The Sheppard Foundation
The Sheppard Foundation is a private foundation, based in COTTONWOOD, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $968K in total assets. In 2024, it awarded 11 grants totaling $18K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$968K
-0.9% YoY
Annual Giving
$18K
-89.1% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$2K
-87.1% YoY
Under IRS private-foundation payout rules, The Sheppard Foundation reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.
About The Sheppard Foundation
Based on IRS filings
The Sheppard Foundation is a private foundation, based in COTTONWOOD, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $968K in total assets. In 2024, it awarded 11 grants totaling $18K. Net investment income was $10K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $967,900 | $977,021 | $1,143,652 |
| Revenue | $10,349 | $-2,054 | $1,015,207 |
| Expenses | $19,470 | $164,577 | $51,764 |
| Qualifying Distributions | $19,270 | $164,312 | $50,279 |
| Net Investment Income | $10,149 | $503 | $9,731 |
| Distributable Amount | $63,398 | $50,661 | $32,763 |
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
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fully Informed Jury Association ($10,000), Daughters of the American Revloutio ($1,000), Friends of Sulgrave Manor ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DAUGHTERS OF THE AMERICAN REVLOUTIO WASHINGTON, DC | HISTORIC PRESERVATION | $1,000 |
| FRIENDS OF SULGRAVE MANOR SAMMAMISH, WA | HISTORIC PRESERVATION | $1,000 |
| FULLY INFORMED JURY ASSOCIATION HELENA, MT | JUDICIAL PROCESS EDUCATION | $10,000 |
| MAMAFILMCOM WICHITA, KS | STORY LABS AND FILMMAKING | $500 |
| PLANNED PARENTHOOD OF GREAT PLAINS OVERLAND PARK, KS | WOMEN'S CLINIC PROGRAM | $210 |
| TALLGRASS FILM ASSOCIATION WICHITA, KS | FILM FESTIVAL PROGRAMMING | $500 |
| 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 CHILDREN'S THEATRE & DANCE WICHITA, KS | CHILDREN'S ARTS PROGRAMMING | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ABBY L BERGLUND | TRUSTEE | 1 | — |
| JULIE SHEPPARD | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is The Sheppard Foundation?
As of 2024, The Sheppard Foundation holds $968K in total assets with $10K in annual revenue. It awarded 11 grants totaling $18K in 2024.
Where does The Sheppard Foundation operate?
The Sheppard Foundation has awarded grants in Arizona, District of Columbia, Georgia, Illinois, Kansas, Massachusetts, Missouri, Montana, North Carolina, Nebraska, Nevada, New York, Oregon, Virginia, Washington.
What size grants does The Sheppard Foundation award?
In 2024, The Sheppard Foundation awarded 11 grants totaling $18K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Sheppard Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sheppard Foundation reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Sheppard Foundation'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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