Nonprofit · EIN 45-3693539
SHEPHERD FAMILY CHARITABLE FOUNDATION
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $316,638 | $365,825 | -$49,187 | $6,808,774 | $0 | $6,808,774 |
| December 31, 2024 | 990-PF | $917,026 | $187,010 | $730,016 | $6,855,063 | $0 | $6,855,063 |
| December 31, 2023 | 990-PF | $4,082,943 | $158,331 | $3,924,612 | $6,121,557 | $0 | $6,121,557 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $134,372
- Interest
- $4,367
- Net gain from sales of assets
- $177,899
Expenses
- Grants and similar amounts paid
- $287,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $292,474
- Excise tax on investment income
- $3,382
Balance sheet and other
- Total assets, start of year
- $6,855,063
- Total assets, end of year
- $6,808,774
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,808,774
- Fair market value of assets
- $7,871,940
- Qualifying distributions
- $292,474
- Net investment income
- $316,638
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | PRESIDENT | 1 | $0 |
| PHILIP C JACKSON 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | VICE PRESIDENT | 1 | $0 |
| ETHEL SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | SECRETARY/TREASURER | 1 | $0 |
| DEBBIE LICHENSTEIN 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
| KEN SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
| JUDY SMITH 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | PRESIDENT | 1 | $0 |
| PHILIP C JACKSON 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | VICE PRESIDENT | 1 | $0 |
| ETHEL SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | SECRETARY/TREASURER | 1 | $0 |
| DEBBIE LICHENSTEIN 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
| KEN SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
| JUDY SMITH 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD R SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | PRESIDENT | 1 | $0 |
| ETHEL SHEPHERD 60 SKIPPACK CREEK ROAD, SOUDERTON, PA 18964 | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 60 SKIPPACK CREEK RD, SOUDERTON, PA 18964-2613
- In care of
- % DONALD SHEPHERD
- Signed the 990-PF
- DONALD SHEPHERD, PRESIDENT
- Phone
- (215) 723-8181
- Return prepared by
- BAUM SMITH & CLEMENS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3693539
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,808,774
- Income (IRS master file)
- $4,305,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $316,638 | $365,825 | $6,808,774 | XML |
| 990-PF | December 2024 | $917,026 | $187,010 | $6,855,063 | IRS |
| 990-PF | December 2023 | $4,082,943 | $158,331 | $6,121,557 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 45-3693539).
Questions about SHEPHERD FAMILY CHARITABLE FOUNDATION
- What is the EIN of SHEPHERD FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SHEPHERD FAMILY CHARITABLE FOUNDATION is 45-3693539.
- Is SHEPHERD FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to SHEPHERD FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEPHERD FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEPHERD FAMILY CHARITABLE FOUNDATION 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 FAMILY CHARITABLE FOUNDATION 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 FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHEPHERD FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $316,638, expenses of $365,825 and total assets of $6,808,774 at year end.
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