Private foundation (trust)EIN 207039436Est. 2022-07
CHARLES E SHEPARD CHARITABLE TR UW
ORLANDO, FL 328919798
Total Assets
$6.2M
FY 2024
Annual Giving
$243K
FY 2024
Grants Made
14
FY 2024
Avg Grant
$17K
FY 2024
Grant Range
$3K–$83K
Typical
Deadlines
—
Applications
Financial Snapshot
2024 filing
Total Revenue
$407K
Total Expenses
$282K
Qualifying Distributions
$263K
Distributable Amount
$296K
Min. Investment Return
$298K
Undistributed Income
$282K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
14 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
91 grants
Grant Size Distribution
91 grants
Geographic Focus
11 states
+1 more states
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