Shepherd Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 11 grants totaling $243K. Net investment income was $338K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
+5.0% YoY
Annual Giving
$243K
+6.6% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$22K
+6.6% YoY
Under IRS private-foundation payout rules, Shepherd Charitable Trust reported a distributable amount of $231K for 2024 — the minimum it must pay out in qualifying distributions.
About Shepherd Charitable Trust
Based on IRS filings
Shepherd Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. In 2024, it awarded 11 grants totaling $243K. Net investment income was $338K.
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 | $4,799,646 | $4,571,010 | $4,512,335 |
| Revenue | $348,876 | $-51,590 | $301,944 |
| Expenses | $254,522 | $241,787 | $255,740 |
| Qualifying Distributions | $243,000 | $228,000 | $242,000 |
| Net Investment Income | $338,334 | $41,616 | $293,403 |
| Distributable Amount | $230,797 | $221,364 | $228,258 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Scholastica Monastery ($75,000), Word on Fire Catholic Ministry ($35,000), Hillsdale College ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BENEDICTINE LIVING COMMUNITY MINNEAPOLIS, MN | GENERAL USE OF CHARITY | $25,000 |
| HILLSDALE COLLEGE HILLSDALE, MI | GENERAL USE OF CHARITY | $30,000 |
| ST SCHOLASTICA MONASTERY DULUTH, MN | GENERAL USE OF CHARITY | $75,000 |
| GOLDWATER INSTITUTE PHOENIX, AZ | GENERAL USE OF CHARITY | $30,000 |
| WORD ON FIRE CATHOLIC MINISTRY WASHINGTON, DC | GENERAL USE OF CHARITY | $35,000 |
| RONALD MCDONALD HOUSE MINNEAPOLIS, MN | GENERAL USE OF CHARITY | $14,000 |
| JUDICIAL WATCH WASHINGTON, DC | GENERAL USE OF CHARITY | $25,000 |
| MNBR WOODBURY, MN | GENERAL USE OF CHARITY | $2,000 |
| LOVE THEM ALL SANCTUARY SCOTTSDALE, AZ | GENERAL USE OF CHARITY | $5,000 |
| GREATER LAKE SYLVIA ASSOCIATION ANNANDALE, MN | GENERAL USE OF CHARITY | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAIGE JENSEN | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Shepherd Charitable Trust?
Shepherd Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. It holds $4.8M in total assets as of 2024.
How large is Shepherd Charitable Trust?
As of 2024, Shepherd Charitable Trust holds $4.8M in total assets with $349K in annual revenue. It awarded 11 grants totaling $243K in 2024.
Where does Shepherd Charitable Trust operate?
Shepherd Charitable Trust has awarded grants in Arizona, District of Columbia, Michigan, Minnesota, North Carolina, Nevada.
What size grants does Shepherd Charitable Trust award?
In 2024, Shepherd Charitable Trust awarded 11 grants totaling $243K — an average of about $22K per grant, based on its IRS Form 990 filings.
How much is Shepherd Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shepherd Charitable Trust reported a distributable amount of $231K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Shepherd Charitable Trust'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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