Funder DirectorySHEPHERD CHARITABLE TRUST
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Private foundation (trust)EIN 426462993Est. 1991-06

SHEPHERD CHARITABLE TRUST

MILWAUKEE, WI 532010634

Total Assets

$814K

FY 2023

Annual Giving

$36K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$36K

FY 2023

Grant Range

$36K–$36K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$19K

Total Expenses

$50K

Qualifying Distributions

$37K

Distributable Amount

$38K

Min. Investment Return

$38K

Undistributed Income

$36K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $43K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

INDIAN HILLS COMM COLLEGE FOUNDATION
$192K
5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Iowa
$192K
100% of total

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