The Shen Family Foundation logo

The Shen Family Foundation

CHARLOTTESVILLE, VA EIN: 22-6627837 Website

The Shen Family Foundation is a private foundation based in Charlottesville, Virginia, established in 1994. It is a 501(c)(3) tax-exempt organization with a focus on supporting arts and culture, education, and health initiatives across the United States.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.6M

-9.6% YoY

Annual Giving

$1.2M

+13.2% YoY

Grant Count

28

+12.0% YoY

Avg Grant Size

$44K

+1.1% YoY

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

Mission & Focus Areas

The foundation supports a diverse range of causes including:

Arts and Culture

  • Performing arts
  • Theater
  • Musical theater

Education

  • Higher education

Health

  • In-patient medical care
  • Hospital care
  • Specialty hospital care
  • Cancer-related issues

Grantmaking

The foundation is an active grantmaker with significant annual giving. In 2023, the foundation made 29 grants totaling approximately $1.1 million in expenses.

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Geographic Focus

Where this funder awards grants

The foundation supports initiatives across multiple U.S. states, with documented funding activity in Alabama, California, Connecticut, and New York.

Grant Distribution by State

8states

Cities

AnnandaleonhudsonBobbs FerryBronxBrooklynMinneapolisMontgomeryNew BrunswickNew HavenNew YorkPalm SpringsPittsfieldPrincetonRidgefieldSag HarborSan DiegoTivoliWashingtonWaterford

Financial History

Multi-year comparison from IRS filings

As of December 2023:

  • Total Assets: $10,662,358
  • Total Revenues: $90,104
  • Total Expenses: $1,119,694
  • Total Liabilities: $0

Revenue Breakdown (2023):

  • Grants and contributions: $384,178
  • Investment income and dividends: $322,048

The foundation is supported by the Shen Family 2003 Charitable Lead Annuity Trust.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$429K$858K$1M$2M20202021202220232024
Metric202420232022
Total Assets$9,642,830$10,662,358$11,691,948
Revenue$605,748$90,104$608,694
Expenses$1,270,276$1,119,694$1,275,806
Qualifying Distributions$1,230,835$1,087,492$1,244,350
Net Investment Income$572,057$290,053$272,099
Distributable Amount$656,036$601,029$630,470

Giving Over Time

Total grant dollars and number of grants per year

$0$311K$622K$933K$1M20 grants202023 grants202126 grants202225 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEW YORK CITY BALLET$350KBROOKLYN INSTITUTE OF ARTS$186KBALLET SOCIETY INC$100KPRINCETON BALLET SOCIETY$100KBALLET THEATRE FOUNDATIO…$70KMASTERS SCHOOL$65KMEMORIAL SLOAN-KETTERING$50KTRANSPORT GROUP$50KGREEN-WOOD HISTORIC FUND$35KALABAMA SHAKESPEARE FEST…$25K

Grant Size Distribution

122 grants across all recorded years

84<$50K18$50–100K14$100–250K6$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is managed by trustees Theodore P. Shen and Carla Shen, both of whom serve without compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THEODORE P SHENTRUSTEE0.1
CARLA SHENTRUSTEE0.1

Related Funders

Similar funders by location and focus area

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

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