BETA

SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349102358
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T10:32:08-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 EAST WEST HWY 900AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208143423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522135634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Shepard Family Private FoundationBusinessNameLine1Txt
Business Name Line2c/o Venable LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% PNCInCareOfNm
Business Name ControlSHEPBusinessNameControlTxt
Phone4105804172PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 E Pratt Street Suite 900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarianne Schmitt HellauerPersonNm
Person TitleTrusteePersonTitleTxt
Phone4105804172PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RUVELSONPreparerPersonNm
PTINP00234075PTIN
Phone3012726000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,930,486FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,008,560ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,237InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,237InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$154,858DividendsRevAndExpnssAmt
Dividends Net Invst Incm$154,858DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,024NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,910GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,024CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,182,679TotalRevAndExpnssAmt
Total Net Invst Incm$174,119TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$14,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,025AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,025AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$185TaxesRevAndExpnssAmt
Taxes Net Invst Incm$185TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$75,693OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75,693OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$89,928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,903TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$889,371ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$889,371ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$979,299TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,903TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$896,396TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$203,380ExcessRevenueOverExpensesAmt
Net Investment Income$91,216NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,302CashBOYAmt
Cash EOY$41,145CashEOYAmt
Cash EOYFMV$41,145CashEOYFMVAmt
Acct Rcvbl BOY$144AcctRcvblBOYAmt
Corporate Stock BOY$2,452,196CorporateStockBOYAmt
Corporate Stock EOY$2,927,887CorporateStockEOYAmt
Corporate Stock EOYFMV$20,889,341CorporateStockEOYFMVAmt
Total Assets BOY$2,511,642TotalAssetsBOYAmt
Total Assets EOY$2,969,032TotalAssetsEOYAmt
Total Assets EOYFMV$20,930,486TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,511,642RetainedEarningBOYAmt
Retained Earning EOY$2,969,032RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,511,642TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,969,032TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,511,642TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,969,032TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,511,642TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$203,380ExcessRevenueOverExpensesAmt
Other Increases$669,229OtherIncreasesAmt
Subtotal$3,384,251SubtotalAmt
Other Decreases$415,219OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,969,032TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CSX CORP2022-01-072024-06-06$32,910$37,510-$4,600-$4,600
CAPITAL GAIN DIVIDENDS$20,624P
FieldValueIRS element (for citing)
Capital Gain Net Income$16,024CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,268InvestmentIncomeExciseTaxAmt
Subtotal$1,268SubtotalAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,988EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,988TotalPaymentsAndCreditsAmt
Overpayment$4,720OverpaymentAmt
Applied To ES Tax$4,720AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4102375653PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TWO HOPKINS PLAZAAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212012930ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARIANNE SCHMITT HELLAUERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1750 E Pratt Street Suite 900AddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,022,124AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,089AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,084,213TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,084,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$286,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,797,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$939,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$939,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,268TaxBasedOnInvestmentIncomeAmt
Total Tax$1,268TotalTaxAmt
Distributable Before Adj$938,630DistributableBeforeAdjAmt
Distributable Before Ded$938,630DistributableBeforeDedAmt
Distributable As Adjusted$938,630DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$896,396ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$896,396QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$938,630DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$60,325ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$60,325TotalExcessDistributionCyovAmt
Qualifying Distributions$896,396QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$896,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$42,234ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$42,234ExcessDistributionCyovAppCYAmt
Total Corpus$18,091TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,091ExcessDistriCyovToNextYrAmt
Excess From Year2$18,091ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Junior Golf Association
1980 SPORTS CLUB DRIVEBRASELTONGA30517N/APCGENERAL FUND$10,000
American Society for the Prevention of Cruelty to
520 8th AVENUENEW YORKNY10018N/APCGENERAL FUND$29,096
Angel Reach
900 W DALLAS STCONROETX77301N/APCGENERAL FUND$20,000
Autism Speaks
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016N/APCGENERAL FUND$29,095
Borderlands Research Institute
4804 LAUREL CANYON BLVD SUITE 534VALLEY VILLAGECA91607N/APCGENERAL FUND$10,000
Catholic Charities
320 CATHEDRAL ST 3RD FLOORBALTIMOREMD21201N/APCGENERAL FUND$100,108
Coe College
1220 FIRST AVENUE NECEDAR RAPIDSID52402N/APCGENERAL FUND$5,000
Frontera Healthcare Network
105 SAN SABA STMENARDTX76859N/APCGENERAL FUND$104,660
George W Bush Presidential Center
2943 SMU BLVDDALLASTX75205N/APCGENERAL FUND$10,000
Gloucester Institute
3201 LEADERSHIP DRGLOUCESTERVA23061N/APCGENERAL FUND$10,000
Johns Hopkins Ciccarone Ctr
PO BOX 49143BALTIMOREMD21297N/APCDR ROGER BLUMENTHAL$15,664
Marine Corps Law Enforcement
273 COLUMBUS AVE SUITE 10TUCKAHOENY10707N/APCGENERAL FUND$21,370
Marion School Foundation
777 SOUTH 15TH STMARIONIA52302N/APCGENERAL FUND$5,438
Mason Booster Club
POINT PLEASANTMASONWV25550N/APCGENERAL FUND$5,000
Mason Food Bank
124 E MESQUITE STMASONTX76856N/APCGENERAL SUPPORT$10,000
Mason Puncher Club
PO Box 500MasonTX75856N/APCSupport local sponsorships and athletic programs at Mason Independent School District.$5,000
Mason Tennis Association
PO BOX 865MASONTX76856N/APCGENERAL FUND$5,441
Mason Volunteer Fire Dept
1501 S 2ND STMASONWV25260N/APCGENERAL FUND$10,000
Memorial Hermann Foundation
929 GESSNER DR SUITE 2600HOUSTONTX77024N/APCGENERAL FUND$51,512
Montgomery County Food Bank
1 FOOD FOR LIFE WAYCONROETX77385N/APCGENERAL FUND$10,212
National Foundation for Facial Reconstruction
333 EAST 30TH STREET LOBBY UNITNEW YORKNY10016N/APCGENERAL FUND$10,000
Savannah Wildlife Rescue Center
PO Box 30232SAVANNAHGA31410N/APCGENERAL FUND$10,000
Shriners Hospital for Children
2900 N ROCKY POINT DRTAMPAFL33607N/APCGENERAL FUND$5,438
St Jude Children's Research
262 DANNY THOMAS PLACEMEMPHISTN38105N/APCGENERAL FUND$10,000
Teneo Network
2606 W 8TH STAUSTINTX78703N/APCGENERAL FUND$10,443
Texas Public Policy Foundation
901 CONGREE AVEAUSTINTX78701N/APCGENERAL FUND$76,756
The ALS Association
1300 WILSON BOULEVARD SUITE 600ARLINGTONVA22209N/APCGENERAL FUND$25,149
Tunnels to Towers
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APCGENERAL FUND$103,191
University of Chicago Booth School
5807 S WOODLAWN AVECHICAGOIL60637N/APCGENERAL FUND$5,424
University of Mississippi for Catherine Waterhouse
PO BOX 1848MISSISSIPPIMS38677N/APCGENERAL FUND$5,000
University of Texas MD Anderson
9011 MOUNTAIN RIDGE DR SUITE 150AUSTINTX78759N/APCCANCER CENTER$26,355
US Chamber of Commerce
1615 H ST NWWASHINGTONDC200620001N/APCHIRING OUR HEROS PROGRAM$103,134
Zach Johnson Foundation
PO BOX 2336CEDAR RAPIDSIA52406N/APCIN MEMORY OF JACK KENNEY$30,885
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$889,371TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,237ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154,858ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,024ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$174,119ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$174,119TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDonald and Rose Marie ShepardContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/0 Venable LLP750 E Pratt StreetAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,008,560TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,890 SHARES THE TRAVLERS COS INCNoncashPropertyDesc
Fair Market Value$1,008,560FairMarketValueAmt
Received2024-11-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$14,050Amt
Net Investment Income$7,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,025DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPNC INVESTMENTSStockNm
EOY Book Value$2,927,887EOYBookValueAmt
EOYFMV$20,889,341EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJ FOR FMV OF DONATED STOCKDesc
Amt$415,219Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$75,693RevenueAndExpensesPerBooksAmt
Net Investment Income$75,693NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
ADJ FOR FMV OF STOCK GRANTED TO$669,229
PUBLIC CHARITIES$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$185Amt
Net Investment Income$185NetInvestmentIncomeAmt

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