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Nonprofit · EIN 04-6900178

SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND

Also known as SOCIETY OF ST VINCENT DE PAUL TTEE

Tax-exempt · BOSTON, MA 02205

Financials

$6K$2K2023$13K$9K2024$4K$2K2025
Revenue Expenses · by fiscal year end
Financials of SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,129$2,202$1,927$57,086$0$57,086
December 31, 2024990-PF$12,971$9,457$3,514$55,159$0$55,159
December 31, 2023990-PF$6,068$1,826$4,242$51,645$0$51,645
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,821
Net gain from sales of assets
$2,308

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$1,150
Excise tax on investment income
$43

Balance sheet and other

Total assets, start of year
$55,159
Total assets, end of year
$57,086
Total liabilities, end of year
$0
Net assets, end of year
$57,086
Fair market value of assets
$65,376
Qualifying distributions
$1,150
Net investment income
$3,904

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY
53 STATE STREET, BOSTON, MA 02109
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 55806, BOSTON, MA 02205-5806
In care of
% FIDUCIARY TRUST COMPANY
Signed the 990-PF
FIDUCIARY TRUST COMPANY, TRUSTEE
Phone
(617) 482-5270

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6900178
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$57,086
Income (IRS master file)
$14,570

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,129$2,202$57,086IRS
990-PFDecember 2024$12,971$9,457$55,159XML
990-PFDecember 2023$6,068$1,826$51,645XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6900178).

Questions about SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND

What is the EIN of SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND?
The employer identification number (EIN) of SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND is 04-6900178.
Is SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does SHEPHERD BROOKS CHARITABLE ENDOWMENT FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,129, expenses of $2,202 and total assets of $57,086 at year end.

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