Paul S Shepherd Charitable Trust

Milwaukee, WI
Tax-exempt since June 1991
EIN: 42-6462993

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.

Donations to this organization are tax deductible.

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

$29,086

Expenses

$48,146

Net Income

-$19,060

Net Assets

$814,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,912	92.5%
Sales of Assets	$97	0.3%
Other Income	$2,077	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,108	79.2%
Compensation of Officers*	$10,720	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$814,859
Total Liabilities	$0
Net Assets	$814,859

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,720	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$18,849

Expenses

$50,489

Net Income

-$31,640

Net Assets

$833,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,402	> 100%
Sales of Assets	-$5,571
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,361	74.0%
Compensation of Officers*	$9,820	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$833,922
Total Liabilities	$0
Net Assets	$833,922

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,820	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$188,184

Expenses

$56,590

Net Income

$131,594

Net Assets

$865,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,618	10.4%
Sales of Assets	$168,553	89.6%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,665	78.9%
Compensation of Officers*	$10,466	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$865,569
Total Liabilities	$0
Net Assets	$865,569

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,466	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$97,683

Expenses

$50,683

Net Income

$47,000

Net Assets

$733,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,063	18.5%
Sales of Assets	$79,620	81.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,603	78.1%
Compensation of Officers*	$11,725	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$733,980
Total Liabilities	$0
Net Assets	$733,980

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$11,725	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$26,391

Expenses

$49,327

Net Income

-$22,936

Net Assets

$686,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,745	71.0%
Sales of Assets	$7,646	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,787	80.7%
Compensation of Officers*	$10,118	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$686,980
Total Liabilities	$1
Net Assets	$686,979

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,118	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$27,670

Expenses

$49,230

Net Income

-$21,560

Net Assets

$709,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,817	78.8%
Sales of Assets	$5,842	21.1%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,849	80.9%
Compensation of Officers*	$9,936	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$709,915
Total Liabilities	$1
Net Assets	$709,914

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,936	$0

990-PF

Filed on May 8, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$32,499

Expenses

$50,242

Net Income

-$17,743

Net Assets

$731,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,556	69.4%
Sales of Assets	$9,943	30.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,876	79.4%
Compensation of Officers*	$9,967	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$731,536
Total Liabilities	$0
Net Assets	$731,536

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,967	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$33,057

Expenses

$47,786

Net Income

-$14,729

Net Assets

$749,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,844	66.1%
Sales of Assets	$11,213	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,403	80.4%
Compensation of Officers*	$9,867	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$749,281
Total Liabilities	$0
Net Assets	$749,281

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,867	$0

990-PF

Filed on April 28, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$35,465

Expenses

$49,188

Net Income

-$13,723

Net Assets

$764,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,772	50.1%
Sales of Assets	$17,693	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,114	81.6%
Compensation of Officers*	$9,478	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$764,006
Total Liabilities	$0
Net Assets	$764,006

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$9,478	$0

990-PF

Filed on May 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$47,875

Expenses

$51,775

Net Income

-$3,900

Net Assets

$777,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,047	33.5%
Sales of Assets	$31,828	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,625	80.4%
Compensation of Officers*	$9,908	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$777,084
Total Liabilities	$0
Net Assets	$777,084

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,908	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$47,971

Expenses

$51,275

Net Income

-$3,304

Net Assets

$781,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,692	36.9%
Sales of Assets	$30,279	63.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,450	78.9%
Compensation of Officers*	$10,155	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$781,619
Total Liabilities	$0
Net Assets	$781,619

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$10,155	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$45,134

Expenses

$47,864

Net Income

-$2,730

Net Assets

$785,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,152	40.2%
Sales of Assets	$26,676	59.1%
Other Income	$306	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,121	81.7%
Compensation of Officers*	$9,714	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$785,141
Total Liabilities	$0
Net Assets	$785,141

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,714	$0

990-PF

Filed on May 2, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$22,012

Expenses

$48,806

Net Income

-$26,794

Net Assets

$787,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,263	83.0%
Sales of Assets	$3,749	17.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,431	80.8%
Compensation of Officers*	$9,056	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$787,871
Total Liabilities	$1
Net Assets	$787,870

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$38,806

Expenses

$46,460

Net Income

-$7,654

Net Assets

$814,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,272	44.5%
Sales of Assets	$21,534	55.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,945	81.7%
Compensation of Officers*	$9,294	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$814,665
Total Liabilities	$1
Net Assets	$814,664

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Paul S Shepherd Charitable Trust

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

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2006

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2005

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2002

Fiscal Year Ending Dec.
2001