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EIN 20-7039436

Charles E Shepard Charitable TR Uw

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Orlando
State
Florida
Year formed
2022
Most recent tax filings
2023-12-01
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
Description
Charles E Shepard Charitable TR Uw is a private foundation located in Orlando, FL that primarily funds scholarships, general operating expenses and scholarshps. Last year, it made 22 grants to various organizations including Emory University.
Also known as...
Co TR Uw Charles E Shepard
Total revenues
$51,150
2023
Total expenses
$287,350
2023
Total assets
$5,331,593
2023
Num. employees
0
2023

Grants made by Charles E Shepard Charitable TR Uw

GranteeGrant descriptionAmount
Emory UniversityScholarships$82,654

Personnel at Charles E Shepard Charitable TR Uw

NameTitleCompensation
Truist BankDirector$32,562

Financials for Charles E Shepard Charitable TR Uw

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$128,151
Net rental income$0
Net gain from sale of non-inventory assets$-77,001
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$51,150

Form 990s for Charles E Shepard Charitable TR Uw

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-17990PFView PDF
2022-122023-05-01990PFView PDF
2021-122022-04-27990PFView PDF
2020-122021-08-24990PFView PDF
2019-122020-09-01990PRView PDF
...and 8 more Form 990s

Organizations like Charles E Shepard Charitable TR Uw

OrganizationLocationRevenue
Co Bertha Hincke Charitable TrustDallas, TX$145,782
Kenworthy J Howard Tr-IPittsburgh, PA$49,589
Osul T Haaland Charitable TrustWinona, MN$15,646
Green Family Foundation / Bmo Harris Bank Na John Jacobs TteeChicago, IL$69,030
Mauke Charitable Edu Trust XXX-XX-XXXXSt Louis, MO$102,749
Louise L Morrison Trust F0685400San Antonio, TX$149,760
Orr Carl and Lena Charitable TrustLas Vegas, NV$204,643
Esther A & Bruce S Gibbs CharitableRock Port, MO$106,988
Annell Brent Charitable TrustBoston, MA$57,329
Glen Carrier Charitable TrustBeaver, OK$86,308
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 4, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 1, 2022
Updated personnel
Identified 1 new personnel
July 1, 2022
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 919798
Orlando, FL 32891
County
Orange County, FL
Phone
(804) 273-7445
IRS details
EIN
20-7039436
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2022
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T00: Philanthropy, Voluntarism, and Grantmaking Foundations: General
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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