2020-01-25T06:46:47-06:00 2019-06-30 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19405 EMERALD SQUARE STE 1400 HAGERSTOWN MD 21742 990 2018-07-01 556020064 SHEPHERD UNIVERSITY FOUNDATION INC SHEP 3048765391 PO BOX 5000 SHEPHERDSTOWN WV 25443 MONICA W LINGENFELTER EXECUTIVE VICE PRES. 3048765391 2020-01-16 true WILLIAM F FRITTS II CPA P00003567 3017335020 2020-01-16 65.144.154.59 2020-01-25 06:46:47 CS P 8C3DE7AC8B2B6548563FFD49837976E3A40C018B 54CE39A8F4388C282B177952DEC6E89580887744 2018 2020-09-23 17:36:50Z MONICA W LINGENFELTER PO BOX 5000 SHEPHERDSTOWN WV 25443 9109059 false X WWW.SHEPHERDUNIVERSITYFOUNDATION.ORG X 1961 WV PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV. 29 29 5 115 0 2538678 2817004 0 731500 626182 10354 14993 3280532 3458179 2372281 2440326 0 411318 421976 0 0 294596 307874 3078195 3170176 202337 288003 30613930 31480609 970832 884777 29643098 30595832 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 2411652 2365604 SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTS 74722 74722 GENERAL UNIVERSITY SUPPORT 2486374 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 true false false false true true true true false true 16 0 true 5 false false false false false false false false false false true false false false X 29 29 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 CHRISTOPHER S COLBERT PRESIDENT 5.00 0.20 X X 0 0 0 TIMOTHY B MCSHEA VICE PRESIDE 3.00 0.20 X X 0 0 0 KARL L WOLF SECRETARY 1.00 0.20 X X 0 0 0 JULIA M CONNELL TREASURER 1.00 0.20 X X 0 0 0 BRIAN K JACKSON DIRECTOR 1.00 X 0 0 0 JOHN F BEATTY DIRECTOR 1.00 X 0 0 0 TAMMY GILL DIRECTOR 1.00 X 0 0 0 STEPHEN G SKINNER DIRECTOR 1.00 X 0 0 0 ROBERT H CHUEY II DIRECTOR 1.00 X 0 0 0 GINA M WALTERS DIRECTOR 1.00 X 0 0 0 J DAVID RICKARD DIRECTOR 1.00 X 0 0 0 MARY ELIZABETH OATES DIRECTOR 1.00 X 0 0 0 W GREGORY SNELLINGS DIRECTOR 1.00 X 0 0 0 DR HEIDI M HANRAHAN DIRECTOR 1.00 X 0 0 0 TONY W PRICE DIRECTOR 1.00 0.20 X 0 0 0 ERIC J LEWIS DIRECTOR 1.00 X 0 0 0 ALFRED L YOUNG DIRECTOR 1.00 X 0 0 0 DARREN B IDEN DIRECTOR 1.00 X 0 0 0 MARY KATHRYN ROBINSON DIRECTOR 1.00 X 0 0 0 DR CAROL PLAUTZ DIRECTOR 1.00 X 0 0 0 PAT MOLER EGLE DIRECTOR 1.00 X 0 0 0 ROBERT H JENSENIUS DIRECTOR 1.00 0.20 X 0 0 0 KENNETH J BOONE DIRECTOR 1.00 X 0 0 0 D BENJAMIN DEUELL DIRECTOR 1.00 X 0 0 0 DR JASON BEST DIRECTOR 1.00 0.20 X 0 0 0 CHRISTOPHER K ROBERTSON DIRECTOR 1.00 X 0 0 0 MARY JC HENDRIX DIRECTOR-AT- 1.00 X 0 0 0 ARTHUR J AUXER DIRECTOR-AT- 1.00 X 0 0 0 CECELIA MASON DIRECTOR-AT- 1.00 X 0 0 0 MONICA W LINGENFELTER EXECUTIVE VI 40.00 0.20 X 135445 0 8126 CATHY NEVY COMPTROLLER 40.00 X 82200 0 4820 217645 12946 1 false false false 29205 2787799 218651 2817004 728899 728899 5528817 5631534 -102717 -102717 -102717 24505 29205 19346 5159 5159 MISCELLANEOUS 900099 9834 9834 9834 3458179 641175 134660 134660 2305666 2305666 232216 43071 189145 140575 140575 3153 3153 18965 18965 27067 2977 24090 7091 7091 37040 37040 145418 145418 3205 3205 55766 55766 3254 3254 1704 1704 4326 4326 6392 6392 PROGRAM DEVELOPMENT 30352 30352 CHANGE IN GIFT ANNUITIES 6974 6974 DEPRECIATION - INVESTMENT 4005 4005 MISCELLANEOUS 2347 2347 3170176 2486374 683802 0 234842 316891 3979193 2649924 3112047 2807445 87 87 1582 6582 222501 109282 121550 113219 22765403 25167779 369589 387726 29637 30956 30613930 31480609 15666 2587 846841 788749 108325 93441 970832 884777 X -101209 -343751 9025454 20718853 30939583 29643098 30595832 30613930 31480609 X 288003 664731 X false true X true true true X 1546376 1821615 3461944 2538678 2817004 12185617 1546376 1821615 3461944 2538678 2817004 12185617 1571137 10614480 619380 613963 527897 572678 728899 3062817 1604 937 4355 9830 9834 26560 15274994 97682 0.69490 0.60250 X PART II, LINE 10 MISCELLANEOUS 16,726 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 22219574 865984 999493 -1099081 22985970 27340297 920859 762998 -6804580 22219574 26625772 692836 21689 27340297 25930489 669535 25748 26625772 25530275 375182 25032 25930489 1.00000 false false 40000 40000 160202 95453 64749 22299 13829 8470 113219 GIFT ANNUITIES PAYABLE 93441 93441 X 3995770 664731 23566 -150706 537591 3458179 3458179 3043036 23566 23566 3019470 150706 150706 3170176 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 -5,288 INVESTMENT FEES NETTED WITH INCOME -145,418 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES NETTED WITH OTHER INCOME 5,288 INVESTMENT FEES NETTED WITH INCOME 145,418 SCHEDULE D, PAGE 4, PART XIII PART V - RESTATEMENT OF FOUR PRECEDING YEARS THE ENDOWMENT FUND BEGINNING YEAR BALANCE WAS RESTATED FOR FINANCIAL STATEMENT PURPOSES TO CORRECT A PRIOR YEAR ERROR AND TO AGREE BALANCES TO INVESTMENT STATEMENTS. THE FOUR PRECEDING YEARS WERE RESTATED IN PART V OF SCHEDULE D FOR COMPARISON PURPOSES. 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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 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 -5,288 INVESTMENT FEES NETTED WITH INCOME -145,418 EXPENSES NETTED WITH OTHER INCOME 5,288 INVESTMENT FEES NETTED WITH INCOME 145,418 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 SHEPHERD UNIVERSITY B 2440326 ACTUAL COST PAID