SHEPHERD 5 POINTS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD 5 POINTS FAMILY FOUNDATION (EIN 45-3820534)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-13
- IRS object ID
- 202641039349100124
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-13T14:32:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453820534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD 5 POINTS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 5124584338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 BELMONT PARKWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHEPHERD JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5124584338 | PhoneNum |
| Signature | 2026-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,459,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,266,759 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $238,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,205,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,445,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,205,695 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,698,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,444,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,287 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,269,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,269,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,463,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,337,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,235,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,377,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $859,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,318,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,318,929 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,994,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,756,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,073,731 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,853,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,142,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,459,819 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $37,506 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,378 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,378 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,816,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,108,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,816,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,108,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,853,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,142,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,816,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,235,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,051,579 | SubtotalAmt |
| Other Decreases | $1,943,048 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,108,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2025-12-31 | $3,053,038 | $943,569 | $2,109,469 | $2,109,469 |
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $555,515 | $567,407 | -$11,892 | -$11,892 |
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $31,203 | $22,798 | $8,405 | $8,405 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2025-12-31 | $90,858 | $66,071 | $24,787 | $24,787 |
| PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $103,888 | $100,632 | $3,256 | $3,256 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2025-12-31 | $109,817 | $89,647 | $20,170 | $20,170 |
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2025-12-31 | $501,500 | $450,000 | $51,500 | $51,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,205,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,293 | EsPenaltyAmt |
| Tax Due | $34,347 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EUGENE SHEPHERD JR | IndividualWithBooksNm |
| Phone | 5124584338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 BELMONT PARKWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHEPHERD JR | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| ROBIN BEASLEY SHEPHERD | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| EUGENE BYRON SHEPHERD III | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BEN SHEPHERD | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SAM SHEPHERD | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,898,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,851,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,159 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,817,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,817,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,655,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $532,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $532,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,054 | TotalTaxAmt |
| Distributable Before Adj | $499,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,337,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,337,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,893 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $128,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,466 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $217,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,337,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $499,721 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,837,568 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,054,973 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,893 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,986,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $128,046 | ExcessFromYear3Amt |
| Excess From Year2 | $20,466 | ExcessFromYear2Amt |
| Excess From Current Year | $2,837,568 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN ANGELS | |||||||
| 3510 LAJITAS | LEANDER | TX | 78641 | N/A | PC | GENERAL SUPPORT | $50,000 |
| BEST DEFENSE FOUNDATION | |||||||
| 249 S HIGHWAY 101 SUITE 312 | SOLANA BEACH | CA | 92075 | N/A | PC | GENERAL SUPPORT | $10,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL SUPPORT | $17,500 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST 350 | AUSTIN | TX | 78702 | N/A | PC | GENERAL SUPPORT | $993,393 |
| COMMUNITY FOUNDATION OF TEXAS | |||||||
| 1303 SAN ANTONIO ST SUITE 830 | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $70,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD | |||||||
| 3201 WINDSOR RD | AUSTIN | TX | 78703 | N/A | PC | GENERAL SUPPORT | $100,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3000 S IH 35 FRONTAGE RD 300 | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT | $333,334 |
| HILLSIDE EARLY CHILDHOOD CENTER | |||||||
| 1700 WOODLAND AVE | AUSTIN | TX | 787412534 | N/A | PC | GENERAL SUPPORT | $1,500 |
| HUNTRY HILL FOUNDATION | |||||||
| 1189 SPRINGDALE RD | AUSTIN | TX | 78721 | N/A | PC | GENERAL SUPPORT | $25,000 |
| I LIVE HERE I GIVE HERE | |||||||
| 611 W 14TH ST | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $25,000 |
| INTEGRAL CARE | |||||||
| 1430 COLLIER ST | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT | $168,750 |
| KAY BAILEY HUTCHISON ENERGY CENTER | |||||||
| 700 E 6TH ST | AUSTIN | TX | 78701 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4009 BANISTER LN 200 | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LSU IN SHREVEPORT FOUNDATION INC | |||||||
| ONE UNIVERSITY PL | SHREVEPORT | LA | 71115 | N/A | PC | GENERAL SUPPORT | $10,000 |
| MISSION ACCOMPLISHED | |||||||
| 301 S HEATHERWILDE BLVD | AUSTIN | TX | 786603533 | N/A | PC | GENERAL SUPPORT | $25,000 |
| OTHER ONES FOUNDATION INC | |||||||
| 9411 LIGHTWOOD CV | AUSTIN | TX | 787485019 | N/A | PC | GENERAL SUPPORT | $47,500 |
| PRESERVATION AUSTIN | |||||||
| PO BOX 2113 | AUSTIN | TX | 78768 | N/A | PC | GENERAL SUPPORT | $50,000 |
| TEXSAR | |||||||
| 13501 RANCH ROAD 12 SUITE 103 | WIMBERLEY | TX | 78676 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE DAVID PHILLIPS FOUNDATION | |||||||
| PO BOX 50425 | AUSTIN | TX | 78763 | N/A | PC | GENERAL SUPPORT | $12,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | GENERAL SUPPORT | $1,050,000 |
| TRINITY CENTER | |||||||
| 9354 CRENSHAW BLVD | INGLEWOOD | CA | 90305 | N/A | PC | GENERAL SUPPORT | $20,000 |
| UATX | |||||||
| 522 CONGRESS AVE STE 300 | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $240,000 |
| WEST TEXAS FOOD BANK | |||||||
| 411 S PAGEWOOD AVE | ODESSA | TX | 79761 | N/A | PC | GENERAL SUPPORT | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,269,877 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,205,695 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$12,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,431,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,431,679 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBIN SHEPHERD 2008 FAMILY | |||||||
| 1 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $72,000 | Yes (X) | |
| EUGENE SHEPHERD 2011 FAMILY | |||||||
| 2 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $168,000 | Yes (X) | |
| EUGENE AND ROBIN SHEPHERD | |||||||
| 3 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $501,138 | Yes (X) | |
| ROBIN SHEPHERD 2008 FAMILY | |||||||
| 4 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $154,323 | Yes (X) | |
| EUGENE SHEPHERD 2011 FAMILY | |||||||
| 5 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $360,067 | Yes (X) | |
| ROBIN SHEPHERD 2008 FAMILY | |||||||
| 6 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $591,336 | Yes (X) | |
| EUGENE SHEPHERD 2011 FAMILY | |||||||
| 7 | 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | $1,419,894 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | SECURITIES | $501,138 | 2025-01-15 |
| 4 | SECURITIES | $154,323 | 2025-03-19 |
| 5 | SECURITIES | $360,067 | 2025-03-19 |
| 6 | SECURITIES | $591,336 | 2025-04-25 |
| 7 | SECURITIES | $1,419,894 | 2025-04-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,500 | Amt |
| Net Investment Income | $6,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS BANKING | $44,093 | $155,720 |
| GOLDMAN SACHS FIERA | $339,972 | $790,933 |
| GOLDMAN SACHS VAUGHAN NEL | $781,217 | $1,164,980 |
| JPMORGAN | $4,591,539 | $6,962,098 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SAAS VENTURE III LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $67,159 | BookValueAmt |
| EOYFMV | $67,159 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $1,943,048 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$12,813 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$12,813 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE FEDERAL INCOME TAXES | Desc |
| BOY Book Value | $37,506 | BOYBookValueAmt |
| EOY Book Value | $34,378 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $57,745 | $57,745 | $0 |
| CONSULTING FEES | $65,287 | $0 | $65,287 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,398 | $2,398 | $0 |
| EXCISE TAXES | $59,454 | $0 | $0 |