SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349109372
- 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-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T20:11:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marianne | PersonFirstNm |
| Person Last | Schmitt Hellauer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J SCOTT REDDERSEN | PreparerPersonNm |
| PTIN | P01345024 | PTIN |
| Phone | 3012726000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,738,058 | 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 | $799,990 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $467,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $633,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $467,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,387,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $587,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $418 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,773 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $197 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,755 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $834,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $834,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $909,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,755 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $843,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $478,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,581 | CashBOYAmt |
| Cash EOY | $379,440 | CashEOYAmt |
| Cash EOYFMV | $379,440 | CashEOYFMVAmt |
| Acct Rcvbl | $531 | AcctRcvblAmt |
| Acct Rcvbl BOY | $185 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $531 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $531 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,112,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,913,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,358,087 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,135,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,293,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,738,058 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $54 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $54 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,135,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,293,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,135,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,293,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,135,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,293,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,135,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $478,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $479,617 | OtherIncreasesAmt |
| Subtotal | $3,093,477 | SubtotalAmt |
| Other Decreases | $799,989 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,293,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AEGON NV - 1283.932 SHRS | P | 2022-12-08 | $6,132 | $5,855 | $277 | $277 | |
| AEGON NV | P | $132,882 | $127,838 | $5,044 | $5,044 | ||
| DOLLAR TREE - 223 SHRS | P | 2022-12-08 | $31,957 | $3,689 | $28,268 | $28,268 | 2009-10-06 |
| MASTERCARD INC CL A- 800 SHRS | P | 2022-12-16 | $275,138 | $16,261 | $258,877 | $258,877 | 2008-02-06 |
| NIKE INC CLASS B-800 SHRS | P | 2022-12-08 | $87,868 | $8,631 | $79,237 | $79,237 | |
| PPG INDUSTRIES INC - 500 SHRS | P | 2022-04-08 | $64,252 | $15,747 | $48,505 | $48,505 | 2010-03-03 |
| ROSS STORES INC - 300 SHRS | P | 2022-12-08 | $34,941 | $2,124 | $32,817 | $32,817 | 2009-02-04 |
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 | |||||
| CAPITAL GAIN DIVIDENDS | P | $14,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $467,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,300 | SubtotalAmt |
| Tax Based On Investment Income | $7,300 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,982 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,982 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $223 | EsPenaltyAmt |
| Tax Due | $5,541 | TaxDueAmt |
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 |
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 | $15,401,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,449,158 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,449,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,217,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $760,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $760,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,300 | TotalTaxAmt |
| Distributable Before Adj | $753,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $753,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $753,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $843,992 | 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 | $843,992 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753,571 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $843,992 | QualifyingDistributionsAmt |
| Applied To Current Year | $753,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,421 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,421 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $90,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $90,421 | ExcessFromCurrentYearAmt |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Junior Golf Assoc | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | General fund | $10,000 |
| Angel Reach | |||||||
| 900 W Dallas St | Conroe | TX | 77301 | N/A | PC | GENERAL FUND | $20,000 |
| Barrier Islands Center | |||||||
| PO Box 206 | Machipongo | VA | 23405 | N/A | PC | GENERAL FUND | $25,000 |
| Borderlands Research Institute | |||||||
| 4804 Laurel Canyon Blvd Suite534 | Valley Village | CA | 91607 | N/A | PC | GENERAL FUND | $10,000 |
| Catholic Charites DAF | |||||||
| 320 Cathedral St 3rd Floor | Baltimore | MD | 21201 | N/A | PC | GENERAL FUND | $350,815 |
| Cedar Rapids Community School Foundation | |||||||
| 2500 Edgewood Rd NW | Cedar Rapids | IA | 52405 | N/A | PC | GENERAL FUND | $5,000 |
| Committ Foundation | |||||||
| 280 West Kagy Blvd Suite D313 | Bozeman | MT | 59715 | N/A | PC | GENERAL FUND | $25,000 |
| George W Bush Library | |||||||
| 2943 SMU Blvd | Dallas | TX | 75205 | N/A | PC | GENERAL FUND | $10,000 |
| Jensen Project | |||||||
| 7920 Belt Line Road Suite 550 | Dallas | TX | 75254 | N/A | PC | GENERAL FUND | $101,979 |
| John's Hopkins University & Medicine | |||||||
| PO Box 49143 | Baltimore | MD | 21297 | N/A | PC | GENERAL FUND | $10,000 |
| Marine Corp Law Enforcemetn | |||||||
| 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 | $2,500 |
| Mason County Food Bank | |||||||
| 124 E Mesquite St | Mason | TX | 76856 | N/A | PC | GENERAL FUND | $10,000 |
| Mason Tennis Association | |||||||
| PO Box 865 | Mason | TX | 76856 | N/A | PC | GENERAL FUND | $2,500 |
| 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 Foudnation for Facial Reconstruction | |||||||
| 333 East 30th Street Lobby Unit | New York | NY | 10016 | 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 Network | |||||||
| 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 |
| The Jensen Project | |||||||
| 7920 Belt Line Road Suite 550 | Dallas | TX | 75254 | N/A | PC | GENERAL FUND | $10,000 |
| The University of Chicago Booth | |||||||
| 5807 S Woodlawn Ave | Chicago | IL | 60637 | N/A | PC | GENERAL FUND | $5,000 |
| Trees Forever | |||||||
| 80 W 8th ave | Marion | IA | 52305 | N/A | PC | GENERAL FUND | $10,000 |
| Tunnels to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | N/A | PC | GENERAL FUND | $51,876 |
| University of Texas Foundation | |||||||
| 9011 Mountain Ridge Dr Suite 150 | Austin | TX | 78759 | N/A | PC | GENERAL FUND | $25,000 |
| Zach Johnson Foundation | |||||||
| PO Box 2336 | Cedar Rapids | IA | 52406 | N/A | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $834,670 | 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 | $1,208 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,057 | 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 | $467,680 | 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 | $587,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $587,945 | 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 | $799,990 | 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 | 24,829 shrs CSX Corp | NoncashPropertyDesc |
| Fair Market Value | $799,990 | FairMarketValueAmt |
| Received | 2022-12-13 | 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 | $1,913,517 | EOYBookValueAmt |
| EOYFMV | $13,358,087 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ FOR FMV OF DONATED STOCK | Desc |
| Amt | $799,989 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $62,558 | $62,558 | |
| MISC EXPENSES | $131 | $131 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ FOR FMV OF STOCK GRANTED TO | $479,617 |
| PUBLIC CHARITIES | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $197 | $197 |
| EXCISE TAX | $2,900 |
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