SHORT FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: SHORT FAMILY FOUNDATION (EIN 32-6081835)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-13
IRS object ID: 202641339349104044
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-13T16:25:28+00:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 Main Street Suite 2150	AddressLine1Txt
City	Baton Rouge	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70801	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	326081835	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Short Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SHOR	BusinessNameControlTxt
Phone	7048960070	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17211 Connor Quay Court	AddressLine1Txt
City	Cornelius	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Rodney A Short	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	7048960070	PhoneNum
Signature	2026-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RYAN HOOKS	PreparerPersonNm
PTIN	P00746825	PTIN
Phone	2253444000	PhoneNum
Preparation	2026-05-13	PreparationDt

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	$12,235,553	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	$770,961	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$288,441	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$251,472	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$103,255	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,993,921	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	-$24,447	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$250	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$931,700	TotalRevAndExpnssAmt
Total Net Invst Incm	$251,222	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,833	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,917	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$3,916	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$72	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$72	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$72	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss	$4,195	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,195	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$12,100	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,184	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,988	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$462,861	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$462,861	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$474,961	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,184	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$466,849	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$456,739	ExcessRevenueOverExpensesAmt
Net Investment Income	$243,038	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$36,368	CashBOYAmt
Cash EOY	$69,886	CashEOYAmt
Cash EOYFMV	$69,886	CashEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY	$0	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$0	PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$0	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,874,099	CorporateStockBOYAmt
Corporate Stock EOY	$3,138,609	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,297,926	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,640,685	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,470,923	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,521,087	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$0	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$0	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$0	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV	$0	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$103,394	OtherInvestmentsBOYAmt
Other Investments EOY	$1,217,619	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,346,654	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$5,654,546	TotalAssetsBOYAmt
Total Assets EOY	$5,897,037	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,235,553	TotalAssetsEOYFMVAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY	$0	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$5,654,546	RetainedEarningBOYAmt
Retained Earning EOY	$5,897,037	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,654,546	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,897,037	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,654,546	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,897,037	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,654,546	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$456,739	ExcessRevenueOverExpensesAmt
Other Increases	$24,447	OtherIncreasesAmt
Subtotal	$6,135,732	SubtotalAmt
Other Decreases	$238,695	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,897,037	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LT Capital Gain Distribution	P	$963	$0	$963	$0	$963
CHARLES SCHWAB	P	$443,307	$252,859	$190,448	$0	$190,448
LPL FINANCIAL	P	$1,415,485	$1,570,987	-$155,502	$0	-$155,502
LPL Financial	P	$105,086	$236,072	-$130,986	$0	-$130,986
Charles Schwab	P	$29,081	$28,612	$469	$0	$469

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$94,608	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,378	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,378	SubtotalAmt
Tax Based On Investment Income	$3,378	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,467	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$4,467	TotalPaymentsAndCreditsAmt
Overpayment	$1,089	OverpaymentAmt
Applied To ES Tax	$1,089	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	Rodney A Short	IndividualWithBooksNm
Phone	7048960070	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	17211 Connor Quay Court	AddressLine1Txt
City	Cornelius	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
RODNEY A SHORT
17211 Connor Quay Court	Cornelius	NC	28031	TRUSTEE	1.00	$0	$0	$0
NORMA G SHORT
17211 Connor Quay Court	Cornelius	NC	28031	TRUSTEE	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

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	$11,115,230	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$58,458	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$11,173,688	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$11,173,688	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$167,605	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,006,083	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$550,304	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$550,304	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,378	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,378	TotalTaxAmt
Distributable Before Adj	$546,926	DistributableBeforeAdjAmt
Distributable Before Ded	$546,926	DistributableBeforeDedAmt
Distributable As Adjusted	$546,926	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$466,849	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$466,849	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$546,926	DistributableAsAdjustedAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$8,303	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$17,402	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$25,705	TotalExcessDistributionCyovAmt
Qualifying Distributions	$466,849	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$466,849	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$25,705	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$25,705	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$54,372	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RODNEY A SHORT TRUSTEE	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RODNEY A SHORT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	17211 CONNOR QUAY CT	AddressLine1Txt
City	CORNELIUS	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7048962112	RecipientPhoneNum
Form And Info And Materials	SEND LETTER DETAILING CHARITABLE PURPOSE AND QUALIFICATION UNDER IRC SECTION 501(C)(3).	FormAndInfoAndMaterialsTxt
Submission Deadlines	SEPTEMBER 30, ANNUALLY	SubmissionDeadlinesTxt
Restrictions On Awards	LIMITED TO CORPORATIONS, TRUSTS, FUNDS, FOUNDATIONS OR COMMUNITY CHESTS DESCRIBED IN SECTIONS 170(1)(A), 170(C), 2055(A) OF THE CODE INCLUDING ONLY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Ada Jenkins Families and Careers Development Center Inc
212 Gamble Street	Davidson	NC	28036	Third party	PC	Financial Support for Charitable Organization	$10,000
American Family Association
PO Drawer 2440	Tupelo	MS	38803	Third party	PC	Financial Support for Charitable Organization	$10,000
American Heart Association
7272 Greenville Ave	Dallas	TX	75231	Third party	PC	Financial Support for Charitable Organization	$20,000
American Red Cross
100 N Peartree Ln	Raleigh	NC	27610	Third party	PC	Financial Support for Charitable Organization	$10,000
Atrium Health Foundation
PO Box 32861	Charlotte	NC	28232	Third party	PC	Financial Support for Charitable Organization	$10,000
Banner Elk Christian Fellowship
330 Clawson Lane	Banner Elk	NC	28604	Third party	PC	Financial Support for Charitable Organization	$10,000
Banner Elk Elementary School
140 Woods Lane	Banner Elk	NC	28604	Third party	GOV	Financial Support for Charitable Organization	$7,500
Big Brother Big Sister
4135 Common Street	Lake Charles	LA	70607	Third party	PC	Financial Support for Charitable Organization	$10,000
Cain Center for the Arts
PO Box 1443	Cornelius	NC	28031	Third Party	PC	Financial Support for Charitable Organization	$10,000
Community in Christ Lutheran Church
7621 Norman Island Drive	Cornelius	NC	28031	Third party	PC	Financial Support for Charitable Organization	$30,000
Convoy of Hope
1 Convoy Drive	Springfield	MO	65802	Third party	PC	Financial Support for Charitable Organization	$20,000
Davidson College Sports
PO Box 5000	Davidson	NC	28035	Third party	PC	Financial Support for Charitable Organization	$10,000
Davidson Cornelius Child Development Center
242 Gamble Street	Davidson	NC	28036	Third party	PC	Financial Support for Charitable Organization	$10,000
Feeding America
161 North Clark Street Suite 700	Chicago	IL	60601	Third party	PC	Financial Support for Charitable Organization	$10,000
First Morning Out Preschool - First Presbyterian Church
131 Big Valley Street	Boone	NC	28607	Third party	PC	Financial Support for Charitable Organization	$7,500
Focus on the Family Community Services the Hope Center
PO Box 243	Hammond	LA	70404	Third party	PC	Financial Support for Charitable Organization	$5,000
Home for Our Troops
6 Main Street	Taunton	MA	02780	Third party	PC	Financial Support for Charitable Organization	$15,000
Hospice and Palliative Care
PO Box 470408	Charlotte	NC	28247	Third party	PC	Financial Support for Charitable Organization	$5,000
Lake City Church
311 Bluefield Rd	Mooresville	NC	28117	Third party	PC	Financial Support for Charitable Organization	$30,000
Matthew 25 Ministries
11060 Kenwood Rd	Cincinnati	OH	45242	Third party	PC	Financial Support for Charitable Organization	$5,000
Moffitt Cancer Center
12902 Magnolia Dr	Tampa	FL	33612	Third party	PC	Financial Support for Charitable Organization	$20,000
Music with Friends
2319 Wellesley Ave	Charlotte	NC	28207	Third party	PC	Financial Support for Charitable Organization	$7,722
National Park Foundation
1500 K Street NW Suite 700	Washington	DC	20005	Third party	PC	Financial Support for Charitable Organization	$2,000
Pine Lake Preparatory
104 Yellow Wood Circle	Mooresville	NC	28115	Third party	PC	Financial Support for Charitable Organization	$12,500
Prison Fellowship Ministries
1000 N 18th Suite 800	Arlington	VA	22209	Third party	PC	Financial Support for Charitable Organization	$5,000
Pulmonary Fibrosis Foundation
223 West Jackson Blvd	Chicago	IL	60606	Third party	PC	Financial Support for Charitable Organization	$1,000
Ronald McDonald House
506 Alexander Ave	Durham	NC	27705	Third party	PC	Financial Support for Charitable Organization	$20,000
Samaritan's Purse
PO Box 3000	Boone	NC	28607	Third party	PC	Financial Support for Charitable Organization	$51,000
Tim Tebow Foundation
2220 County Rd 210 W PMB317 108	Jacksonville	FL	32259	Third party	PC	Financial Support for Charitable Organization	$7,500
Young Life Nicaragua
PO Box 520	Colorado Springs	CO	80901	Third party	PC	Financial Support for Charitable Organization	$5,000
High Country Young Life
231 Deerfield Rd	Boone	NC	28607	Third party	PC	Financial Support for Charitable Organization	$90,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$466,722	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	$288,441	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$103,255	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	ENTERPRISE PRODUCTS PARTNERS, L.P.	Desc
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	-$24,197	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	-$250	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$24,197	UnrelatedBusinessTaxblIncmAmt
Exclusion	$184,936	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$160,739	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Rodney A Short	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	17211 Connor Quay Court	AddressLine1Txt
City	Cornelius	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28031	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$770,961	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$595,170	FairMarketValueAmt
Received	2025-12-08	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARER FEES	CategoryTxt
Amt	$7,833	Amt
Net Investment Income	$3,917	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,916	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Gross Sales Price	$0	GrossSalesPriceAmt
Basis	$103,255	BasisAmt
Total Net	-$103,255	TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	ALLEN & CO.	BondNm
EOY Book Value	$1,470,923	EOYBookValueAmt
EOYFMV	$1,521,087	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALLEN & CO.	$3,138,609	$9,297,926
CHARLES SCHWAB	$0	$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	ALLEN & CO.	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$1,217,619	BookValueAmt
EOYFMV	$1,346,654	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Book/Tax Basis Difference	Desc
Amt	$238,695	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Investment Mgmt fees	Desc
Revenue And Expenses Per Books	$4,195	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,195	NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	ENTERPRISE PRODUCTS PARTNERS, L.P.	Desc
Revenue And Expenses Per Books	-$24,447	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$250	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Book/Tax Difference - PTP	Desc
Amt	$24,447	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign Taxes	CategoryTxt
Amt	$72	Amt
Net Investment Income	$72	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$72	DisbursementsCharitablePrpsAmt