SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349108316
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T18:38:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522135634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shepard Family Private Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Venable LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PNC | InCareOfNm |
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 4105804172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E Pratt Street Suite 900 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marianne Schmitt Hellauer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4105804172 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,100,498 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,017,689 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,924 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,924 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,995 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,173,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,208 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,208 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $194 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $63,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,057 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $751,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $751,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $827,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $753,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $345,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $379,440 | CashBOYAmt |
| Cash EOY | $59,302 | CashEOYAmt |
| Cash EOYFMV | $59,302 | CashEOYFMVAmt |
| Acct Rcvbl | $144 | AcctRcvblAmt |
| Acct Rcvbl BOY | $531 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $144 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $144 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,913,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,452,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,041,052 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,293,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,511,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,100,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,293,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,511,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,293,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,511,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,293,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,511,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,293,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $345,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180,599 | OtherIncreasesAmt |
| Subtotal | $2,819,819 | SubtotalAmt |
| Other Decreases | $308,177 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,511,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $13,995 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,995 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,281 | SubtotalAmt |
| Tax Based On Investment Income | $1,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $5,988 | OverpaymentAmt |
| Applied To ES Tax | $5,988 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102375653 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO HOPKINS PLAZA | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212012930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE SCHMITT HELLAUER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E Pratt St Suite 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,620,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,946,317 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,946,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,707,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $785,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $785,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,281 | TotalTaxAmt |
| Distributable Before Adj | $784,075 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $784,075 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $784,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $753,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $753,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $784,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $90,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $753,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $753,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,096 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,096 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,325 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $60,325 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGEL REACH - FOR WINGS & STRINGS | |||||||
| 900 W DALLAS ST | CONROE | TX | 77301 | N/A | PC | GENERAL FUND | $20,000 |
| BORDERLANDS RESEARCH INSTITUTE | |||||||
| 4804 LAUREL CANYON BLVD SUITE 534 | VALLEY VILLAGE | CA | 91607 | N/A | PC | GENERAL FUND | $10,000 |
| CATHOLIC CHARITIES DAF | |||||||
| 320 CATHEDRAL ST 3RD FLOOR | BALTIMORE | MD | 21201 | N/A | PC | GENERAL FUND | $150,250 |
| DELTA WATERFOWL FOUNDATION | |||||||
| 1412 BASIN AVE | BISMARCK | ND | 58504 | N/A | PC | GENERAL FUND | $100,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | N/A | PC | GENERAL FUND | $10,000 |
| JOHNS HOPKINS CICCARONE CENTER | |||||||
| PO BOX 49143 | BALTIMORE | MD | 21297 | N/A | PC | GENERAL FUND | $15,000 |
| MARINE CORPS LAW ENFORCEMENT | |||||||
| 273 COLUMBUS AVE SUITE 10 | TUCKAHOE | NY | 10707 | N/A | PC | GENERAL FUND | $20,000 |
| MARION SCHOOL FOUNDATION | |||||||
| 777 SOUTH 15TH ST | MARION | IA | 52302 | N/A | PC | GENERAL FUND | $5,000 |
| MASON BOOSTER CLUB | |||||||
| POINT PLEASANT | MASON | WV | 25550 | N/A | PC | GENERAL FUND | $5,000 |
| MASON COUNTY FOOD BANK | |||||||
| 124 E MESQUITE ST | MASON | TX | 76856 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MASON TENNIS ASSOCIATION | |||||||
| PO BOX 865 | MASON | TX | 76856 | N/A | PC | GENERAL FUND | $5,000 |
| MASON VOLUNTEER FIRE DEPARTMENT | |||||||
| 1501 S 2ND ST | MASON | WV | 25260 | N/A | PC | GENERAL FUND | $15,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DR SUITE 2600 | HOUSTON | TX | 77024 | N/A | PC | GENERAL FUND | $50,000 |
| MONTGOMERY COUNTY TX FOOD BANK | |||||||
| 1 FOOD FOR LIFE WAY | CONROE | TX | 77385 | N/A | PC | GENERAL FUND | $10,000 |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | GENERAL FUND | $10,000 |
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | N/A | PC | GENERAL FUND | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | GENERAL FUND | $5,000 |
| ST JUDES CHILDREN'S RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL FUND | $5,000 |
| TENEO TO TOWERS | |||||||
| 2606 W 8TH ST | AUSTIN | TX | 78703 | N/A | PC | GENERAL FUND | $10,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGREE AVE | AUSTIN | TX | 78701 | N/A | PC | GENERAL FUND | $25,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL FUND | $100,761 |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL | |||||||
| 5807 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | GENERAL FUND | $5,000 |
| UNIVERSITY OF TEXAS MD ANDERSON CENTER | |||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | AUSTIN | TX | 78759 | N/A | PC | GENERAL FUND | $25,000 |
| US CHAMBER OF COMMERCE | |||||||
| 1615 H ST NW | WASHINGTON | DC | 200620001 | N/A | PC | GENERAL FUND | $100,761 |
| ZACH JOHNSON FOUNDATION | |||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | N/A | PC | GENERAL FUND | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $751,772 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,924 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $155,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Donald and Rose Marie Shepard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/0 Venable LLP750 E Pratt Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,017,689 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 29,430 SHARES CSX CORP | NoncashPropertyDesc |
| Fair Market Value | $1,017,689 | FairMarketValueAmt |
| Received | 2023-12-20 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC INVESTMENTS | StockNm |
| EOY Book Value | $2,452,196 | EOYBookValueAmt |
| EOYFMV | $18,041,052 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,208 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,208 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ FOR FMV OF DONATED STOCK | $307,838 |
| BOOK/1099 DIFFERENCE | $339 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $63,057 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,057 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ FOR FMV OF STOCK GRANTED TO | $180,599 |
| PUBLIC CHARITIES | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $194 | $194 |
| EXCISE TAX | $10,104 |
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