BETA

SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202641319349101019
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T08:05:54-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522135634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Shepard Family Private FoundationBusinessNameLine1Txt
Business Name Line2c/o Venable LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% PNCInCareOfNm
Business Name ControlSHEPBusinessNameControlTxt
Phone4105804172PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 E Pratt Street Suite 900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarianne Schmitt HellauerPersonNm
Person TitleTrusteePersonTitleTxt
Phone4105804172PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIsrael Tannenbaum CPAPreparerPersonNm
PTINP01589203PTIN
Phone2127519100PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,584,103FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,117,895ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,035InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,035InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$170,343DividendsRevAndExpnssAmt
Dividends Net Invst Incm$170,343DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$182,718NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,392GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$182,718CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,473,991TotalRevAndExpnssAmt
Total Net Invst Incm$356,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$12,444AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,222AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,222AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,703OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,703OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$224TaxesRevAndExpnssAmt
Taxes Net Invst Incm$224TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,371TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,149TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,222TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,182,055ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,182,055ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,276,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,149TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,188,277TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$197,565ExcessRevenueOverExpensesAmt
Net Investment Income$267,947NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,145CashBOYAmt
Cash EOY$12,545CashEOYAmt
Cash EOYFMV$12,545CashEOYFMVAmt
Corporate Stock BOY$2,927,887CorporateStockBOYAmt
Corporate Stock EOY$3,365,925CorporateStockEOYAmt
Corporate Stock EOYFMV$22,571,558CorporateStockEOYFMVAmt
Total Assets BOY$2,969,032TotalAssetsBOYAmt
Total Assets EOY$3,378,470TotalAssetsEOYAmt
Total Assets EOYFMV$22,584,103TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,969,032RetainedEarningBOYAmt
Retained Earning EOY$3,378,470RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,969,032TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,378,470TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,969,032TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,378,470TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,969,032TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$197,565ExcessRevenueOverExpensesAmt
Other Increases$211,873OtherIncreasesAmt
Subtotal$3,378,470SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,378,470TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AMAZON INC.2010-03-032025-06-12$10,566$313$10,253$10,253
APPLE INC$133,979$2,301$131,678$131,678
CSX CORP2025-12-312025-06-12$16,080$12,060$4,020$4,020
CAPITAL GAIN DIVIDENDS$36,767P
CAPITAL GAIN DIVIDENDS$36,767P
CAPITAL GAIN DIVIDENDS$36,767P
FieldValueIRS element (for citing)
Capital Gain Net Income$182,718CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,724InvestmentIncomeExciseTaxAmt
Subtotal$3,724SubtotalAmt
Tax Based On Investment Income$3,724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,720TotalPaymentsAndCreditsAmt
Overpayment$996OverpaymentAmt
Applied To ES Tax$996AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4102375653PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TWO HOPKINS PLAZAAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212012930ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARIANNE SCHMITT HELLAUERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 E Pratt Street Suite 900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PNCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 east pratt streetAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Service Typeinvestment mgmtServiceTypeTxt
Compensation$81,703CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,694,174AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$71,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,766,009TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,766,009AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$311,490CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,454,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,022,726MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,022,726MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,724TaxBasedOnInvestmentIncomeAmt
Total Tax$3,724TotalTaxAmt
Distributable Before Adj$1,019,002DistributableBeforeAdjAmt
Distributable Before Ded$1,019,002DistributableBeforeDedAmt
Distributable As Adjusted$1,019,002DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,188,277ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,188,277QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,019,002DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$18,091ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$18,091TotalExcessDistributionCyovAmt
Qualifying Distributions$1,188,277QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,019,002AppliedToCurrentYearAmt
Remaining Distri From Corpus$169,275RemainingDistriFromCorpusAmt
Total Corpus$187,366TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$187,366ExcessDistriCyovToNextYrAmt
Excess From Year3$18,091ExcessFromYear3Amt
Excess From Current Year$169,275ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Junior Golf Association
1980 SPORTS CLUB DRIVEBRASELTONGA30517N/APCGENERAL FUND$10,000
Angel Reach
900 W DALLAS STCONROETX77301N/APCGENERAL FUND$10,000
AT&T PERFORMANCE ARTS CENTRE
2403 Flora StDallasTX75201N/APCGENERAL FUND$10,000
Borderlands Research Institute
4804 LAUREL CANYON BLVD SUITE 534VALLEY VILLAGECA91607N/APCGENERAL FUND$10,000
Catholic Charities
320 CATHEDRAL ST 3RD FLOORBALTIMOREMD21201N/APCGENERAL FUND$112,205
Cynthia Woods Pavilion
2005 Lake Robbins DrThe WoodlandsTX77380N/APCGENERAL FUND$10,000
FRIENDS OF MASON COUNTY SHERIFF
322 N 3rd StSheltonWA98584N/APCGENERAL FUND$50,000
Frontera Healthcare Network
105 SAN SABA STMENARDTX76859N/APCGENERAL FUND$103,987
George W Bush Presidential Center
2943 SMU BLVDDALLASTX75205N/APCGENERAL FUND$15,000
Gloucester Institute
3201 LEADERSHIP DRGLOUCESTERVA23061N/APCGENERAL FUND$10,000
Johns Hopkins Ciccarone Ctr
PO BOX 49143BALTIMOREMD21297N/APCgeneral fund$21,813
Marine Corps Law Enforcement Foundation
273 COLUMBUS AVE SUITE 10TUCKAHOENY10707N/APCGENERAL FUND$20,708
Marion School Foundation
777 SOUTH 15TH STMARIONIA52302N/APCGENERAL FUND$5,000
Mason Booster Club
POINT PLEASANTMASONWV25550N/APCGENERAL FUND$5,000
Mason Food Bank
124 E MESQUITE STMASONTX76856N/APCGENERAL SUPPORT$10,000
Mason Tennis Association
PO BOX 865MASONTX76856N/APCGENERAL FUND$5,000
Mason Volunteer Fire Dept
1501 S 2ND STMASONWV25260N/APCGENERAL FUND$10,000
UT MD Anderson Cancer Center
1515 Holcombe BoulevardHoustonTX77030N/APCGENERAL FUND$25,999
Memorial Hermann Foundation
929 GESSNER DR SUITE 2600HOUSTONTX77024N/APCGENERAL FUND$252,481
National Foundation for Facial Reconstruction
333 EAST 30TH STREET LOBBY UNITNEW YORKNY10016N/APCGENERAL FUND$10,000
RURAL HEALTH INITIATIVE
301 Hillsborough StRaelighNC27603N/APCGENERAL FUND$30,000
SAN ANGELO AREA FOUNDATION
221 s Irving StSan AngeloTX76903N/APCGENERAL FUND$50,000
Savannah Wildlife Rescue Center
PO Box 30232SAVANNAHGA31410N/APCGENERAL FUND$10,000
Shriners Hospital for Children
2900 N ROCKY POINT DRTAMPAFL33607N/APCGENERAL FUND$10,000
St Jude Children's Research
262 DANNY THOMAS PLACEMEMPHISTN38105N/APCGENERAL FUND$10,000
SUNSHINE ACRES CHILDRENS HOME
3405 N Higley RdMesaAZ85215N/APCGENERAL FUND$10,000
Texas Public Policy Foundation
901 Congress AveAustinTX78701N/APCGENERAL FUND$130,162
THE JENSEN PROJECT
130 E John Carpenter FwyIrvingTX75062N/APCGENERAL FUND$10,000
Tunnels to Towers
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APCGENERAL FUND$104,850
University of Chicago Booth School
5807 S WOODLAWN AVECHICAGOIL60637N/APCGENERAL FUND$5,000
US Chamber of Commerce
1615 H ST NWWASHINGTONDC200620001N/APCHIRING OUR HEROS PROGRAM$104,850
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,182,055TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,035ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170,343ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$182,718ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$356,096ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$356,096TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDONALD AND ROSE MARIE SHEPARDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/0 VENABLE LLP750 E PRATT STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,117,895TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3860 shares of Travelers COS IncNoncashPropertyDesc
Fair Market Value$1,117,895FairMarketValueAmt
Received2025-12-17ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$12,444Amt
Net Investment Income$6,222NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,222DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPNC INVESTMENTSStockNm
EOY Book Value$3,365,925EOYBookValueAmt
EOYFMV$22,571,558EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FMV ADJ - DONATED STOCK REC'D IN CY-$519,320
FMV ADJ - STOCK DONATIONS OUT IN CY$731,193

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$81,703Amt
Net Investment Income$81,703NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$224Amt
Net Investment Income$224NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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