2026-07-14T12:18:36-05:00 2025-12-31 232315910 BAUM SMITH & CLEMENS 2060 DETWILER RD HARLEYSVILLE PA 19438 990PF 2025-01-01 453693539 THE SHEPHERD FAMILY CHARITABLE FOUNDATION SHEP 2157238181 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 DONALD SHEPHERD PRESIDENT 2157238181 2026-06-10 1 MICHAEL LOMBARDO CPA P01823513 2153685755 2026-06-10 2025 2025-03-06 01:10:19Z X 7871940 X X 4367 4367 134372 134372 177899 4166288 177899 316638 316638 0 0 0 879 0 879 4595 0 4595 73276 73276 0 75 75 0 78825 73351 5474 287000 287000 365825 73351 292474 -49187 243287 2667155 109463 109463 4187908 6699311 7762477 6855063 6808774 7871940 0 0 X 0 0 0 0 6855063 6808774 6855063 6808774 6855063 6808774 6855063 -49187 2898 6808774 0 6808774 WELLS FARGO - 3344 ST COVERED P 538151 567429 -29278 -29278 WELLS FARGO - 3344 ST NON-COVERED P 2817615 2817615 0 0 WELLS FARGO - 3344 LT COVERED P 808836 603345 205491 205491 CAPITAL GAINS DIVIDENDS P 1686 1686 1686 177899 3382 0 3382 0 3382 0 0 0 0 0 173 3555 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A DONALD SHEPHERD 2157238181 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 0 0 0 0 0 0 0 0 1 2024 1 0 0 0 0 0 0 0 0 0 0 0 0 DONALD R SHEPHERD 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 PRESIDENT 1.00 0 0 0 PHILIP C JACKSON 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 VICE PRESIDENT 1.00 0 0 0 ETHEL SHEPHERD 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 SECRETARY/TREASURER 1.00 0 0 0 DEBBIE LICHENSTEIN 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 BOARD MEMBER 1.00 0 0 0 KEN SHEPHERD 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 BOARD MEMBER 1.00 0 0 0 JUDY SMITH 60 SKIPPACK CREEK ROAD SOUDERTON PA 18964 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 6870391 982747 0 7853138 0 0 7853138 117797 7735341 386767 386767 3382 3382 383385 0 383385 0 383385 292474 0 292474 383385 382531 0 0 292474 292474 0 0 0 0 0 0 0 0 0 0 90057 383385 0 0 0 X ALLEY CAT ALLIES 7920 NORFOLK AVE 600 BETHESDA MD 20814 PC GENERAL OPERATIONS 1000 BOYS AND GIRLS CLUB READING 1161 PERSHING BOULEVARD READING PA 19611 PC GENERAL OPERATIONS 5000 CANINE PARTNERS FOR LIFE PO BOX 170 COCHRANVILLE PA 19330 PC GENERAL OPERATIONS 15000 CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BOULEVARD PHILADELPHIA PA 191044388 PC GENERAL OPERATIONS 10000 FISHER HOUSE FOUNDATION 111 ROCKVILLE PIKE ROCKVILLE MD 20850 PC GENERAL OPERATIONS 31000 GARY SINISE FOUNDATION PO BOX 40726 NASHVILLE TN 40726 PC GENERAL OPERATIONS 15000 IEEE FOUNDATION 445 HOES LANE PISCATAWAY NJ 08854 PC GENERAL OPERATIONS 20000 LOGAN'S HEROES ANIMAL RESCUE INC 9411 KINGS HWY S EAST GREENVILLE PA 18041 PC GENERAL OPERATIONS 2000 MONTGOMERY COUNTY SPCA 1006 EDGE HILL RD ABINGTON PA 19001 PC GENERAL OPERATIONS 2000 STRAY CAT BLUES PO BOX 8 COLMAR PA 18915 PC GENERAL OPERATIONS 12000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL OPERATIONS 20000 ANGELS TABLE 560 S MAIN ST QUAKERTOWN PA 18951 PC GENERAL OPERATIONS 7500 DELAWARE VALLEY CHOP 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 PC GENERAL OPERATIONS 1000 DOYLESTOWN HOSPITAL 595 W STATE ST DOYLESTOWN PA 18901 PC GENERAL OPERATIONS 20000 GENERATIONS OF INDIAN VA 259 N 2ND ST SOUDERTON PA 18964 PC GENERAL OPERATIONS 10000 HABITAT FOR HUMANITY 38 N WEST END BLVD QUAKERTOWN PA 18951 PC GENERAL OPERATIONS 15000 JEWISH FEDERATION OF CENTRAL NJ 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 PC GENERAL OPERATIONS 10000 KEYSTONE OPPORTUNITY CENTER 104 N MAIN ST SOUDERTON PA 18964 PC GENERAL OPERATIONS 15000 NATIONAL GLAUCOMA RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 PC GENERAL OPERATIONS 5000 NOAHS SMILE 8 BEAUREGARD DR LAKE GROVE NY 11755 PC GENERAL OPERATIONS 5000 OLIVET BOYS' & GIRLS' CLUB 677 CLINTON ST READING PA 19601 PC GENERAL OPERATIONS 5000 QUAKERTOWN FOOD PANTRY 101 N 3RD ST APT B QUAKERTOWN PA 18951 PC GENERAL OPERATIONS 15000 SHEPHERD'S SHELF EMERGENCY FOOD CUPBOARD-FOOD PANTRY 2211 MAINLAND RD HARLEYSVILLE PA 19438 PC GENERAL OPERATIONS 15000 THE DROP 133 SAMARITAN DRIVE SUITE 109 CUMMING GA 30040 PC GENERAL OPERATIONS 5000 ACHIEVING INDEPENDENCE CENTER 1415 NORTH BROAD STREET SUITE 100 PHILADELPHIA PA 19122 PC GENERAL OPERATIONS 5000 LONG ISLAND CARES INC 10 DAVIDS DRIVE HAUPPAUGE NY 11788 PC GENERAL OPERATIONS 15000 BRIGHT FOCUS FOUNDATION MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 PC GENERAL OPERATIONS 5500 287000 0 14 4367 14 134372 18 177899 0 316638 0 316638 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4595 0 4595 INVESTMENTS 6699311 7762477 LEGAL 879 0 879 BANK SERVICE CHARGE 75 75 0 NON-DIVIDEND DISTRIBUTIONS 2898 INVESTMENT ADVISORY FEES 73276 73276 0