Nonprofit · EIN 52-2135634
SHEPARD FAMILY PRIVATE FOUNDATION
Tax-exempt · BALTIMORE, MD 21202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,473,991 | $1,276,426 | $197,565 | $3,378,470 | $0 | $3,378,470 |
| December 31, 2024 | 990-PF | $1,182,679 | $979,299 | $203,380 | $2,969,032 | $0 | $2,969,032 |
| December 31, 2023 | 990-PF | $1,173,066 | $827,334 | $345,732 | $2,511,642 | $0 | $2,511,642 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,117,895
- Dividends
- $170,343
- Interest
- $3,035
- Net gain from sales of assets
- $182,718
Expenses
- Grants and similar amounts paid
- $1,182,055
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,188,277
- Excise tax on investment income
- $3,724
Balance sheet and other
- Total assets, start of year
- $2,969,032
- Total assets, end of year
- $3,378,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,378,470
- Fair market value of assets
- $22,584,103
- Qualifying distributions
- $1,188,277
- Net investment income
- $356,096
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 |
|---|---|---|---|
| MARIANNE SCHMITT HELLAUER 750 E Pratt Street Suite 900, Baltimore, MD 21202 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIANNE SCHMITT HELLAUER 750 E Pratt Street Suite 900, Baltimore, MD 21202 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIANNE SCHMITT HELLAUER 750 E Pratt St Suite 900, BALTIMORE, MD 21202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 750 E PRATT ST STE 900, BALTIMORE, MD 21202-3157
- In care of
- % PNC
- Signed the 990-PF
- Marianne Schmitt Hellauer, Trustee
- Phone
- (410) 580-4172
- Return prepared by
- WITHUMSMITHBROWNPC
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
- 52-2135634
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,378,470
- Income (IRS master file)
- $1,488,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,473,991 | $1,276,426 | $3,378,470 | IRS |
| 990-PF | December 2024 | $1,182,679 | $979,299 | $2,969,032 | IRS |
| 990-PF | December 2023 | $1,173,066 | $827,334 | $2,511,642 | 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 52-2135634).
Questions about SHEPARD FAMILY PRIVATE FOUNDATION
- What is the EIN of SHEPARD FAMILY PRIVATE FOUNDATION?
- The employer identification number (EIN) of SHEPARD FAMILY PRIVATE FOUNDATION is 52-2135634.
- Is SHEPARD FAMILY PRIVATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to SHEPARD FAMILY PRIVATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHEPARD FAMILY PRIVATE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHEPARD FAMILY PRIVATE 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 SHEPARD FAMILY PRIVATE 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 SHEPARD FAMILY PRIVATE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SHEPARD FAMILY PRIVATE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,473,991, expenses of $1,276,426 and total assets of $3,378,470 at year end.
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