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.
Key facts about The John and Matilda Shumsky Foundation
In short: The John and Matilda Shumsky Foundation gave $64K across 20 grants in 2024 (avg $3K), mostly in Michigan. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 38-2806447
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $64,100
- Grants made (2024)
- 20
- Average grant
- $3,205
- Median grant
- $1,750
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2024)
- Total assets
- $868,644
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
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.
Is The John and Matilda Shumsky Foundation open to new grantees?
20%
first-time grantees, 2024
In 2024, 4 of 20 grantees (20%) were first-time recipients. First grants averaged $2K; repeat grants $3K. How we count
Medians: $1K first-time, $2K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving grew 34% from 2021 to 2024. Method
- In 2024 it paid out 143% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 20 itemized 2024 grant dollars.
States
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| GRAND TRAVERSE AREA CATHOLIC SCHOOLS Traverse City, MI | TEACHER & STUDENT SCHOLARSHIPS | $19,000 |
| FATHER FRED FOUNDATION Traverse City, MI | FOOD BANK & NEEDY FAMILIES | $10,500 |
| MEALS ON WHEELS OF NORTHWEST MICHIGAN Traverse City, MI | ASSISTANCE TO NEEDY FAMILIES | $6,000 |
| STEP UP NORTHERN MICHIGAN Traverse City, MI | FOOD, CLOTHING, AND AFTER SCHOOL EDUCATION FOR AT-RISK YOUTH | $5,000 |
| DIOCESE OF GAYLORD CATHOLIC HISPANIC APOSTLES Gaylord, MI | NEEDY FAMILIES | $3,500 |
| SINGLE MOMM Traverse City, MI | SUPPORT FOR CHILDREN'S CHILDCARE PROGRAM AS WELL AS BOOKS AND SUPPLIES | $2,700 |
| ST MARY SCHOOL Lake Leelanau, MI | TUITION ASSISTANCE | $2,000 |
| ST FRANCIS CHURCH Traverse City, MI | FOOD PANTRY | $2,000 |
| ST JOSEPH CATHOLIC CHURCH Traverse City, MI | SUPPORT FOR FOOD PANTRY AND NEEDY FAMILIES | $2,000 |
| NORTHWEST MICHIGAN SUPPORTIVE HOUSING Traverse City, MI | SUPPORT HOUSING AND CASE MANAGEMENT SERVICES TO CLIENTS | $2,000 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The John and Matilda Shumsky Foundation is led by Karen Gartland, President on every filing since 2022; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Karen Gartland
President
On filings since 2022
1 hr/week
No compensation reported
Kenneth Kleinrichert Jr.
Secretary
President → Secretary, 2022
On filings since 2020
1 hr/week
No compensation reported
Patrick Heintz
Vice President
Treasurer → Vice President, 2022
On filings since 2020
1 hr/week
No compensation reported
Sally Black
Treasurer
On filings since 2022
1 hr/week
No compensation reported
Todd Oosterhouse
Member
On filings since 2023
1 hr/week
No compensation reported
Former officers (3)
- Former: Mary Oosterhouse (2020–2021) — Director
- Former: Sue Nichols (2020–2021) — Secretary
- Former: Thomas Gartland (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "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 The John and Matilda Shumsky Foundation
How much does The John and Matilda Shumsky Foundation give each year?
The John and Matilda Shumsky Foundation gave $64K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $24K across 13 grants.
What is The John and Matilda Shumsky Foundation's typical grant size?
The John and Matilda Shumsky Foundation's median grant in 2024 was $1,750, and its average grant was $3,205, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The John and Matilda Shumsky Foundation that year got $2K on average.
Where does The John and Matilda Shumsky Foundation give grants?
The John and Matilda Shumsky Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Traverse City, MI (16 grants).
Does The John and Matilda Shumsky Foundation give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on The John and Matilda Shumsky Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Food Pantry" (3 grants) and "Needy Families" (3 grants).
Who are The John and Matilda Shumsky Foundation's largest grantees?
The John and Matilda Shumsky Foundation's largest 2024 grantees include Grand Traverse Area Catholic Schools ($19,000), Father Fred Foundation ($10,500) and Meals on Wheels of Northwest Michigan ($6,000), according to its 2024 IRS Form 990-PF. Together they received 55% of its itemized 2024 grant dollars.
How large is The John and Matilda Shumsky Foundation?
The John and Matilda Shumsky Foundation reported $869K in total assets on its 2024 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The John and Matilda Shumsky Foundation by hand.
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