Charles E Shepard Charitable Tr Uw

Foundation · Grantmaker ORLANDO, FL EIN: 20-7039436
EducationReligionChristianity

Charles E Shepard Charitable Tr Uw is a nonprofit organization focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2025. In 2025, it awarded 16 grants totaling $282K.

Key facts about Charles E Shepard Charitable Tr Uw

EIN
20-7039436
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$282,091
Grants made (2025)
16
Average grant
$17,631
Median grant
$5,880
Primary geography
Georgia (85% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Charles E Shepard Charitable Tr Uw funds

By grant dollars, the top recipient states for Charles E Shepard Charitable Tr Uw's 16 itemized 2025 grants were Georgia (85%) and Massachusetts (8%). The most frequent recipient cities were Atlanta, GA (4 grants), Athens, GA (3 grants) and Macon, GA (2 grants). 13% of grants with a stated purpose were for general or operating support. Recurring purposes include "Scholarship" (11 grants).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$282K

+16.1% YoY

Grant Count

16

+14.3% YoY

Avg Grant Size

$18K

+1.6% YoY

About Charles E Shepard Charitable Tr Uw

Based on IRS filings

Charles E Shepard Charitable Tr Uw is a nonprofit organization focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2025. In 2025, it awarded 16 grants totaling $282K.

Focus Areas

EducationReligionChristianity
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states

Share of all 16 itemized 2025 grant dollars.

Cities

AtlantaAthensFort ValleyMaconKennesawSavannahStatesboroAuburnBirminghamGainesvilleWilmoreWinter ParkCollege StationMilledgevilleStateboroWalthamWarner RobinsAnn ArborCambridgeCharlottesville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets———
Revenue———
Expenses———
Qualifying Distributions———
Net Investment Income———
Distributable Amount———

Giving Over Time

Total grant dollars and number of grants per year

$0$71K$143K$214K$285K20 grants202014 grants202122 grants202221 grants202314 grants202416 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Emory University$94KAtlanta First United Met…$47KFort Valley United Metho…$47KShemaiah Perry Co Brande…$22KJohari S Johnson Co Geor…$10KJyale Gates Co Xavier Un…$7KMatthew Cook Co Florida …$7KKatherine Ann Co Univeri…$6KAlyssa Gamble Co Ga Sout…$6KAnna Defore - Middle Geo…$6K

Grant Size Distribution

87 grants across all recorded years

82<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Emory University ($94,030), Atlanta First United Methodist Church ($47,015), Fort Valley United Methodist Church ($47,015).

RecipientPurposeAmount
EMORY UNIVERSITY ATLANTA, GASCHOLARSHIPS$94,030
ATLANTA FIRST UNITED METHODIST CHURCH ATLANTA, GAGENERAL OPERATING$47,015
FORT VALLEY UNITED METHODIST CHURCH FORT VALLEY, GAGENERAL OPERATING$47,015
SHEMAIAH PERRY CO BRANDEIS UNIVERSITY WALTHAM, MASCHOLARSITY$22,000
JOHARI S JOHNSON CO GEORGIA SOUTHE STATESBORO, GASCHOLARSHIP$10,000
JYALE GATES CO XAVIER UNIVERSITY OF LA NEW ORLEANS, LASCHOLARSHIP$7,208
MATTHEW COOK CO FLORIDA A&M UNIVERSITY TALLAHASSEE, FLSCHOLARSHIP$7,208
KATHERINE ANN CO UNIVERISITY OF GA ATHENS, GASCHOLARSHIP$5,883
ALYSSA GAMBLE CO GA SOUTHERN UNIVERSITY ATLANTA, GASCHOLARSHIP$5,876
ANNA DEFORE - MIDDLE GEORGIA STATE MACON, GASCHOLARSHIP$5,876

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

TRUIST BANKTRUSTEE$38K

From 2025 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$38,293

Subject Areas

Focus areas based on grantmaking activity

EducationReligionChristianity

Frequently Asked Questions

What is Charles E Shepard Charitable Tr Uw?

Charles E Shepard Charitable Tr Uw is a nonprofit organization focused on Education, based in ORLANDO, FL. It holds — in total assets as of 2025.

Where does Charles E Shepard Charitable Tr Uw operate?

Charles E Shepard Charitable Tr Uw has awarded grants in Alabama, California, Florida, Georgia, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, Pennsylvania, Texas, Virginia.

What size grants does Charles E Shepard Charitable Tr Uw award?

In 2025, Charles E Shepard Charitable Tr Uw awarded 16 grants totaling $282K — an average of about $18K per grant, based on its IRS Form 990 filings.

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.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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