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Florida · Private foundation

Charles E Shepard Charitable Tr Uw

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$282k
Granted FY2025(still arriving)
16
Grants FY2025
14
Organizations funded FY2024
21%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$5,883
Largest grant, FY2025
$94,030
Organizations funded a year
14 to 22
FY2020 to FY2024
States reached, FY2025
5
Total assets, FY2025
$5.5M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 21% of the organizations Charles E Shepard Charitable Tr Uw funded were first-time grantees, receiving 13% of its grant dollars.

New vs renewed · share of each year

In FY2024, 87% of grant dollars renewed an existing relationship; $32k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23’24
EducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving16$282k38%
FY202414$243k21%
FY202321$248k76%
FY202222$285k91%
FY202114$258k64%
FY202017$232kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Education$1.0MReligion$524kHealth$20kScience & Tech$10kInternational$6k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

MI
MA
PA
CA
KY
VA
LA
MS
AL
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Emory University$354,71440%
Atlanta First United Methodist Church$261,9956n/a
University of Michigan$20,00018%
Fort Valley State College National Alumni Association Inc$10,40014%
Samford University$4,90010%
Mississippi State University$2,4501n/a
University of Florida$2,4501n/a
Georgia Institute of Technology$2,4501n/a

Plus 63 recipients with no EIN on record ($889k), not named here.

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About Charles E Shepard Charitable Tr Uw

How much does Charles E Shepard Charitable Tr Uw give?
Charles E Shepard Charitable Tr Uw reported 16 grants totaling $282,091 in its FY2025 IRS filing. It funded between 14 and 22 organizations a year over FY2020 to FY2024.
What does Charles E Shepard Charitable Tr Uw fund?
By grant dollars over FY2020 to FY2025, its largest causes are Education (64%), Religion (33%), Health (1%).
Who are Charles E Shepard Charitable Tr Uw's largest grantees?
By total granted over FY2020 to FY2025: Emory University ($355k), Atlanta First United Methodist Church ($262k), University of Michigan ($20k).
Does Charles E Shepard Charitable Tr Uw fund new organizations?
In FY2024, 21% of the organizations it funded were first-time grantees.
Does Charles E Shepard Charitable Tr Uw accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Charles E Shepard Charitable Tr Uw based?
Charles E Shepard Charitable Tr Uw is based in FL.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 74 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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