SHEPARD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD FAMILY PRIVATE FOUNDATION (EIN 52-2135634)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349100140
- Schema version
- 2013v3.1
- 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 Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T07:06:59-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUMAN & ASSOCIATES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S CHARLES ST STE 402 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212012484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | co DLA Piper - MS Hellauer | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS Hellauer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-15 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,307,203 | 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 | $1,767,545 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,427 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,817,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,349 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $599 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $599 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,615 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,743,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,966 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $159,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $911,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,305,237 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $171,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $913,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,307,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $171,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $913,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $913,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $913,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,743,680 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,914,843 | SubtotalAmt |
| Other Decreases | $1,001,286 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $913,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,427 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $378,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $266,834 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11056 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $160,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08385 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,114 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $187,691 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.35225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $337,970 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14749 | DistributionYr5Rt |
| Total Distribution | 0.82749 | TotalDistributionRt |
| Average Distribution | 0.16550 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $723,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $477 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,599 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $955 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $955 | SubtotalAmt |
| Tax Based On Investment Income | $955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $260 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $260 | TotalPaymentsAndCreditsAmt |
| Tax Due | $695 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212012930 | ZIPCode |
| 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 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212093600 | ZIPCode |
| 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 | $715,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $734,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $734,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $723,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $955 | TotalTaxAmt |
| Distributable Before Adj | $35,211 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,211 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $71,599 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $71,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,211 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,166 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,322 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,599 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,388 | RemainingDistriFromCorpusAmt |
| Total Corpus | $179,710 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,749 | ExcessFromYear4Amt |
| Excess From Year3 | $5,470 | ExcessFromYear3Amt |
| Excess From Year2 | $16,166 | ExcessFromYear2Amt |
| Excess From Year1 | $31,683 | ExcessFromYear1Amt |
| Excess From Current Year | $36,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Junior Golf Association | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | 501(c)(3) | General Support | $25,000 |
| Texas Public Policy Foundation | |||||||
| 900 Congress Ave 400 | Austin | TX | 78701 | N/A | 501(c)(3) | General Support | $10,000 |
| St Paul's School for Girls | |||||||
| 11232 Falls Road | LuthervilleTimonium | MD | 21093 | N/A | Exempt | General Support | $2,000 |
| United Way of MD | |||||||
| 100 South Charles Street 5th Floor | Baltimore | MD | 21201 | N/A | Public | General support | $5,000 |
| National Fndn for Facial Reconstruc | |||||||
| 333 East 30th Street Lobby Unit | New York | NY | 10016 | N/A | Exempt | General Support | $2,000 |
| Baltimore Museum of Art | |||||||
| 10 Art Museum Drive | Baltimore | MD | 21218 | N/A | Exempt | General Support | $3,000 |
| Catholic Charities | |||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | N/A | Exempt | General Support | $1,500 |
| University of Chicago Booth School | |||||||
| 5807 South Woodlawn Ave | Chicago | IL | 60637 | N/A | Exempt | General Support | $1,500 |
| The Gloucester Institute | |||||||
| 6496 Allmondsville Road | Gloucester Courthous | VA | 23061 | N/A | Exempt | General Support | $2,000 |
| J R Arnold High School | |||||||
| 550 Alf Coleman Road | Panama City Beach | FL | 32407 | N/A | Exempt | General Support | $1,500 |
| Texas Rangers Baseball Fndn | |||||||
| 1000 Ballpark Way | Arlington | TX | 76011 | N/A | Exempt | General Support | $5,000 |
| American Diabetes Association | |||||||
| 2002 Clipper Park Road | Baltimore | MD | 21211 | N/A | Exempt | General Support | $2,000 |
| Hospice of Pedmont | |||||||
| 675 Peter Jefferson Pkway 300 | Charlottesville | VA | 22911 | N/A | Exempt | General Support | $1,500 |
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | N/A | Exempt | General Support | $1,000 |
| St Jude Childrens' Research Hospita | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | Exempt | General Support | $5,000 |
| Walters Art Museum | |||||||
| 600 North Charles Street | Baltimore | MD | 21201 | N/A | Exempt | General Support | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,349 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Donald and Rose Marie Shepard | ||||||
| 1 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $134,532 | Yes (X) |
| Donald and Rose Marie Shepard | ||||||
| 2 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $215,100 | Yes (X) |
| Donald and Rose Marie Shepard | ||||||
| 3 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $74,559 | Yes (X) |
| Donald and Rose Marie Shepard | ||||||
| 4 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $125,324 | Yes (X) |
| Donald and Rose Marie Shepard | ||||||
| 5 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $74,941 | Yes (X) |
| Donald and Rose Marie Shepard | ||||||
| 6 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $125,166 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 7 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $121,202 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 8 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $151,641 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 9 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $250,938 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 10 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $164,523 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 11 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $181,071 | Yes (X) |
| Shepard Aloha Trust | ||||||
| 12 | c/o DLA Piper 6225 Smith Ave | Baltimore | MD | 212093600 | $148,548 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1200 shares Cummins Inc | $134,532 | 2013-04-03 |
| 2 | 4500 shares Dollar Tree Inc. | $215,100 | 2013-04-03 |
| 3 | 460 shares Celgene Corp | $74,559 | 2013-12-17 |
| 4 | 685 shares PPG Industries Inc | $125,324 | 2013-12-17 |
| 5 | 676 shares Rockwell Automation | $74,941 | 2013-12-17 |
| 6 | 1524 shares Viacom Inc Class B Wi | $125,166 | 2013-12-17 |
| 7 | 1097 shares Allergan Inc | $121,202 | 2013-12-31 |
| 8 | 1682 shares American Express Co | $151,641 | 2013-12-31 |
| 9 | 450 shares Apple Inc | $250,938 | 2013-12-31 |
| 10 | 3170 shares Comcast Corp | $164,523 | 2013-12-31 |
| 11 | 1860 shares Hershey Company | $181,071 | 2013-12-31 |
| 12 | 1020 shares Polaris Industries Inc | $148,548 | 2013-12-31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Washington Mutual | $1 | |
| Aegon NV | $81,730 | $181,751 |
| Apache Corp | $1,283 | $5,414 |
| Archer Daniels Midland Co | $3,104 | $8,680 |
| Anadarko Petro Corp | $10,671 | $27,762 |
| Abbott Labs | $4,311 | $11,499 |
| Rockwell Automation Inc | $38,891 | $109,416 |
| Ross Stores Inc | $38,228 | $202,311 |
| WMI Hldgs Corp | $3,678 | $14 |
| Abbvie Inc | $4,675 | $15,843 |
| Allergan Inc | $62,091 | $121,855 |
| American Express Co. | $75,777 | $152,608 |
| Apple Inc | $103,555 | $252,459 |
| Celgene Corp | $25,617 | $77,725 |
| Comcast Corp Cl A | $75,082 | $164,729 |
| Cummins Inc | $55,326 | $155,067 |
| Dollar Tree Inc | $66,173 | $225,680 |
| Hershey Company | $90,771 | $180,848 |
| Polaris Inds Inc | $84,142 | $148,553 |
| PPG Industries | $43,146 | $129,917 |
| Viacom Inc Class B | $43,339 | $133,106 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DLA Piper | CategoryTxt |
| Legal Fees | $599 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $599 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FMV adjustment of stock received | Description |
| Amount | $1,001,286 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $2,615 | Amt |
| Net Investment Income | $2,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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