Skip to main content

Nonprofit · EIN 45-3820534

SHEPHERD 5 POINTS FAMILY FOUNDATION

Tax-exempt · AUSTIN, TX 78703

Financials

$887K$492K2022$333K$385K2023$1.9M$466K2024$5.7M$3.5M2025
Revenue Expenses · by fiscal year end
Financials of SHEPHERD 5 POINTS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,698,438$3,463,261$2,235,177$7,142,909$34,378$7,108,531
December 31, 2024990-PF$1,863,623$466,031$1,397,592$6,853,908$37,506$6,816,402
December 31, 2023990-PF (amended)$332,892$385,341-$52,449$5,228,857$755$5,228,102
December 31, 2022990-PF (amended)$886,568$492,090$394,478$5,068,826$1,367$5,067,459
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,266,759
Dividends
$238,797
Net gain from sales of assets
$2,205,695
Other income
-$12,813

Expenses

Grants and similar amounts paid
$3,269,877
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,337,289
Excise tax on investment income
$33,054

Balance sheet and other

Total assets, start of year
$6,853,908
Total assets, end of year
$7,142,909
Total liabilities, end of year
$34,378
Net assets, end of year
$7,108,531
Fair market value of assets
$10,459,819
Qualifying distributions
$3,337,289
Net investment income
$2,444,492

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
EUGENE SHEPHERD JR
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
ROBIN BEASLEY SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
EUGENE BYRON SHEPHERD III
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
BEN SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
SAM SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
EUGENE SHEPHERD JR
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
ROBIN BEASLEY SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
EUGENE BYRON SHEPHERD III
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
BEN SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
SAM SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
EUGENE SHEPHERD JR
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
ROBIN BEASLEY SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR1.25$0
JAMES L SHEPHERD
214 WESTMORELAND STREET, HOUSTON, TX 77006
DIRECTOR0.5$0
BEN SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR0.5$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
EUGENE SHEPHERD JR
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR2$0
ROBIN BEASLEY SHEPHERD
1101 BELMONT PARKWAY, AUSTIN, TX 78703
DIRECTOR2$0
JAMES L SHEPHERD
214 WESTMORELAND STREET, HOUSTON, TX 77006
DIRECTOR1$0

Address and contacts

Address (IRS master file)
1101 BELMONT PKWY, AUSTIN, TX 78703-1412
In care of
% EUGENE SHEPHERD JR
Signed the 990-PF
EUGENE SHEPHERD JR, DIRECTOR
Phone
(512) 458-4338
Return prepared by
WHITLEY PENN LLP

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
45-3820534
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,142,909
Income (IRS master file)
$7,938,562

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,698,438$3,463,261$7,142,909XML
990-PFDecember 2024$1,863,623$466,031$6,853,908XML
990-PFDecember 2023$332,892$385,341$5,228,857XML
990-PFDecember 2022$886,568$492,090$5,068,826XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 45-3820534).

Questions about SHEPHERD 5 POINTS FAMILY FOUNDATION

What is the EIN of SHEPHERD 5 POINTS FAMILY FOUNDATION?
The employer identification number (EIN) of SHEPHERD 5 POINTS FAMILY FOUNDATION is 45-3820534.
Is SHEPHERD 5 POINTS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to SHEPHERD 5 POINTS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEPHERD 5 POINTS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEPHERD 5 POINTS FAMILY 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 5 POINTS FAMILY 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 5 POINTS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SHEPHERD 5 POINTS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,698,438, expenses of $3,463,261 and total assets of $7,142,909 at year end.

Other nonprofits in AUSTIN

All nonprofits in AUSTIN · Texas · Philanthropy, voluntarism and grantmaking foundations