DH Shepherd Children's FD-Tes Tr

Private foundation · Grantmaker Orlando, FL EIN: 54-6125277

DH Shepherd Children's FD-Tes Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.8M in total assets. In 2026, it awarded 1 grant totaling $108K. Net investment income was $285K.

Key facts about DH Shepherd Children's FD-Tes Tr

In short: DH Shepherd Children's FD-Tes Tr gave $108K across 1 grant in 2026 (avg $108K), mostly in Virginia. Source: 2026 IRS Form 990-PF.

EIN
54-6125277
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$107,992
Grants made (2026)
1
Average grant
$107,992
Median grant
$107,992
Total assets
$1,821,409
Primary geography
Virginia (100% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.8M

+9.7% YoY

Annual Giving

$108K

+18.8% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$108K

+18.8% YoY

Under IRS private-foundation payout rules, DH Shepherd Children's FD-Tes Tr reported a distributable amount of $130K for 2026 — the minimum it must pay out in qualifying distributions.

How DH Shepherd Children's FD-Tes Tr gives

  • Giving held roughly steady from 2023 to 2026 (+3%). Method
  • In 2026 it paid out 92% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2026 grant dollars.

States

Cities

Hillsville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants20251 grants2026

From 2020 to 2026, annual grant giving ranged from $69K (2021) to $108K (2026). In 2026 it made 1 grant totaling $108K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2026

Joy Ranch Inc: $108KJoy Ranch Inc$108K

The largest 2026 recipient was Joy Ranch Inc ($108K).

Grant Size Distribution

5 grants across all recorded years

<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Joy Ranch Inc Hillsville, VAGeneral Operating$107,992

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020202120222023202420252026
Metric202620252024
Total Assets$1,821,409$1,659,834$1,557,141
Revenue$293,873$217,265$136,913
Expenses$132,319$114,368$108,567
Qualifying Distributions$119,361$103,023$99,444
Net Investment Income$284,953$207,942$129,366
Distributable Amount$130,364$120,098$102,325

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2025)
  2. Updated Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
  3. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 22, 2020)
  4. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 4, 2021)
  5. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 10, 2022)
  6. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 3, 2023)
  7. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 27, 2024)

Leadership & Key People

Officers and directors from IRS filings

DH Shepherd Children's FD-Tes Tr's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2026 filing

  • Truist Bank

    Trustee

    On filings since 2022

    1 hr/week

    $16K (2022) → $16K (2026)

Former officers (1)
  • Former: Truist Bank FKA Suntrust Bank (2020–2021) — Trustee

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Truist Bank — Trustee: $16KTruist BankTrustee$16K

The highest reported compensation on the 2026 filing was $16K, to Truist Bank (Trustee).

Frequently asked questions about DH Shepherd Children's FD-Tes Tr

How much does DH Shepherd Children's FD-Tes Tr give each year?

DH Shepherd Children's FD-Tes Tr gave $108K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $91K across 1 grant.

How large is DH Shepherd Children's FD-Tes Tr?

DH Shepherd Children's FD-Tes Tr reported $1.8M in total assets on its 2026 IRS Form 990-PF. It paid out $119K in qualifying distributions that year, against a required minimum of $130K (roughly 5% of its investment assets).

Where does DH Shepherd Children's FD-Tes Tr operate?

DH Shepherd Children's FD-Tes Tr has awarded grants in Virginia.

What is DH Shepherd Children's FD-Tes Tr's EIN?

DH Shepherd Children's FD-Tes Tr's EIN (Employer Identification Number) is 54-6125277. IRS Form 990 filing data is available on this page for 2020–2026.

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

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