hands Inc: $5KDripping Springs Helping HandsInc$5KFriends of PBS Wisconsin Inc: $5KFriends of PBS Wisconsin Inc$5KThe Salvation Army World Service Office: $5KThe Salvation Army WorldService Office$5KAshokan Foundation Inc: $4KAshokan Foundation Inc$4KTravis Heights Art Trail: $4KTravis Heights Art Trail$4KAlzheimer's Disease and Related Disorders Association Inc (WI Chapter): $3KAlzheimer's Disease andRelated Disorders Association…$3KAustin Friends of Traditional Music: $3KAustin Friends of TraditionalMusic$3KAustin Zoo Inc: $3KAustin Zoo Inc$3K

The largest 2025 recipient was Cancer Research Institute Inc ($5K). Together the top 10 received $42K.

Grant Size Distribution

297 grants across all recorded years

296<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 296 grants of 297 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cancer Research Institute Inc New York, NYGeneral Operating Support$5,000
Direct Relief Santa Barbara, CAGeneral Operating Support$5,000
Dripping Springs Helping Hands Inc Dripping Springs, TXGeneral Operating Support$5,000
Friends of PBS Wisconsin Inc Madison, WIGeneral Operating Support$5,000
The Salvation Army World Service Office Alexandria, VAGeneral Operating Support$5,000
Ashokan Foundation Inc Olivebridge, NYGeneral Operating Support$4,000
Travis Heights Art Trail Kenwood, TXGeneral Operating Support$4,000
Alzheimer's Disease and Related Disorders Association Inc (WI Chapter) Milwaukee, WIGeneral Operating Support$3,000
Austin Friends of Traditional Music Austin, TXGeneral Operating Support$3,000
Austin Zoo Inc Austin, TXGeneral Operating Support$3,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $564,585 $206,558 $134,603 $106,750 59
2024 $492,630 $117,664 $100,423 $75,750 59
2023 $475,390 $45,077 $157,423 $124,750 56
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$564,585$492,630$475,390
Revenue$206,558$117,664$45,077
Expenses$134,603$100,423$157,423
Qualifying Distributions$121,960$89,819$145,940
Net Investment Income$195,661$107,060$35,823
Distributable Amount$68,231$67,405$60,453

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 4, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Added Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  8. IRS filings on file for fiscal years 2019–2023

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Audrey T Shomos as president and director, Monica J Shomos as vice president and director, and Shannon B Braun as secretary/treasurer and director.

Shomos Family Foundation Ltd is led by Audrey T. Shomos, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Audrey T. Shomos

    President & Director

    On filings since 2019

    No compensation reported

  • Monica J. Shomos

    Vice President & Director

    On filings since 2019

    No compensation reported

  • Shannon B. Braun

    Secretary, Treasurer & Director

    On filings since 2024

    No compensation reported

Former officers (1)
  • Former: J. Gardner Govan (2019–2023) — Treasurer & Director

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.

Contact

Mailing address: 833 E Michigan St 1800, Milwaukee, WI 53202
Phone: (414) 273-3500

Frequently asked questions about Shomos Family Foundation Ltd

How much does Shomos Family Foundation Ltd give each year?

Shomos Family Foundation Ltd gave $107K across 59 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 59 grants.

What is Shomos Family Foundation Ltd's typical grant size?

Shomos Family Foundation Ltd's median grant in 2025 was $1,000, and its average grant was $1,809, across 59 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Shomos Family Foundation Ltd that year got $2K on average.

Where does Shomos Family Foundation Ltd give grants?

Shomos Family Foundation Ltd's top state is Texas, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Wisconsin (27%) and New York (12%). The most frequent recipient cities were Austin, TX (16 grants), Madison, WI (8 grants), New York, NY (3 grants) and Dripping Springs, TX (3 grants).

Does Shomos Family Foundation Ltd give general operating support?

Yes: 100% of Shomos Family Foundation Ltd's 2025 grants with a stated purpose (59 of 59) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Shomos Family Foundation Ltd's largest grantees?

Shomos Family Foundation Ltd's largest 2025 grantees include Cancer Research Institute Inc ($5,000), Direct Relief ($5,000) and Dripping Springs Helping Hands Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 14% of its itemized 2025 grant dollars.

How large is Shomos Family Foundation Ltd?

Shomos Family Foundation Ltd reported $565K in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets).

What does Shomos Family Foundation Ltd fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations working in areas including cancer research, emergency and humanitarian aid, food assistance, public broadcasting, arts, and environmental advocacy. See mission & focus areas ↑

How do I apply for a grant from Shomos Family Foundation Ltd?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Shomos Family Foundation Ltd's EIN?

Shomos Family Foundation Ltd's EIN (Employer Identification Number) is 39-1622902. IRS Form 990 filing data is available on this page for 2019–2025.

Does Shomos Family Foundation Ltd accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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