Nonprofit · EIN 52-1388935
SHEPPARD PRATT INVESTMENT INC
Tax-exempt · BALTIMORE, MD 21204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,333,570 | $750,791 | $3,582,779 | $175,704,247 | $2,194,491 | $173,509,756 |
| June 30, 2024 | 990 | $1,796,985 | $466,568 | $1,330,417 | $159,696,015 | $1,924,744 | $157,771,271 |
| June 30, 2023 | 990 | $1,368,942 | $753,140 | $615,802 | $148,426,060 | $296,373 | $148,129,687 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,312,751
- Net rental income
- $15,624
- Net gain from sales of assets
- $2,323,638
- Other revenue
- $20,819
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $750,791
Balance sheet and other
- Total assets, start of year
- $159,696,015
- Total assets, end of year
- $175,704,247
- Total liabilities, end of year
- $2,194,491
- Net assets, end of year
- $173,509,756
- Land, buildings and equipment
- $3,022,786
- Publicly traded securities
- $2,703,011
- Net assets without donor restrictions
- $173,509,756
- Gross unrelated business income
- -$115,671
- Gross receipts
- $124,579,805
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- MD
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARSH TRIVEDI MD | PRESIDENT, CEO & CHAIR Officer | 1 | $0 | $1,715,442 | $63,257 |
| KELLY SAVOCA | SVP, CFO, TREASURER & SECRETARY Officer | 1 | $0 | $708,729 | $51,357 |
| MICHELLE BRANDENBURG | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES HANNAN | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSHUA KAKEL | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARGARET ALLEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS BONVISSUTO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WYATT LEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM PATERNOTTE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SAUNDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARSH TRIVEDI MD MBA | PRESIDENT & CEO Officer | 1 | $0 | $1,534,067 | $52,957 |
| KELLY SAVOCA | SVP & CFO Officer | 1 | $0 | $653,385 | $2,957 |
| MICHELLE BRANDENBURG | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES HANNAN | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSHUA KAKEL | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARGARET ALLEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS BONVISSUTO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WYATT LEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM PATERNOTTE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SAUNDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HARSH TRIVEDI MD | PRESIDENT & CEO Officer | 1 | $0 | $1,334,367 | $52,907 |
| KELLY SAVOCA | SVP & CFO Officer | 1 | $0 | $597,885 | $27,828 |
| THERESA PEDDICORD | ASST SECRETARY PART YEAR Officer | 1 | $0 | $93,911 | $957 |
| MICHELLE BRANDENBURG | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES HANNAN | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSHUA KAKEL | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARGARET ALLEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS BONVISSUTO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WYATT LEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM PATERNOTTE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID SAUNDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6501 N CHARLES ST, BALTIMORE, MD 21204-6819
- Principal officer (990 for 2024)
- HARSH TRIVEDI MD MBA, 6501 N CHARLES STREET, BALTIMORE, MD 21204
- Signed the 990
- KELLY SAVOCA, SVP AND CFO
- Phone
- (410) 938-5401
- Return prepared by
- SC&H TAX & ADVISORY SERVICES LLC
Mission
TO FULFILL THE GOALS AND OBJECTIVES OF SHEPPARD PRATT THROUGH THE MANAGEMENT AND INVESTMENT OF FUNDS OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. AND ITS RELATED ORGANIZATIONS INCLUDING THE MANAGEMENT AND INVESTMENT OF ITS ENDOWMENT.
Program accomplishments
- HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1388935
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S500)
- Assets (IRS master file)
- $175,704,247
- Income (IRS master file)
- $124,579,805
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,333,570 | $750,791 | $175,704,247 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,796,985 | $466,568 | $159,696,015 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,368,942 | $753,140 | $148,426,060 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $30,791,814 | $569,349 | $146,321,487 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 52-1388935).
Questions about SHEPPARD PRATT INVESTMENT INC
- What is the EIN of SHEPPARD PRATT INVESTMENT INC?
- The employer identification number (EIN) of SHEPPARD PRATT INVESTMENT INC is 52-1388935.
- Is SHEPPARD PRATT INVESTMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SHEPPARD PRATT INVESTMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SHEPPARD PRATT INVESTMENT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEPPARD PRATT INVESTMENT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPPARD PRATT INVESTMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHEPPARD PRATT INVESTMENT INC?
- The 990 for the year ended June 30, 2025 names HARSH TRIVEDI MD MBA.
- Who are the officers and directors of SHEPPARD PRATT INVESTMENT INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SHEPPARD PRATT INVESTMENT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,333,570, expenses of $750,791 and total assets of $175,704,247 at year end.
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All nonprofits in BALTIMORE · Maryland · Community improvement and capacity building