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Shepherd Charitable Trust Agreement is a private trust based in MINNEAPOLIS, MN. The foundation received its IRS ruling in 2011. The principal officer is Paige L Jensen. It holds total assets of $4.8M. Annual income is reported at $986K. Total assets have grown from $1.1M in 2011 to $4.8M in 2024. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in Minnesota, Michigan and Arizona. According to available records, Shepherd Charitable Trust Agreement has made 25 grants totaling $624K, with a median grant of $10K. Annual giving has grown from $140K in 2020 to $484K in 2022. Individual grants have ranged from $1K to $85K, with an average award of $25K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Minnesota and Michigan and Arizona. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$11K
Average Grant
$20K
Largest Grant
$85K
Based on 7 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.
Shepherd Charitable Trust Agreement primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 25 grants. Its grantmaking reaches organizations primarily in MN, MI, AZ.
Shepherd Charitable Trust Agreement has distributed a total of $624K across 25 grants. The median grant size is $10K, with an average of $25K. Individual grants have ranged from $1K to $85K.
Shepherd Charitable Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
Shepherd Charitable Trust Agreement is headquartered in MINNEAPOLIS, MN. While based in MN, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Paige Jensen | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$4.8M
Fair Market Value
N/A
Net Worth
$4.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
25
Total Giving
$624K
Average Grant
$25K
Median Grant
$10K
Unique Recipients
14
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Trout Lake CampsGENERAL USE OF CHARITY | Pine River, MN | $65K | 2022 |
| Our Lady Of VictoryGENERAL USE OF CHARITY | Minneapolis, MN | $55K | 2022 |
| Benedictine Living CommunityGENERAL USE OF CHARITY | Minneapolis, MN | $50K | 2022 |
| St Scholastica MonasteryGENERAL USE OF CHARITY | Duluth, MN | $50K | 2022 |
| Cars Against CrimeGENERAL USE OF CHARITY | Golden Valley, MN | $10K | 2022 |
| Hillsdale CollegeGENERAL USE OF CHARITY | Hillsdale, MI | $5K | 2022 |
| Nc Little Memorial HospiceGENERAL USE OF CHARITY | Minneapolis, MN | $5K | 2022 |
| Happy Trails Rescue FoundationGENERAL USE OF CHARITY | Fridley, MN | $1K | 2022 |
| Ronald Mcdonald HouseGENERAL USE OF CHARITY | Minneapolis, MN | $1K | 2022 |
| University Of Mn FoundationGENERAL USE OF CHARITY | Minneapolis, MN | $85K | 2020 |
| Benedictine Health CenterGENERAL USE OF CHARITY | New Brighton, MN | $20K | 2020 |
| Sacred Heart Of JesusGENERAL USE OF CHARITY | Minneapolis, MN | $2K | 2020 |
| Jackson Christian SchoolGENERAL US OF CHARITY | Jackson, MI | $1K | 2020 |
| Mayo Clinic Transplant ProgramGENERAL USE OF CHARITY | Phoenix, AZ | $1K | 2020 |