SAM SHINE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAM SHINE FOUNDATION INC (EIN 35-1961730)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-29
- IRS object ID
- 202103029349100225
- Schema version
- 2020v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-29T13:53:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE SHINE & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351961730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM SHINE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMS | BusinessNameControlTxt |
| Phone | 8129452311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN B SHINE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8129452311 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SHINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP D BEAMAN CPA | PreparerPersonNm |
| PTIN | P00815487 | PTIN |
| Phone | 8129452311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,913,650 | 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 | $71,781,535 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $292,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,987 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,568,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $72,079,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,827 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,434 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $186,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $572,507 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $572,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $839,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $572,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,240,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $185,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,102,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,102,762 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,623,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,623,427 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,362,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $175,254 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,080,377 | LandBOYAmt |
| Land EOY | $7,187,461 | LandEOYAmt |
| Land EOYFMV | $7,187,461 | LandEOYFMVAmt |
| Total Assets BOY | $7,265,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,913,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,913,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $7,265,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,913,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,265,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,913,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,265,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,913,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,265,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,240,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,407,905 | OtherIncreasesAmt |
| Subtotal | $79,913,650 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,913,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH ACCT 555-02924 | PropertyDesc |
| Acquired | 2020-10-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $5,520,939 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,542,842 | CostOrOtherBasisAmt |
| Gain Or Loss | -$21,903 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$21,903 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,903 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,930 | OverpaymentAmt |
| Applied To ES Tax | $5,930 | 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 | IN | 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 | SAMSHINEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | PHILLIP D BEAMAN | IndividualWithBooksNm |
| Phone | 8129452311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY S SHINE | ||||||||
| PO BOX 1147 | NEW ALBANY | IN | 47151 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN B SHINE | ||||||||
| PO BOX 1407 | NEW ALBANY | IN | 47151 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHILLIP D BEAMAN | ||||||||
| PO BOX 1407 | NEW ALBANY | IN | 47151 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CJ JACKSON | ||||||||
| PO BOX 1147 | NEW ALBANY | IN | 47151 | EXECUTIVE DIRECTOR | 40.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,669,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,334,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,004,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,004,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,778,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,070 | TotalTaxAmt |
| Distributable Before Adj | $734,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $734,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $734,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $572,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $572,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $572,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $734,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,179,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,238,702 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,360,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,566,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,120,419 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,464,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $572,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $572,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $162,371 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $162,371 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,302,383 | 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 | $7,016,768 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,285,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,238,702 | ExcessFromYear4Amt |
| Excess From Year3 | $3,360,348 | ExcessFromYear3Amt |
| Excess From Year2 | $12,566,146 | ExcessFromYear2Amt |
| Excess From Year1 | $1,120,419 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CORNELL LAB OF ORTHOTHOLOGY | ||||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | PC | GENERAL | $120 | ||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | PC | GENERAL | $1,000 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL | $1,000 | ||||
| CONSERVATION LAW CENTER | ||||||||||
| 116 S INDIANA AVE | BLOOMINGTON | IN | 47408 | PC | GENERAL | $25,000 | ||||
| NATIONAL PARK FOUNDATION | ||||||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL | $400 | ||||
| NATIONAL AUDUBON SOCIETY | ||||||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | GENERAL | $500 | ||||
| AMERICAN FOREST FOUNDATION | ||||||||||
| 2000 M STREET NW SUITE 550 | WASHINGTON | DC | 20036 | PC | GENERAL | $1,000 | ||||
| NATIONAL PARKS CONSERVATION | ||||||||||
| 777 6TH ST NW SUITE 700 | WASHINGTON | DC | 20001 | PC | GENERAL | $1,000 | ||||
| FRIENDS OF THE EARTH | ||||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL | $1,000 | ||||
| GALOPAGOS CONSERVANCY | ||||||||||
| PC | GENERAL | $100 | 7-14 GREAT DOVER STREET | LONDON | UK | SE1 4YR | ||||
| OAK HERITAGE CONSERVANCY | ||||||||||
| PO BOX 335 | HANOVER | IN | 47243 | PC | GENERAL | $100 | ||||
| 21ST CENTURY PARKS | ||||||||||
| 471 W MAIN ST | LOUISVILLE | KY | 40202 | PC | GENERAL | $2,000 | ||||
| COPE ENVIRONMENTAL CENTER | ||||||||||
| 1730 AIRPORT RD | CENTERVILLE | IN | 47330 | PC | GENERAL | $1,000 | ||||
| TNC FOREST BANK | ||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | PC | GENERAL | $173,287 | ||||
| WOODIE WHEATON LAND TRUST | ||||||||||
| 2 GROVE RD | FOREST CITY | ME | 04413 | PC | GENERAL | $200,000 | ||||
| RIVER HERITAGE CONSERVANCY | ||||||||||
| 129 E COURT AVE | JEFFERSONVILLE | IN | 47130 | PC | GENERAL | $165,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $572,507 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,916 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,903 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US DEPARTMENT OF AGRICULTURE | Desc |
| Unrelated Business Taxbl Incm | $8,224 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,224 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,743 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,903 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,064 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THE ORGANIZATIN RECEIVED FUNDS FROM VARIOUS ORGANIZATIONS TO ASSIST |
| 11A | THE ORGANIZATION WITH THE CONSERVATION AND PRESERVATION OF THE |
| 11A | NATURAL STATE OF TRACTS OF LAND LOCATED IN FLORDA AND INDIANA. |
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 |
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 Person | ESTATE OF SAM M SHINE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1147 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $71,775,985 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LAND | AssetDesc |
| Acquired | 2020-06 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2020-07 | SoldDt |
| Gross Sales Price | $48,000 | GrossSalesPriceAmt |
| Basis | $28,729 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $355 | SalesExpenseAmt |
| Total Net | $18,916 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH ACCT 555-02924 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $68,623,427 | BookValueAmt |
| EOYFMV | $68,623,427 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $2,425 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAND MAINTENANCE | $119,931 | $0 | $0 |
| INSURANCE | $8,290 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $165 | $0 | $0 |
| SUBCRIPTIONS AND MEMBERSHIPS | $400 | $0 | $0 |
| BANK CHARGES | $240 | $0 | $0 |
| PROPERTY TAXES | $6,012 | $0 | $0 |
| PAYROLL TAXES | $4,590 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $47,304 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US DEPARTMENT OF AGRICULTURE | Desc |
| Revenue And Expenses Per Books | $8,224 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,224 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $1,407,905 | Amt |
Comments