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· 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 FY2025still arriving
16
Grants FY2025still arriving
5
States reached
$94k
Largest
01What it funds
01100% 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
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k11 grants · $62k
  • $10k–50k4 grants · $126k
  • $50k–250k1 grant · $94k
$5,883
Median grant
5
States reached
$5.5M
Total assets
Largest grants
RecipientAmount
EMORY UNIVERSITY$94,030
ATLANTA FIRST UNITED METHODIST CHURCH$47,015
FORT VALLEY UNITED METHODIST CHURCH$47,015
SHEMAIAH PERRY CO BRANDEIS UNIVERSITY$22,000
JOHARI S JOHNSON CO GEORGIA SOUTHE$10,000
MATTHEW COOK CO FLORIDA A&M UNIVERSITY$7,208
JYALE GATES CO XAVIER UNIVERSITY OF LA$7,208
KATHERINE ANN CO UNIVERISITY OF GA$5,883
KALEIGH B MELTON CO MIDDLE GA STATE$5,876
KARLEE GAMBLE CO GA SOUTHERN UNIVERSITY$5,876
HUDSON MCGEHEE CO UNIV OF GEORGIA$5,876
EMMA KELLEY CO AUBURN UNIVERSITY$5,876
Individual grant recipient$5,876
ALYSSA GAMBLE CO GA SOUTHERN UNIVERSITY$5,876
RUSSELL HILEY CO UNIV OF GEORGIA$5,876
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 15%, against an area that typically sits at 12%. 96% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%SHEMAIAH PERRY CO BRANDEIS UNIVERSITY: $22k → 8%CHRISTOPHER ALLEN CO FULL SAIL UNI: $12k → 11%MATTHEW COOK CO FLORIDA A&M UNIVERSITY: $7k → 19%EMMA KELLEY CO AUBURN UNIVERSITY: $6k → 15%JALON COOK CO KENNESAW STATE UNIV: $600 → 8%ATLANTA FIRST UNITED METHODIST CHURCH: $48k → 13%EMORY UNIVERSITY: $95k → 14%FORT VALLEY UNITED METHODIST CHURCH: $48k → 18%ANNA DEFORE - MIDDLE GEORGIA STATE: $6k → 23%JOHARI S JOHNSON CO GEORGIA SOUTHE: $10k → 24%KATHERINE ANN CO UNIVERISITY OF GA: $6k → 27%JYALE GATES CO XAVIER UNIVERSITY OF LA: $7k → 23%ATLANTA FIRST UNITED METHODIST CHURCH: $47k → 13%EMORY UNIVERSITY: $94k → 14%FORT VALLEY UNITED METHODIST CHURCH: $47k → 18%KALEIGH B MELTON CO MIDDLE GA STATE: $6k → 23%HUDSON MCGEHEE CO UNIV OF GEORGIA: $6k → 27%ATLANTA FIRST UNITED METHODIST CHURCH: $43k → 13%EMORY UNIVERSITY: $83k → 14%FORT VALLEY UNITED METHODIST CHURCH: $43k → 18%RUSSELL HILEY CO UNIV OF GEORGIA: $6k → 27%ATLANTA FIRST UNITED METHODIST CHURCH: $42k → 13%EMORY UNIVERSITY: $83k → 14%FORT VALLEY UNITED METHODIST CHURCH: $42k → 18%ATLANTA FIRST UNITED METHODIST CHURCH: $41k → 13%FORT VALLEY UNITED METHODIST CHURCH: $41k → 18%ATLANTA FIRST UNITED METHODIST CHURCH: $41k → 13%FORT VALLEY UNITED METHODIST CHURCH: $41k → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MI
MA
PA
CA
KY
VA
LA
MS
AL
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

82%of every dollar goes to organizations it has funded before.
$1.3M · 19 repeat orgs$279k to everyone else

19 repeat relationships: 10 still active in FY2025, 9 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
46

Total granted

$1.3M
$247k

Median revenue growth · since first grant

+15%
+59%

Still filing today

5%
7%

New vs renewed · share of each year

In FY2025, 88% of grant dollars renewed an existing relationship; $33k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time
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.

Backed again, and grew

  • EU
    Emory University
    4× · 2022–2025 · $355k · revenue +15%
  • AF
    ATLANTA FIRST UNITED METHODIST CHURCH
    6× · 2020–2025 · $262k
  • FV
    FORT VALLEY UNITED METHODIST CHURCH
    6× · 2020–2025 · $262k

Funded once

  • SA
    ST ANNE S COLLEGE
    one grant, 2020 · $20k
  • UO
    University of Michigangraduated
    one grant, 2020 · $20k · revenue +139%
  • AR
    ALICE R CULPEPPER CO UNIVERSITY O
    one grant, 2022 · $15k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field
04the grantee network

7 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 7 of the 74 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
7/7
Grantees still filing
5/7
Grew since first funded

Where the money sits, by cause and then by grantee

ATLANTA FIRST UNITED METHODIST CHURCH: $261,995 · OtherATLANTA FIRST UNITED METHODIST CHURCHFORT VALLEY UNITED METHODIST CHURCH: $261,995 · OtherFORT VALLEY UNITED METHODIST CHURCHEMORY UNIVERSITY OPERATING: $109,795 · OtherEMORY UNIVERSITY OPERATINGUNIVERSITY OF GEORGIA: $42,948 · OtherSHEMAIAH PERRY CO BRANDEIS UNIVERSITY: $42,000 · Other+64 more: $469,917 · Other+64 moreEmory University: $354,714 · EducationEmory University+4 more: $22,200 · Education+4 more
Other$1,188,650Education$376,914

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEmory University: $354,714 over 4y, 0.0% of budgetUniversity of Michigan: $20,000 over 1y, 7.5% of budgetFORT VALLEY STATE COLLEGE NATIONAL ALUMNI ASSOCIATION INC: $10,400 over 1y, 4.2% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $7,900 over 1y, 0.0% of budgetPresident and Fellows of Harvard College: $7,900 over 1y, 0.0% of budgetSamford University: $4,900 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $1,500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Emory University ↗
  • Who funds University of Michigan ↗
  • Who funds FORT VALLEY STATE COLLEGE NATIONAL ALUMNI ASSOCIATION INC ↗
  • Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
  • Who funds President and Fellows of Harvard College ↗
  • Who funds Samford University ↗

How much its grantees rely on government

Each dot is one organization Charles E Shepard Charitable Tr Uw funds: left to right is the share of its income from government, bottom to top the share from Charles E Shepard Charitable Tr Uw. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 7%
  • President and Fellows of Harvard College: 7% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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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