Shepherd Charitable Trust
Shepherd Charitable Trust is a private foundation, based in Minneapolis, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 8 grants totaling $210K. Net investment income was $339K.
Shepherd Charitable Trust at a glance
In short: Shepherd Charitable Trust gave $210K across 8 grants in 2025 (avg $26K), top state Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $210,000
- -13.6% vs 2024
- Grants made (2025)
- 8
- -27.3% vs 2024
- Average grant
- $26,250
- +18.8% vs 2024
- Median grant
- $25,000
- Total assets
- $5,027,024
- +4.7% vs 2024
- Primary geography
- Arizona (38% 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 Shepherd Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was St Scholastica Monastery ($50K). Together the top 8 received $210K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 40 grants of 49 (82%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Shepherd Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). 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 $140K (2020) to $243K (2024). In 2025 it made 8 grants totaling $210K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Scholastica Monastery Duluth, MN | General Use of Charity | $50,000 |
| Goldwater Institute Phoenix, AZ | General Use of Charity | $30,000 |
| Hillsdale College Hillsdale, MI | General Use of Charity | $25,000 |
| Word on Fire Catholic Ministry Washington, DC | General Use of Charity | $25,000 |
| Judicial Watch Washington, DC | General Use of Charity | $25,000 |
| Arizona Humane Society Phoenix, AZ | General Use of Charity | $25,000 |
| Turning Point USA Phoenix, AZ | General Use of Charity | $25,000 |
| Injured Police Officers Fund Las Vegas, NV | General Use of Charity | $5,000 |
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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 | $5,027,024 | $354,187 | $228,843 | $210,000 | 8 | $210,000 | $339,139 | $181,732 |
| 2024 | $4,799,646 | $348,876 | $254,522 | $243,000 | 11 | $243,000 | $338,334 | $230,797 |
| 2023 | $4,571,010 | $-51,590 | $241,787 | $228,000 | 11 | $228,000 | $41,616 | $221,364 |
| 2022 | $4,512,335 | $301,944 | $255,740 | $242,000 | 9 | $242,000 | $293,403 | $228,258 |
| 2021 | $4,732,674 | $244,839 | $239,307 | $225,500 | 10 | $225,500 | $235,108 | $242,395 |
| 2020 | $4,727,142 | $23,960 | $147,051 | $139,500 | 7 | — | $109,176 | $224,694 |
Under IRS private-foundation payout rules, Shepherd Charitable Trust reported a distributable amount of $182K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Shepherd Charitable Trust is led by Paige Jensen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Paige Jensen
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 Charitable Trust
How much does Shepherd Charitable Trust give each year?
Shepherd Charitable Trust gave $210K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $243K across 11 grants.
What is Shepherd Charitable Trust's typical grant size?
Shepherd Charitable Trust's median grant in 2025 was $25,000, and its average grant was $26,250, across 8 grants on its 2025 IRS Form 990-PF.
Where does Shepherd Charitable Trust give grants?
Shepherd Charitable Trust's top state is Arizona, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Minnesota (24%) and District of Columbia (24%). The most frequent recipient cities were Phoenix, AZ (3 grants) and Washington, DC (2 grants).
Does Shepherd Charitable Trust give general operating support?
Yes: 100% of Shepherd Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Shepherd Charitable Trust's largest grantees?
Shepherd Charitable Trust's largest 2025 grantees include St Scholastica Monastery ($50,000), Goldwater Institute ($30,000) and Hillsdale College ($25,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Shepherd Charitable Trust?
Shepherd Charitable Trust reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $210K in qualifying distributions that year, against a required minimum of $182K (roughly 5% of its investment assets).
What is Shepherd Charitable Trust's EIN?
Shepherd Charitable Trust's EIN (Employer Identification Number) is 32-6160321. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Shepherd Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Shepherd Charitable Trust's focus areas in our free grants database
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