The Shepard Family Private Foundation
The Shepard Family Private Foundation is a private foundation located in Baltimore, Maryland, established in 1999. As a 501(c)(3) organization, it operates as a grantmaking foundation with no employees, providing general support funding to various organizations.
Key facts about The Shepard Family Private Foundation
- EIN
- 52-2135634
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $889,371
- Grants made (2024)
- 33
- Average grant
- $26,951
- Median grant
- $10,000
- New grantees (estimate)
- 45% first-time grantees (15 of 33, 2024)
- Total assets
- $2,969,032
- Primary geography
- Texas (37% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Shepard Family Private Foundation funds
By grant dollars, the top recipient states for The Shepard Family Private Foundation's 33 itemized 2024 grants were Texas (37%), New York (22%) and Maryland (13%). The most frequent recipient cities were Austin, TX (3 grants), New York, NY (3 grants), Mason, TX (3 grants) and Baltimore, MD (2 grants). 85% of grants with a stated purpose were for general or operating support.
Is The Shepard Family Private Foundation open to new grantees?
45%
first-time grantees, 2024
In 2024, 15 of 33 grantees (45%) were first-time recipients. First grants averaged $33K; repeat grants $22K. How we count
Medians: $16K first-time, $10K repeat.
- 42% of 2024 grantees were also funded in 2023. Method
- Giving grew 102% from 2021 to 2024. Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Shepard Family Private Foundation
- How to evaluate The Shepard Family Private Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+18.2% YoY
Annual Giving
$889K
+18.3% YoY
Grant Count
33
+32.0% YoY
Avg Grant Size
$27K
-10.4% YoY
Under IRS private-foundation payout rules, The Shepard Family Private Foundation reported a distributable amount of $939K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation made 24 grants in 2024. Recent grants include:
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Geographic Focus
Where this funder awards grants
The foundation funds organizations across multiple states, with documented grants to organizations in Texas and beyond its home state of Maryland.
Grant Distribution by State
Share of all 33 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $2,969,032
- Total Revenues: $1,182,679
- Total Expenses: $979,299
- Total Grants, Contributions, etc.: $1,008,560
- Investment Income and Dividends: $158,095
Year-over-year comparison (2024 vs. 2023):
- Grants and contributions decreased 0.9% (from $1,017,689 to $1,008,560)
- Investment income increased 11.8% (from $141,382 to $158,095)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,969,032 | $2,511,642 | $2,293,488 |
| Revenue | $1,182,679 | $1,173,066 | $1,387,935 |
| Expenses | $979,299 | $827,334 | $909,647 |
| Qualifying Distributions | $896,396 | $753,979 | $843,992 |
| Net Investment Income | $91,216 | $92,126 | $525,190 |
| Distributable Amount | $938,630 | $784,075 | $753,571 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
134 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Frontera Healthcare Network ($104,660), Tunnels to Towers ($103,191), US Chamber of Commerce ($103,134).
| Recipient | Purpose | Amount |
|---|---|---|
| Frontera Healthcare Network Menard, TX | GENERAL FUND | $104,660 |
| Tunnels to Towers Staten Island, NY | GENERAL FUND | $103,191 |
| US Chamber of Commerce Washington, DC | HIRING OUR HEROS PROGRAM | $103,134 |
| Catholic Charities Baltimore, MD | GENERAL FUND | $100,108 |
| Texas Public Policy Foundation Austin, TX | GENERAL FUND | $76,756 |
| Memorial Hermann Foundation Houston, TX | GENERAL FUND | $51,512 |
| Zach Johnson Foundation Cedar Rapids, IA | IN MEMORY OF JACK KENNEY | $30,885 |
| American Society for the Prevention of Cruelty to New York, NY | GENERAL FUND | $29,096 |
| Autism Speaks New York, NY | GENERAL FUND | $29,095 |
| University of Texas MD Anderson Austin, TX | CANCER CENTER | $26,355 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marianne Schmitt Hellauer | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from The Shepard Family Private Foundation?
The foundation made 24 grants in 2024. Recent grants include: • Frontera Healthcare Network: $104,660 (General Fund) • Texas Public Policy Foundation: $76,756 (General Fund) • Memorial Hermann Foundation: $51,512 (General Fund) The foundation's primary grantmaking approach focuses on general fund support for its grantees.
Where does The Shepard Family Private Foundation make grants?
The foundation funds organizations across multiple states, with documented grants to organizations in Texas and beyond its home state of Maryland.
What size grants does The Shepard Family Private Foundation award?
In 2024, The Shepard Family Private Foundation awarded 33 grants totaling $889K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is The Shepard Family Private Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Shepard Family Private Foundation reported a distributable amount of $939K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Shepard Family Private Foundation's EIN?
The Shepard Family Private Foundation's EIN (Employer Identification Number) is 52-2135634. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.