The Shepard Family Private Foundation

BALTIMORE, MD EIN: 52-2135634

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.

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

16states
+8 more states

Cities

AlpineArlingtonAustinBaltimoreBismarckBozemanBraseltonCedar RapidsChicagoCollege StationConroeDallasGloucesterHoustonMachipongoMarionMasonMemphisMenardMississippi

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)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$384K$768K$1M$2M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$222K$445K$667K$889K24 grants202024 grants202128 grants202225 grants202333 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Frontera Healthcare Netw…$105KTunnels to Towers$103KUS Chamber of Commerce$103KCatholic Charities$100KTexas Public Policy Foun…$77KMemorial Hermann Foundat…$52KZach Johnson Foundation$31KAmerican Society for the…$29KAutism Speaks$29KUniversity of Texas MD A…$26K

Grant Size Distribution

134 grants across all recorded years

111<$50K10$50–100K12$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Frontera Healthcare Network ($104,660), Tunnels to Towers ($103,191), US Chamber of Commerce ($103,134).

RecipientPurposeAmount
American Junior Golf Association BRASELTON, GAGENERAL FUND$10,000
American Society for the Prevention of Cruelty to NEW YORK, NYGENERAL FUND$29,096
Angel Reach CONROE, TXGENERAL FUND$20,000
Autism Speaks NEW YORK, NYGENERAL FUND$29,095
Borderlands Research Institute VALLEY VILLAGE, CAGENERAL FUND$10,000
Catholic Charities BALTIMORE, MDGENERAL FUND$100,108
Coe College CEDAR RAPIDS, IDGENERAL FUND$5,000
Frontera Healthcare Network MENARD, TXGENERAL FUND$104,660
George W Bush Presidential Center DALLAS, TXGENERAL FUND$10,000
Gloucester Institute GLOUCESTER, VAGENERAL FUND$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARIANNE SCHMITT HELLAUERTRUSTEE1

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.

Explore Open Grants

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Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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