Charles E Shepard Charitable Tr Uw
Charles E Shepard Charitable Tr Uw is a private foundation based in Orlando, Florida. Its 2025 filing reports grants to charitable organizations and scholarships, including grants to universities and churches.
Charles E Shepard Charitable Tr Uw at a glance
In short: Charles E Shepard Charitable Tr Uw gave $282K across 16 grants in 2025 (avg $18K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $282,091
- +16.1% vs 2024
- Grants made (2025)
- 16
- +14.3% vs 2024
- Average grant
- $17,631
- +1.6% vs 2024
- Median grant
- $5,880
- Total assets
- $5,491,677
- +0.6% vs 2024
- Primary geography
- Georgia (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Charles E Shepard Charitable Tr Uw
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 919798, Orlando, FL 32891-9798
Phone: (804) 273-7445
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Charles E Shepard Charitable Tr Uw funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Emory University ($94K). Together the top 7 received $216K.
Organizations only. It also paid 9 grants to individuals ($66,396), which are not listed by name.
Grant Size Distribution
87 grants across all recorded years
The most common grant size was under $50K: 82 grants of 87 (94%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars went to recipients in Georgia (85%), Massachusetts (8%), Louisiana (3%), Florida (3%), and Alabama (2%).
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
States
Cities
How Charles E Shepard Charitable Tr Uw gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 99% 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 $243K (2024) to $285K (2022). In 2025 it made 16 grants totaling $282K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emory University Atlanta, GA | Scholarships | $94,030 |
| Atlanta First United Methodist Church Atlanta, GA | General Operating | $47,015 |
| Fort Valley United Methodist Church Fort Valley, GA | General Operating | $47,015 |
| 9 grants to individuals Recipients not named | — | $66,396 |
| Johari S Johnson Co Georgia Southe Statesboro, GA | Scholarship | $10,000 |
| Katherine Ann Co Univerisity of GA Athens, GA | Scholarship | $5,883 |
| Anna Defore - Middle Georgia State Macon, GA | Scholarship | $5,876 |
| Kaleigh B Melton Co Middle Ga State Macon, GA | Scholarship | $5,876 |
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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 | $5,491,677 | $359,146 | $328,494 | $282,091 | 16 | $302,737 | $338,065 | $306,755 |
| 2024 | $5,461,420 | $407,209 | $282,076 | $242,971 | 14 | $262,568 | $387,267 | $295,688 |
| 2023 | $5,331,593 | $51,150 | $287,350 | $247,960 | 21 | $265,741 | $110,417 | $266,749 |
| 2022 | $5,565,733 | $255,404 | $342,168 | $285,117 | 22 | $313,850 | $235,217 | $276,695 |
| 2021 | $5,641,646 | $656,873 | $310,042 | $257,825 | 14 | $286,326 | $635,583 | $313,156 |
| 2020 | $5,302,355 | $186,991 | $286,698 | $249,600 | 20 | — | $168,230 | $278,092 |
Under IRS private-foundation payout rules, Charles E Shepard Charitable Tr Uw reported a distributable amount of $307K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include scholarships and general operating support. Emory University, a 2025 grantee, describes its own mission as creating, preserving, teaching, and applying knowledge in the service of humanity.
Grantmaking
In 2025, the foundation made 16 grants totaling $282,091. Grant amounts ranged from $600 to $94,030, with a median of $5,880. Notable grants included $94,030 to Emory University for scholarships, $47,015 each to Atlanta First United Methodist Church and Fort Valley United Methodist Church for general operating support, and $22,000 to a Brandeis University scholarship recipient.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Truist Bank as trustee.
Charles E Shepard Charitable Tr Uw's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$39K (2021) → $38K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2020) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $38K, to Truist Bank (Trustee).
Frequently asked questions about Charles E Shepard Charitable Tr Uw
How much does Charles E Shepard Charitable Tr Uw give each year?
Charles E Shepard Charitable Tr Uw gave $282K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $243K across 14 grants.
What is Charles E Shepard Charitable Tr Uw's typical grant size?
Charles E Shepard Charitable Tr Uw's median grant in 2025 was $5,880, and its average grant was $17,631, across 16 grants on its 2025 IRS Form 990-PF.
Where does Charles E Shepard Charitable Tr Uw give grants?
Charles E Shepard Charitable Tr Uw gives mostly in Georgia: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (8%). The most frequent recipient cities were Atlanta, GA (2 grants) and Macon, GA (2 grants).
Does Charles E Shepard Charitable Tr Uw give general operating support?
Yes: 13% of Charles E Shepard Charitable Tr Uw's 2025 grants with a stated purpose (2 of 16) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship" (11 grants).
Who are Charles E Shepard Charitable Tr Uw's largest grantees?
Charles E Shepard Charitable Tr Uw's largest 2025 grantees include Emory University ($94,030), Atlanta First United Methodist Church ($47,015) and Fort Valley United Methodist Church ($47,015), according to its 2025 IRS Form 990-PF. It also paid 9 grants to individuals ($66,396), which are not listed by name. Together they received 67% of its itemized 2025 grant dollars.
How large is Charles E Shepard Charitable Tr Uw?
Charles E Shepard Charitable Tr Uw reported $5.5M in total assets on its 2025 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $307K (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 does Charles E Shepard Charitable Tr Uw fund?
No mission statement for the foundation is provided. Its 2025 grants include scholarships and general operating support. Emory University, a 2025 grantee, describes its own mission as creating, preserving, teaching, and applying knowledge in the service of humanity. See mission & focus areas ↑
How do I apply for a grant from Charles E Shepard Charitable Tr Uw?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charles E Shepard Charitable Tr Uw's EIN?
Charles E Shepard Charitable Tr Uw's EIN (Employer Identification Number) is 20-7039436. IRS Form 990 filing data is available on this page for 2020–2025.
Does Charles E Shepard Charitable Tr Uw accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 24, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Charles E Shepard Charitable Tr Uw funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/charles-e-shepard-charitable-tr-uw-morg_499721374be14b4aa5915d487b25e356
BibTeX
@misc{grantable_207039436_2026,
author = {{Grantable}},
title = {{Charles E Shepard Charitable Tr Uw funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-e-shepard-charitable-tr-uw-morg_499721374be14b4aa5915d487b25e356},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles E Shepard Charitable Tr Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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