Civic Intelligence

Shepherd Charitable Tr Agreement

990PF • Fiscal year 2014 • EIN 32-6160321

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
10917 Humboldt Avenue SBloomington, MN 55431-4221

(612) 492-7158

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

14th percentile

-6.7%

Faster asset growth than 14% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,554,232

Down $111,024 (-6.7%) from 2013

Net Assets

Down

$1,554,232

Down $111,024 (-6.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Down

$160,912

Down $23,469 (-13%) from 2013

Expenses

Up

$271,936

Up $184,274 (+210%) from 2013

Net Income

Down

-$111,024

Down $207,743 (-215%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $1,665,256Liabilities 2013: $0Net Assets 2013: $1,665,2562013Assets 2014: $1,554,232Liabilities 2014: $0Net Assets 2014: $1,554,2322014Assets 2015: $1,457,078Liabilities 2015: $0Net Assets 2015: $1,457,0782015Assets 2017: $1,562,063Liabilities 2017: $0Net Assets 2017: $1,562,0632017Assets 2018: $1,533,187Liabilities 2018: $0Net Assets 2018: $1,533,1872018Assets 2019: $4,667,626Liabilities 2019: $0Net Assets 2019: $4,667,6262019Assets 2020: $4,727,142Liabilities 2020: $0Net Assets 2020: $4,727,1422020Assets 2021: $4,732,674Liabilities 2021: $0Net Assets 2021: $4,732,6742021Assets 2022: $4,512,335Liabilities 2022: $0Net Assets 2022: $4,512,3352022Assets 2024: $4,799,646Liabilities 2024: $0Net Assets 2024: $4,799,6462024

Highlighted filing

2014

Assets$1,554,232
Liabilities$0
Net Assets$1,554,232
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $184,381Expenses 2013: $87,662Net Income 2013: $96,7192013Revenue 2014: $160,912Expenses 2014: $271,936Net Income 2014: -$111,0242014Revenue 2015: $47,396Expenses 2015: $144,550Net Income 2015: -$97,1542015Revenue 2017: $107,842Expenses 2017: $30,000Net Income 2017: $77,8422017Revenue 2018: $44,124Expenses 2018: $73,000Net Income 2018: -$28,8762018Revenue 2019: $3,188,406Expenses 2019: $157,349Net Income 2019: $3,031,0572019Revenue 2020: $23,960Expenses 2020: $147,051Net Income 2020: -$123,0912020Revenue 2021: $244,839Expenses 2021: $239,307Net Income 2021: $5,5322021Revenue 2022: $301,944Expenses 2022: $255,740Net Income 2022: $46,2042022Revenue 2024: $348,876Expenses 2024: $254,522Net Income 2024: $94,3542024

Highlighted filing

2014

Revenue$160,912
Expenses$271,936
Net Income-$111,024
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra E OlandTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shepherd Charitable Trust
EIN
32-6160321
Phone
6124927158
Address
10917 Humboldt Avenue S, Bloomington, MN 55431-4221

Signing Officer

Name
Sandra E Oland
Title
Trustee
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Fredrikson & Byron PA
Address
200 S 6th St 4000, Minneapolis, MN 55402
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix267 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Publicly Traded Securities
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Capital Gain Distributions
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0806392
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0912735
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt18347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0106343
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18347
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0274160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0274160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01274243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01508422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RBC Wealth Management Account
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt046025
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0114690
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0197
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0160912
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0160912
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0114690
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0245100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0245100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt046025
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt046025
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-111024
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0921082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0114690
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0134312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025772
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025772
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0828
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0245100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0271936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0160912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0160912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0806392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0106343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0106343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0912735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0114690
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-111024
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01554232
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01665256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01554232
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0103606
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0103606
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0103606
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0104949
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01343
IRS990PF/DistributableAmountGrp/TotalTaxAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01343
IRS990PF/FMVAssetsEOYAmt01788411
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0288522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0274160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0274160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01347124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01274243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01508422
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01665256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01554232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01788411
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01665256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01554232
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01665256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01554232
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01665256
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01554232
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02130951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02111916
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0104949
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02098987
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02130951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sandra E Oland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010917 Humboldt Ave S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bloomington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055431
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt029476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt064143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt049570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.014043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.032551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.037662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02098987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01970528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01316176
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01141146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0245100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.070213
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0243757
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0245100
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01343
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0245100
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Mark Greiner
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 S 6th Street Suite 4000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Minneapolis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06124927000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General use of charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0National Mill Dog Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Second Harvest Heartland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Doris Day Animal League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Lakes Area Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4IFAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 88468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11140 Gervais Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22100 L Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33811 Nevada Street SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41350 Connecticut Avenue NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1St Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd356308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0245100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0103606
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt098062
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103606
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043432
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043432
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0245100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043432
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043432
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt098062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025772
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025772
TaxesSchedule/TaxesDetail/Amt0828
TaxesSchedule/TaxesDetail/Amt1236
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on Investment Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0828
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra E Oland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Shepherd Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0326160321
ReturnHeader/Filer/PhoneNum06124927158
ReturnHeader/Filer/USAddress/AddressLine1Txt010917 Humboldt Avenue S
ReturnHeader/Filer/USAddress/CityNm0Bloomington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554314221
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fredrikson & Byron PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S 6th St 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06124927000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John L Nelson
ReturnHeader/ReturnTs02015-04-29T08:43:59-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,554,232
Liabilities
$0
Net assets
$1,554,232
Revenue
$160,912
Expenses
$271,936
Net income
-$111,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.35$0.25$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$0.30$0.26$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.24$0.24$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.02$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$3.19$0.16$3.03
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.11$0.03$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.27$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.18$0.09$0.10