SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349102496
- Schema version
- 2014v5.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T14:27:06-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuman & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S Charles St Ste 402 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212012484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | co 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 | 21209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS Hellauer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ricka E Neuman | PreparerPersonNm |
| PTIN | P00631167 | PTIN |
| Phone | 4106596200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,159,476 | 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 | $650,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,731 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $764,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,059 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $738 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $738 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,015 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,895 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $605,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,051 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $911,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,154,423 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $913,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,159,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $913,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,036,859 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $913,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $913,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,036,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $913,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $605,790 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,519,347 | SubtotalAmt |
| Other Decreases | $482,488 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 Abbvie Inc | P | 2000-01-20 | 2014-04-16 | $14,410 | $4,675 | $9,735 | $9,735 |
| .949 Aegon NV NY Registry | P | 1993-06-23 | 2014-06-20 | $8 | $3 | $5 | $5 |
| .138 Aegon NV NY Registry | P | 1993-06-23 | 2014-09-19 | $1 | $1 | $1 | |
| 63 Apache Corp | P | 2013-01-01 | 2014-10-30 | $4,758 | $1,283 | $3,475 | $3,475 |
| 200 Archer Daniels Midland | P | 2001-12-06 | 2014-04-16 | $8,977 | $3,104 | $5,873 | $5,873 |
| 175 Cummins Inc | P | 2010-01-28 | 2014-12-19 | $25,300 | $8,010 | $17,290 | $17,290 |
| 160 Hershey Foods Corp | P | 2010-05-28 | 2014-10-30 | $15,075 | $7,538 | $7,537 | $7,537 |
| 170 Polaris Inds Inc | P | 2012-05-02 | 2014-12-19 | $25,157 | $14,052 | $11,105 | $11,105 |
| 26 Rockwell Intl Corp | P | 2009-10-06 | 2014-04-16 | $3,253 | $1,092 | $2,161 | $2,161 |
| 174 Rockwell Intl Corp | P | 2009-10-06 | 2014-10-30 | $19,062 | $7,308 | $11,754 | $11,754 |
| 200 Viacom Inc | P | 2009-10-06 | 2014-10-30 | $14,482 | $5,687 | $8,795 | $8,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,731 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $723,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $378,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.13334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $266,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11056 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,114 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $187,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.35225 | DistributionYr5Rt |
| Total Distribution | 0.77898 | TotalDistributionRt |
| Average Distribution | 0.15580 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,501,169 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,040 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $390,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,738 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,081 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,081 | SubtotalAmt |
| Tax Based On Investment Income | $2,081 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $881 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,531,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,539,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,539,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,501,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,081 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,081 | TotalTaxAmt |
| Distributable Before Adj | $122,977 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,977 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,977 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,738 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,738 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $146,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,977 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,470 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,683 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,738 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,761 | RemainingDistriFromCorpusAmt |
| Total Corpus | $170,217 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,749 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,468 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,470 | ExcessFromYear4Amt |
| Excess From Year3 | $16,166 | ExcessFromYear3Amt |
| Excess From Year2 | $31,683 | ExcessFromYear2Amt |
| Excess From Year1 | $36,388 | ExcessFromYear1Amt |
| Excess From Current Year | $23,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 | $25,000 |
| Texas Public Policy Foundation | |||||||
| 900 Congress Ave 400 | Austin | TX | 78701 | N/A | PC | General Support | $10,000 |
| St Paul's School for Girls | |||||||
| 11232 Falls Road | LuthervilleTimonium | MD | 21093 | N/A | PC | General Support | $5,000 |
| United Way of MD | |||||||
| 100 South Charles Street 5th Floor | Baltimore | MD | 21201 | N/A | PC | General support | $5,000 |
| National Fndn for Facial Reconstruc | |||||||
| 333 East 30th Street Lobby Unit | New York | NY | 10016 | N/A | PC | General Support | $1,000 |
| Baltimore Museum of Art | |||||||
| 10 Art Museum Drive | Baltimore | MD | 21218 | N/A | PC | General Support | $1,500 |
| The Gloucester Institute | |||||||
| 6496 Allmondsville Road | Gloucester Courthous | VA | 23061 | N/A | PC | General Support | $1,000 |
| American Diabetes Association | |||||||
| 2002 Clipper Park Road | Baltimore | MD | 21211 | N/A | PC | General Support | $2,000 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | PC | General Support | $2,000 |
| St Jude Childrens' Research Hospita | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | PC | General Support | $5,000 |
| Walters Art Museum | |||||||
| 600 North Charles Street | Baltimore | MD | 21201 | N/A | PC | General Support | $1,500 |
| Peterson Institute for Int'l Econom | |||||||
| 1750 Massachusetts Ave NW | Washington | DC | 20036 | N/A | PC | General Support | $25,000 |
| Institute of Notre Dame | |||||||
| 901 N Aisquith Street | Baltimore | MD | 21202 | N/A | PC | General Support | $5,000 |
| Maryland SPCA | |||||||
| 3300 Falls Road | Baltimore | MD | 21211 | N/A | PC | General Support | $1,000 |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | N/A | PC | General Support | $1,000 |
| Poe Baltimore Inc | |||||||
| PO Box 23773 | Baltimore | MD | 21203 | N/A | PC | General Support | $1,000 |
| John's Hopkins Children's Center | |||||||
| 750 East Pratt Street Ste 1700 | Baltimore | MD | 21202 | N/A | PC | General Support | $1,000 |
| House of Ruth | |||||||
| 2201 Argonne Drive | Baltimore | MD | 21218 | N/A | PC | General Support | $1,000 |
| Operation Walk of Maryland | |||||||
| 10807 Falls Road 467 | Brooklandville | MD | 21022 | N/A | PC | General Support | $1,000 |
| Fndn to Restore Accountability in G | |||||||
| 7018 8th Street NW 5th Floor | Washington | DC | 20001 | N/A | PC | General Support | $50,000 |
| SPSG Advancement Office | |||||||
| 11232 Falls Road | Brooklandville | MD | 21022 | N/A | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,731 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,059 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | $126,227 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 2 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $123,231 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 3 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $201,929 | Yes (X) | |
| Donald and Rose Marie Shepard | |||||||
| 4 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $198,992 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1074 shares of Rockwell Automation Inc | $126,227 | 2014-05-09 |
| 2 | 1476 shares of Viacom | $123,231 | 2014-05-09 |
| 3 | 2300 shares of Mastercard Inc Class A | $201,929 | 2014-12-26 |
| 4 | 2300 shares of Nike Inc. Class B | $198,297 | 2014-12-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Washington Mutual | $1 | |
| Aegon NV | $87,498 | $148,740 |
| Anadarko Petro Corp | $10,671 | $28,875 |
| Abbott Labs | $4,311 | $13,506 |
| Rockwell Automation Inc | $75,596 | $200,160 |
| Ross Stores Inc | $38,228 | $254,502 |
| WMI Hldgs Corp | $3,678 | $10 |
| Allergan Inc | $62,091 | $233,211 |
| American Express Co. | $75,777 | $156,493 |
| Apple Inc | $103,555 | $347,697 |
| Celgene Corp | $25,617 | $102,911 |
| Comcast Corp Cl A | $75,082 | $183,892 |
| Cummins Inc | $47,317 | $133,357 |
| Dollar Tree Inc | $66,173 | $281,520 |
| Hershey Company | $83,233 | $176,681 |
| Polaris Inds Inc | $70,091 | $128,554 |
| PPG Industries | $43,146 | $158,338 |
| Viacom Inc Class B | $79,625 | $210,700 |
| Mastercard Inc Class A | $40,452 | $198,168 |
| Nike Inc Class B | $39,664 | $197,108 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA Piper | CategoryTxt |
| Legal Fees | $738 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $738 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $482,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $10,015 | Amt |
| Net Investment Income | $10,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2013 Income Tax | $695 |
| 2014 Q1 ES Pmt | $1,200 |
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