The Sheppard Foundation
The Sheppard Foundation is a private foundation based in Phoenix, Arizona. It reported 11 grants totaling $17,710 in 2024, including support for organizations in education, swimming, and film.
The Sheppard Foundation at a glance
- Total assets
- $3,446,222
- +256.1% vs 2024
- Revenue (2025)
- $2,480,452
- +23868.0% vs 2024
- Qualifying distributions (2025)
- $1,755
- -90.9% vs 2024
- Expenses (2025)
- $2,130
- -89.1% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Sheppard Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 851 E Village Circle Dr N, Phoenix, AZ 85022
Phone: (316) 765-1703
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Sheppard Foundation funds
How this funder distributes its grants
Grant Size Distribution
83 grants across all recorded years
The most common grant size was under $50K: 82 grants of 83 (99%).
Geographic Focus
Where this funder awards grants
The listed 2024 grantees included organizations located in St. Louis, Missouri, and Wichita, Kansas.
Grant Distribution by State
States
Cities
Is The Sheppard Foundation open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving fell 80% from 2021 to 2024. Method
- In 2025 it paid out 2% 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 (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $18K (2024) to $163K (2023). In 2024 it made 11 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fully Informed Jury Association Helena, MT | Judicial Process Education | $10,000 |
| Daughters of the American Revloutio Washington, DC | Historic Preservation | $1,000 |
| Friends of Sulgrave Manor Sammamish, WA | Historic Preservation | $1,000 |
| The First Church of Christ Scienti Boston, MA | Religious Programming | $1,000 |
| The Principia St. Louis, MO | Education Programming | $1,000 |
| University of Nevada Reno Fdn Reno, NV | Academic and Sports Scholarships | $1,000 |
| Wichita Swim Club Wichita, KS | Capital Campaign | $1,000 |
| Mamafilmcom Wichita, KS | Story Labs and Filmmaking | $500 |
| Tallgrass Film Association Wichita, KS | Film Festival Programming | $500 |
| Wichita Children's Theatre & Dance Wichita, KS | Children's Arts Programming | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,446,222 | $2,480,452 | $2,130 | — | — | $1,755 | $12,380 | $108,163 |
| 2024 | $967,900 | $10,349 | $19,470 | $17,710 | 11 | $19,270 | $10,149 | $63,398 |
| 2023 | $977,021 | $-2,054 | $164,577 | $162,752 | 13 | $164,312 | $503 | $50,661 |
| 2022 | $1,143,652 | $1,015,207 | $51,764 | $49,879 | 20 | $50,279 | $9,731 | $32,763 |
| 2021 | $180,209 | $46,014 | $90,370 | $88,870 | 39 | $89,995 | $18,946 | $10,710 |
| 2020 | $224,565 | $27,575 | $40,656 | $39,156 | 18 | — | $27,200 | $11,807 |
| 2019 | $237,646 | $7,039 | $73,155 | $70,644 | 37 | — | $6,679 | $12,956 |
Under IRS private-foundation payout rules, The Sheppard Foundation reported a distributable amount of $108K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its listed 2024 grantees include organizations with different missions. The Principia Corporation describes its purpose as serving Christian Science through pre-K–12 and college education. Wichita Swim Club says it is dedicated to competitive swimming in Wichita and south central Kansas. Tallgrass Film Association says it fosters appreciation of cinematic arts through shared experiences around international film.
Grantmaking
In 2024, the foundation gave $17,710 across 11 grants. Listed recipients included The Principia Corporation ($1,000), Wichita Swim Club ($1,000), and Tallgrass Film Association ($500). In 2023, it reported $162,752 in grants across 13 grants. Its 2025 filing reported no grants.
Leadership & Key People
Leadership team and compensation from IRS filings
Abby L Berglund is listed as a trustee on the 2025 filing.
The Sheppard Foundation is led by Abby L. Berglund, Trustee on every filing since 2024 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Abby L. Berglund
Trustee
On filings since 2024
1 hr/week
No compensation reported
Former officers (1)
- Former: Julie Sheppard (2019–2024) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Sheppard Foundation
How large is The Sheppard Foundation?
The Sheppard Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $108K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Sheppard Foundation fund?
No mission statement for the foundation is provided. Its listed 2024 grantees include organizations with different missions. The Principia Corporation describes its purpose as serving Christian Science through pre-K–12 and college education. See mission & focus areas ↑
How do I apply for a grant from The Sheppard Foundation?
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Sheppard Foundation make grants?
The listed 2024 grantees included organizations located in St. Louis, Missouri, and Wichita, Kansas.
What is The Sheppard Foundation's EIN?
The Sheppard Foundation's EIN (Employer Identification Number) is 48-1124478. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Sheppard Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 1, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
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Figures come from The Sheppard Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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