2019-05-15T08:58:14-05:00 2018-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2018-01-01 316651291 THE SAMUEL LYON CHARITABLE FOUNDATION INC SAMU 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 SHELDON YOFFE DIRECTOR 5025871283 2019-05-14 1 BRIAN MOSS P00632361 5025830262 65.182.204.196 2019-05-14 13:46:26 ED P 5A185878495F6DA127357554FCA8C1E2901D0321 A3A92621209C09941793D88B920F7FEA1E6BB713 2018 2019-02-21 02:37:17Z X 1092607 X X 12 12 29321 29321 37946 72312 37946 67279 67279 0 0 0 444 444 0 999 999 0 1443 1443 0 56400 56400 57843 1443 56400 9436 65836 3551 2183 2183 840386 851190 1090424 843937 853373 1092607 0 0 X 0 0 0 0 843937 853373 843937 853373 843937 853373 843937 9436 0 853373 0 853373 .662 SHARES OF GENERAL ELECTRIC P 2018-12-17 5 8 -3 -3 115 SHARES OF JOHNSON & JOHNSON P 2018-12-14 16746 5835 10911 10911 70 SHARES OF MCDONALD'S CORP P 2018-12-14 12608 4108 8500 8500 115 SHARES OF MICROSOFT CORP P 2018-12-14 12577 3370 9207 9207 750 SHARES OF GENERAL ELECTRIC P 2018-12-17 5279 20817 -15538 -15538 1 SHARE OF GENERAL ELECTRIC P 2018-12-17 58 228 -170 -170 CAPITAL GAINS DIVIDENDS P 25039 25039 25039 37946 0 48216 1139790 0.042303 32800 1028630 0.031887 0 995644 0.000000 51506 970533 0.053070 49525 951732 0.052037 0.179297 0.035859 1177751 42233 658 42891 56400 X 658 0 658 0 658 720 0 0 720 0 62 62 0 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 1182927 12759 0 1195686 0 0 1195686 17935 1177751 58888 58888 658 658 58230 0 58230 0 58230 56400 0 56400 658 55742 58230 56227 0 0 56400 56227 0 0 173 0 0 0 0 0 0 0 0 58057 0 0 0 X AMERICAN CANCER SOCIETY 1640 LYNDON FARM COURT 104 LOUISVILLE KY 40223 NONE PC SUPPORT 1000 AMERICAN HEART ASSOCIATION 240 WHITTINGTON PARKWAY LOUISVILLE KY 40222 NONE PC SUPPORT 1000 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 5000 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 8000 KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE ROAD LOUISVILLE KY 40205 NONE PC SUPPORT 10000 KENTUCKY HUMANE SOCIETY 1000 LYNDON LANE SUITE B LOUISVILLE KY 40222 NONE PC SUPPORT 1000 KIDS CENTER OF PEDIATRIC THERAPIES 982 EASTERN PARKWAY LOUISVILLE KY 40217 NONE PC SUPPORT 1500 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION 301 YORK STREET LOUISVILLE KY 40203 NONE PC SUPPORT 1000 LOUISVILLE OLMSTEAD PARKS CONSERVANCY 1299 TREVILIAN WAY LOUISVILLE KY 40213 NONE PC SUPPORT 1500 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 5000 THE TEMPLE 5101 US HIGHWAY 42 LOUISVILLE KY 40241 NONE PC SUPPORT 10000 WHAS CRUSADE FOR CHILDREN 520 W CHESTNUT STREET LOUISVILLE KY 40202 NONE PC SUPPORT 1250 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PC SUPPORT 500 MARY BYRON PROJECT INC 9901 LINN STATION RD 500 LOUISVILLE KY 40223 NONE PC SUPPORT 500 VAAD HAKASRUTH P O BOX 106 FINCHVILLE KY 40255 NONE POF SUPPORT 300 KENTUCKY FOR TORAH EDUCATION INC 1979 RICHMOND DRIVE LOUISVILLE KY 40205 NONE PC SUPPORT 1500 56400 0 14 12 14 29321 14 37946 0 67279 0 67279 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 851190 1090424 BANK FEES 24 24 0 PROFESSIONAL FEES 900 900 0 INVESTMENT ACCOUNT FEES 75 75 0 FEDERAL EXCISE TAX 444 444 0