2021-01-08T11:26:16-06:00 2020-06-30 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19405 EMERALD SQUARE STE 1400 HAGERSTOWN MD 21742 990 2019-07-01 556020064 SHEPHERD UNIVERSITY FOUNDATION INC SHEP 3048765391 PO BOX 5000 SHEPHERDSTOWN WV 25443 MONICA W LINGENFELTER EXECUTIVE VICE PRES. 3048765391 2021-01-06 true WILLIAM F FRITTS II CPA P00003567 3017335020 2021-01-06 2019 2022-09-23 18:48:47Z MONICA W LINGENFELTER PO BOX 5000 SHEPHERDSTOWN WV 25443 14937109 false X WWW.SHEPHERDUNIVERSITYFOUNDATION.ORG X 1961 WV PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV. 28 28 5 115 0 2817004 4072712 0 626182 1177999 14993 -3072 3458179 5247639 2440326 2736325 0 421976 428738 0 0 307874 296055 3170176 3461118 288003 1786521 31480609 32555263 884777 1048820 30595832 31506443 PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV AND PROVIDE ASSISTANCE AND SUPPORT FOR FACULTY, FACILITIES AND PROGRAMS OF THE UNIVERSITY. false false 2633425 2587293 SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTS 149032 149032 GENERAL UNIVERSITY SUPPORT 2782457 true true false false false false false false true true true false false false true true true false false false false false false false true false false true true false false false false false false false false false true false false false false true true false true false true 20 0 true 5 true false false false false false false false false false false false false false X 28 28 false false false false false false false true true false false true true true true true true true false false X X X MONICA W LINGENFELTER 3048765397 SHEPHERD UNIVERSITY SHEPHERDSTOWN WV 25443 MONICA W LINGENFELTER EXECUTIVE VI 40.00 0.20 X 135445 0 8126 CATHY M NEVY COMPTROLLER 40.00 0.00 X 84675 0 4886 ARTHUR J AUXER DIRECTOR-AT- 1.00 X 0 0 0 DR JASON BEST DIRECTOR 1.00 0.20 X 0 0 0 KENNETH J BOONE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER S COLBERT PRESIDENT 5.00 0.20 X X 0 0 0 JULIA M CONNELL TREASURER 1.00 0.20 X X 0 0 0 D BENJAMIN DEUELL DIRECTOR 1.00 X 0 0 0 PAT MOLER EGLE DIRECTOR 1.00 X 0 0 0 TAMMY GILL DIRECTOR 1.00 X 0 0 0 DR HEIDI M HANRAHAN DIRECTOR 1.00 X 0 0 0 MARY JC HENDRIX DIRECTOR-AT- 1.00 X 0 0 0 DARREN B IDEN DIRECTOR 1.00 X 0 0 0 BRIAN K JACKSON DIRECTOR 1.00 X 0 0 0 ROBERT H JENSENIUS DIRECTOR 1.00 0.20 X 0 0 0 VICTORIA M JOHNSTON DIRECTOR 1.00 X 0 0 0 MATTHEW P KNOTT DIRECTOR 1.00 X 0 0 0 ERIC J LEWIS DIRECTOR 1.00 X 0 0 0 CECELIA MASON DIRECTOR-AT- 1.00 X 0 0 0 TIMOTHY B MCSHEA VICE PRESIDE 3.00 0.20 X X 0 0 0 MARY ELIZABETH OATES DIRECTOR 1.00 X 0 0 0 TONY W PRICE DIRECTOR 1.00 0.20 X 0 0 0 J DAVID RICKARD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER K ROBERTSON DIRECTOR 1.00 X 0 0 0 MARY KATHRYN ROBINSON DIRECTOR 1.00 X 0 0 0 DR JANINE SAM DIRECTOR 1.00 X 0 0 0 W GREGORY SNELLINGS DIRECTOR 1.00 X 0 0 0 GINA M WALTERS DIRECTOR 1.00 X 0 0 0 KARL L WOLF SECRETARY 1.00 0.20 X X 0 0 0 ALFRED L YOUNG DIRECTOR 1.00 X 0 0 0 220120 13012 1 false false false 32075 4040637 178628 4072712 790260 790260 10055576 9667837 387739 387739 387739 8800 32075 21633 -12833 -12833 MISCELLANEOUS 900099 9761 9761 9761 5247639 1174927 210532 210532 2525793 2525793 233984 43072 190912 145018 145018 2723 2723 19200 19200 27813 3060 24753 280 280 39025 39025 154857 154857 1165 1165 46120 46120 4171 4171 573 573 4326 4326 7229 7229 PROGRAM DEVELOPMENT 23634 23634 CHANGE IN GIFT ANNUITIES 10062 10062 DEPRECIATION - INVESTMENT 4005 4005 MISCELLANEOUS 608 608 3461118 2782457 678661 0 316891 597394 2649924 3062505 2807445 2174919 87 337 6582 6582 222501 117613 113219 104888 25167779 26170025 387726 406461 30956 32152 31480609 32555263 2587 14212 788749 952962 93441 81646 884777 1048820 X -343751 -1026802 30939583 32533245 30595832 31506443 31480609 32555263 X 1786521 -875910 X false true X true true true X 1821615 3461944 2538678 2817004 4072712 14711953 1821615 3461944 2538678 2817004 4072712 14711953 2350442 12361511 613963 527897 572678 728899 790260 3233697 937 4355 9830 9834 9761 34717 17980367 89682 0.68750 0.69490 X PART II, LINE 10 MISCELLANEOUS 24,956 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 22985970 2024853 80139 -966523 24124439 22219574 865984 999493 -1099081 22985970 27340297 920859 762998 -6804580 22219574 26625772 692836 21689 27340297 25930489 669535 25748 26625772 1.00000 false false 40000 40000 160202 99458 60744 22299 18155 4144 104888 GIFT ANNUITIES PAYABLE 81646 81646 X 4228100 -875910 14225 -157854 -1019539 5247639 5247639 3317489 14225 14225 3303264 157854 157854 3461118 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 -2,997 INVESTMENT FEES NETTED WITH INCOME -154,857 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES NETTED WITH OTHER INCOME 2,997 INVESTMENT FEES NETTED WITH INCOME 154,857 GALA EVENT 40875 32075 8800 16322 3200 2111 40875 32075 8800 16322 3200 2111 21633 -12833 false SHEPHERD UNIVERSITY 301 NORTH KING STREET SHEPHERDSTOWN WV 25443 556000799 GOV 149032 GENERAL EXPENSES COMMUNITY NETWORK INC 216 EAST JOHN STREET MARTINSBURG WV 25401 550662121 501C3 30750 GENERAL SUPPORT SEMPER LIBERI 55 MERIDIAN PARKWAY MARTINSBURG WV 25404 831242659 501C3 30750 GENERAL SUPPORT 3 SCHOLARSHIPS & AWARDS FOR 500 2525793 X 600 ESTIMATED FMV X 5 158369 FMV - NYSE X 1 18735 FMV X MISC. GOODS 61 924 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II COLUMN B REPORTS THE NUMBER OF ITEMS CONTRIBUTED, WITH THE EXCEPTION OF SECURITIES, WHICH REPORTS THE NUMBER OF CONTRIBUTORS. 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 -2,997 INVESTMENT FEES NETTED WITH INCOME -154,857 EXPENSES NETTED WITH OTHER INCOME 2,997 INVESTMENT FEES NETTED WITH INCOME 154,857 SUF SUPPORTING ORGANIZATION PO BOX 5000 SHEPHERDSTOWN WV 25443 811054787 SUPPORT WV 501C3 12A N/A true SHEPHERD UNIVERSITY 301 NORTH KING STREET SHEPHERDSTOWN WV 25443 556000799 UNIVERSITY WV 6 N/A false false true false false false false false false false false true false false true true false false false false