SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-12
- IRS object ID
- 202022259349100507
- Schema version
- 2019v5.1
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T09:31:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLINE A BROCATO | PreparerPersonNm |
| PTIN | P00562724 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Preparation | 2020-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $10,271,159 | 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 | $714,998 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $183,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,540 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $956,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,278 | 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 | $3,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $424 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,813 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $651,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $651,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,813 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $659,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $262,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $419,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$48,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$48,352 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $59,487 | AcctRcvblAmt |
| Acct Rcvbl BOY | $811 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $59,487 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $59,487 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,529,109 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,559,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,260,024 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,949,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,570,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,271,159 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $802 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $802 | 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 | $1,949,649 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,569,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,949,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,569,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,949,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,570,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,949,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $262,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,826 | OtherIncreasesAmt |
| Subtotal | $2,267,485 | SubtotalAmt |
| Other Decreases | $697,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,569,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $183,848 | GrossSalesPriceAmt |
| Cost Or Other Basis | $50,308 | CostOrOtherBasisAmt |
| Gain Or Loss | $133,540 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $133,540 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,540 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $133,540 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $156,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,533,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $159,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,859,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041367 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,523 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,291,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051195 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,119,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,738 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,501,169 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058668 | DistributionYr5Rt |
| Total Distribution | 0.201897 | TotalDistributionRt |
| Average Distribution | 0.040379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,664,369 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $349,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,055 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $659,519 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,055 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,055 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,055 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,294 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,294 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,239 | OverpaymentAmt |
| Applied To ES Tax | $9,239 | 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 | $8,320,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $416,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,487 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,796,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,796,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,664,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $433,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $433,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,055 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,055 | TotalTaxAmt |
| Distributable Before Adj | $431,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $431,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $431,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $659,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $659,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,055 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $657,464 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $431,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,074 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $659,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,074 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $431,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,282 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $125,282 | 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 | $125,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $125,282 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | N/A | PC | GENERAL SUPPORT | $4,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | N/A | PC | GENERAL SUPPORT | $2,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 N LOOP WEST | HOUSTON | TX | 77008 | N/A | PC | SPIRIT OF SCOUTING RECEPTION | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 N LOOP WEST | HOUSTON | TX | 77008 | N/A | PC | DIAMOND ANNIVERSARY CAMPAIGN FOR THE BOARD CREEK SCOUT CAMP | $10,000 |
| GEORGE HW BUSH PRESIDENTIAL LIBRARY | |||||||
| 1000 GEORGE BUSH DR W | COLLEGE STATION | TX | 77845 | N/A | PC | GENERAL SUPPORT | $100,000 |
| GEORGE W BUSH PRESIDENTIAL LIBRARY | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | N/A | PC | GENERAL SUPPORT | $100,000 |
| HELPING UP MISSION | |||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | N/A | PC | GENERAL SUPPORT | $2,000 |
| JOHNS HOPKINS CICCARONE CENTER | |||||||
| JOHNS HOPKINS UNIVERSITY | BALTIMORE | MD | 21218 | N/A | PC | GENERAL SUPPORT | $10,267 |
| MARINE CORPS - LAW ENFORCEMENT FOUNDATION | |||||||
| 273 COLUMBUS AVE SUITE 10 | TUCKAHOE | NY | 10707 | N/A | PC | GENERAL SUPPORT | $20,534 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | N/A | PC | GENERAL SUPPORT | $2,000 |
| MASON TENNIS ASSOCIATION | |||||||
| PO BOX 865 | MASON | TX | 76856 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MEDSTAR-GEORGETOWN MEDICAL CENTER INC | |||||||
| HOSPITAL ADMIN 1 MAIN BLDG | WASHINGTON | DC | 20007 | PC | LOMBARDI COMPREHENSIVE CANCER CENTER | $10,000 | |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $25,535 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER DRIVE SUITE 2600 | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $100,000 |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | |||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $2,000 |
| ODEON PRESERVATION ASSOCIATION | |||||||
| 122 S MOODY | MASON | TX | 76856 | 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 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ST PAUL'S SCHOOL FOR GIRLS | |||||||
| 11232 FALLS ROAD PO BOX 8000 | BROOKLANDVILLE | MD | 21022 | N/A | PC | GENERAL SUPPORT | $20,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $100,000 |
| THE SALVATION ARMY | |||||||
| 521 W ELMIRA ST | SAN ANTONIO | TX | 78212 | N/A | PC | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS | |||||||
| 5807 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | PC | GENERAL SUPPORT | $2,633 |
| US CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1615 H ST NW | WASHINGTON | DC | 20062 | N/A | PC | HIRING OUR HEROES | $100,000 |
| VILLALOBOS RESCUE CENTER | |||||||
| PO BOX 771127 | NEW ORLEANS | LA | 70177 | N/A | PC | GENERAL SUPPORT | $2,000 |
| WALTERS ART MUSEUM | |||||||
| 600 N CHARLES ST | BALTIMORE | MD | 21201 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $651,969 | 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 | $106,738 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,066 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,344 | 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 | $714,998 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 16,784 SHS ALARM.COM HOLDINGS INC. | NoncashPropertyDesc |
| Fair Market Value | $714,998 | FairMarketValueAmt |
| Received | 2019-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PBMARES | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WASHINGTON MUTUAL | $1 | $0 |
| AEGON NV | $121,785 | $120,004 |
| ABBOTT LABS | $4,311 | $26,058 |
| ROCKWELL AUTOMATION INC | $75,596 | $364,806 |
| ROSS STORES INC | $30,483 | $501,305 |
| ALLERGAN INC | $123,794 | $77,233 |
| AMERICAN EXPRESS CO. | $75,777 | $209,392 |
| APPLE INC | $201,603 | $2,363,883 |
| COMCAST CORP CL A | $75,082 | $285,110 |
| CUMMINS INC | $151,749 | $268,440 |
| DOLLAR TREE INC | $61,591 | $350,148 |
| HERSHEY COMPANY | $83,233 | $249,866 |
| PPG INDUSTRIES | $29,163 | $123,612 |
| MASTERCARD INC CLASS A | $82,026 | $1,276,771 |
| NIKE INC CLASS B | $90,369 | $891,528 |
| HOME DEPOT | $45,078 | $408,807 |
| AMAZON.COM INC | $100,746 | $1,293,488 |
| VISA INC CLASS A | $57,347 | $589,442 |
| ISHARES MSCI EMERGING MARKETS | $24,657 | $23,871 |
| ISHARES MSCI EAFE ETF | $49,652 | $49,025 |
| ALARM.COM HOLDINGS INC | $17,484 | $721,208 |
| BRISTOL MYERS SQUIBB CO | $53,388 | $61,824 |
| OCCIDENTAL PETROLEUM CORP | $4,723 | $4,203 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA PIPER | CategoryTxt |
| Legal Fees | $3,300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT OF STOCK RECEIVED | Desc |
| Amt | $697,514 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $34,389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS-FEDERAL REFUNDS | Desc |
| Revenue And Expenses Per Books | $1,066 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT OF STOCK DONATED | Desc |
| Amt | $55,826 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $424 | Amt |
| Net Investment Income | $424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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