Nonprofit · EIN 56-2547434
JANE AND TAD SHEPARD FAMILY FOUNDATION INC
Tax-exempt · MENASHA, WI 54952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $150,349 | $79,590 | $70,759 | $1,296,389 | $0 | $1,296,389 |
| December 31, 2024 | 990-PF | $142,556 | $97,300 | $45,256 | $1,225,630 | $0 | $1,225,630 |
| December 31, 2023 | 990-PF | $26,720 | $66,602 | -$39,882 | $1,180,374 | $0 | $1,180,374 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,999
- Interest
- $1
- Net gain from sales of assets
- $126,349
Expenses
- Grants and similar amounts paid
- $70,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $70,650
- Excise tax on investment income
- $1,999
Balance sheet and other
- Total assets, start of year
- $1,225,630
- Total assets, end of year
- $1,296,389
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,296,389
- Fair market value of assets
- $1,310,185
- Qualifying distributions
- $70,650
- Net investment income
- $150,349
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 |
|---|---|---|---|
| JANE SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | DIRECTOR | 5 | $0 |
| SYLVIA SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | PRES/DIR | 10 | $0 |
| WILLIAM SHEPARD 398 WILLOW LANE, MENASHA, WI 54952 | TREAS/DIR | 5 | $0 |
| JULIE WAITE C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | SECY/DIR | 5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | DIRECTOR | 5 | $0 |
| SYLVIA SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | PRES/DIR | 10 | $0 |
| WILLIAM SHEPARD 398 WILLOW LANE, MENASHA, WI 54952 | TREAS/DIR | 5 | $0 |
| JULIE WAITE C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | SECY/DIR | 5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | DIRECTOR | 5 | $0 |
| SYLVIA SHEPARD C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | PRES/DIR | 10 | $0 |
| WILLIAM SHEPARD 398 WILLOW LANE, MENASHA, WI 54952 | TREAS/DIR | 5 | $0 |
| JULIE WAITE C/O CHARLES SCHWAB COINC 211 MAIN, ST, SAN FRANCISCO, CA 94105 | SECY/DIR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 398 WILLOW LN, MENASHA, WI 54952-3443
- In care of
- % JPMORGAN SERVICES INC
- Signed the 990-PF
- WILLIAM A SHEPARD, TREASURER
- Phone
- (920) 722-6106
- Return prepared by
- ENDRIES OTTO LLC
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
- 56-2547434
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,296,389
- Income (IRS master file)
- $214,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $150,349 | $79,590 | $1,296,389 | XML |
| 990-PF | December 2024 | $142,556 | $97,300 | $1,225,630 | IRS |
| 990-PF | December 2023 | $26,720 | $66,602 | $1,180,374 | 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 56-2547434).
Questions about JANE AND TAD SHEPARD FAMILY FOUNDATION INC
- What is the EIN of JANE AND TAD SHEPARD FAMILY FOUNDATION INC?
- The employer identification number (EIN) of JANE AND TAD SHEPARD FAMILY FOUNDATION INC is 56-2547434.
- Is JANE AND TAD SHEPARD FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JANE AND TAD SHEPARD FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JANE AND TAD SHEPARD FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JANE AND TAD SHEPARD FAMILY FOUNDATION INC 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 JANE AND TAD SHEPARD FAMILY FOUNDATION INC 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 JANE AND TAD SHEPARD FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JANE AND TAD SHEPARD FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $150,349, expenses of $79,590 and total assets of $1,296,389 at year end.
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