CHARLES L SHOR FOUNDATION FOR EPILEPSY RESEARCH INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES L SHOR FOUNDATION FOR EPILEPSY RESEARCH INC (EIN 30-0124473)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349100747
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:53:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311223798 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITMER & COMPANY CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 ELSINORE PLACE SUITE 625 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452021427 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300124473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES L SHOR FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | EPILEPSY RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5133818010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 VINE STREET NO 1300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES L SHOR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5133818010 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN WHITMER | PreparerPersonNm |
| PTIN | P01422348 | PTIN |
| Phone | 5133818010 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.66.7.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 17:10:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4B30EDD2F15C6EAC394AD1DBD4ED60624251850 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D4B30EDD2F15C6EAC394AD1DBD4ED60624251850 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,716,919 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,630 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,630 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $919,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $919,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,685,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $898,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $928,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,885 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $23,957 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,957 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $21,510 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,390 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,519 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,311 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,311 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,027 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,545,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,545,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,766,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,545,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,868,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $736,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $647,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $323,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $323,009 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $30,383,161 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,846,851 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,388,631 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,997 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,718 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,798 | LandBOYAmt |
| Land EOY | $5,279 | LandEOYAmt |
| Land EOYFMV | $5,279 | LandEOYFMVAmt |
| Total Assets BOY | $31,039,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,175,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,716,919 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,400 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,946 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,946 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,038,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,170,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,038,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,170,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,039,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,175,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,038,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,868,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,170,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,170,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS #928-6 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-01 | AcquiredDt |
| Sold | 2018-07-01 | SoldDt |
| Gross Sales Price | $3,685,005 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,715,718 | CostOrOtherBasisAmt |
| Gain Or Loss | -$30,713 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$30,713 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,713 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,420,281 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,427,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045192 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,046,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,317,284 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032390 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $458,111 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,036,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $301,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,763,133 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $525,423 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $369,360 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.422523 | DistributionYr5Rt |
| Total Distribution | 1.623689 | TotalDistributionRt |
| Average Distribution | 0.324738 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,802,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,353,167 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,360,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,545,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $201 | EsPenaltyAmt |
| Overpayment | $9,433 | OverpaymentAmt |
| Applied To ES Tax | $9,433 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES L SHOR | IndividualWithBooksNm |
| Phone | 5133818010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 VINE ST STE 1300 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES L SHOR | ||||||||
| 441 VINE ST STE 1300 | CINCINNATI | OH | 45202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY PASTOR | ||||||||
| 3924 ROSE HILL AVE | CINCINNATI | OH | 45229 | DIRECTOR | 40.00 | $43,885 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $14,520 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $28,832,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,240,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,240,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $438,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,802,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,440,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,440,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,726 | TotalTaxAmt |
| Distributable Before Adj | $1,425,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,425,384 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,425,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,545,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,545,607 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,545,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,425,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,772 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,545,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,772 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,425,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,013,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,013,451 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,013,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,013,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES L SHOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BLESSED SACRAMENT SCHOOL | |||||
| 2409 DIXIE HWY | FORT MITCHELL | KY | 41017 | SCHOLARSHIP FUND | $10,000 |
| ISAAC M WISE TEMPLE | |||||
| 8329 RIDGE ROAD | CINCINNATI | OH | 45236 | GENERAL SUPPORT | $11,900 |
| RENEW COMMUNITY CHURCH | |||||
| 2129 W NORTH BEND ROAD | CINCINNATI | OH | 45224 | GENERAL SUPPORT | $94,000 |
| CHILDREN'S HOME OF NORTHERN KENTUCKY | |||||
| 5634 200 HOME RD | COVINGTON | KY | 41011 | GENERAL SUPPORT | $25,000 |
| IMAGES OF EXCELLENCE | |||||
| 34 TRIANGLE PARK DRIVE | CINCINNATI | OH | 45246 | GENERAL SUPPORT | $525,752 |
| URBAN LEAGUE OF GREATER CINCINNATI | |||||
| 3458 READING ROAD | CINCINNATI | OH | 45229 | GENERAL SUPPORT | $7,000 |
| LIFE LEARNING CENTER | |||||
| 20 W 18TH STREET | COVINGTON | KY | 41011 | GENERAL SUPPORT | $150,000 |
| JEFF RUBY FOUNDATION | |||||
| 700 WALNUT STREET STE 200 | CINCINNATI | OH | 45202 | GENERAL SUPPORT | $25,000 |
| KELLY YOUTH SERVICES | |||||
| 800 COMPTON ROAD UNIT 11 | CINCINNATI | OH | 45231 | GENERAL SUPPORT | $50,000 |
| EKKLESIA COMMUNITY DEVELOPMENT CORPORATION | |||||
| 801 GILBERT STREET SUITE 215 | DURHAM | NC | 27701 | GENERAL SUPPORT | $32,322 |
| STRENGTH THROUGH EMPOWERING PEOPLE | |||||
| 118 CHAPEL HILL | FAIRFIELD | OH | 45014 | GENERAL SUPPORT | $10,000 |
| IMPACT SERVICES | |||||
| 1952 E ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | GENERAL SUPPORT | $205,000 |
| CINCINNATI STATE TECHNICAL & COMMUNITY COLLEGE | |||||
| 3520 CENTRAL PARKWAY | CINCINNATI | OH | 45223 | GENERAL SUPPORT | $100,000 |
| HILLEL FOUNDATION AT MIAMI UNIVERSITY | |||||
| 11 E WALNUT ST | OXFORD | OH | 45056 | GENERAL SUPPORT | $25,000 |
| BLACK AND WHITE CANCER SURVIVORS FOUNDATION | |||||
| PO BOX 40598 | CINCINNATI | OH | 45240 | GENERAL SUPPORT | $50,000 |
| HOSPICE OF THE BLUGRASS - NKY | |||||
| 7388 TURFWAY RD | FLORENCE | KY | 41042 | GENERAL SUPPORT | $2,500 |
| TECHCO SAVVY | |||||
| 1313 S SACRAMENTO DRIVE | CHICAGO | IL | 60623 | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | GENERAL SUPPORT | $35,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||
| 8499 RIDGE AVE | CINCINNATI | OH | 45236 | GENERAL SUPPORT | $25,000 |
| ECONOMIC POLICY INSTITUTE | |||||
| 1225 EYE STREET NW STE 600 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $1,000 |
| PURDUE RESEARCH FOUNDATION | |||||
| 1281 WIN HENTSCHEL BOULEVARD | WEST LAFAYETTE | IN | 47906 | GENERAL SUPPORT | $315,883 |
| CLEVELAND CLINIC | |||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | GENERAL SUPPORT | $250,000 |
| THE OHIO CPA FOUNDATION | |||||
| 4249 EASTON WAY STE 150 | COLUMBUS | OH | 43219 | GENERAL SUPPORT | $250 |
| NEW PROSPECT BAPTIST CHURCH | |||||
| 1580 SUMMIT RD | CINCINNATI | OH | 45237 | GENERAL SUPPORT | $400,000 |
| SAINT URSULA ACADEMY | |||||
| 1339 E MCMILLAN ST | CINCINNATI | OH | 45206 | SCHOLARSHIP FUND | $5,000 |
| SCHOOL FOR CREATIVE AND PERFORMING ARTS | |||||
| 108 W CENTRAL PKWY | CINCINNATI | OH | 45202 | GENERAL SUPPORT | $35,000 |
| UNITED WAY OF GREATER CINCINNATI | |||||
| 2400 READING RD | CINCINNATI | OH | 45202 | GENERAL SUPPORT | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,545,607 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,630 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $919,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $898,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $898,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VEHICLE | PropertyDesc |
| Acquired | 2017-08-31 | AcquiredDt |
| Cost Or Other Basis | $10,997 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,199 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $3,519 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $28,846,851 | EOYBookValueAmt |
| EOYFMV | $28,388,631 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VEHICLE | CategoryOrItemTxt |
| Cost Or Other Basis | $10,997 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,718 | AccumulatedDepreciationAmt |
| Book Value | $5,279 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,510 | LegalFeesAmt |
| Net Investment Income | $21,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| M&E @ 50% | $5,254 | $2,627 | $0 |
| MISCELLANEOUS | $5,208 | $5,208 | $0 |
| INVESTMENT MANAGEMENT FEES | $56,090 | $56,090 | $0 |
| REPAIRS & MAINTENANCE | $3,551 | $3,551 | $0 |
| PAYROLL PREPARATION FEES | $1,014 | $1,014 | $0 |
| CONSULTANT FEES | $8,500 | $8,500 | $0 |
| OFFICE EXPENSES | $37 | $37 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $17,396 | Amt |
| Net Investment Income | $17,396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO SECRETARY OF STATE | $200 | $200 | $0 |
| IRS | $22,028 | $0 | $0 |
| PAYROLL | $5,190 | $5,190 | $0 |