Shepherd Charitable Trust

Private foundation · Grantmaker Minneapolis, MN EIN: 32-6160321

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.

Key facts about Shepherd Charitable Trust

In short: Shepherd Charitable Trust gave $210K across 8 grants in 2025 (avg $26K), top state Arizona. Source: 2025 IRS Form 990-PF.

EIN
32-6160321
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$210,000
Grants made (2025)
8
Average grant
$26,250
Median grant
$25,000
Total assets
$5,027,024
Primary geography
Arizona (38% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.0M

+4.7% YoY

Annual Giving

$210K

-13.6% YoY

Grant Count

8

-27.3% YoY

Avg Grant Size

$26K

+18.8% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

MinneapolisPhoenixDuluthHillsdaleWashingtonAnnandaleFridleyGolden ValleyLas VegasPine RiverJacksonNew BrightonRaleighScottsdaleTucsonWoodbury

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K7 grants2020 10 grants2021 9 grants2022 11 grants2023 11 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $140K (2020) to $243K (2024). In 2025 it made 8 grants totaling $210K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

St Scholastica Monastery: $50KSt Scholastica Monastery$50KGoldwater Institute: $30KGoldwater Institute$30KHillsdale College: $25KHillsdale College$25KWord on Fire Catholic Ministry: $25KWord on Fire Catholic Ministry$25KJudicial Watch: $25KJudicial Watch$25KArizona Humane Society: $25KArizona Humane Society$25KTurning Point USA: $25KTurning Point USA$25KInjured Police Officers Fund: $5KInjured Police Officers Fund$5K

The largest 2025 recipient was St Scholastica Monastery ($50K). Together the top 8 received $210K.

Grant Size Distribution

49 grants across all recorded years

40<$50K9$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 49 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Scholastica Monastery Duluth, MNGeneral Use of Charity$50,000
Goldwater Institute Phoenix, AZGeneral Use of Charity$30,000
Hillsdale College Hillsdale, MIGeneral Use of Charity$25,000
Word on Fire Catholic Ministry Washington, DCGeneral Use of Charity$25,000
Judicial Watch Washington, DCGeneral Use of Charity$25,000
Arizona Humane Society Phoenix, AZGeneral Use of Charity$25,000
Turning Point USA Phoenix, AZGeneral Use of Charity$25,000
Injured Police Officers Fund Las Vegas, NVGeneral Use of Charity$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$5,027,024$4,799,646$4,571,010
Revenue$354,187$348,876$-51,590
Expenses$228,843$254,522$241,787
Qualifying Distributions$210,000$243,000$228,000
Net Investment Income$339,139$338,334$41,616
Distributable Amount$181,732$230,797$221,364

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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.

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