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THE FOUNDATION IS RESPONSIBLE FOR THE MANAGEMENT AND ADMINISTRATION OF THESE FUNDS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENTS CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED TO PROVIDE INVESTMENT INCOME FOR THE FOUNDATION'S OPERATIONS. SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO CHARGE PENALTIES AND INTEREST TO INCOME TAX EXPENSE AS INCURRED. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES NETTED WITH OTHER INCOME -7,195 INVESTMENT FEES NETTED WITH INCOME -138,667 RETURN OF CONTRIBUTION 50,000 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES NETTED WITH OTHER INCOME 7,195 INVESTMENT FEES NETTED WITH INCOME 138,667 RETURN OF CONTRIBUTION -50,000 GALA EVENT 40940 33700 7240 8085 225 3122 40940 33700 7240 8085 225 3122 11432 -4192 true SHEPHERD UNIVERSITY 301 NORTH KING STREET SHEPHERDSTOWN WV 25443 556000799 GOV 669006 GENERAL EXPENSES EASTERN AREA HEALTH EDUCATION CENTE 2600 WEST ARLINGTON BLVD GREENVILLE NC 27834 352174239 501C3 9945 GENERAL SUPPORT BERKELEY CO MEALS-ON-WHEELS INC 116 EAST KING STREET MARTINSBURG WV 25401 237121298 501C3 15625 GENERAL SUPPORT CONTEMPORARY AMERICAN THEATER FESTIVAL PO BOX 429 SHEPHERDSTOWN WV 25443 550711349 501C3 14700 GENERAL SUPPORT BERKELEY SENIOR SERVICES 217 N HIGH STREET MARTINSBURG WV 25404 237083302 501C3 10625 GENERAL SUPPORT SHEPHERDSTOWN PUBLIC LIBRARY FOUNDATION 145 HIGBEE LANE SHEPHERDSTOWN WV 25443 611741255 501C3 31875 GENERAL SUPPORT 6 STUDENT SCHOLARSHIP/AWARD 475 833562 X X false false false false false false false false false MONICA W LINGENFELTER FORMER EXEC VP. 160351 50000 8558 218909 X 20 3089 ESTIMATED FMV X 2 13407 FMV - NYSE X 1 1696 FMV X MISC. GOODS 1 5000 ESTIMATED FMV X FLOORING 1 15000 ESTIMATED FMV false false false SCHEDULE M, PAGE 2, PART II COLUMN B REPORTS THE NUMBER OF ITEMS CONTRIBUTED, WITH THE EXCEPTION OF SECURITIES AND OTHER, WHICH REPORT THE NUMBER OF CONTRIBUTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND SIGNED BY THE EXECUTIVE VICE PRESIDENT. THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE EXECUTIVE AND AUDIT COMMITTEES FOR REVIEW BEFORE THE RETURN IS FILED. THE PUBLIC DISCLOSURE COPY IS KEPT ON FILE IN THE SHEPHERD UNIVERSITY FOUNDATION OFFICES. FORM 990, PAGE 6, PART VI, LINE 12C PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE VICE PRESIDENT'S COMPENSATION IS REVIEWED BY THE EXECUTIVE BOARD ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 18 THE ORGANIZATION MAKES THE FORMS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION'S FORM 990 IS ALSO POSTED ON THE GUIDESTAR.ORG WEBSITE WHICH CONTAINS NUMEROUS OTHER FORM 990 NON-PROFIT TAX RETURNS AND IS AVAILABLE FOR ANYONE IN THE PUBLIC TO VIEW. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 EXPENSES NETTED WITH OTHER INCOME -7,195 INVESTMENT FEES NETTED WITH INCOME -138,667 RETURN OF CONTRIBUTION 50,000 EXPENSES NETTED WITH OTHER INCOME 7,195 INVESTMENT FEES NETTED WITH INCOME 138,667 RETURN OF CONTRIBUTION -50,000 SUF SUPPORTING ORGANIZATION PO BOX 5000 SHEPHERDSTOWN WV 25443 811054787 SUPPORT WV 501C3 12A N/A true SHEPHERD UNIVERSITY 301 NORTH KING STREET SHEPHERDSTOWN WV 25443 556000799 UNIVERSITY WV 6 N/A false false true false false false false false false false false true false false true true false false false false