2018-05-23T15:20:19-05:00 2017-12-31 610713437 BOWDEN & WOOD PLLC 304 MIDDLETOWN PARK PLACE LOUISVILLE KY 402432555 990PF 2017-01-01 316651291 THE SAMUEL LYON CHARITABLE FOUNDATION INC SAMU 5025871283 712 BRAEVIEW ROAD LOUISVILLE KY 40206 SHELDON YOFFE DIRECTOR 5025871283 2018-05-14 1 BRIAN MOSS CPA P00632361 5025830262 2017 2022-09-23 18:48:47Z X 1210043 X X 2 2 28307 28307 42620 69026 42620 70929 70929 0 0 0 1494 1494 0 986 986 0 2480 2480 0 48900 48900 51380 2480 48900 19549 68449 1931 3551 3551 822457 840386 1206492 824388 843937 1210043 0 0 X 0 0 0 0 824388 843937 824388 843937 824388 843937 824388 19549 0 843937 0 843937 146 SHARES OF MICROSOFT CORP P 2017-12-04 12059 4278 7781 7781 336 SHARES OF PFIZER INC P 2017-12-04 12021 10379 1642 1642 323 SHARES OF CISCO SYSTEM INC P 2017-12-04 11989 6166 5823 5823 138 SHARES OF CONSOLIDATED EDISON P 2017-12-04 12085 5583 6502 6502 CAPITAL GAINS DIVIDENDS P 20872 20872 20872 42620 0 32800 1028630 0.031887 0 995644 0.000000 51506 970533 0.053070 49525 951732 0.052037 37101 696702 0.053252 0.190246 0.038049 1139790 43368 684 44052 48900 X 684 0 684 0 684 960 0 0 960 0 276 276 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 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 1150101 7046 0 1157147 0 0 1157147 17357 1139790 56990 56990 684 684 56306 0 56306 0 56306 48900 0 48900 684 48216 56306 48821 0 0 48900 48821 0 0 79 0 0 0 0 0 0 0 0 56227 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 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 6000 KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE ROAD LOUISVILLE KY 40205 NONE PC SUPPORT 14000 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 1000 LOUISVILLE FREE PUBLIC LIBRARY FOUNDATION 301 YORK STREET LOUISVILLE KY 40203 NONE PC SUPPORT 750 LOUISVILLE OLMSTEAD PARKS CONSERVANCY 1299 TREVILIAN WAY LOUISVILLE KY 40213 NONE PC SUPPORT 1000 NORTHWEST ANNUAL FUND 2020 RIDGE AVENUE 4TH FLOOR EVANSTON IL 60208 NONE POF SUPPORTSUPPORT 5000 HEALING HOOVES INC PO BOX 106 FINCHVILLE KY 40022 NONE PC SUPPORT 350 THE TEMPLE 5101 US HIGHWAY 42 LOUISVILLE KY 40241 NONE PC SUPPORT 5800 WHAS CRUSADE FOR CHILDREN 520 W CHESTNUT STREET LOUISVILLE KY 40202 NONE PC SUPPORT 1000 VOLUNTEERS OF AMERICA - KENTUCKY 570 SOUTH FOURTH STREET SUITE 100 LOUISVILLE KY 40202 NONE PC SUPPORT 1000 MULTIPLE SCLEROSIS SOCIETY 1201 STORY AVENUE SUITE 200 LOUISVILLE KY 40206 NONE PC SUPPORT 1000 MEREDITH-DUNN LEARNING CENTER INC 3023 MELBOURNE AVENUE LOUISVILLE KY 40220 NONE PC SUPPORT 4000 48900 0 14 2 14 28307 14 42620 0 70929 0 70929 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 840386 1206492 BANK FEES 36 36 0 PROFESSIONAL FEES 950 950 0 FEDERAL EXCISE TAX 1494 1494 0