2024-04-26T15:02:58-04:00 2023-12-31 453975100 Altepeter Associates LLC 807 La Feil Drive Manchester MO 63021 990PF 2023-01-01 911979191 THE SHEPHERD FOUNDATION SHEP 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 SUSAN ITTNER DIRECTOR 3144790200 2024-04-26 true SUSAN ITTNER XXX-XX-XXXX true Terry Altepeter CPA P01079993 6362567999 2024-04-26 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8918747 X X 80942 80942 127190 127190 48934 1480824 48934 257066 257066 50000 5000 45000 700 75 675 78695 7870 70825 2825 282 2543 218 22 196 4080 408 3672 136518 13657 122911 367616 367616 504134 13657 490527 -247068 243409 0 201470 113117 113117 6475404 6331121 8805630 6676874 6444238 8918747 0 0 X 6676874 6444238 6676874 6444238 6676874 6444238 6676874 -247068 14432 6444238 6444238 BERKSHIRE HATHAWAY INC P 2003-11-08 2023-12-07 40069 2696 37373 DELAWARE MID CAP GRWTH EQTY FD P 2017-01-09 2023-11-06 120778 153996 -33218 NORTHERN IL MUN PWR AGY P 2022-05-16 2023-01-03 15000 15273 -273 XXXX-4793 COVERED P 150575 151056 -481 XXXX-3791 CG DISTRIBUTIONS 407 407 XXXX-3791 ST COVERED P 197830 204221 -6391 XXXX-3791 LT COVERED P 894696 893288 1408 XXXX-3791 LT NONCOVERED P 61469 11360 50109 48934 -6664 3383 0 3383 0 3383 10932 10932 7549 7549 false false false false false false false true true MO true false false false false true SUSAN ITTNER 3144790200 951 BROWNWOOD DRIVE SAINT LOUIS MO 63131 false false false false false false false false false false false false false false false false false false false false false SUSANNE SHEPHERD 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 DIRECTOR 5.00 0 0 0 SUSAN ITTNER 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 DIRECTOR 8.00 0 0 0 CHARLES T SHEPHERD 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 DIRECTOR 2.00 0 0 0 SALLY HAIMBAUGH 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 DIRECTOR 2.00 0 0 0 JAMES MEDART 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 DIRECTOR 2.00 0 0 0 NONE 0 NONE 8637975 1275 0 8639250 0 8639250 129589 8509661 425483 425483 3383 3383 422100 422100 422100 490527 490527 422100 215589 490527 215589 274938 147162 THE SHEPHERD FOUNDATION 10 SHEPHERD WOODS ROAD SAINT LOUIS MO 63131 3149652434 NO SPECIFIC FORM IS REQUIRED, BUT WRITTEN SOLICITATION IS PREFERRED. THE APPLICATION MUST SHOW THE NAME AND ADDRESS OF THE RECIPIENT ORGANIZATION, THE INTENDED USE OF THE REQUEST, AND THE TAX STATUS AND PURPOSE OF THE ORGANIZATION MAKING THE REQUEST. NO TELEPHONE SOLICITATIONS WILL BE ACCEPTED. NONE SSPECIFIED GRANTS ARE EVALUATED ON A INDIVIDUAL BASIS AND COMPARED TO THE PURPOSES OF OUR FAMILY FOUNDATION. BEFORE SEEKING FUNDING, IT IS ADVISED THAT ALL GRANT APPLICANTS SECURE THE SPONSORSHIP OF AT LEAST ONE DIRECTOR. EVERY APPROVED GRANT MUST BE FUNDED FROM THE ANNUAL ALLOCATION OF A DIRECTORS FUNDS. SCHEDULE ATTACHED VARIOUS SAINT LOUIS MO 63131 CHARITABLE CONTRIBUTIONS 367616 367616 0 14 14 false false false false false false false false false false ALTEPETER ASSOCIATES LLC 700 75 0 675 CORPORATE STOCKS 6331121 8805630 INSURANCE 832 83 0 749 OFFICE EXPENSES 3248 325 0 2923 BASIS ADJUSTMENT 14432 PROFESSIONAL FEES 36000 3600 0 32400 INVESTMENT ADVISORY FEES 42695 4270 0 38425 WELLS FARGO-FOREIGN TAXES 106 10 0 96 IRS - 2022 EXCISE TAX 2719 272 0 2447