The Jack and Kathy Shields Family
The Jack & Kathy Shields Family Foundation is a private 501(c)(3) grantmaking foundation based in Duxbury, Massachusetts. Established in 2020, the foundation operates as a private foundation dedicated to philanthropic giving in support of community-based organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$11.0M
-3.5% YoY
Annual Giving
$1.1M
+34.9% YoY
Grant Count
35
+9.4% YoY
Avg Grant Size
$31K
+23.3% YoY
Under IRS private-foundation payout rules, The Jack and Kathy Shields Family reported a distributable amount of $546K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's mission is to support agencies that improve the lives of struggling families in the community.
Primary funding focus areas include:
- Education
- Human Services
- Philanthropy and Voluntarism
- Recreation and After School Programs
- Mentoring Programs
The foundation primarily funds organizations in Massachusetts, Florida, and Virginia.
Grantmaking
The foundation made 27 grants in 2023, with additional grants totaling $699,810 beyond those listed above.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Massachusetts, Florida, and Virginia, with a particular emphasis on local community organizations in the Duxbury area.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $11,009,341
- Total Revenue: $759,713
- Total Expenses: $1,380,000
- Total Liabilities: $0
As of 2023:
- Total Assets: $11,410,968
- Total Revenues: $217,930
- Total Expenses: $1,098,977
- Investment Income and Dividends: $305,919
The foundation is tax-exempt since May 2020 (EIN: 84-6878692).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,009,341 | $11,410,968 | $11,164,712 |
| Revenue | $759,713 | $217,930 | $1,558,412 |
| Expenses | $1,381,574 | $1,098,977 | $1,163,978 |
| Qualifying Distributions | $1,278,338 | $996,937 | $1,031,914 |
| Net Investment Income | $704,614 | $252,309 | $538,642 |
| Distributable Amount | $545,767 | $544,079 | $531,042 |
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 2024
Grant Size Distribution
128 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Valedictorian Project ($100,000), Crossroads for Kids Inc ($96,000), School on Wheels of Massachusetis Inc ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC BOSTON, MA | PROGRAM SUPPORT | $25,000 |
| BROCKTON BOYS AND GIRLS CLUBBOYS AND GIRLS CLUB OF METRO SOUTH TAUNTON, MA | PROGRAM SUPPORT | $25,000 |
| BULLARD FAMILY FOUNDATION LUTZ, FL | PROGRAM SUPPORT | $25,000 |
| CAPE WELLNESS COLLABORATIVE INC SOUTH YARMOUTH, MA | PROGRAM SUPPORT | $25,000 |
| CHARITY GUILD INC BROCKTON, MA | PROGRAM SUPPORT | $40,000 |
| COMMUNITY SERVINGS INC JAMAICA PLAIN, MA | PROGRAM SUPPORT | $50,000 |
| CROSSROADS FOR KIDS INC DUXBURY, MA | PROGRAM SUPPORT | $96,000 |
| DIGGER FOODS INC SHARON, MA | FOOD PANTRY | $15,000 |
| DUXBURY LIONS CHARITABLE FOUNDATION INC DUXBURY, MA | FOOD PANTRY | $7,000 |
| EL BUEN SAMARITANO FOOD PROGRAM INC WORCESTER, MA | FOOD PANTRY | $7,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board:
- Jack Shields, Trustee
- Kathy Shields, Trustee
- Fallon Shields, Trustee
- Jack Yunits, Trustee
Board Advisors:
- Gerard Nadeau
- Paul Leonard
- Shannon West
Staff:
- Mary Kramer, Director
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN M SHIELDS | TRUSTEE | 5 | — |
| KATHLEEN W SHIELDS | TRUSTEE | 10 | — |
| JOHN YUNITS | TRUSTEE | 5 | — |
| MARY KRAMER | FOUNDATION DIRECTOR | 25 | $80,000 |
| FALLON SHIELDS | TRUSTEE | 10 | $18,000 |
Recent News & Activity
Recent developments and announcements
In November 2024, the foundation provided support for a Thanksgiving Feast at the Duxbury Senior Center, which included entertainment by Tempo Strings.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Jack and Kathy Shields Family fund?
The foundation's mission is to support agencies that improve the lives of struggling families in the community. Primary funding focus areas include: • Education • Human Services • Philanthropy and Voluntarism • Recreation and After School Programs • Mentoring Programs The foundation primarily funds organizations in Massachusetts, Florida, and Virginia.
How do I apply for a grant from The Jack and Kathy Shields Family?
**Grant Amounts:** Typical awards range from $850 to $125,000. **Recent Grant Activity (2023):** • Total giving: $1,096,500 • Notable grants include: • Crossroads for Kids: $75,000 (Program Support) • Father Bills & MainSpring (FBMS): $50,000 (Program Support) • Spoonfuls: $50,000 (Program Support) The foundation made 27 grants in 2023, with additional grants totaling $699,810 beyond those listed above.
Where does The Jack and Kathy Shields Family make grants?
The foundation primarily funds organizations in Massachusetts, Florida, and Virginia, with a particular emphasis on local community organizations in the Duxbury area.
What size grants does The Jack and Kathy Shields Family award?
In 2024, The Jack and Kathy Shields Family awarded 35 grants totaling $1.1M — an average of about $31K per grant, based on its IRS Form 990 filings.
How much is The Jack and Kathy Shields Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jack and Kathy Shields Family reported a distributable amount of $546K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jack and Kathy Shields Family's EIN?
The Jack and Kathy Shields Family's EIN (Employer Identification Number) is 84-6878692. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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