The John and Matilda Shumsky Foundation
The John and Matilda Shumsky Foundation is a private foundation, based in TRAVERSE CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $869K in total assets. In 2024, it awarded 20 grants totaling $64K. Net investment income was $63K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$869K
-5.3% YoY
Annual Giving
$64K
+171.6% YoY
Grant Count
20
+53.8% YoY
Avg Grant Size
$3K
+76.5% YoY
Under IRS private-foundation payout rules, The John and Matilda Shumsky Foundation reported a distributable amount of $45K for 2024 — the minimum it must pay out in qualifying distributions.
About The John and Matilda Shumsky Foundation
Based on IRS filings
The John and Matilda Shumsky Foundation is a private foundation, based in TRAVERSE CITY, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $869K in total assets. In 2024, it awarded 20 grants totaling $64K. Net investment income was $63K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $868,644 | $916,783 | $901,085 |
| Revenue | $23,700 | $45,042 | $52,813 |
| Expenses | $69,526 | $29,344 | $48,585 |
| Qualifying Distributions | $64,100 | $23,600 | $44,000 |
| Net Investment Income | $63,354 | $45,042 | $53,768 |
| Distributable Amount | $44,816 | $42,532 | $43,323 |
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
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Grand Traverse Area Catholic Schools ($19,000), Father Fred Foundation ($10,500), Meals on Wheels of Northwest Michigan ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRICKWAYS TRAVERSE CITY, MI | PHYSICALLY AND DEVELOPMENTALLY DISABLED THAT ARE IN NEED OF FINANCIAL ASSISTANCE | $500 |
| CHRIST THE KING CATHOLIC CHURCH WILLIAMSBURG, MI | FOOD PANTRY | $1,000 |
| DIOCESE OF GAYLORD CATHOLIC HISPANIC APOSTLES GAYLORD, MI | NEEDY FAMILIES | $3,500 |
| FATHER FRED FOUNDATION TRAVERSE CITY, MI | FOOD BANK & NEEDY FAMILIES | $10,500 |
| GRAND TRAVERSE AREA CATHOLIC SCHOOLS TRAVERSE CITY, MI | TEACHER & STUDENT SCHOLARSHIPS | $19,000 |
| IMMACULATE CONCEPTION CATHOLIC CHURCH TRAVERSE CITY, MI | SUPPORT FOR NEEDY FAMILIES | $1,000 |
| MEALS ON WHEELS OF NORTHWEST MICHIGAN TRAVERSE CITY, MI | ASSISTANCE TO NEEDY FAMILIES | $6,000 |
| SAFE HARBOR OF GRAND TRAVERSE INC TRAVERSE CITY, MI | FOOD & SHELTER FOR NEEDY INDIVIDUALS | $1,000 |
| SALVATION ARMY TRAVERSE CITY, MI | NEEDY FAMILIES | $1,500 |
| ST MARY OF HANNAH KINGSLEY, MI | NEEDY FAMILIES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAREN GARTLAND | PRESIDENT | 1 | — |
| PATRICK HEINTZ | VICE PRESIDENT | 1 | — |
| KENNETH KLEINRICHERT JR | SECRETARY | 1 | — |
| SALLY BLACK | TREASURER | 1 | — |
| TODD OOSTERHOUSE | MEMBER | 1 | — |
Frequently Asked Questions
How large is The John and Matilda Shumsky Foundation?
As of 2024, The John and Matilda Shumsky Foundation holds $869K in total assets with $24K in annual revenue. It awarded 20 grants totaling $64K in 2024.
Where does The John and Matilda Shumsky Foundation operate?
The John and Matilda Shumsky Foundation has awarded grants in Michigan.
What size grants does The John and Matilda Shumsky Foundation award?
In 2024, The John and Matilda Shumsky Foundation awarded 20 grants totaling $64K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The John and Matilda Shumsky Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The John and Matilda Shumsky Foundation reported a distributable amount of $45K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The John and Matilda Shumsky Foundation's EIN?
The John and Matilda Shumsky Foundation's EIN (Employer Identification Number) is 38-2806447. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The John and Matilda Shumsky 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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