Shepherd Brooks Char Endowment
Shepherd Brooks Char Endowment is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $57K in total assets. In 2025, it made $1K in qualifying distributions. Net investment income was $3K.
Shepherd Brooks Char Endowment at a glance
- Total assets
- $57,086
- +3.5% vs 2024
- Revenue (2025)
- $4,129
- -68.2% vs 2024
- Qualifying distributions (2025)
- $1,150
- -86.6% vs 2024
- Expenses (2025)
- $2,202
- -76.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Shepherd Brooks Char Endowment funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Shepherd Brooks Char Endowment gives
- In 2025 it paid out 38% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Society of St Vincent De Paul Cambridge, MA | St. Paul's Conference | $7,500 |
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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 | $57,086 | $4,129 | $2,202 | — | — | $1,150 | $3,129 | $2,999 |
| 2024 | $55,159 | $12,971 | $9,457 | $7,500 | 1 | $8,585 | $13,000 | $2,864 |
| 2023 | $51,645 | $6,068 | $1,826 | — | — | $1,085 | $5,608 | $2,773 |
| 2022 | $47,403 | $3,190 | $1,858 | — | — | $1,040 | $2,744 | $2,809 |
| 2021 | $46,071 | $5,145 | $1,827 | — | — | $1,033 | $3,300 | $3,098 |
| 2020 | $42,753 | $-1,633 | $1,715 | — | — | — | — | $2,724 |
Under IRS private-foundation payout rules, Shepherd Brooks Char Endowment reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shepherd Brooks Char Endowment's only listed officer is Fiduciary Trust Company, Trustee on every filing since 2020 (uncompensated).
Officers on the 2025 filing
Fiduciary Trust Company
Trustee
On filings since 2020
No compensation reported
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 Shepherd Brooks Char Endowment
How large is Shepherd Brooks Char Endowment?
Shepherd Brooks Char Endowment reported $57K in total assets on its 2025 IRS Form 990-PF. It paid out $1K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Shepherd Brooks Char Endowment operate?
Shepherd Brooks Char Endowment has awarded grants in Massachusetts.
What is Shepherd Brooks Char Endowment's EIN?
Shepherd Brooks Char Endowment's EIN (Employer Identification Number) is 04-6900178. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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