2020-07-07T08:13:35-05:00 2019-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2019-01-01 316651291 THE SAMUEL LYON CHARITABLE FOUNDATION INC SAMU 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 SHELDON YOFFE DIRECTOR 5025871283 2020-06-25 1 BRIAN MOSS P00632361 5025830262 65.182.204.197 2020-06-25 15:19:50 ED P ABD9F674C13F365BF5CF6418855D50145612FB98 3C0A92DF921935961F5655333303A273068DC466 2019 2021-04-22 16:20:28Z X 1286738 X X 14 14 31329 31329 39821 55091 39821 31 31 71195 71195 0 0 0 630 630 0 1072 1072 0 1702 1702 0 58100 58100 59802 1702 58100 11393 69493 2183 1455 1455 851190 863311 1285283 853373 864766 1286738 0 0 X 0 0 0 0 853373 864766 853373 864766 853373 864766 853373 11393 0 864766 0 864766 67 SHARES OF MICROSOFT P 2019-12-11 10007 1963 8044 8044 77 SHARES OF PPG INDUSTRIES INC P 2019-12-11 10037 3315 6722 6722 60 SHARES OF PEPSICO INC P 2019-12-11 8133 2884 5249 5249 70 SHARES OF UNITED TECHNOLOGIES CORP P 2019-12-11 10114 2950 7164 7164 70 SHARES OF WALMART INC P 2019-12-11 8233 4158 4075 4075 CAPITAL GAINS DIVIDENDS P 8567 8567 8567 39821 0 55742 1177751 0.047329 48216 1139790 0.042303 32800 1028630 0.031887 0 995644 0.000000 51506 970533 0.053070 0.174589 0.034918 1216311 42471 695 43166 58100 X 695 0 695 0 695 680 0 0 680 1 16 0 0 0 0 0 0 0 0 0 0 0 1 KY 1 0 0 0 0 1 N/A SHELDON M YOFFE 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELDON M YOFFE 712 BRAEVIEW ROAD LOUISVILLE KY 40206 TRUSTEE 0.50 0 0 0 ELAINE Y WEINBERG 6727 ELMCROFT CIRCLE LOUISVILLE KY 40241 TRUSTEE 0.00 0 0 0 MARLENE Y SCHAFFER 63 HARWOOD ROAD LOUISVILLE KY 40222 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1223408 11426 0 1234834 0 0 1234834 18523 1216311 60816 60816 695 695 60121 0 60121 0 60121 58100 0 58100 695 57405 60121 58057 0 0 58100 58057 0 0 43 0 0 0 0 0 0 0 0 60078 0 0 0 X AMERICAN CANCER SOCIETY 1640 LYNDON FARM COURT 104 LOUISVILLE KY 40223 NONE PC SUPPORT 750 AMERICAN HEART ASSOCIATION 240 WHITTINGTON PARKWAY LOUISVILLE KY 40222 NONE PC SUPPORT 750 HADASSAH 40 WALL STREET NEW YORK NY 10005 NONE PC SUPPORT 500 HEALING HOOVES INC PO BOX 106 FINCHVILLE KY 40022 NONE PC SUPPORT 350 HOME OF THE INNOCENTS 1100 EAST MARKET STREET LOUISVILLE KY 40206 NONE PC SUPPORT 4000 HOSPARUS 3532 EPHRAIM MCDOWELL DRIVE LOUISVILLE KY 40205 NONE PC SUPPORT 500 JEWISH FAMILY AND CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 NONE PC SUPPORT 7000 KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE ROAD LOUISVILLE KY 40205 NONE PC SUPPORT 11500 KENTUCKY FOR TORAH EDUCATION INC 1979 RICHMOND DRIVE LOUISVILLE KY 40205 NONE PC SUPPORT 650 KENTUCKY HUMANE SOCIETY 1000 LYNDON LANE SUITE B LOUISVILLE KY 40222 NONE PC SUPPORT 500 KIDS CENTER OF PEDIATRIC THERAPIES 982 EASTERN PARKWAY LOUISVILLE KY 40217 NONE PC SUPPORT 1000 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION 301 YORK STREET LOUISVILLE KY 40203 NONE PC SUPPORT 500 LOUISVILLE OLMSTEAD PARKS CONSERVANCY 1299 TREVILIAN WAY LOUISVILLE KY 40213 NONE PC SUPPORT 1000 U OF L - J GRAHAM BROWN CANCER CENTER 529 S JACKSON STREET LOUISVILLE KY 40202 NONE PC SUPPORT 1000 MEREDITH-DUNN LEARNING CENTER INC 3023 MELBOURNE AVENUE LOUISVILLE KY 40220 NONE PC SUPPORT 5000 MULTIPLE SCLEROSIS SOCIETY 1201 STORY AVENUE SUITE 200 LOUISVILLE KY 40206 NONE PC SUPPORT 1000 NORTHWEST ANNUAL FUND 2020 RIDGE AVENUE 4TH FLOOR EVANSTON IL 60208 NONE POF SUPPORTSUPPORT 4000 VOLUNTEERS OF AMERICA MID-STATE 570 SOUTH FOURTH STREET SUITE 100 LOUISVILLE KY 40202 NONE PC SUPPORT 1000 THE TEMPLE 5101 US HIGHWAY 42 LOUISVILLE KY 40241 NONE PC SUPPORT 8500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE POF SUPPORT 500 WHAS CRUSADE FOR CHILDREN 520 W CHESTNUT STREET LOUISVILLE KY 40202 NONE PC SUPPORT 1000 JEWISH COMMUNITY CENTER OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 NONE PC SUPPORT 5000 TRINITY PRESBYTERIAN CHURCH 10200 SHELBYVILLE ROAD LOUISVILLE KY 40223 NONE PC SUPPORT 1000 BROOKLYN JEWISH CENTER CIRCLE 667 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC SUPPORT 1100 58100 0 14 14 14 31329 14 31 14 39821 0 71195 0 71195 0 0 0 0 0 0 0 0 0 0 TAXPAYER HAS SHOWN THE AVERAGE CASH BALANCE AS A REDUCTION IN THE NET VALUE OF NONCHARITABLE-USE ASSETS. AS A SMALL FOUNDATION, THE TAXPAYER WOULD BE AT A GREAT FINANCIAL DISADVANTAGE TO SELL ONE OF THE INVESTMENTS TO PAY A DISBURSEMENT QUICKLY. PNC ADVISORS PORTFOLIO OF SECURITIES, BONDS AND MONEY MARKET FUNDS AT COST 863311 1285283 BANK FEES 97 97 0 PROFESSIONAL FEES 900 900 0 INVESTMENT ACCOUNT FEES 75 75 0 RETURN OF CAPITAL 31 31 31 FEDERAL EXCISE TAX 630 630 0