SHEPHERD FOUNDATION LTD: Form 990, tax year 2024
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- Organization
- SHEPHERD FOUNDATION LTD (EIN 52-1613402)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349308557
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T17:15:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521613402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHEPHERD FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 2023522048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59083 | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELIZABETH YOUNG DURANTE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2023522048 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOMINICK V BELLIA | PreparerPersonNm |
| PTIN | P00560402 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARY ELIZABETH YOUNG DURA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 59083 | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,465,283 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESHEPHERDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $424,392 | PYContributionsGrantsAmt |
| CY Contributions Grants | $961,736 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,785 | PYInvestmentIncomeAmt |
| CY Investment Income | $103,197 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $474,177 | PYTotalRevenueAmt |
| CY Total Revenue | $1,064,933 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $436,652 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,049,539 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,732 | PYOtherExpensesAmt |
| CY Other Expenses | $8,004 | CYOtherExpensesAmt |
| PY Total Expenses | $443,384 | PYTotalExpensesAmt |
| CY Total Expenses | $1,057,543 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,793 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,390 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $564,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,550,688 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $564,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,550,688 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,050,258 | ExpenseAmt |
| Grant | $1,049,539 | GrantAmt |
| Desc | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID. | Desc |
| Total Program Service Expenses | $1,050,258 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ELIZABETH YOUNG DURANTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023522048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 SPRING HOUSE CT | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN RIDGWAY | ||||||
| CHAIRMAN | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK SULLIVAN JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MONSIGNOR JOHN ENZLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM R SLATER III | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER FARRELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH Y DURANTE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HOWARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD QUINN JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN MCCORMICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN SULLIVAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN RIDGWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA RIDGWAY SLATER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN C MCHUGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE RIDGWAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE GIULIERI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $961,736 | AllOtherContributionsAmt |
| Total Contributions | $961,736 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,885 | TotalRevenueColumnAmt |
| Exclusion | $20,885 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $482,662 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $400,350 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,312 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,312 | TotalRevenueColumnAmt |
| Exclusion | $82,312 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,064,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,197 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,539 | TotalAmt |
| Program Services | $1,049,539 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,297 | TotalAmt |
| Management And General | $3,297 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,988 | TotalAmt |
| Management And General | $3,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES AND FEES | Desc |
| Total | $719 | TotalAmt |
| Program Services | $719 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,543 | TotalAmt |
| Program Services | $1,050,258 | ProgramServicesAmt |
| Management And General | $7,285 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,103 | BOYAmt |
| EOY | $339,165 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,211,523 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,068 | BOYAmt |
| EOY | $1,550,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,068 | BOYAmt |
| EOY | $1,550,688 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,068 | BOYAmt |
| EOY | $1,550,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,068 | BOYAmt |
| EOY | $1,550,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,390 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,155 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $908,075 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $515,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $424,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $956,665 | CurrentTaxYearAmt |
| Total | $2,865,118 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $515,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $424,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $956,665 | CurrentTaxYearAmt |
| Total | $2,865,118 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,865,118 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $15,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,885 | CurrentTaxYearAmt |
| Total | $58,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,923,359 | TotalSupportAmt |
| Public Support CY170 | 0.98010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ARCHBISHOP CARROLL HIGH SCHOOL | |||||||
| 4300 HAREWOOD RD NE | WASHINGTON | DC | 20017 | 530207416 | $23,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| BISHOP MCNAMARA HIGH SCHOOL | |||||||
| 6800 MARLBORO PIKE | FORESTVILLE | MD | 20747 | 520805939 | $16,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| BLESSED SACRAMENT SCHOOL | |||||||
| 5841 CHEVY CHASE PKWY NW | WASHINGTON | DC | 20015 | 530208375 | $8,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| CONNELLY SCHOOL OF THE HOLY CHILD | |||||||
| 9029 BRADLEY BLVD | POTOMAC | MD | 20854 | 520743609 | $15,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| DEMATHA CATHOLIC HIGH SCHOOL | |||||||
| 4313 MADISON STREET | HYATTSVILLE | MD | 20781 | 520607998 | $7,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| DON BOSCO CRISTO REY HIGH SCHOOL AND CORPORATE WORK STUDY PROGRAM | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | 061786297 | $9,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| ELIZABETH SETON HIGH SCHOOL | |||||||
| 5715 EMERSON STREET | BLADENSBURG | MD | 20710 | 520729718 | $15,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| GEORGETOWN PREPARATORY SCHOOL | |||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | 520591606 | $14,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| GEORGETOWN VISITATION PREPARATORY SCHOOL | |||||||
| 1524 THIRTY-FIFTH ST NW | WASHINGTON | DC | 20007 | 471142687 | $17,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| GONZAGA COLLEGE HIGH SCHOOL | |||||||
| 19 EYE STREET NW | WASHINGTON | DC | 20001 | 530204703 | $25,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| HOLY REDEEMER SCHOOL (COLLEGE PARK) | |||||||
| 4902 BERWYN RD | COLLEGE PARK | MD | 20740 | 520607876 | $5,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| HOLY REDEEMER SCHOOL (KENSINGTON) | |||||||
| 9715 SUMMIT AVE | KENSINGTON | MD | 20895 | 520591542 | $11,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| OUR LADY OF GOOD COUNSEL HIGH SCHOOL | |||||||
| 17301 OLD VIC BLVD | OLNEY | MD | 20832 | 520703118 | $15,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 7500 PEARL STREET | BETHESDA | MD | 20814 | 520612638 | $16,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| OUR LADY OF MERCY SCHOOL | |||||||
| 9222 KENTSDALE AVE | POTOMAC | MD | 20854 | 520733733 | $11,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT AMBROSE CATHOLIC SCHOOL | |||||||
| 6310 JASON STREET | CHEVERLY | MD | 20785 | 520637661 | $5,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT BARTHOLOMEW SCHOOL | |||||||
| 6900 RIVER RD | BETHESDA | MD | 20817 | 520735090 | $10,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT ELIZABETH SCHOOL | |||||||
| 917 MONTROSE ROAD | ROCKVILLE | MD | 20852 | 520821331 | $5,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT FRANCIS INTERNATIONAL SCHOOL | |||||||
| 1500 ST CAMILLUS DRIVE | SILVER SPRING | MD | 20903 | 900538995 | $7,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT JANE DE CHANTAL SCHOOL | |||||||
| 9525 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | 520623158 | $10,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT JOHN'S COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY ROAD NW | CHEVY CHASE | MD | 20015 | 530242993 | $42,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT JUDE REGIONAL CATHOLIC SCHOOL | |||||||
| 4820 WALBRIDGE STREET | ROCKVILLE | MD | 20853 | 520681711 | $8,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT MARY'S RYKEN HIGH SCHOOL | |||||||
| 22600 CAMP CALVERT RD | LEONARDTOWN | MD | 20650 | 520681146 | $14,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAINT VINCENT PALLOTTI HIGH SCHOOL | |||||||
| 113 ST MARYS PLACE | LAUREL | MD | 20707 | 520749876 | $10,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| SAN MIGUEL SCHOOL | |||||||
| 7705 GEORGIA AVENUE NW | WASHINGTON | DC | 20012 | 205992349 | $14,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| STONE RIDGE SCHOOL OF THE SACRED HEART | |||||||
| 9101 ROCKVILLE PIKE | BETHESDA | MD | 20814 | 530196582 | $10,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| THE ACADEMY OF SAINT MATTHIAS THE APOSTLE | |||||||
| 9473 ANNAPOLIS ROAD | LANHAM | MD | 20706 | 520780162 | $5,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| THE ACADEMY OF THE HOLY CROSS | |||||||
| KENSINGTON MD 20895 | KENSINGTON | MD | 20895 | 520683113 | $23,000 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
| THE HEIGHTS HIGH SCHOOL | |||||||
| 10400 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | 521128002 | $5,500 | $0 | TUITION ASSISTANCE FOR CATHOLIC HIGH SCHOOL AND GRADE SCHOOL STUDENTS WHO REQUIRE FINANCIAL AID |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BRIAN RIDGWAY IS MARRIED TO CAROLYN RIDGWAY. LISA SLATER IS THE SISTER OF BRIAN T RIDGWAY. MIKE RIDGWAY IS THE BROTHER OF BRIAN T RIDGWAY. WILLIAM SLATER IS THE HUSBAND OF LISA SLATER AND IS THE FINANCIAL ADVISOR OF BRIAN T RIDGWAY AND LISA SLATER. RYAN SULLIVAN AND RICHARD SULLIVAN, JR ARE THE SONS OF RICHARD SULLIVAN, SR. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY SELECT OFFICERS AND DIRECTORS PRIOR TO FILLING, AND THEN MADE AVAILABLE TO ALL DIRECTORS UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL CONTRIBUTORS & RECIPIENTS UPON REQUEST. |
| FORM 990, PART XI, LINE 8 | DURING 2024, THE ORGANIZATION IDENTIFIED A DISCREPANCY IN PREVIOUSLY REPORTED ASSET BALANCES. THE 2023 FORM 990 REPORTED TOTAL ASSETS OF APPROXIMATELY $564,000. UPON GAINING ACCESS TO ALL BANK AND INVESTMENT ACCOUNTS, THE ORGANIZATION CONFIRMED ACTUAL BALANCES AS OF JANUARY 1, 2024, TOTALED APPROXIMATELY $1,472,000. THIS $908,000 DIFFERENCE WAS DUE TO AN OMISSION IN PRIOR YEAR REPORTING AND HAS BEEN CORRECTED THROUGH A PRIOR PERIOD ADJUSTMENT REFLECTED IN PART XI, LINE 8. ALL ASSETS HAVE BEEN VERIFIED AS FULLY OWNED BY THE ORGANIZATION AND NOT HELD IN AGENCY CAPACITY. THIS ADJUSTMENT ENSURES THE ACCURACY OF THE ORGANIZATION'S FINANCIAL REPORTING GOING FORWARD. THE CORRECTION REFLECTS THE ORGANIZATION'S COMMITMENT TO TRANSPARENCY AND IMPROVED FINANCIAL OVERSIGHT. |