Shepherd Foundation Inc

Atlanta, GA
Tax-exempt since July 1968
EIN: 58-6065260

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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.

Donations to this organization are tax deductible.

Revenue

$525k (2024)

Expenses

$329k (2024)

Total Assets

$3.01M (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 Sept.
2024

Revenue

$525,432

Expenses

$328,547

Net Income

$196,885

Net Assets

$3,013,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	28.5%
Interest Revenue	$0
Dividends	$76,183	14.5%
Sales of Assets	$299,249	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,167	93.8%
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	$3,013,226
Total Liabilities	$0
Net Assets	$3,013,226

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0
James H Shepherd Iii (Vice President)	$0	$0

990-PF

Filed on Feb. 14, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

$56,875

Expenses

$189,245

Net Income

-$132,370

Net Assets

$2,816,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,690	> 100%
Sales of Assets	-$21,815
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,700	88.6%
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	$2,816,341
Total Liabilities	$0
Net Assets	$2,816,341

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0
James H Shepherd Iii (Vice President)	$0	$0

990-PF

Filed on Feb. 14, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$352,818

Expenses

$199,043

Net Income

$153,775

Net Assets

$2,948,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,145	21.0%
Sales of Assets	$278,673	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,225	89.5%
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	$2,948,711
Total Liabilities	$0
Net Assets	$2,948,711

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0
James H Shepherd Iii (Vice President)	$0	$0

990-PF

Filed on Feb. 17, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$237,284

Expenses

$207,143

Net Income

$30,141

Net Assets

$2,794,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,514	22.6%
Sales of Assets	$183,770	77.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,666	89.6%
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	$2,794,937
Total Liabilities	$0
Net Assets	$2,794,937

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0
James H Shepherd Iii (Vice President)	$0	$0

990-PF

Filed on Feb. 15, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$65,370

Expenses

$168,603

Net Income

-$103,233

Net Assets

$2,764,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,451	98.6%
Sales of Assets	$919	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,500	80.4%
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	$2,764,796
Total Liabilities	$1
Net Assets	$2,764,795

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Dec. 14, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$526,540

Expenses

$151,264

Net Income

$375,276

Net Assets

$2,868,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,223	13.5%
Sales of Assets	$455,317	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,900	79.9%
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	$2,868,029
Total Liabilities	$1
Net Assets	$2,868,028

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Dec. 17, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$453,397

Expenses

$149,750

Net Income

$303,647

Net Assets

$2,492,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,847	13.0%
Sales of Assets	$394,550	87.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,000	85.5%
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	$2,492,753
Total Liabilities	$0
Net Assets	$2,492,753

Compensation

Key Employees and Officers	Compensation	Other
Stephen B Shepherd (Director/V.P.)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Dec. 17, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$152,694

Expenses

$128,363

Net Income

$24,331

Net Assets

$2,189,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,951	41.9%
Sales of Assets	$88,743	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,700	84.7%
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	$2,189,006
Total Liabilities	$0
Net Assets	$2,189,006

Compensation

Key Employees and Officers	Compensation	Other
J Harold Shepherd (Chairman)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Feb. 12, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2016

Revenue

$120,388

Expenses

$136,858

Net Income

-$16,470

Net Assets

$2,166,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,586	58.6%
Sales of Assets	$49,802	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,900	86.9%
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	$2,166,012
Total Liabilities	$0
Net Assets	$2,166,012

Compensation

Key Employees and Officers	Compensation	Other
J Harold Shepherd (Chairman)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Feb. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2015

Revenue

$115,132

Expenses

$129,314

Net Income

-$14,182

Net Assets

$2,182,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,049	52.2%
Sales of Assets	$55,083	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,850	86.5%
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	$2,182,482
Total Liabilities	$0
Net Assets	$2,182,482

Compensation

Key Employees and Officers	Compensation	Other
J Harold Shepherd (Chairman)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Dec. 8, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2014

Revenue

$70,234

Expenses

$131,916

Net Income

-$61,682

Net Assets

$2,196,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,211	85.7%
Sales of Assets	$10,023	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,868	83.3%
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	$2,196,664
Total Liabilities	$0
Net Assets	$2,196,664

Compensation

Key Employees and Officers	Compensation	Other
J Harold Shepherd (Chairman)	$0	$0
W Clyde Shepherd (Secretary)	$0	$0

990-PF

Filed on Dec. 18, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2013

Revenue

$210,196

Expenses

$123,798

Net Income

$86,398

Net Assets

$2,255,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,032	30.9%
Sales of Assets	$145,164	69.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,750	87.8%
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	$2,255,646
Total Liabilities	$1
Net Assets	$2,255,645

990-PF

Filed on March 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2012

Revenue

$69,027

Expenses

$117,492

Net Income

-$48,465

Net Assets

$2,169,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,108	95.8%
Sales of Assets	$2,919	4.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,430	83.8%
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	$2,169,248
Total Liabilities	$1
Net Assets	$2,169,247

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$163,393

Expenses

$120,662

Net Income

$42,731

Net Assets

$2,217,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,529	48.7%
Sales of Assets	$83,864	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,492	89.9%
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	$2,217,713
Total Liabilities	$1
Net Assets	$2,217,712

990-PF

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

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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Shepherd Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $525k (2024)

Expenses $329k (2024)

Total Assets $3.01M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$525k (2024)

Expenses

$329k (2024)

Total Assets

$3.01M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001