Nonprofit · EIN 82-3725419
SHEPHERD FAMILY FOUNDATION
Tax-exempt · CARY, NC 27518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $937 | $4,298 | -$3,361 | $25,361 | $1,948 | $23,413 |
| December 31, 2023 | 990-PF | $3 | $341 | -$338 | $26,841 | $67 | $26,774 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Other income
- $937
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,298
Balance sheet and other
- Total assets, start of year
- $26,841
- Total assets, end of year
- $25,361
- Total liabilities, end of year
- $1,948
- Net assets, end of year
- $23,413
- Fair market value of assets
- $25,361
- Qualifying distributions
- $4,298
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francis D Shepherd 105 Beech Slope Way, Cary, NC 27518 | President/Treasurer | 0.2 | $0 |
| Nancy S Shepherd 105 Beech Slope Way, Cary, NC 27518 | Vice President | 0.2 | $0 |
| Jeffrey R Shepherd 2127 Cowper Drive, Raleigh, NC 27608 | Secretary | 0.15 | $0 |
| Mark N Shepherd 401 W Park Street, Cary, NC 27511 | Director | 0.15 | $0 |
| Brandon K Shepherd 1021 Harvey Street, Raleigh, NC 27608 | Director | 0.15 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Francis D Shepherd 105 Beech Slope Way, Cary, NC 27518 | President/Treasurer | 0.2 | $0 |
| Nancy S Shepherd 105 Beech Slope Way, Cary, NC 27518 | Vice President | 0.2 | $0 |
| Jeffrey R Shepherd 2127 Cowper Drive, Raleigh, NC 27608 | Secretary | 0.15 | $0 |
| Mark N Shepherd 401 W Park Street, Cary, NC 27511 | Director | 0.15 | $0 |
| Brandon K Shepherd 1021 Harvey Street, Raleigh, NC 27608 | Director | 0.15 | $0 |
Address and contacts
- Address (IRS master file)
- 105 BEECH SLOPE WAY, CARY, NC 27518-8995
- In care of
- % FRANCIS D SHEPHERD III
- Mailing address (990-N for 2017)
- 105 Beech Slope Way, Cary NC 27518
- Principal officer (990-N for 2017)
- Francis D Shepherd III, 105 Beech Slope Way, Cary NC 27518
- Signed the 990-PF
- Francis D Shepherd, President/Treasurer
- Phone
- (919) 931-9696
- Return prepared by
- Jones and Kolb
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 | Not 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
- 82-3725419
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $25,361
- Income (IRS master file)
- $937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $937 | $4,298 | $25,361 | XML |
| 990-PF | December 2023 | $3 | $341 | $26,841 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-N for 2017 Officer: Francis D Shepherd III | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 82-3725419).
Questions about SHEPHERD FAMILY FOUNDATION
- What is the EIN of SHEPHERD FAMILY FOUNDATION?
- The employer identification number (EIN) of SHEPHERD FAMILY FOUNDATION is 82-3725419.
- Is SHEPHERD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SHEPHERD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEPHERD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEPHERD FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPHERD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who is the principal officer of SHEPHERD FAMILY FOUNDATION?
- The 990-N for 2017 names Francis D Shepherd III.
- Who are the officers and directors of SHEPHERD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SHEPHERD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $937, expenses of $4,298 and total assets of $25,361 at year end.
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All nonprofits in CARY · North Carolina · Philanthropy, voluntarism and grantmaking foundations