Charles E Shepard Charitable Tr Uw is a private foundation focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 14 grants totaling $243K. Net investment income was $387K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+2.4% YoY
Annual Giving
$243K
-2.0% YoY
Grant Count
14
-33.3% YoY
Avg Grant Size
$17K
+47.0% YoY
Under IRS private-foundation payout rules, Charles E Shepard Charitable Tr Uw reported a distributable amount of $296K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles E Shepard Charitable Tr Uw
Based on IRS filings
Charles E Shepard Charitable Tr Uw is a private foundation focused on Education, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 14 grants totaling $243K. Net investment income was $387K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,461,420 | $5,331,593 | $5,565,733 |
| Revenue | $407,209 | $51,150 | $255,404 |
| Expenses | $282,076 | $287,350 | $342,168 |
| Qualifying Distributions | $262,568 | $265,741 | $313,850 |
| Net Investment Income | $387,267 | $110,417 | $235,217 |
| Distributable Amount | $295,688 | $266,749 | $276,695 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Emory University ($82,990), Atlanta First United Methodist Church ($41,495), Fort Valley United Methodist Church ($41,495).
| Recipient | Purpose | Amount |
|---|---|---|
| ALYSSA GAMBLE CO GA SOUTHERN UNIVERSITY ATLANTA, GA | SCHOLARSHIP | $6,000 |
| ATLANTA FIRST UNITED METHODIST CHURCH ATLANTA, GA | GENERAL OPERATING | $41,495 |
| BRIANNA N LAWRENCE CO UNIV OF GEORGIA ATHENS, GA | SCHOLARSHIP | $2,874 |
| EMMA KELLEY CO AUBURN UNIVERSITY AUBURN, AL | SCHOLARSHIP | $6,000 |
| EMORY UNIVERSITY ATLANTA, GA | SCHOLARSHIPS | $82,990 |
| FORT VALLEY UNITED METHODIST CHURCH FORT VALLEY, GA | GENERAL OPERATING | $41,495 |
| HUDSON MCGEHEE CO UNIV OF GEORGIA ATHENS, GA | SCHOLARSHIP | $6,000 |
| JOSHUA D BALLARD CO ASBURY UNIVERSITY WILMORE, KY | SCHOLARSHIP | $2,874 |
| JOHARI S JOHNSON CO GEORGIA SOUTHE STATESBORO, GA | SCHOLARSHIP | $7,495 |
| KALEIGH B MELTON CO MIDDLE GA STATE MACON, GA | SCHOLARSHIP | $2,874 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $36,193 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles E Shepard Charitable Tr Uw?
Charles E Shepard Charitable Tr Uw is a private foundation focused on Education, based in ORLANDO, FL. It holds $5.5M in total assets as of 2024.
How large is Charles E Shepard Charitable Tr Uw?
As of 2024, Charles E Shepard Charitable Tr Uw holds $5.5M in total assets with $407K in annual revenue. It awarded 14 grants totaling $243K in 2024.
Where does Charles E Shepard Charitable Tr Uw operate?
Charles E Shepard Charitable Tr Uw has awarded grants in Alabama, California, Florida, Georgia, Kentucky, Massachusetts, Michigan, Mississippi, Pennsylvania, Texas, Virginia.
What size grants does Charles E Shepard Charitable Tr Uw award?
In 2024, Charles E Shepard Charitable Tr Uw awarded 14 grants totaling $243K — an average of about $17K per grant, based on its IRS Form 990 filings.
How much is Charles E Shepard Charitable Tr Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles E Shepard Charitable Tr Uw reported a distributable amount of $296K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles E Shepard Charitable Tr Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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