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Nonprofiteer
← MARK SHEPPARD TRUST FUND

Form 990 for tax year 2025

Filed by MARK SHEPPARD TRUST FUND.

Totals

Total revenue
$96,984
Total expenses
$44,737
Contributions and grants received
$0
Grants paid
$27,170
Program service revenue
$0
Investment income
$96,984
Other revenue
$0
Total assets, end of year
$1,481,549
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,481,549
Program services expenses (Part IX)
$44,737
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$44,737

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $60,666 · excluded $60,666

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $153,238

  • 7b · Less cost or other basis and sales expenses

    securities $116,920

  • 7c · Gain or loss

    securities $36,318 · other assets $0

  • 7d · Net gain or loss

    total $36,318 · excluded $36,318

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $27,170 · program services $27,170

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Fees & Commissions

    total $17,018 · program services $17,018

  • 24b · Other expenses: Foreign Taxes

    total $549 · program services $549

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $51,106 · end of year $62,205

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,272,220 · end of year $1,419,344

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $1,323,326 · end of year $1,481,549

Listed in Part VII

  • Franciscan Sisters of Allegany

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
2 June 2026
IRS schema version
2025v4.1
Source object
202631539349300943

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