SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349100437
- Schema version
- 2020v4.1
- 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
- Accounting Fees 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 | 2021-11-15T08:24:08-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E PRATT STREET SUITE 525 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 DLA PIPER - MS HELLAUER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 4105804172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS HELLAUER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4105804172 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MS | PersonFirstNm |
| Person Last | HELLAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACEY A POWELL CPA | PreparerPersonNm |
| PTIN | P01515551 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,385,460 | 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 | $510,173 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $96,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $433,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,856 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,898 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $571,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$48,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,569 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $59,487 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,559,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,552,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,347,891 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,570,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,589,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,385,460 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $802 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,569,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,589,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,569,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,589,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,570,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,589,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,569,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,000 | OtherIncreasesAmt |
| Subtotal | $1,849,884 | SubtotalAmt |
| Other Decreases | $260,173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,589,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $427,633 | $288,610 | $139,023 | $139,023 |
| CAPITAL GAINS DIVIDENDS | P | $5,784 | $5,784 | $5,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,807 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $139,023 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,239 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,239 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,533 | OverpaymentAmt |
| Applied To ES Tax | $6,533 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PNC | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,596,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,692,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,692,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,517,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,706 | TotalTaxAmt |
| Distributable Before Adj | $573,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $573,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $573,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $524,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $524,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $125,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $524,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,228 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,228 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,054 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $77,054 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN JUNIOR GOLF ASSOCIATION | ||||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| BORDERLANDS RESEARCH INSTITUTE FOR NATURAL RESEARCH MANAGEMENT | ||||||||
| PO BOX C-21 SUL ROSS STATE | ALPINE | TX | 79832 | N/A | PC | GENERAL SUPPORT | $10,000 | UNIVERSITY |
| CEDAR RAPIDS COUNTY SCHOOLS FOUNDATION | ||||||||
| 2500 EDGEWOOD RD NW | CEDAR RAPIDS | IA | 52405 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GOD'S GARAGE | ||||||||
| 2106 E DAVIS ST | CONROE | TX | 77301 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GREATER CEDAR RAPIDS COMMUNITY FOUNDATION | ||||||||
| 324 3RD ST SE | CEDAR RAPIDS | IA | 52401 | N/A | PC | LINN COUNTY DISASTER RECOVERY FUND | $50,000 | |
| JOHNS HOPKINS CICCARONE CENTER | ||||||||
| JOHNS HOPKINS UNIVERSITY | BALTIMORE | MD | 21218 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MARINE CORPS - LAW ENFORCEMENT FOUNDATION | ||||||||
| 273 COLUMBUS AVE SUITE 10 | TUCKAHOE | NY | 10707 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| MARION SCHOOL FOUNDATION | ||||||||
| 777 SOUTH 15TH STREET | MARION | IA | 52302 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MASON BOOSTER CLUB | ||||||||
| POINT PLEASANT | MASON | WV | 25550 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MASON 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 SUPPORT | $2,500 | |
| MEMORIAL HERMANN FOUNDATION | ||||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MONTGOMERY COUNTY FOOD BANK | ||||||||
| 1 FOOD FOR LIFE WAY | CONROE | TX | 77385 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | ||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | ||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SOME | ||||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS | ||||||||
| 5807 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| US CHAMBER OF COMMERCE FOUNDATION | ||||||||
| 1615 H ST NW | WASHINGTON | DC | 20062 | N/A | PC | HIRING OUR HEROES | $100,000 | |
| ZACH JOHNSON FOUNDATION | ||||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ZACH JOHNSON FOUNDATION | ||||||||
| PO BOX 2336 | CEDAR RAPIDS | IA | 52406 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,856 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,856 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD AND ROSE MARIE SHEPARD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DLA PIPER 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $510,173 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 14,775.5 SHS MIDCAP FUND-R6 | NoncashPropertyDesc |
| Fair Market Value | $510,173 | FairMarketValueAmt |
| Received | 2020-11-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PBMARES | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,311 | $32,847 |
| ABBVIE INC | $29,161 | $37,395 |
| AEGON NV | $123,666 | $107,322 |
| ALARM.COM HOLDINGS INC | $17,484 | $1,736,305 |
| AMAZON.COM INC | $100,746 | $2,279,851 |
| AMERICAN EXPRESS CO. | $75,777 | $203,371 |
| APPLE INC | $201,603 | $4,272,618 |
| BRISTOL MYERS SQUIBB CO | $53,388 | $57,702 |
| COMCAST CORP CL A | $75,082 | $332,216 |
| CUMMINS INC | $0 | $348,213 |
| DOLLAR TREE INC | $53,319 | $0 |
| HERSHEY COMPANY | $83,233 | $258,961 |
| HOME DEPOT | $45,078 | $497,241 |
| ISHARES MSCI EAFE ETF | $49,652 | $51,510 |
| ISHARES MSCI EMERGING MARKETS | $24,657 | $27,488 |
| MASTERCARD INC CLASS A | $82,026 | $1,526,275 |
| NIKE INC CLASS B | $90,369 | $1,244,936 |
| PPG INDUSTRIES | $29,163 | $133,548 |
| PRINCIPAL MIDCAP FUND-R6 | $250,000 | $533,658 |
| ROCKWELL AUTOMATION INC | $75,596 | $451,458 |
| ROSS STORES INC | $30,483 | $528,820 |
| VISA INC CLASS A | $57,347 | $686,156 |
| WASHINGTON MUTUAL | $1 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA PIPER | CategoryTxt |
| Legal Fees | $1,323 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,323 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT OF STOCK RECEIVED | Desc |
| Amt | $260,173 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $45,898 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CANCELLED CHECK - REISSUED | Desc |
| Amt | $100,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $295 | Amt |
| Net Investment Income | $295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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