Private Foundation · WI
Paul S Shepherd Charitable Trust
Milwaukee, WI · EIN 426462993 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$815K
Total Giving
$154K
Grants on File
4
Average Grant
$39K
Giving Radius
Where Paul S Shepherd Charitable Trust Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Ottumwa, IA | $38K | 2020 |
| Ottumwa, IA | $38K | 2021 |
| Ottumwa, IA | $43K | 2022 |
| Ottumwa, IA | $36K | 2023 |
4 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $834K | $38K | $19K | $50K |
| 2022 | $866K | $37K | $188K | $57K |
| 2021 | $734K | $45K | $98K | $51K |
| 2020 | $687K | $39K | $26K | $49K |
| 2019 | $710K | $40K | $28K | $49K |
| 2015 | $777K | $40K | $48K | $52K |
| 2014 | $782K | $42K | $48K | $51K |
| 2013 | $785K | $40K | $45K | $48K |
| 2012 | $788K | $39K | $22K | $49K |
| 2011 | $815K | $39K | $39K | $46K |