The Shillman Foundation
The Shillman Foundation is a private foundation, based in Rancho Santa Fe, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $102.9M in total assets. In 2025, it awarded 4 grants totaling $3.1M. Net investment income was $3.3M.
The Shillman Foundation at a glance
In short: The Shillman Foundation gave $3.1M across 4 grants in 2025 (avg $764K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,056,658
- -71.2% vs 2024
- Grants made (2025)
- 4
- -50.0% vs 2024
- Average grant
- $764,165
- -42.4% vs 2024
- Median grant
- $145,000
- Total assets
- $102,884,402
- -0.2% vs 2024
- Primary geography
- Kentucky (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Shillman Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Fidelity Charitable Gift Fund ($2.7M). Together the top 4 received $3.1M.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 11 grants of 29 (38%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Shillman Foundation gives
- Giving grew 35% from 2022 to 2025. Method
- In 2025 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $240K (2021) to $12.3M (2020). In 2025 it made 4 grants totaling $3.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Covington, KY | To Support the Community | $2,746,658 |
| Christians United for Israel San Antonio, TX | To Support the Community | $265,000 |
| Club Z - Rimon Club San Francisco, CA | To Support the Community | $25,000 |
| Riccardo Multi Italian Opera Academy | To Support the Arts | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $102,884,402 | $3,345,991 | $3,347,263 | $3,056,658 | 4 | $3,139,002 | $3,257,736 | $5,214,696 |
| 2024 | $103,133,793 | $6,336,960 | $11,026,052 | $10,604,199 | 8 | $10,757,326 | $6,178,234 | $5,187,426 |
| 2023 | $106,716,620 | $7,882,499 | $8,999,692 | $8,653,190 | 8 | $8,816,416 | $4,302,542 | $5,338,140 |
| 2022 | $109,314,996 | $-653,000 | $2,808,507 | $2,270,350 | 5 | $2,537,111 | $709,893 | $5,436,789 |
| 2021 | $112,776,503 | $62,779 | $673,970 | $240,000 | 4 | $350,165 | — | $5,599,747 |
| 2020 | $113,387,694 | $213,958,738 | $13,732,334 | $12,334,425 | 11 | — | $108,428,456 | $4,088,586 |
Under IRS private-foundation payout rules, The Shillman Foundation reported a distributable amount of $5.2M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Shillman Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barnett A. Shillman
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Maxwell L. Shillman
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Robert J. Shillman
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Dianne M. Parrotte
Trustee
On filings since 2023
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Shillman Foundation
How much does The Shillman Foundation give each year?
The Shillman Foundation gave $3.1M across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10.6M across 8 grants.
What is The Shillman Foundation's typical grant size?
The Shillman Foundation's median grant in 2025 was $145,000, and its average grant was $764,165, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Shillman Foundation give grants?
The Shillman Foundation gives mostly in Kentucky: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Texas (9%).
Does The Shillman Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Shillman Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support the Community" (3 grants).
How large is The Shillman Foundation?
The Shillman Foundation reported $102.9M in total assets on its 2025 IRS Form 990-PF. It paid out $3.1M in qualifying distributions that year, against a required minimum of $5.2M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Shillman Foundation's EIN?
The Shillman Foundation's EIN (Employer Identification Number) is 04-3511089. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2024
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