Shepherd Brooks Char Endowment

BOSTON, MA EIN: 04-6900178

Shepherd Brooks Char Endowment is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$55K

+6.8% YoY

Annual Giving

$8K

Grant Count

1

Avg Grant Size

$8K

Under IRS private-foundation payout rules, Shepherd Brooks Char Endowment reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Shepherd Brooks Char Endowment

Based on IRS filings

Shepherd Brooks Char Endowment is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $55K in total assets. In 2024, it awarded 1 grants totaling $8K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Cambridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$7K$11K$14K20202021202220232024
Metric202420232022
Total Assets$55,159$51,645$47,403
Revenue$12,971$6,068$3,190
Expenses$9,457$1,826$1,858
Qualifying Distributions$8,585$1,085$1,040
Net Investment Income$13,000$5,608$2,744
Distributable Amount$2,864$2,773$2,809

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K$8K0 grants20200 grants20210 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SOCIETY OF ST VINCENT DE…$8K

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Society of St Vincent De Paul ($7,500).

RecipientPurposeAmount
SOCIETY OF ST VINCENT DE PAUL CAMBRIDGE, MAST. PAUL'S CONFERENCE$7,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FIDUCIARY TRUST COMPANYTRUSTEE

Frequently Asked Questions

How large is Shepherd Brooks Char Endowment?

As of 2024, Shepherd Brooks Char Endowment holds $55K in total assets with $13K in annual revenue. It awarded 1 grants totaling $8K in 2024.

Where does Shepherd Brooks Char Endowment operate?

Shepherd Brooks Char Endowment has awarded grants in Massachusetts.

What size grants does Shepherd Brooks Char Endowment award?

In 2024, Shepherd Brooks Char Endowment awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Shepherd Brooks Char Endowment required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shepherd Brooks Char Endowment reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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