Charles E Shepard Charitable Tr
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Charles E Shepard Charitable Tr is a 501(c)(3) organization based in Orlando, Florida, registered in 2022, with $359,146 in FY2025 revenue. CharityIndex grades it C+.
Po Box 919798, Orlando, FL, 32891 EIN 20-7039436 Since 2022
Revenue (FY2025)
$359K
▼ 11.8% vs prior year
Expenses (FY2025)
$328K
Net assets
$5.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles E Shepard Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating201 mo reserves · +9% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles E Shepard Charitable Tr: 201 mo reserves · +9% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles E Shepard Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles E Shepard Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $187K (FY2020) to $359K (FY2025) across 6 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $5.5M
Operating margin
8.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.5M
Total liabilities
$0
Net assets
$5.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $359,146▼11.8% | $328,494▲16.5% | $5,491,677▲0.6% | $5,491,677▲0.6% | 990PF |
| 2024 | $407,209▲696% | $282,076▼1.8% | $5,461,420▲2.4% | $5,461,420▲2.4% | 990PF |
| 2023 | $51,150▼80.0% | $287,350▼16.0% | $5,331,593▼4.2% | $5,331,593▼4.2% | 990PF |
| 2022 | $255,404▼61.1% | $342,168▲10.4% | $5,565,733▼1.3% | $5,565,733▼1.3% | 990PF |
| 2021 | $656,873▲251% | $310,042▲8.1% | $5,641,646▲6.4% | $5,641,646▲6.4% | 990PF |
| 2020 | $186,991 | $286,698 | $5,302,355 | $5,302,355 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Charles E Shepard Charitable Tr a legitimate nonprofit?
- Yes. Charles E Shepard Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-7039436, based in Orlando, Florida. Donations are tax-deductible.
- What is Charles E Shepard Charitable Tr's EIN?
- Charles E Shepard Charitable Tr's Employer Identification Number (EIN) is 20-7039436.
- How much revenue does Charles E Shepard Charitable Tr report?
- Charles E Shepard Charitable Tr reported $359,146 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Charles E Shepard Charitable Tr have?
- CharityIndex grades Charles E Shepard Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Charles E Shepard Charitable Tr (EIN 20-7039436) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.