Shepherd Family Charitable Foundation

Souderton, PA
Tax-exempt since Jan. 2012
EIN: 45-3693539

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$917k (2024)

Expenses

$187k (2024)

Total Assets

$6.86M (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

$917,026

Expenses

$187,010

Net Income

$730,016

Net Assets

$6,855,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,039	0.5%
Dividends	$95,014	10.4%
Sales of Assets	$816,973	89.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,580	71.4%
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	$6,855,063
Total Liabilities	$0
Net Assets	$6,855,063

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Philip C Jackson (Vice President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0
Debbie Lichenstein (Board Member)	$0	$0
Ken Shepherd (Board Member)	$0	$0
Judy Smith (Board Member)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$4,082,943

Expenses

$158,331

Net Income

$3,924,612

Net Assets

$6,121,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000,000	98.0%
Interest Revenue	$1,322	0.0%
Dividends	$74,437	1.8%
Sales of Assets	$7,184	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,250	79.1%
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	$6,121,557
Total Liabilities	$0
Net Assets	$6,121,557

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on June 6, 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

$334,923

Expenses

$146,114

Net Income

$188,809

Net Assets

$2,195,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	59.7%
Interest Revenue	$171	0.1%
Dividends	$53,975	16.1%
Sales of Assets	$80,777	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,500	78.4%
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	$2,195,213
Total Liabilities	$0
Net Assets	$2,195,213

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 11, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$406,977

Expenses

$109,685

Net Income

$297,292

Net Assets

$2,006,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	49.1%
Interest Revenue	$4	0.0%
Dividends	$50,391	12.4%
Sales of Assets	$156,582	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,000	75.7%
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	$2,006,878
Total Liabilities	$0
Net Assets	$2,006,878

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$305,892

Expenses

$103,541

Net Income

$202,351

Net Assets

$1,707,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	65.4%
Interest Revenue	$15	0.0%
Dividends	$40,099	13.1%
Sales of Assets	$65,778	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,950	78.2%
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	$1,707,649
Total Liabilities	$1
Net Assets	$1,707,648

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$252,008

Expenses

$74,997

Net Income

$177,011

Net Assets

$1,504,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	59.5%
Interest Revenue	$205	0.1%
Dividends	$39,167	15.5%
Sales of Assets	$62,636	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,250	73.7%
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	$1,504,988
Total Liabilities	$1
Net Assets	$1,504,987

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 25, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$298,180

Expenses

$52,541

Net Income

$245,639

Net Assets

$1,330,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	83.8%
Interest Revenue	$712	0.2%
Dividends	$28,143	9.4%
Sales of Assets	$18,944	6.4%
Other Income	$381	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,335	71.1%
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	$1,330,250
Total Liabilities	$0
Net Assets	$1,330,250

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Oct. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$340,903

Expenses

$52,770

Net Income

$288,133

Net Assets

$1,084,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	88.0%
Interest Revenue	$144	0.0%
Dividends	$19,195	5.6%
Sales of Assets	$19,334	5.7%
Other Income	$2,230	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,675	77.1%
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	$1,084,611
Total Liabilities	$0
Net Assets	$1,084,611

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 14, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$254,307

Expenses

$39,217

Net Income

$215,090

Net Assets

$796,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,015	78.7%
Interest Revenue	$1	0.0%
Dividends	$17,535	6.9%
Sales of Assets	$36,756	14.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,500	72.7%
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	$796,478
Total Liabilities	$0
Net Assets	$796,478

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on Sept. 7, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$22,674

Expenses

$33,405

Net Income

-$10,731

Net Assets

$581,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$15,930	70.3%
Sales of Assets	$6,742	29.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,500	67.4%
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	$581,388
Total Liabilities	$0
Net Assets	$581,388

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$228,487

Expenses

$21,476

Net Income

$207,011

Net Assets

$592,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	87.5%
Interest Revenue	$1	0.0%
Dividends	$10,168	4.5%
Sales of Assets	$18,318	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,000	65.2%
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	$592,119
Total Liabilities	$0
Net Assets	$592,119

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 7, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$206,914

Expenses

$12,832

Net Income

$194,082

Net Assets

$385,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	96.7%
Interest Revenue	$1	0.0%
Dividends	$5,211	2.5%
Sales of Assets	$1,702	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	62.3%
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	$385,108
Total Liabilities	$0
Net Assets	$385,108

Compensation

Key Employees and Officers	Compensation	Other
Donald R Shepherd (President)	$0	$0
Ethel Shepherd (Secretary/Treasurer)	$0	$0

990-PF

Filed on April 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$103,685

Expenses

$12,659

Net Income

$91,026

Net Assets

$191,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	96.4%
Interest Revenue	$3	0.0%
Dividends	$3,734	3.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	39.5%
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	$191,026
Total Liabilities	$1
Net Assets	$191,025

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$100,000

Expenses

Net Income

$100,000

Net Assets

$100,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$100,000
Total Liabilities	$0
Net Assets	$100,000

990-PF

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

PDF

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Shepherd Family Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $917k (2024)

Expenses $187k (2024)

Total Assets $6.86M (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

Document Links

Revenue

$917k (2024)

Expenses

$187k (2024)

Total Assets

$6.86M (2024)

Total Liabilities

$0 (2024)

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