Private Foundation

CHARLES E SHEPARD CHARITABLE TR UW

Based in ORLANDO, FL, CHARLES E SHEPARD CHARITABLE TR UW operates as a Private Foundation. The organization reported $359K in revenue, $328K in expenses, $5.5M in total assets for fiscal year 2025. Imperigo tracks 107 reported grants from this foundation totaling approximately $1.6M.

EIN: 207039436 ORLANDO, FL Latest filing: 2025

Total Revenue$359K

Total Expenses$328K

Total Assets$5.5M

Grants Given107

Grant Total$1.6M

Filing Years2021–2025

Sample Grants Given

EMORY UNIVERSITY

ATLANTA, GA · 2025

SCHOLARSHIPS

$94,030

ATLANTA FIRST UNITED METHODIST CHURCH

ATLANTA, GA · 2025

GENERAL OPERATING

$47,015

FORT VALLEY UNITED METHODIST CHURCH

FORT VALLEY, GA · 2025

GENERAL OPERATING

$47,015

SHEMAIAH PERRY CO BRANDEIS UNIVERSITY

WALTHAM, MA · 2025

SCHOLARSITY

$22,000

JOHARI S JOHNSON CO GEORGIA SOUTHE

STATESBORO, GA · 2025

SCHOLARSHIP

$10,000

Showing up to 5 of 107 total records — full history available with membership.

Officers & Directors

TRUSTEE Truist Bank

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIP

$526,016 79 grants

GENERAL OPERATING

$523,990 12 grants

SCHOLARSHIPS

$404,234 9 grants

SCHOLARSHP

$57,448 3 grants

SCHOLARSITY

$42,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$359K	$328K	$5.5M
2024	$407K	$282K	$5.5M
2023	$51K	$287K	$5.3M
2022	$255K	$342K	$5.6M
2021	$657K	$310K	$5.6M

Between 2021 and 2025, reported annual revenue declined from $657K to $359K (-45%), with total assets most recently reported at $5.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, CA, FL, GA, KY, LA, and 4 other states.

ALCAFLGAKYLAMAMIMSPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for CHARLES E SHEPARD CHARITABLE TR UW

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports