The Shepherd Family Charitable
The Shepherd Family Charitable is a private foundation, based in Souderton, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.8M in total assets. In 2025, it awarded 27 grants totaling $287K. Net investment income was $243K.
Key facts about The Shepherd Family Charitable
In short: The Shepherd Family Charitable gave $287K across 27 grants in 2025 (avg $11K), mostly in Pennsylvania. 56% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 45-3693539
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $287,000
- Grants made (2025)
- 27
- Average grant
- $10,630
- Median grant
- $10,000
- New grantees (estimate)
- 56% first-time grantees (15 of 27, 2025)
- Total assets
- $6,808,774
- Primary geography
- Pennsylvania (54% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.8M
-0.7% YoY
Annual Giving
$287K
+123.3% YoY
Grant Count
27
+50.0% YoY
Avg Grant Size
$11K
+48.9% YoY
Under IRS private-foundation payout rules, The Shepherd Family Charitable reported a distributable amount of $383K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Shepherd Family Charitable open to new grantees?
56%
first-time grantees, 2025
In 2025, 15 of 27 grantees (56%) were first-time recipients. First grants averaged $9K; repeat grants $13K. How we count
Medians: $8K first-time, $14K repeat.
- 33% of 2025 grantees were also funded in 2024. Method
- Giving grew 160% from 2022 to 2025. Method
- In 2025 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 27 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $76K (2020) to $287K (2025). In 2025 it made 27 grants totaling $287K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fisher House Foundation ($31K). Together the top 10 received $181K.
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 115 grants of 115 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fisher House Foundation Rockville, MD | General Operations | $31,000 |
| Ieee Foundation Piscataway, NJ | General Operations | $20,000 |
| Tunnel to Towers Foundation Staten Island, NY | General Operations | $20,000 |
| Doylestown Hospital Doylestown, PA | General Operations | $20,000 |
| Canine Partners for Life Cochranville, PA | General Operations | $15,000 |
| Gary Sinise Foundation Nashville, TN | General Operations | $15,000 |
| Habitat for Humanity Quakertown, PA | General Operations | $15,000 |
| Keystone Opportunity Center Souderton, PA | General Operations | $15,000 |
| Quakertown Food Pantry Quakertown, PA | General Operations | $15,000 |
| Shepherd's Shelf Emergency Food Cupboard-Food Pantry Harleysville, PA | General Operations | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,808,774 | $6,855,063 | $6,121,557 |
| Revenue | $316,638 | $917,026 | $4,082,943 |
| Expenses | $365,825 | $187,010 | $158,331 |
| Qualifying Distributions | $292,474 | $133,580 | $125,250 |
| Net Investment Income | $243,287 | $863,611 | $50,375 |
| Distributable Amount | $383,385 | $387,024 | $146,179 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Shepherd Family Charitable is led by Donald R. Shepherd, President on every filing since 2020; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Donald R. Shepherd
President
On filings since 2020
1 hr/week
No compensation reported
Ethel Shepherd
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Debbie Lichenstein
Board Member
On filings since 2024
1 hr/week
No compensation reported
Judy Smith
Board Member
On filings since 2024
1 hr/week
No compensation reported
Ken Shepherd
Board Member
On filings since 2024
1 hr/week
No compensation reported
Philip C. Jackson
Vice President
On filings since 2024
1 hr/week
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 The Shepherd Family Charitable
How much does The Shepherd Family Charitable give each year?
The Shepherd Family Charitable gave $287K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $129K across 18 grants.
What is The Shepherd Family Charitable's typical grant size?
The Shepherd Family Charitable's median grant in 2025 was $10,000, and its average grant was $10,630, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Shepherd Family Charitable that year got $9K on average.
Where does The Shepherd Family Charitable give grants?
The Shepherd Family Charitable gives mostly in Pennsylvania: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (15%) and New York (14%). The most frequent recipient cities were Quakertown, PA (3 grants), Philadelphia, PA (3 grants), Souderton, PA (2 grants) and Clarksburg, MD (2 grants).
Does The Shepherd Family Charitable give general operating support?
Yes: 100% of The Shepherd Family Charitable's 2025 grants with a stated purpose (27 of 27) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Shepherd Family Charitable's largest grantees?
The Shepherd Family Charitable's largest 2025 grantees include Fisher House Foundation ($31,000), Ieee Foundation ($20,000) and Tunnel to Towers Foundation ($20,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is The Shepherd Family Charitable?
The Shepherd Family Charitable reported $6.8M in total assets on its 2025 IRS Form 990-PF. It paid out $292K in qualifying distributions that year, against a required minimum of $383K (roughly 5% of its investment assets).
What is The Shepherd Family Charitable's EIN?
The Shepherd Family Charitable's EIN (Employer Identification Number) is 45-3693539. 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.
Here's the math on researching The Shepherd Family Charitable by hand.
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