SHAVER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHAVER FOUNDATION INC (EIN 26-0307376)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201321279349100702
- Schema version
- 2012v2.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T07:53:37-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611228184 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL S MOSES PSC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EXECUTIVE PK | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40245 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260307376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAVER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAV | NameControl |
| Phone | 5028952999 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EXECUTIVE PARK | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH K SHAVER | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 5028952999 | Phone |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL S MOSES | Name |
| PTIN | P00289978 | PTIN |
| Phone | 5028952999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 32374 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 108046 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 289 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 85335 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 46556 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 108354 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46575 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1650 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 150 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1702 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 260 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 245 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5112 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 545 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 101000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 101000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 106112 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 545 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2242 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46030 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30132 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 32374 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 32374 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 30132 | TotalAssetsBOY |
| Total Assets EOY | 32374 | TotalAssetsEOY |
| Total Assets EOYFMV | 32374 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 30132 | RetainedEarningsBOY |
| Retained Earnings EOY | 32374 | RetainedEarningsEOY |
| Total Net Assets BOY | 30132 | TotalNetAssetsBOY |
| Total Net Assets EOY | 32374 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 30132 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 32374 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 30132 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2242 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 32374 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 32374 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AUTOZONE SHARES | D | 2007-10-03 | 2012-03-14 | 34328 | 10967 | 23361 | 23361 |
| STANLEY BLACK & DECKER SHARES | D | 2004-12-29 | 2012-03-14 | 5258 | 3183 | 2075 | 2075 |
| STANLEY BLACK & DECKER SHARES | D | 2005-06-09 | 2012-03-14 | 10355 | 5580 | 4775 | 4775 |
| STANLEY BLACK & DECKER SHARES | D | 2005-06-09 | 2012-03-14 | 35394 | 19049 | 16345 | 16345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 46556 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 85761 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 21064 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 4.071449 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 30745 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.065376 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30100 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6348 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 4.741651 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 123982 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 66314 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.869620 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 157598 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 129811 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.214057 | DistributionRatioYear5 |
| Total Distribution Ratio | 13.962153 | TotalDistributionRatio |
| Average Distribution Ratio | 2.792431 | AverageDistributionRatio |
| Net Noncharitable Assets | 52624 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 146949 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 460 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 147409 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 101000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 921 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 921 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 921 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 465 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 465 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 458 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | KY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5028952999 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 EXECUTIVE PARK | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| J ROBERT SHAVER | ||||||||
| 505 EXECUTIVE PARK | LOUISVILLE | KY | 40207 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JOSEPH K SHAVER | ||||||||
| 505 EXECUTIVE PARK | LOUISVILLE | KY | 40207 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| CHARLES W SHAVER | ||||||||
| 505 EXECUTIVE PARK | LOUISVILLE | KY | 40207 | SECRETARY | 1.00 | 0 | 0 | 0 |
| CAROL S MOSES | ||||||||
| 505 EXECUTIVE PARK | LOUISVILLE | KY | 40207 | TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53425 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 53425 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 53425 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 801 | CashDeemedCharitable |
| Net Noncharitable Assets | 52624 | NetNoncharitableAssets |
| Minimum Investment Return | 2631 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2631 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 921 | TaxBasedOnInvestmentIncome |
| Total Tax | 921 | TotalTax |
| Distributable Amount Before Adj | 1710 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1710 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1710 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 101000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 101000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1710 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 153812 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 120702 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29783 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 61963 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 85186 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 451446 | TotalExcessDistriCarryover |
| Qualifying Distributions | 101000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1710 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 99290 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 550736 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 153812 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 396924 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 120702 | ExcessFromYear4 |
| Excess From Year3 | 29783 | ExcessFromYear3 |
| Excess From Year2 | 61963 | ExcessFromYear2 |
| Excess From Year1 | 85186 | ExcessFromYear1 |
| Excess From Current Year | 99290 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J ROBERT SHAVER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| METRO UNITED WAY | |||||||
| 334 E BROADWAY | LOUISVILLE | KY | 40204 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND | $5,000 |
| DREAMS WITH WINGS | |||||||
| 1579 BARDSTOWN RD | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND | $500 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND | $2,000 |
| AMERICAN CANCER SOCIETY MID-SOUTH DIVISION INC | |||||||
| P O BOX 436327 | LOUISVILLE | KY | 40253 | NONE | PUBLIC CHARITY | SUPPORT FOR CANCER RESEARCH | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 240 WHINTINGTON PKWY | LOUISVILLE | KY | 40207 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND | $1,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1ST STREET | CENTRAL CITY | KY | 42330 | NONE | PUBLIC CHARITY | BUILDING DEBT RETIREMENT | $5,000 |
| FOURTH AVENUE UNITED METHODIST CHURCH | |||||||
| 318 WEST ST CATHERINE STREET | LOUISVILLE | KY | 40203 | NONE | PUBLIC CHARITY | OPEN DOOR MINISTRY FOR HOMELESS | $500 |
| LITTLE KIDS ROCK | |||||||
| 116 GREENWOOD AVE | MONTCLAIR | NJ | 07042 | NONE | PUBLIC CHARITY | GENERAL OPERATING FUND TO BRING INSTRUMENTS AND MUSIC LESSONS TO CHILDREN IN NEED | $3,000 |
| LOUCON OF THE UNITED METHODIST CHURCH | |||||||
| 8044 ANNETA RD | LEITCHFIELD | KY | 42754 | NONE | PUBLIC CHARITY | REPAIR OF AQUATIC CENTER ON CAMPGROUNDS | $20,000 |
| PORTLAND PROMISE CENTER | |||||||
| PO BOX 11865 | LOUISVILLE | KY | 40251 | NONE | PUBLIC CHARITY | SUPPORT FOR NOT-FOR-PROFIT COMMUNITY CENTER | $60,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| P O BOX 628211 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | SUPPORT MISSIONARY MINISTRIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 101000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $289 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $308 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 308 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | J ROBERT SHAVER | 1520 HAWKSHEAD LN | LOUISVILLE | KY | 40220 | 85046 | X | |
| 2 | CARROLL STREET VENTURES LLLP | 505 EXECUTIVE PARK | LOUISVILLE | KY | 40207 | 15000 | X | |
| 3 | CHARLES AND SUSIE SHAVER | 908 BROAD STREET | CENTRAL CITY | KY | 42330 | 8000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | PUBLICALLY TRADED SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 85046 | FairMarketValue |
| Date Received | 2012-03-14 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | S&C PSC - ACCOUNTING/TAX | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 15 | 0 | 0 |
| BANK FEES/INVESTMENT FEES | 245 | 245 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SFM MANANGMENT LLC - MANAGEMENT FEES | Category |
| Amount | $1,650 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENTS | Category |
| Amount | $1,702 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |