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The Shepherd Foundation Ltd FY2021 filing

Tax-deductible

Potomac, MD501(c)(3)Since 1988Human Services EIN 52-1613402Revenue $560K in FY2021

On file with the IRStheshepherdfoundation.orgPo Box 59083, 20859-9083 · Potomac, MDTax-exempt since Apr 2014Publicly supported charity — 170(b)(1)(A)(vi)

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Tuition assistance for catholic high school and grade school students who require financial aid.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $16K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Looks good: 11.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $225K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$560K
+6% vs prior year
Spent
$633K
To programs
100%
Net assets
$625K
By yearFY2020–FY2025
Revenue
$560K
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$527K
FY2021$560K
FY2022$589K
FY2023$474K
FY2024$1.1M
FY2025$1.1M
Expenses
$633K
FY2021▼ -11%
Tap a bar for its year
Expenses by fiscal year
FY2020$708K
FY2021$633K
FY2022$681K
FY2023$443K
FY2024$1.1M
FY2025$675K
Net assets
$625K
FY2021▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020$699K
FY2021$625K
FY2022$533K
FY2023$564K
FY2024$1.6M
FY2025$2.1M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2013-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Apr 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $633K Management & general 0% · $493

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Brian Ridgway
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kevin Howard
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Shepherd Foundation Ltd executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides tuition aid for Catholic students needing financial help.

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Provided by the organization

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1 program · $633K · in their own filed words · FY2021
01

Provide tuition assistance for families who need financial aid in order to send their children to catholic elementary and high schools.

$633Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Morgan Stanley Global Impact Funding Trust INCFY2024$140K
Donor Advised Charitable Giving INCFY2024$56K
Greater Washington Community FoundationFY2024$18K
Fidelity Investments Charitable Gift FundFY2024$10K
Total grants receivedfrom 4 funders$225K
See all 4 funders →
Grants paid · 85 grants · $1.1M · 2023–2025
Saint John's College High SchoolFY2025$42,000
Gonzaga College High SchoolDC · FY2025$25,000
Academy of the Holy Cross INCMD · FY2025$23,000
Archbishop Carroll High SchoolDC · FY2025$23,000
St Vincent Pallotti High School INCMD · FY2025$18,000
Georgetown Visitation Preparatory School INCDC · FY2025$17,000
Our Lady of Lourdes Catholic ChurchMD · FY2025$16,000
Bishop McNamara High SchoolMD · FY2025$16,000
Our Lady of Good Counsel High SchoolMD · FY2025$15,500
Elizabeth Seton High SchoolMD · FY2025$15,000
Connelly School of the Holy ChildMD · FY2025$15,000
Georgetown Preparatory School INCMD · FY2025$14,500
San Miguel School INCDC · FY2025$14,000
St Marys Ryken High SchoolMD · FY2025$14,000
Our Lady of Mercy Church & SchoolMD · FY2025$11,500
Holy Redeemer ChurchMD · FY2025$11,000
The Heights INCMD · FY2025$10,500
St Elizabeth Catholic ChurchMD · FY2025$10,500
See all 85 grants →

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$560K
Ln 12
Gifts and grantsLn 1h$506K
Investment incomeLn 3$53K
Money outPt IX
$633K
Ln 25
Programscol B$633K
Managementcol C$493
Owns and owesPt X
$625K
net assets · Ln 32
Cash and savingsLn 1–2$624K
Total assetsLn 16$625K
LiabilitiesLn 26$0
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$506K
Investment incomeLn 3$53K
Gains on assetsLn 7$38K
Total revenueLn 12$560K
Assets in detailPt X, end of year
SavingsLn 2$624K
Cash and savings togetherLn 1–2$624K
InvestmentsLn 11–13$965
Total assetsLn 16$625K
LiabilitiesLn 26$0
Net assetsLn 32$625K
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$698K$624K
InvestmentsLn 11–13$965$965
Total assetsLn 16$699K$625K
LiabilitiesLn 26$0$0
Net assetsLn 32$699K$625K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$633K$633K
Office expensesLn 13$493$493
Total functional expensesLn 25$633K$633K$493$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.1M$675K$405K$2.1M 990 PDF
FY2024 $1.1M$1.1M$7K$1.6M 990 PDF
FY2023 $474K$443K$31K$564K 990 PDF
FY2022 $589K$681K−$92K$533K 990 PDF
FY2021 Viewing $560K$633K−$74K$625K 990 PDF
FY2020 $527K$708K−$181K$699K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $559,702 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $462,137$506,239
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $65,241$53,463
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $527,378$559,702
I-13 Grants and similar amounts paidPrior year $701,310$632,988
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,626$493
I-18 Total expensesPrior year $707,936$633,481
I-19 Revenue less expensesPrior year −$180,558−$73,779
Part VI · Governance 15 of 15 board members independent, 5 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $559,702 across 5 lines filed
VIII-1f All other contributions, gifts and grants$506,239
VIII-1h Total contributions, gifts and grants$506,239
VIII-3 Investment incomeRelated to mission $15,248$15,248
VIII-7 Net gain or loss on sales of assetsRelated to mission $38,215$38,215
VIII-12 Total revenueRelated to mission $53,463 · Unrelated business $0 · Excluded from tax $0$559,702
Part IX · Statement of functional expenses $633,481 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $632,988$632,988
IX-13 Office expensesManagement $493$493
IX-25 Total functional expensesPrograms $632,988 · Management $493 · Fundraising $0$633,481
Part X · Balance sheet $625,136 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $697,950$624,171
X-12 Other securitiesStart of year $965$965
X-16 Total assetsStart of year $698,915$625,136
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $698,915$625,136
X-33 Total liabilities and net assetsStart of year $698,915$625,136
Part XI · Reconciliation of net assets $625,136 net assets at year end
XI-1 Total revenue$559,702
XI-2 Total expenses$633,481
XI-3 Revenue less expenses−$73,779
XI-4 Net assets at start of year$698,915
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$625,136

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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