SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-13
- IRS object ID
- 201822569349100007
- Schema version
- 2017v2.3
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-13T09:51:28-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ricka E Neuman | PreparerPersonNm |
| PTIN | P00631167 | PTIN |
| Phone | 4106596200 | PhoneNum |
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 | 2018-07-09 | IPDt |
| IP Tm | 07:57:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D7CB96E33A62336257F7CE32B5DA743FD595BC7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27882B60E07ED3E4BD48AFABC02DB903781488DE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,340,953 | 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 | $1,105,521 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,314 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $574,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $710,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $574,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,739,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,088 | 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 | $1,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,740 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,430 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,564,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $618,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $636,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $636,285 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $241 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $241 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $241 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,122,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,704,427 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,168,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,729,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,340,953 | 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 | $1,168,216 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,729,814 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,168,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,729,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,168,216 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,729,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,168,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,564,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,732,569 | SubtotalAmt |
| Other Decreases | $1,002,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,729,814 | 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 | $710,199 | GrossSalesPriceAmt |
| Cost Or Other Basis | $135,425 | CostOrOtherBasisAmt |
| Gain Or Loss | $574,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $574,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $574,774 | 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 | $168,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,291,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,119,409 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022385 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,738 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,501,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $723,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098987 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.133337 | DistributionYr5Rt |
| Total Distribution | 0.364572 | TotalDistributionRt |
| Average Distribution | 0.072914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,859,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,439 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,333 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,833 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,463 | OverpaymentAmt |
| Applied To ES Tax | $12,463 | 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 |
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 | $3,846,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $241 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,918,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,918,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,859,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,370 | TotalTaxAmt |
| Distributable Before Adj | $180,624 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,624 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,883 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,954 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,954 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,928 | 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 | $15,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,045 | ExcessFromYear3Amt |
| Excess From Year1 | $4,883 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 | $2,500 |
| ASPCA | |||||||
| 424 East 92nd Street | New York | NY | 10128 | N/A | PC | General Support | $1,500 |
| Baltimore Museum of Art | |||||||
| 10 Art Museum Drive | Baltimore | MD | 21218 | N/A | PC | General Support | $2,000 |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | N/A | PC | General Support | $1,000 |
| Maryland Food Bank | |||||||
| PO Box 17379 | Baltimore | MD | 21297 | N/A | PC | General Support | $1,000 |
| National Fndn for Facial Reconstruction | |||||||
| 333 East 30th Street Lobby Unit | New York | NY | 10016 | N/A | PC | General Support | $2,000 |
| St Jude Childrens' Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | PC | General Support | $5,000 |
| St Paul's School for Girls | |||||||
| 11232 Falls Road | LuthervilleTimonium | MD | 21093 | N/A | PC | General Support | $5,000 |
| The Gloucester Institute | |||||||
| 6496 Allmondsville Road | Gloucester Courthous | VA | 23061 | N/A | PC | General Support | $10,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | General Support | $2,500 |
| Walters Art Museum | |||||||
| 600 North Charles Street | Baltimore | MD | 21201 | N/A | PC | General Support | $2,000 |
| So Others Might Eat | |||||||
| 71 O Street | Washington | DC | 20001 | N/A | PC | General Support | $100,000 |
| American Studies Center - The American Veterans Center | |||||||
| 1100 North Glebe Road | Arlington | VA | 22201 | N/A | PC | General Support | $10,000 |
| Kid Net Foundation Jonathans Place | |||||||
| PO Box 140085 | Dallas | TX | 75214 | N/A | PC | General Support | $5,000 |
| The American Visionary Art Museum Inc | |||||||
| 800 Key Highway | Baltimore | MD | 21230 | N/A | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,500 | 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 | $59,314 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $574,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,088 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Donald and Rose Marie Shepard | |||||||
| 1 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $203,975 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 2 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $205,596 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 3 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $692,520 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 4 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $3,430 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 175 shares Amazon.com Inc | $203,975 | 2017-12-13 |
| 2 | 1,190 shares Apple Inc. | $205,596 | 2017-12-13 |
| 3 | 12,000 shares CSX Corp | $692,520 | 2017-12-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $3,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,430 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Washington Mutual | $1 | $0 |
| Aegon NV | $105,715 | $147,105 |
| Anadarko Petro Corp | $10,671 | $18,774 |
| Abbott Labs | $4,311 | $17,121 |
| Rockwell Automation Inc | $75,596 | $353,430 |
| Ross Stores Inc | $38,228 | $433,350 |
| WMI Hldgs Corp | $3,615 | $4 |
| Allergan Inc | $123,794 | $66,087 |
| American Express Co. | $75,777 | $167,040 |
| Apple Inc | $133,321 | $810,612 |
| Celgene Corp | $25,617 | $96,011 |
| Comcast Corp Cl A | $75,082 | $253,917 |
| Cummins Inc | $47,317 | $163,392 |
| Dollar Tree Inc | $61,591 | $399,513 |
| Hershey Company | $83,234 | $192,967 |
| PPG Industries | $43,146 | $160,044 |
| Mastercard Inc Class A | $61,123 | $502,061 |
| Nike Inc Class B | $58,134 | $363,541 |
| Home Depot | $45,078 | $354,800 |
| Amazon.com Inc | $21,937 | $204,658 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA Piper | CategoryTxt |
| Legal Fees | $1,740 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,740 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $1,002,755 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $15,360 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $226 | Amt |
| Net Investment Income | $226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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