SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349102559
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T12:34:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-09 | 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 | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.10.80.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:55:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 687D43EEC8EA308BFBD53C21D4B60FC8FADC6B37 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3C040DA082BEE02F8E11CBA59D846C1D5DCC20C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,169,587 | 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 | $2,095,795 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $80,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,173,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,996 | 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 | $473 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $473 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,973,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $636,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $419,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $419,729 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $811 | AcctRcvblAmt |
| Acct Rcvbl BOY | $241 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $811 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $811 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,093,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,529,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,749,047 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,729,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,949,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,169,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,729,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,949,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,729,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,949,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,729,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,949,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,729,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,973,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,703,459 | SubtotalAmt |
| Other Decreases | $1,753,810 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,949,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Hawthorn | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $12 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,618 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,606 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,606 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,606 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $159,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,859,875 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,523 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,291,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,828 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,119,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,738 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,501,169 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,599 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $723,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098987 | DistributionYr5Rt |
| Total Distribution | 0.272602 | TotalDistributionRt |
| Average Distribution | 0.054520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,533,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,463 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,463 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,294 | OverpaymentAmt |
| Applied To ES Tax | $11,294 | 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 | $5,137,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,617,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,617,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,533,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,169 | TotalTaxAmt |
| Distributable Before Adj | $275,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $275,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $275,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,045 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,883 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $15,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,928 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,928 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $103,074 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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 | $4,000 | |
| Borderlands Research Institute for Natural Research Management | ||||||||
| PO Box C-21 Sul Ross State | Alpine | TX | 79832 | N/A | PC | General Support | $5,000 | University |
| Operation Walk Maryland | ||||||||
| 10807 Falls Road 467 | Brooklandville | MD | 21022 | N/A | 501(c)(3) | General Support | $1,000 | |
| Texas Public Policy Foundation | ||||||||
| 901 Congress Ave | Austin | TX | 78701 | N/A | PC | General Support | $10,000 | |
| Memorial Hermann Foundation | ||||||||
| 929 Gessner Drive Suite 2600 | Houston | TX | 77024 | N/A | General Support | $20,000 | ||
| Answer ALS | ||||||||
| PO Box 24478 | New Orleans | LA | 70184 | N/A | General Support | $10,000 | ||
| Marion School Foundation | ||||||||
| 777 South 15th Street | Marion | IA | 52302 | N/A | General Support | $5,000 | ||
| Odeon Preservation Association | ||||||||
| 122 S Moody | Mason | TX | 76856 | N/A | General Support | $1,000 | ||
| The Heritage Foundation | ||||||||
| 214 Massachusetts Ave NE | Washington | DC | 200024999 | N/A | General Support | $10,000 | ||
| National Law Enforcement Officers Memorial Fund | ||||||||
| 901 E Street NW Suite 100 | Washington | DC | 200042025 | N/A | General Support | $1,000 | ||
| United States Capitol Historical Society | ||||||||
| 200 Maryland Avenue NE | Washington | DC | 20002 | N/A | General Support | $5,036 | ||
| Walters Art Museum | ||||||||
| 600 N Charles St | Baltimore | MD | 21201 | N/A | General Support | $2,136 | ||
| American Visionary Art Museum | ||||||||
| 800 Key Highway | Baltimore | MD | 21230 | N/A | General Support | $2,373 | ||
| Guardian Angels Medical Service Dogs Inc | ||||||||
| 3251 NE 180th Ave | Williston | FL | 32696 | N/A | General Support | $11,621 | ||
| Helping Up Mission | ||||||||
| 1029 E Baltimore St | Baltimore | MD | 21202 | N/A | General Support | $2,373 | ||
| Johns Hopkins Ciccarone Center | ||||||||
| Johns Hopkins University | Baltimore | MD | 21218 | N/A | General Support | $10,557 | ||
| Jonathan's Place | ||||||||
| 6065 Duck Creek Dr | Garland | TX | 75043 | N/A | General Support | $5,402 | ||
| Maryland Food Bank | ||||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | N/A | General Support | $2,373 | ||
| National Foundation for Facial Reconstruction | ||||||||
| 333 East 30th Street Lobby Unit | New York | NY | 10016 | N/A | General Support | $2,373 | ||
| Shriners Hospitals for Children | ||||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | N/A | General Support | $5,402 | ||
| St Jude Children's Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | General Support | $5,402 | ||
| St Paul's School for Girls | ||||||||
| 11232 Falls Road PO Box 8000 | Brooklandville | MD | 21022 | N/A | General Support | $5,402 | ||
| Baltimore Museum of Art | ||||||||
| 10 Art Museum Dr | Baltimore | MD | 21218 | N/A | General Support | $2,373 | ||
| Marine Corps - Law Enforcement Foundation | ||||||||
| 273 Columbus Ave Suite 10 | Tuckahoe | NY | 10707 | N/A | General Support | $21,033 | ||
| University of Chicago Booth School of Business | ||||||||
| 5807 S Woodlawn Ave | Chicago | IL | 60637 | N/A | General Support | $2,783 | ||
| Villalobos Rescue Center | ||||||||
| PO Box 771127 | New Orleans | LA | 70177 | N/A | General Support | $2,373 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,012 | 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 | $80,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,390 | 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 Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,095,795 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 525 shares Amazon.com; 3,260 sh Apple Inc; 1,183 sh Mastercard; 2,988 shares Nike; 3,137 sh Visa | NoncashPropertyDesc |
| Fair Market Value | $2,095,795 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Washington Mutual | $1 | $0 |
| Aegon NV | $113,437 | $114,367 |
| Anadarko Petro Corp | $10,671 | $15,344 |
| Abbott Labs | $4,311 | $21,699 |
| Rockwell Automation Inc | $75,596 | $270,864 |
| Ross Stores Inc | $30,483 | $358,259 |
| Allergan Inc | $123,794 | $53,999 |
| American Express Co. | $75,777 | $160,328 |
| Apple Inc | $201,603 | $1,269,807 |
| Celgene Corp | $25,617 | $58,963 |
| Comcast Corp Cl A | $75,082 | $215,877 |
| Cummins Inc | $151,749 | $200,460 |
| Dollar Tree Inc | $61,591 | $336,261 |
| Hershey Company | $83,233 | $182,206 |
| PPG Industries | $43,146 | $140,055 |
| Mastercard Inc Class A | $85,169 | $848,925 |
| Nike Inc Class B | $90,369 | $652,432 |
| Home Depot | $45,078 | $321,647 |
| Amazon.com Inc | $100,746 | $1,051,379 |
| Visa Inc Class A | $57,347 | $413,896 |
| Ishares MSCI Emerging Markets | $24,657 | $20,780 |
| Ishares MSCI EAFE ETF | $49,652 | $41,499 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA Piper | CategoryTxt |
| Legal Fees | $473 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $473 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $1,753,810 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $22,137 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes | $418 | $418 | $0 | $0 |
| Income Taxes - Extension | $20,500 | $0 | $0 | $0 |
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