Jane and Tad Shepard Family Foundation
Jane and Tad Shepard Family Foundation is a private foundation, based in Menasha, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 9 grants totaling $70K. Net investment income was $144K.
Jane and Tad Shepard Family Foundation at a glance
In short: Jane and Tad Shepard Family Foundation gave $70K across 9 grants in 2025 (avg $8K), top state Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- -22.2% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $7,778
- -30.9% vs 2024
- Median grant
- $8,750
- Total assets
- $1,296,389
- +5.8% vs 2024
- Primary geography
- Wisconsin (25% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jane and Tad Shepard Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Active Children Excel Project Inc ($9K). Together the top 9 received $70K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Jane and Tad Shepard Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). 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 $60K (2022) to $103K (2021). In 2025 it made 9 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Active Children Excel Project Inc Westmont, IL | General | $8,750 |
| Future Urban Leaders Milwaukee, WI | General | $8,750 |
| Hopekids Minnesota Eden Prairie, MN | Generalgeneral | $8,750 |
| Imagine a Day Inc Oconomowoc, WI | General | $8,750 |
| Mamie's Poppy Plates Little Rock, AR | General | $8,750 |
| Wayside Food Programs Portland, ME | General | $8,750 |
| Teens Inc Nederland, CO | General | $8,750 |
| The Grove Project Madison, NJ | General | $5,000 |
| Good Grief Morristown, NJ | General | $3,750 |
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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 | $1,296,389 | $150,349 | $79,590 | $70,000 | 9 | $70,650 | $143,820 | $60,816 |
| 2024 | $1,225,630 | $142,556 | $97,300 | $90,000 | 8 | $90,675 | $135,931 | $58,910 |
| 2023 | $1,180,374 | $26,720 | $66,602 | $60,000 | 8 | $60,675 | $20,793 | $56,610 |
| 2022 | $1,220,256 | $51,762 | $71,673 | $60,000 | 8 | $60,700 | $45,528 | $62,512 |
| 2021 | $1,240,167 | $172,884 | $111,351 | $103,000 | 8 | $103,700 | $165,233 | $67,762 |
| 2020 | $1,178,634 | $134,167 | $96,880 | $90,000 | 5 | — | $127,987 | $60,351 |
Under IRS private-foundation payout rules, Jane and Tad Shepard Family Foundation reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jane and Tad Shepard Family Foundation is led by Sylvia Shepard, President & Director on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sylvia Shepard
President & Director
On filings since 2020
10 hrs/week
No compensation reported
Jane Shepard
Director
On filings since 2020
5 hrs/week
No compensation reported
Julie Waite
Secretary & Director
On filings since 2020
5 hrs/week
No compensation reported
William Shepard
Treasurer & Director
On filings since 2020
5 hrs/week
No compensation reported
Former officers (1)
- Former: Donald Shepard (2020) — Director
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.
Frequently asked questions about Jane and Tad Shepard Family Foundation
How much does Jane and Tad Shepard Family Foundation give each year?
Jane and Tad Shepard Family Foundation gave $70K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $90K across 8 grants.
What is Jane and Tad Shepard Family Foundation's typical grant size?
Jane and Tad Shepard Family Foundation's median grant in 2025 was $8,750, and its average grant was $7,778, across 9 grants on its 2025 IRS Form 990-PF.
Where does Jane and Tad Shepard Family Foundation give grants?
Jane and Tad Shepard Family Foundation's top state is Wisconsin, with 25% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Illinois (13%) and New Jersey (13%).
Does Jane and Tad Shepard Family Foundation give general operating support?
Yes: 89% of Jane and Tad Shepard Family Foundation's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Jane and Tad Shepard Family Foundation's largest grantees?
Jane and Tad Shepard Family Foundation's largest 2025 grantees include Active Children Excel Project Inc ($8,750), Future Urban Leaders ($8,750) and Hopekids Minnesota ($8,750), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Jane and Tad Shepard Family Foundation?
Jane and Tad Shepard Family Foundation reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
What is Jane and Tad Shepard Family Foundation's EIN?
Jane and Tad Shepard Family Foundation's EIN (Employer Identification Number) is 56-2547434. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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 May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
- IRS filings on file for fiscal years 2020–2025
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