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Charles E Shepard Charitable Trust is a private trust based in ORLANDO, FL. The foundation received its IRS ruling in 2022. The principal officer is Suntrust Bank Ttee. It holds total assets of $5.5M. Annual income is reported at $1.6M. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Georgia, California and Florida. According to available records, Charles E Shepard Charitable Trust has made 56 grants totaling $793K, with a median grant of $7K. The foundation has distributed between $250K and $285K annually from 2020 to 2022. Individual grants have ranged from $500 to $95K, with an average award of $14K. The foundation has supported 49 unique organizations. The foundation primarily supports organizations in Georgia, Florida, Michigan, which account for 79% of all grants. Grantmaking reaches organizations across 11 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$9K
Average Grant
$12K
Largest Grant
$42K
Based on 20 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles E Shepard Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 56 grants. Its grantmaking reaches organizations primarily in GA, FL, MI.
Charles E Shepard Charitable Trust has distributed a total of $793K across 56 grants. The median grant size is $7K, with an average of $14K. Individual grants have ranged from $500 to $95K.
Charles E Shepard Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Charles E Shepard Charitable Trust is headquartered in ORLANDO, FL. While based in FL, the foundation distributes grants to organizations across 11 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Truist Bank | TRUSTEE | $34K | $0 | $34K |
Total Giving
$287K
Total Assets
$5.3M
Fair Market Value
$5.8M
Net Worth
$5.3M
Grants Paid
$248K
Contributions
N/A
Net Investment Income
$110K
Distribution Amount
$267K
Total: $998K
Total Grants
56
Total Giving
$793K
Average Grant
$14K
Median Grant
$7K
Unique Recipients
49
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Savannah State UniversitySCHOLARSHIP | Savannah, GA | $10K | 2020 |
| Emory UniversitySCHOLARSHIPS | Atlanta, GA | $95K | 2022 |
| Atlanta First United Methodist ChurchGENERAL OPERATING | Atlanta, GA | $48K | 2022 |
| Fort Valley United Methodist ChurchGENERAL OPERATING | Fort Valley, GA | $48K | 2022 |
| Alice R Culpepper Co University OSCHOLARSHP | Athens, GA | $15K | 2022 |
| Lily Elizabeth Jones Co GeorgiaSCHOLARSHIPS | Atlanta, GA | $12K | 2022 |
| Treveon Mccurty Co Savannah StateSCHOLARSHIP | Savannah, GA | $12K | 2022 |
| Christopher Allen Co Full Sail UniSCHOLARSHIP | Winter Park, FL | $12K | 2022 |
| Elisabeth Moses Co University Of VSCHOLARSHIP | Charlottesville, VA | $12K | 2022 |
| Paul Kelley Co Samford UniversitySCHOLARSHIPS | Birmingham, GA | $3K | 2022 |
| Chance Gamble Co Kennesaw State UnSCHOLARSHIP | Kennesaw, GA | $3K | 2022 |
| Joshua David BallardSCHOLARSHIP | Wilmore, KY | $3K | 2022 |
| Kaleigh B MeltonSCHOLARSHIP | Macon, GA | $3K | 2022 |
| Ava WalkerSCHOLARSHIP | Athens, GA | $3K | 2022 |
| Meg Louise HileySCHOLARSHIP | Athens, GA | $3K | 2022 |
| Addie KelleySCHOLARSHIP | Birmingham, GA | $3K | 2022 |
| Lily WalkerSCHOLARSHIP | Athens, GA | $3K | 2022 |
| Terry Owen Tribble Co Georgia SoutSCHOLARSHIP | Stateboro, GA | $3K | 2022 |
| Christian Blake Tribble Co CentralSCHOLARSHIP | Warner Robins, GA | $1K | 2022 |
| Brianna Nicole LawrenceSCHOLARSHIP | Athens, GA | $1K | 2022 |
| Sammy Hodges Co Georgia InstituteSCHOLARSHIP | Atlanta, GA | $1K | 2022 |
| Emma Grace Humphreys Co Texas AmSCHOLARSHIP | College Station, TX | $1K | 2022 |
| Grant Mathew Spear Co University OSCHOLARSHIP | Gainesville, FL | $1K | 2022 |
| Emory University OperatingSCHOLARSHIP | Atlanta, GA | $86K | 2021 |
| University Of GeorgiaSCHOLARSHP | Athens, GA | $22K | 2021 |
| Christopher AllenSCHOLARSHIP | Winter Park, FL | $11K | 2021 |
| Georgia College And State UniversitSCHOLARSHIP | Milledgeville, GA | $11K | 2021 |
| Treveon MccurtySCHOLARSHIP | Savannah, GA | $11K | 2021 |
| Glenver TerrySCHOLARSHIP | Fort Valley, GA | $10K | 2021 |
| Nathaniel Tucker AldinSCHOLARSHIP | Athens, GA | $4K | 2021 |
| Mathew SpearsSCHOLARSHIP | Gainesville, FL | $4K | 2021 |
| Christian Blake TribbleSCHOLARSHIP | Warner Robins, GA | $4K | 2021 |
| Edwin Coleman HumphreysSCHOLARSHIP | College Station, TX | $4K | 2021 |
| Sammy HodgesSCHOLARSHIP | Atlanta, GA | $4K | 2021 |
| Chance GambleSCHOLARSHIP | Kennesaw, GA | $4K | 2021 |
| St Anne S CollegeSCHOLARSHIP | Oxford | $20K | 2020 |
| University Of MichiganSCHOLARSHIP | Ann Arbor, MI | $20K | 2020 |
| Full Sail UniversitySCHOLARSHIP | Winter Park, FL | $10K | 2020 |
| Fort Valley State UniversitySCHOLARSHIP | Fort Valley, GA | $10K | 2020 |
| University Of Southern CaliforniaSCHOLARSHIP | Los Angeles, CA | $8K | 2020 |
| Harvard UniversitySCHOLARSHIP | Cambridge, MA | $8K | 2020 |
| Middle Georgia State UniversitySCHOLARSHIP | Macon, GA | $6K | 2020 |
| Samford UniversitySCHOLARSHIP | Homewood, AL | $5K | 2020 |