John W & Rose Jackson Sheppard

Sheppard Foundation

Darien, CT
Tax-exempt since July 1985
EIN: 22-6388719

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$43k (2024)

Expenses

$1.13M (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$43,044

Expenses

$1,126,035

Net Income

-$1,082,991

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38,611	89.7%
Dividends	$1,386	3.2%
Sales of Assets	$0
Other Income	$3,047	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,117,060	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$160,554

Expenses

$1,980,544

Net Income

-$1,819,990

Net Assets

$1,082,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,883	21.1%
Dividends	$47,168	29.4%
Sales of Assets	$79,503	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,975,244	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,991
Total Liabilities	$0
Net Assets	$1,082,991

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$271,013

Expenses

$335,075

Net Income

-$64,062

Net Assets

$2,902,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$147,105	54.3%
Interest Revenue	$5,482	2.0%
Dividends	$51,024	18.8%
Sales of Assets	$67,402	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,000	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,902,981
Total Liabilities	$0
Net Assets	$2,902,981

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$743,322

Expenses

$290,400

Net Income

$452,922

Net Assets

$2,967,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$298,820	40.2%
Interest Revenue	$1,097	0.1%
Dividends	$45,641	6.1%
Sales of Assets	$397,764	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,000	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,967,043
Total Liabilities	$0
Net Assets	$2,967,043

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$664,030

Expenses

$233,100

Net Income

$430,930

Net Assets

$2,514,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$183,668	27.7%
Interest Revenue	$1,835	0.3%
Dividends	$48,597	7.3%
Sales of Assets	$429,930	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,000	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,514,121
Total Liabilities	$1
Net Assets	$2,514,120

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on July 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$367,621

Expenses

$206,950

Net Income

$160,671

Net Assets

$2,083,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$113,943	31.0%
Interest Revenue	$3,243	0.9%
Dividends	$58,493	15.9%
Sales of Assets	$191,942	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,083,191
Total Liabilities	$1
Net Assets	$2,083,190

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on July 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$274,789

Expenses

$181,350

Net Income

$93,439

Net Assets

$1,922,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$76,710	27.9%
Interest Revenue	$2,898	1.1%
Dividends	$52,888	19.2%
Sales of Assets	$142,293	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,000	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,922,520
Total Liabilities	$0
Net Assets	$1,922,520

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$216,508

Expenses

$153,600

Net Income

$62,908

Net Assets

$1,829,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$84,955	39.2%
Interest Revenue	$833	0.4%
Dividends	$56,488	26.1%
Sales of Assets	$74,232	34.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,829,081
Total Liabilities	$0
Net Assets	$1,829,081

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$263,923

Expenses

$128,500

Net Income

$135,423

Net Assets

$1,766,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$109,093	41.3%
Interest Revenue	$925	0.4%
Dividends	$52,999	20.1%
Sales of Assets	$100,906	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,766,173
Total Liabilities	$0
Net Assets	$1,766,173

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann S Mores (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$278,490

Expenses

$131,410

Net Income

$147,080

Net Assets

$1,630,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,022	32.7%
Interest Revenue	$980	0.4%
Dividends	$50,466	18.1%
Sales of Assets	$136,022	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,000	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,630,750
Total Liabilities	$0
Net Assets	$1,630,750

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann B Sheppard (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$307,550

Expenses

$115,977

Net Income

$191,573

Net Assets

$1,483,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$54,162	17.6%
Interest Revenue	$1,034	0.3%
Dividends	$50,031	16.3%
Sales of Assets	$202,323	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,000	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,483,670
Total Liabilities	$0
Net Assets	$1,483,670

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Managing Tru)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann B Sheppard (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$174,600

Expenses

$98,961

Net Income

$75,639

Net Assets

$1,292,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,769	46.8%
Interest Revenue	$1,392	0.8%
Dividends	$44,729	25.6%
Sales of Assets	$46,710	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,000	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,292,097
Total Liabilities	$0
Net Assets	$1,292,097

Compensation

Key Employees and Officers	Compensation	Other
John W Sheppard Jr (Trustee)	$0	$0
J Wade Sheppard Iii (Trustee)	$0	$0
Ann B Sheppard (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$109,603

Expenses

$81,069

Net Income

$28,534

Net Assets

$1,216,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$76,548	69.8%
Interest Revenue	$1,786	1.6%
Dividends	$36,354	33.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,000	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,216,458
Total Liabilities	$0
Net Assets	$1,216,458

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$55,643

Expenses

$78,922

Net Income

-$23,279

Net Assets

$1,187,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$59,642	> 100%
Interest Revenue	$2,600	4.7%
Dividends	$28,394	51.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,187,924
Total Liabilities	$0
Net Assets	$1,187,924

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated June 30, 2025

John W & Rose Jackson Sheppard

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $43k (2024)

Expenses $1.13M (2024)

Total Assets $0 (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$43k (2024)

Expenses

$1.13M (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
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2011

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