Jane and Tad Shepard Family Foundation
Jane and Tad Shepard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MENASHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 8 grants totaling $90K. Net investment income was $136K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+3.8% YoY
Annual Giving
$90K
+50.0% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$11K
+50.0% YoY
Under IRS private-foundation payout rules, Jane and Tad Shepard Family Foundation reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
About Jane and Tad Shepard Family Foundation
Based on IRS filings
Jane and Tad Shepard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MENASHA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 8 grants totaling $90K. Net investment income was $136K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,225,630 | $1,180,374 | $1,220,256 |
| Revenue | $142,556 | $26,720 | $51,762 |
| Expenses | $97,300 | $66,602 | $71,673 |
| Qualifying Distributions | $90,675 | $60,675 | $60,700 |
| Net Investment Income | $135,931 | $20,793 | $45,528 |
| Distributable Amount | $58,910 | $56,610 | $62,512 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Active Children Excel Project Inc ($11,250), The Grove Project ($11,250), Future Urban Leaders ($11,250).
| Recipient | Purpose | Amount |
|---|---|---|
| ACTIVE CHILDREN EXCEL PROJECT INC WESTMONT, IL | GENERAL | $11,250 |
| THE GROVE PROJECT MADISON, NJ | GENERAL | $11,250 |
| FUTURE URBAN LEADERS MILWAUKEE, WI | GENERAL | $11,250 |
| GOOD GRIEF MORRISTOWN, NJ | GENERAL | $11,250 |
| HOPEKIDS MINNESOTA EDEN PRAIRIE, MN | GENERALGENERAL | $11,250 |
| IMAGINE A DAY INC OCONOMOWOC, WI | GENERAL | $11,250 |
| MAMIE'S POPPY PLATES LITTLE ROCK, AR | GENERAL | $11,250 |
| WAYSIDE FOOD PROGRAMS PORTLAND, ME | GENERAL | $11,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE SHEPARD | DIRECTOR | 5 | — |
| SYLVIA SHEPARD | PRES/DIR | 10 | — |
| WILLIAM SHEPARD | TREAS/DIR | 5 | — |
| JULIE WAITE | SECY/DIR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jane and Tad Shepard Family Foundation?
Jane and Tad Shepard Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MENASHA, WI. It holds $1.2M in total assets as of 2024.
How large is Jane and Tad Shepard Family Foundation?
As of 2024, Jane and Tad Shepard Family Foundation holds $1.2M in total assets with $143K in annual revenue. It awarded 8 grants totaling $90K in 2024.
Where does Jane and Tad Shepard Family Foundation operate?
Jane and Tad Shepard Family Foundation has awarded grants in Arkansas, Illinois, Maine, Minnesota, New Jersey, Wisconsin.
What size grants does Jane and Tad Shepard Family Foundation award?
In 2024, Jane and Tad Shepard Family Foundation awarded 8 grants totaling $90K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Jane and Tad Shepard Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jane and Tad Shepard Family Foundation reported a distributable amount of $59K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jane and Tad Shepard Family Foundation'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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