SHEPHERD UNIVERSITY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD UNIVERSITY FOUNDATION INC (EIN 55-6020064)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-03
- IRS object ID
- 202410949349301766
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-03T17:31:28-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520783935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH ELLIOTT KEARNS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19405 EMERALD SQUARE STE 1400 | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556020064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 3048765391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI JANELLE | PersonNm |
| Person Title | EXEC VICE PRESIDENT | PersonTitleTxt |
| Phone | 3048765391 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERRI | PersonFirstNm |
| Person Last | JANELLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY T SMITH CPA | PreparerPersonNm |
| PTIN | P02283604 | PTIN |
| Phone | 3017335020 | PhoneNum |
| Preparation | 2024-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERRI JANELLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,158,531 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEPHERDUNIVERSITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,713,830 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,882,118 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,188,127 | PYInvestmentIncomeAmt |
| CY Investment Income | $587,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $650 | PYOtherRevenueAmt |
| CY Other Revenue | $5,567 | CYOtherRevenueAmt |
| PY Total Revenue | $4,902,607 | PYTotalRevenueAmt |
| CY Total Revenue | $3,474,733 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,914,243 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,598,371 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $440,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $527,765 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $730,235 | PYOtherExpensesAmt |
| CY Other Expenses | $584,367 | CYOtherExpensesAmt |
| PY Total Expenses | $3,085,297 | PYTotalExpensesAmt |
| CY Total Expenses | $2,710,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,817,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $764,230 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,211,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,537,614 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,396,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,470,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,814,835 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,066,776 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV AND PROVIDE ASSISTANCE AND SUPPORT FOR FACULTY, FACILITIES AND PROGRAMS OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,279,263 | ExpenseAmt |
| Grant | $929,365 | GrantAmt |
| Desc | SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $678,706 | ExpenseAmt |
| Grant | $669,006 | GrantAmt |
| Desc | GENERAL UNIVERSITY SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,957,969 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI JANELLE | PersonNm |
| Phone | 3048765391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5000 | AddressLine1Txt |
| City | SHEPHERDSTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 25443 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SHERRI JANELLE | |||||||
| EXEC VICE PR | 40.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MONICA W LINGENFELTER | |||||||
| FORMER EXEC | 40.00 | 0.20 | Yes (X) | $210,351 | $0 | $8,558 | |
| JAMES TAYLOR | |||||||
| FORMER EXEC | 40.00 | 0.20 | Yes (X) | $9,808 | $0 | $19,739 | |
| BREANNE RUGH | |||||||
| COMPTROLLER | 40.00 | Yes (X) | $50,976 | $0 | $6,611 | ||
| CATHY M NEVY | |||||||
| FORMER COMPT | 40.00 | Yes (X) | $78,310 | $0 | $909 | ||
| CHRISTOPHER S COLBERT | |||||||
| PRESIDENT | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| D BENJAMIN DEUELL | |||||||
| VICE PRESIDE | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KARL L WOLF | |||||||
| SECRETARY | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AUSTIN J SLATER JR | |||||||
| TREASURER | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ARTHUR J AUXER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR JASON BEST | |||||||
| DIRECTOR | 1.00 | 0.20 | $0 | $0 | $0 | Yes (X) | |
| PAT MOLER EGLE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TAMMY GILL | |||||||
| DIRECTOR | 1.00 | 0.20 | $0 | $0 | $0 | Yes (X) | |
| DR HEIDI M HANRAHAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY JC HENDRIX | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DARREN B IDEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN K JACKSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT H JENSENIUS | |||||||
| DIRECTOR | 1.00 | 0.20 | $0 | $0 | $0 | Yes (X) | |
| VICTORIA M JOHNSTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MATTHEW P KNOTT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CECELIA MASON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY ELIZABETH OATES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW PATTERSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| J DAVID RICKARD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER K ROBERTSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY KATHRYN ROBINSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR JANINE SAM | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES S SCOTT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| W GREGORY SNELLINGS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALFRED L YOUNG | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $349,445 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $35,817 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $33,700 | FundraisingAmt |
| All Other Contributions | $2,848,418 | AllOtherContributionsAmt |
| Noncash Contributions | $38,192 | NoncashContributionsAmt |
| Total Contributions | $2,882,118 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,004,713 | TotalRevenueColumnAmt |
| Exclusion | $1,004,713 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,254,701 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,672,366 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$417,665 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$417,665 | TotalRevenueColumnAmt |
| Exclusion | -$417,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,240 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,432 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,192 | TotalRevenueColumnAmt |
| Exclusion | -$4,192 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,759 | TotalRevenueColumnAmt |
| Exclusion | $9,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,759 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,474,733 | TotalRevenueColumnAmt |
| Exclusion | $592,615 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,809 | TotalAmt |
| Program Services | $764,809 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,562 | TotalAmt |
| Program Services | $833,562 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,388 | TotalAmt |
| Program Services | $79,720 | ProgramServicesAmt |
| Management And General | $288,668 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,882 | TotalAmt |
| Management And General | $112,882 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,516 | TotalAmt |
| Management And General | $4,516 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,203 | TotalAmt |
| Management And General | $12,203 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,776 | TotalAmt |
| Program Services | $4,162 | ProgramServicesAmt |
| Management And General | $25,614 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,103 | TotalAmt |
| Management And General | $7,103 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,032 | TotalAmt |
| Management And General | $46,032 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,667 | TotalAmt |
| Management And General | $138,667 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699 | TotalAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,242 | TotalAmt |
| Management And General | $35,242 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,991 | TotalAmt |
| Management And General | $4,991 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,296 | TotalAmt |
| Management And General | $2,296 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,152 | TotalAmt |
| Program Services | $9,700 | ProgramServicesAmt |
| Management And General | $6,452 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COLLEGE EVENT EXPENSES | $266,016 | $266,016 | |
| PROGRAM DEVELOPMENT | $40,154 | $40,154 | |
| CHANGE IN GIFT ANNUITIES | $14,599 | $14,599 | |
| MISCELLANEOUS | $8,411 | $8,411 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,005 | TotalAmt |
| Management And General | $4,005 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,710,503 | TotalAmt |
| Program Services | $1,957,969 | ProgramServicesAmt |
| Management And General | $752,534 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,794 | BOYAmt |
| EOY | $1,086,955 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,116,550 | BOYAmt |
| EOY | $3,068,036 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,232 | BOYAmt |
| EOY | $89,220 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87 | BOYAmt |
| EOY | $87 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,582 | BOYAmt |
| EOY | $18,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $212,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,734 | BOYAmt |
| EOY | $88,729 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,088,928 | BOYAmt |
| EOY | $34,694,474 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,804 | BOYAmt |
| EOY | $447,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,420 | BOYAmt |
| EOY | $43,624 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,211,131 | BOYAmt |
| EOY | $39,537,614 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,802 | BOYAmt |
| EOY | $6,999 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,446 | BOYAmt |
| EOY | $1,410,049 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,048 | BOYAmt |
| EOY | $53,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,296 | BOYAmt |
| EOY | $1,470,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,153,151 | BOYAmt |
| EOY | -$1,021,981 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,967,986 | BOYAmt |
| EOY | $39,088,757 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,814,835 | BOYAmt |
| EOY | $38,066,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,211,131 | BOYAmt |
| EOY | $39,537,614 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $764,230 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,487,711 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,072,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,269,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,713,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,882,118 | CurrentTaxYearAmt |
| Total | $15,755,648 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,072,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,269,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,713,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,882,118 | CurrentTaxYearAmt |
| Total | $15,755,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,498,071 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,257,577 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $703,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,163,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,004,713 | CurrentTaxYearAmt |
| Total | $4,391,029 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,547 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,759 | CurrentTaxYearAmt |
| Total | $52,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,199,398 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $47,105 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS 52,721 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,298,195 | BeginningYearBalanceAmt |
| Contributions | $929,941 | ContributionsAmt |
| Investment Earnings Or Losses | $2,491,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,001,982 | OtherExpendituresAmt |
| End Year Balance | $29,718,043 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,505,661 | BeginningYearBalanceAmt |
| Contributions | $2,124,843 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,311,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,021,075 | OtherExpendituresAmt |
| End Year Balance | $27,298,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,124,439 | BeginningYearBalanceAmt |
| Contributions | $541,449 | ContributionsAmt |
| Investment Earnings Or Losses | $6,902,894 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,063,121 | OtherExpendituresAmt |
| End Year Balance | $30,505,661 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,985,970 | BeginningYearBalanceAmt |
| Contributions | $2,024,853 | ContributionsAmt |
| Investment Earnings Or Losses | $80,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$966,523 | OtherExpendituresAmt |
| End Year Balance | $24,124,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,219,574 | BeginningYearBalanceAmt |
| Contributions | $865,984 | ContributionsAmt |
| Investment Earnings Or Losses | $999,493 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,099,081 | OtherExpendituresAmt |
| End Year Balance | $22,985,970 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $40,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $40,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $160,202 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $111,473 | DepreciationAmt |
| Book Value | $48,729 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,749 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,729 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES PAYABLE | Desc |
| Amt | $53,790 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,790 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,879,182 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,487,711 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$95,862 | OtherRevenueAmt |
| Revenue Not Reported | $2,404,449 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,474,733 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,474,733 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,627,241 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,600 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $12,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,614,641 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $95,862 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $95,862 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,710,503 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | CUSTODIAL ACCOUNTS REPRESENTING FUNDS HELD BY THE FOUNDATION ON BEHALF OF SHEPHERD UNIVERSITY AND/OR DEPARTMENTS OF THE UNIVERSITY ARE REPORTED AS CUSTODIAL LIABILITIES. THE FOUNDATION IS RESPONSIBLE FOR THE MANAGEMENT AND ADMINISTRATION OF THESE FUNDS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE FOUNDATION'S ENDOWMENTS CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE INVESTMENT INCOME FOR THE FOUNDATION'S OPERATIONS. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO CHARGE PENALTIES AND INTEREST TO INCOME TAX EXPENSE AS INCURRED. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | EXPENSES NETTED WITH OTHER INCOME -7,195 INVESTMENT FEES NETTED WITH INCOME -138,667 RETURN OF CONTRIBUTION 50,000 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | EXPENSES NETTED WITH OTHER INCOME 7,195 INVESTMENT FEES NETTED WITH INCOME 138,667 RETURN OF CONTRIBUTION -50,000 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA EVENT | Event1Nm |
| Gross Receipts Event1 | $40,940 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,240 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $8,085 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $225 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,122 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $40,940 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,240 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $8,085 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $225 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,122 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,432 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,192 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SHEPHERD UNIVERSITY | ||||||||
| 301 NORTH KING STREET | SHEPHERDSTOWN | WV | 25443 | 556000799 | GOV | $669,006 | GENERAL EXPENSES | |
| EASTERN AREA HEALTH EDUCATION CENTE | ||||||||
| 2600 WEST ARLINGTON BLVD | GREENVILLE | NC | 27834 | 352174239 | 501C3 | $9,945 | GENERAL SUPPORT | |
| BERKELEY CO MEALS-ON-WHEELS INC | ||||||||
| 116 EAST KING STREET | MARTINSBURG | WV | 25401 | 237121298 | 501C3 | $15,625 | GENERAL SUPPORT | |
| CONTEMPORARY AMERICAN THEATER | ||||||||
| PO BOX 429 | SHEPHERDSTOWN | WV | 25443 | 550711349 | 501C3 | $14,700 | GENERAL SUPPORT | FESTIVAL |
| BERKELEY SENIOR SERVICES | ||||||||
| 217 N HIGH STREET | MARTINSBURG | WV | 25404 | 237083302 | 501C3 | $10,625 | GENERAL SUPPORT | |
| SHEPHERDSTOWN PUBLIC LIBRARY | ||||||||
| 145 HIGBEE LANE | SHEPHERDSTOWN | WV | 25443 | 611741255 | 501C3 | $31,875 | GENERAL SUPPORT | FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIP/AWARD | GrantTypeTxt |
| Recipient | 475 | RecipientCnt |
| Cash Grant | $833,562 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONICA W LINGENFELTER | PersonNm |
| Title | FORMER EXEC VP. | TitleTxt |
| Base Compensation Filing Org | $160,351 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $50,000 | BonusFilingOrganizationAmount |
| Nontaxable Benefits Filing Org | $8,558 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $218,909 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,089 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,407 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - NYSE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,696 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISC. GOODS | 1 | $5,000 | ESTIMATED FMV |
| Yes (X) | FLOORING | 1 | $15,000 | ESTIMATED FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPORTS THE NUMBER OF ITEMS CONTRIBUTED, WITH THE EXCEPTION OF SECURITIES AND OTHER, WHICH REPORT THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED AND SIGNED BY THE EXECUTIVE VICE PRESIDENT. THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE EXECUTIVE AND AUDIT COMMITTEES FOR REVIEW BEFORE THE RETURN IS FILED. THE PUBLIC DISCLOSURE COPY IS KEPT ON FILE IN THE SHEPHERD UNIVERSITY FOUNDATION OFFICES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE VICE PRESIDENT'S COMPENSATION IS REVIEWED BY THE EXECUTIVE BOARD ON AN ANNUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 18 | THE ORGANIZATION MAKES THE FORMS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO POSTED ON THE GUIDESTAR.ORG WEBSITE WHICH CONTAINS NUMEROUS OTHER FORM 990 NON-PROFIT TAX RETURNS AND IS AVAILABLE FOR ANYONE IN THE PUBLIC TO VIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | EXPENSES NETTED WITH OTHER INCOME -7,195 INVESTMENT FEES NETTED WITH INCOME -138,667 RETURN OF CONTRIBUTION 50,000 EXPENSES NETTED WITH OTHER INCOME 7,195 INVESTMENT FEES NETTED WITH INCOME 138,667 RETURN OF CONTRIBUTION -50,000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SUF SUPPORTING ORGANIZATION | ||||||||||
| PO BOX 5000 | SHEPHERDSTOWN | WV | 25443 | 811054787 | SUPPORT | WV | 501C3 | 12A | N/A | Yes (true) |
| SHEPHERD UNIVERSITY | ||||||||||
| 301 NORTH KING STREET | SHEPHERDSTOWN | WV | 25443 | 556000799 | UNIVERSITY | WV | 6 | N/A | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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