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Montana · Private foundation

James E & Lillian E Shea Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$20k
Granted FY2025(still arriving)
13
Grants FY2025
11
Organizations funded FY2024
55%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$3,000
Organizations funded a year
1 to 14
FY2018 to FY2024
States reached, FY2025
1
Total assets, FY2025
$275k
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 55% of the organizations James E & Lillian E Shea Charitable Trust funded were first-time grantees, receiving 69% of its grant dollars.

New vs renewed · share of each year

In FY2024, 31% of grant dollars renewed an existing relationship; $9k went to new ones.

50%100%’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24
HealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving13$20k38%
FY202411$13k55%
FY202310$16k20%
FY202214$17k50%
FY202112$19k50%
FY20207$18k0%
FY20191$17k100%
FY201811$18kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Health$86kFood & Nutrition$11kAnimals$11kArts & Culture$8kHousing & Shelter$8kYouth Development$7kHuman Services$5kPhilanthropy$2kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Lords Cupboard$11,00076%
Good Shepherd Clinic Inc$8,50052%
Bella Pregnancy Resource Center$7,50061%
Adams Museum & House Inc$6,80071%
Teen Court$6,50072%
Twin City Clothing Center$4,5003n/a
Historic Homestake Opera House Society$1,00010%
Northern Hills Area Casa Program$1,00010%

Plus 30 recipients with no EIN on record ($90k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Walter & Frances Green Charitable TrustMT13.6× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Walter & Frances Green Charitable Trust · First Interstate BancSystem Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare James E & Lillian E Shea Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to James E & Lillian E Shea Charitable Trust?

Find your warmest path to James E & Lillian E Shea Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About James E & Lillian E Shea Charitable Trust

How much does James E & Lillian E Shea Charitable Trust give?
James E & Lillian E Shea Charitable Trust reported 13 grants totaling $20,000 in its FY2025 IRS filing. It funded between 1 and 14 organizations a year over FY2018 to FY2024.
What does James E & Lillian E Shea Charitable Trust fund?
By grant dollars over FY2018 to FY2025, its largest causes are Health (63%), Food & Nutrition (8%), Animals (8%).
Who are James E & Lillian E Shea Charitable Trust's largest grantees?
By total granted over FY2018 to FY2025: Lords Cupboard ($11k), Good Shepherd Clinic Inc ($9k), Bella Pregnancy Resource Center ($8k).
Does James E & Lillian E Shea Charitable Trust fund new organizations?
In FY2024, 55% of the organizations it funded were first-time grantees.
Does James E & Lillian E Shea Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as James E & Lillian E Shea Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Walter & Frances Green Charitable Trust, First Interstate BancSystem Foundation Inc, Amazonsmile Foundation.
Where is James E & Lillian E Shea Charitable Trust based?
James E & Lillian E Shea Charitable Trust is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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