Mission
TO FULFILL THE GOALS AND OBJECTIVES OF SHEPPARD PRATT THROUGH THE MANAGEMENT AND INVESTMENT OF FUNDS OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. AND ITS RELATED ORGANIZATIONS INCLUDING THE MANAGEMENT AND INVESTMENT OF ITS ENDOWMENT.
Public Charity
SHEPPARD PRATT INVESTMENT INC
SHEPPARD PRATT INVESTMENT INC is a Public Charity headquartered in BALTIMORE, MD. Financial data from the 2025 filing: $4.3M revenue, $751K expenses, $175.7M total assets.
EIN: 521388935
BALTIMORE, MD
Nonprofit Management
NTEE: S50
Latest filing: 2025
Total Revenue$4.3M
Total Expenses$751K
Total Assets$175.7M
Grant Records0
Filing Years2021–2025
Officers & Directors
TRUSTEE
David Saunders
PRESIDENT, CEO & CHAIR
Harsh Trivedi Md
VICE CHAIRPERSON
James Hannan
VICE CHAIRPERSON
Joshua Kakel
SVP, CFO, TREASURER & SECRETARY
Kelly Savoca
TRUSTEE
Margaret Allen
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.3M | $751K | $175.7M |
| 2024 | $1.8M | $467K | $159.7M |
| 2023 | $1.4M | $753K | $148.4M |
| 2022 | $30.8M | $569K | $146.3M |
| 2021 | $10.3M | $727K | $171.1M |
Between 2021 and 2025, reported annual revenue declined from $10.3M to $4.3M (-58%), with total assets most recently reported at $175.7M.
Interactive year-over-year charts and full filing details available with membership.