SAM SHINE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAM SHINE FOUNDATION INC (EIN 35-1961730)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349102952
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:51:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | PHILLIP D BEAMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8129452311 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP D BEAMAN CPA | PreparerPersonNm |
| PTIN | P00815487 | PTIN |
| Phone | 8129452311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.62.192.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 09:12:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54B1F817F2D47313579A811D05CEE7D8807206C2 | 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 | $8,696,102 | 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 | $1,950,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,389,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $477,806 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,448,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,225 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19,843 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $156,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,643,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,643,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,822,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,643,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,374,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $566,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $501,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,406 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,175,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,344,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $149,470 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,111,544 | LandBOYAmt |
| Land EOY | $8,194,696 | LandEOYAmt |
| Land EOYFMV | $8,194,696 | LandEOYFMVAmt |
| Total Assets BOY | $18,363,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,696,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,696,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $18,363,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,696,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,363,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,696,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,363,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,696,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,363,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,374,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $706,769 | OtherIncreasesAmt |
| Subtotal | $8,696,102 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,696,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | 2012-06-21 | 2018-01-16 | $355,942 | $206,452 | $149,490 | $149,490 | |
| CVS HEALTH CORP | 2012-09-07 | 2018-01-16 | $148,355 | $86,106 | $62,249 | $62,249 | |
| CVS HEALTH CORP | 2018-01-16 | 2018-01-16 | $59,310 | $59,310 | $0 | $0 | |
| TARGET CORP | 2017-01-11 | 2018-05-15 | $400,000 | $400,000 | $0 | $0 | |
| NORTHROP GRUMMAN | 2018-01-16 | 2018-08-24 | $101,876 | $102,628 | -$752 | -$752 | P |
| AETNA INC | 2016-07-14 | 2018-11-06 | $669,660 | $391,279 | $278,381 | $278,381 | |
| KROGER CO | 2017-01-30 | 2018-12-06 | $247,260 | $253,700 | -$6,440 | -$6,440 | P |
| WESTERN UNION CO | 2013-04-04 | 2018-12-06 | $507,690 | $508,975 | -$1,285 | -$1,285 | P |
| NORTHROP GRUMMAN | 2018-01-16 | 2018-12-06 | $403,472 | $407,309 | -$3,837 | -$3,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $477,806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,526,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,364,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.048361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,309,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,431,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.914648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,292,256 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,300,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.170477 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $523,790 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,278,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159784 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,427,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026072 | DistributionYr5Rt |
| Total Distribution | 5.319342 | TotalDistributionRt |
| Average Distribution | 1.063868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,670,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,776,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,782,419 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,643,985 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,665 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,665 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $5,697 | TaxDueAmt |
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 | N/A | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SAM M SHINE | ||||||||
| PO BOX 1147 | NEW ALBANY | IN | 47151 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| BETTY S SHINE | ||||||||
| PO BOX 1147 | NEW ALBANY | IN | 47151 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN B SHINE | ||||||||
| PO BOX 1407 | NEW ALBANY | IN | 47151 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| J ROBERT SHINE | ||||||||
| PO BOX 1407 | NEW ALBANY | IN | 47151 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PHILLIP D BEAMAN | ||||||||
| PO BOX 1407 | NEW ALBANY | IN | 47151 | DIRECTOR | 0.00 | $0 | $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 | $1,374,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,695,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,695,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,670,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,665 | TotalTaxAmt |
| Distributable Before Adj | $77,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,839 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,643,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,643,985 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,665 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,638,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $366,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,179,139 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,238,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,360,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,144,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,643,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,566,146 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,710,809 | 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 | $24,710,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $366,474 | ExcessFromYear4Amt |
| Excess From Year3 | $7,179,139 | ExcessFromYear3Amt |
| Excess From Year2 | $1,238,702 | ExcessFromYear2Amt |
| Excess From Year1 | $3,360,348 | ExcessFromYear1Amt |
| Excess From Current Year | $12,566,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAM M SHINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOREST FOUNDATION | ||||||
| 2000 M ST NW | WASHINGTON | DC | 20036 | PC | GENERAL | $1,200 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL | $350 |
| CHARITY WATCH | ||||||
| PO BOX 578460 | CHICAGO | IL | 60657 | PC | GENERAL | $110 |
| COMMUNITY FOUNDATION OF SOUTHERN INDIANA | ||||||
| 4108 CHARLESTOWN ROAD | NEW ALBNAY | IN | 47150 | PC | GENERAL | $40,000 |
| CONSERVATION LAW CENTER | ||||||
| 116 S INDIANA AVE | BLOOMINGTON | IN | 47408 | PC | GENERAL | $25,000 |
| DING DARLING CIRGLE NATIONAL WILDLIFE | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | PC | GENERAL | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | GENERAL | $10,000 |
| FOREST SERVICE EMPLOYEES FOR ENVIRONMENTAL ETHICS | ||||||
| PO BOX 11615 | EUGENE | OR | 97440 | PC | GENERAL | $100 |
| FRIENDS OF THE EARTH | ||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL | $1,000 |
| FRIENDS OF THE OHIO RIVER GREENWAY | ||||||
| 315 SOUTHERN INDIANA AVENUE | JEFFERSONVILLE | IN | 47130 | PC | GENERAL | $500,000 |
| GREEN PEACE | ||||||
| 702 H STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 711 E 8TH STREET | NEW ALBANY | IN | 47150 | PC | GENERAL | $200 |
| INDIANA NATURE CONSERVANCY | ||||||
| 620 EAST OHIO STREET | INDIANAPOLIS | IN | 46202 | PC | GENERAL | $1,000,000 |
| KET | ||||||
| 600 COOPER DR | LEXINGTON | KY | 40502 | PC | GENERAL | $450 |
| LAND TRUST ALLIANCE | ||||||
| 1250 H STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL | $1,000 |
| NATIONAL AUDOBON SOCIETY | ||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | GENERAL | $2,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GENERAL | $400 |
| NATIONAL PARKS CONSERVATION | ||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | PC | GENERAL | $1,000 |
| NATURAL RESOURCE COUNCIL OF MAINE | ||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | PC | GENERAL | $1,000,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL | $2,000 |
| PARKLANDS OF FLOYD FORK | ||||||
| 471 WEST MAIN STREET | LOUISVILLE | KY | 40202 | PC | GENERAL | $10,000 |
| SICIM | ||||||
| 471 W MAIN ST STE 202 | LOUISVILLE | KY | 40202 | PC | GENERAL | $100,000 |
| SIERRA CLUB | ||||||
| 2101 WEBSTER ST SUITE 1300 | OAKLAND | CA | 94612 | PC | GENERAL | $500 |
| SOUTHEASTERN GRASSLANDS | ||||||
| PO BOX 4718 | CLARKSVILLE | TN | 37044 | PC | GENERAL | $10,000 |
| SYCAMORE LAND TRUST | ||||||
| PO BOX 7801 | BLOOMINGTON | IN | 47407 | PC | GENERAL | $250,000 |
| THE NATURE CONSERVANCY | ||||||
| 5885 WULFMAN RD SE | LACONIA | IN | 47135 | PC | GENERAL | $43,076 |
| TRUST FOR PUBLIC LAND | ||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | PC | GENERAL | $1,000 |
| UNION OF CONCERNED SCIENTISTS | ||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | GENERAL | $1,000 |
| UNITED STATES FISH AND WILDLIFE SERVICE | ||||||
| 3812 WEST LINEBAUGH SVE | TAMPA | FL | 33618 | PC | GENERAL | $9,640,599 |
| WATERKEEPER ALLIANCE | ||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | PC | GENERAL | $500 |
| WOODLAND STEWARD INST | ||||||
| 5578 S 500 W | TIPTON | IN | 46031 | PC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,643,985 | 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 | $88,672 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,889 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US DEPARTMENT OF AGRICULTURE | Desc |
| Unrelated Business Taxbl Incm | $14,552 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,552 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $483,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $498,113 | 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 | 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 | $1,950,000 | 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 | 331.85 ACRES OF LAND | AssetDesc |
| Acquired | 2008-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2018-05 | SoldDt |
| Gross Sales Price | $495,868 | GrossSalesPriceAmt |
| Basis | $578,785 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$82,917 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $2,225 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LAND MAINTENANCE | $151,897 | $0 | $0 |
| INSURANCE | $2,412 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $1,679 | $0 | $0 |
| SUBCRIPTIONS AND MEMBERSHIPS | $378 | $0 | $0 |
| BANK CHARGES | $344 | $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 | $14,552 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $14,552 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $706,769 | Amt |
Comments