2019-01-16T13:27:16-06:00 2018-06-30 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19405 EMERALD SQUARE STE 1400 HAGERSTOWN MD 21742 990 2017-07-01 556020064 SHEPHERD UNIVERSITY FOUNDATION INC SHEP 3048765391 PO BOX 5000 SHEPHERDSTOWN WV 25443 MONICA W LINGENFELTER EXECUTIVE VICE PRES. 3048765391 2019-01-08 true WILLIAM F FRITTS II CPA P00003567 3017335020 2019-01-08 74.5.118.50 2019-01-16 13:27:16 CS P D5D70B8B0EFB409D4D4AE5283BD76078BF919D50 081E2B4EA748E9805374A5A2B93D29B44116E905 2017 2019-02-21 02:37:17Z MONICA W LINGENFELTER 10308153 false X WWW.SHEPHERDUNIVERSITYFOUNDATION.ORG X 1961 WV PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV. 29 29 5 115 0 3461944 2538678 0 472380 731500 -806 10354 3933518 3280532 1864385 2372281 0 401661 411318 0 0 221393 294596 2487439 3078195 1446079 202337 30083307 30613930 1288439 970832 28794868 29643098 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 2282190 2282190 SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTS 90091 90091 GENERAL UNIVERSITY SUPPORT 2372281 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 15 0 true 5 false false false false false false false false false false true 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 MICHAEL A SMITH 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 ANDREW D MICHAEL DIRECTOR 1.00 X 0 0 0 ROBERT H JENSENIUS DIRECTOR 1.00 X 0 0 0 WILLIAM E KNODE JR DIRECTOR 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 TIMOTHY B MCSHEA DIRECTOR 1.00 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 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 MARY JC HENDRIX DIRECTOR-AT- 1.00 X 0 0 0 CECELIA MASON DIRECTOR-AT- 1.00 X 0 0 0 SANDRA A SPONAUGLE DIRECTOR-AT- 1.00 X 0 0 0 MONICA W LINGENFELTER EXECUTIVE VI 40.00 0.20 X 135445 0 8127 CATHY NEVY COMPTROLLER 40.00 X 79325 0 4621 214770 12748 1 false false false 34660 2504018 242045 2538678 572678 572678 7166092 7007270 158822 158822 158822 20875 34660 20351 524 524 MISCELLANEOUS 900099 9830 9830 9830 3280532 741854 90091 90091 2282190 2282190 228768 228768 135023 135023 3496 3496 17687 17687 26344 26344 837 837 22050 22050 155366 155366 56988 56988 1141 1141 2159 2159 5860 5860 PROGRAM DEVELOPMENT 37066 37066 CHANGE IN GIFT ANNUITIES 8038 8038 DEPRECIATION - INVESTMENT 4005 4005 BAD DEBT EXPENSE 1000 1000 86 86 3078195 2372281 705914 0 234842 3774561 3979193 3584513 3112047 837 87 1582 1582 222501 100951 117814 121550 22230949 22765403 352032 369589 21019 29637 30083307 30613930 3257 15666 1163036 846841 122146 108325 1288439 970832 X -5856362 -101209 8703956 9025454 25947274 20718853 28794868 29643098 30083307 30613930 202337 645893 X false true X true true true X 4894536 1546376 1821615 3461944 2538678 14263149 4894536 1546376 1821615 3461944 2538678 14263149 3951768 10311381 501496 619380 613963 527897 572678 2835414 1604 937 4355 9830 16726 17115289 121797 0.60250 0.60030 X PART II, LINE 10 MISCELLANEOUS 6,896 false true X 25947274 660359 26326 -5915106 20718853 25232749 692836 21689 25947274 24537466 669535 25748 25232749 24137252 375182 25032 24537466 23268017 849076 20159 24137252 1.00000 false false 40000 40000 160202 91448 68754 22299 9503 12796 121550 GIFT ANNUITIES PAYABLE 108325 108325 X 3940163 645893 18015 -4277 659631 3280532 3280532 3091933 18015 18015 3073918 4277 4277 3078195 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 -4,277 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES NETTED WITH OTHER INCOME 4,277 GALA EVENT 55535 34660 20875 467 14278 3200 2406 55535 34660 20875 467 14278 3200 2406 20351 524 false SHEPHERD UNIVERSITY 301 NORTH KING STREET SHEPHERDSTOWN WV 25443 556000799 90091 GENERAL EXPENSES SCHOLARSHIPS & AWARDS FOR 590 2282190 X 2 880 ESTIMATED FMV X 5171 ESTIMATED FMV X 18125 ESTIMATED FMV X 1 5500 ESTIMATED FMV X 11 63473 FMV - NYSE X 1 17557 FMV X GIFT CARDS 3 425 FMV - ACTUAL COST X MISC. GOODS 18 2438 ESTIMATED FMV X FURNITURE 26 118530 ESTIMATED FMV X ELECTRONICS 1 9946 FMV - ACTUAL COST 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 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 -4,277 EXPENSES NETTED WITH OTHER INCOME 4,277 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 2372281 ACTUAL COST PAID