Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Shoemaker Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)104 Montgomery Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cle Elum, WA98922
A Employer identification number

81-4655987
B Telephone number (see instructions)

(509) 674-4414
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,192,138J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 250,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,024 1,024 1,024
4 Dividends and interest from securities... 65,270 65,270 65,270
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 288,407
b Gross sales price for all assets on line 6a 1,992,449
7 Capital gain net income (from Part IV, line 2)... 288,407
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 604,701 354,701 66,294
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,527 3,250 6,527 3,277
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 615 605 615 10
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 210   210 210
23 Other expenses (attach schedule)....... Click to see list of attachments 21,077 21,077 21,077  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,429 24,932 28,429 3,497
25 Contributions, gifts, grants paid....... 131,767 131,767
26 Total expenses and disbursements. Add lines 24 and 25 160,196 24,932 28,429 135,264
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 444,505
b Net investment income (if negative, enter -0-) 329,769
c Adjusted net income (if negative, enter -0-)... 37,865
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 300,303 275,368 275,368
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,444,297 Click to see attachment1,477,418 1,470,312
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,396 Click to see attachment515,302 446,026
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,191 Click to see attachment432 Click to see attachment432
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,846,187 2,268,520 2,192,138
Liabilities 17 Accounts payable and accrued expenses.......... 4,000 11,750
18 Grants payable................. 14,500 7,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,818 Click to see attachment4,927
23 Total liabilities (add lines 17 through 22)......... 20,318 24,177
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,825,869 2,244,343
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,825,869 2,244,343
31 Total liabilities and net assets/fund balances (see instructions). 1,846,187 2,268,520
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,825,869
2
Enter amount from Part I, line 27a .....................
2
444,505
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,270,374
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26,031
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,244,343
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Short-term covered - 2973 P 2017-10-16 2018-08-06
b Long-term covered - 2973 P 2014-06-18 2018-08-06
c Short-term covered - 2980 P 2017-10-06 2018-08-08
d Long-term covered - 2980 P 2017-04-06 2018-08-08
e Short-term covered - 2982 P 2018-09-05 2018-11-27
Long-term covered - 2982 P 2017-04-06 2018-12-14
Short-term covered - 3085 P 2018-08-22 2018-12-14
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 344,829   320,118 24,711
b 1,300,792   975,480 325,312
c 532   537 -5
d 27,215   25,789 1,426
e 251,049   306,830 -55,781
18,411   15,698 2,713
48,235   59,590 -11,355
      1,386
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       24,711
b       325,312
c       -5
d       1,426
e       -55,781
      2,713
      -11,355
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 288,407
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -42,430
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,595
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,595
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,595
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,680
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 12
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,927
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletClaire Nicholls Telephone no.bullet (509) 674-4414

    Located atbullet104 Montgomery AveCle ElumWA ZIP+4bullet98922
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Jerry Hein President
    2.00     		0    
    104 Mongomery Ave
    Cle Elum,WA98922
    Patricia Hein Secretary
    2.00     		0    
    104 Montgomery Ave
    Cle Elum,WA98922
    Claire Nicholls Treasurer
    1.00     		0    
    104 Montgomery Ave
    Cle Elum,WA98922
    John Hein Director
    1.00     		0    
    104 Montgomery Ave
    Cle Elum,WA98922
    Annemarie Hill Director
    1.00     		0    
    104 Montgomery Ave
    Cle Elum,WA98922
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,138,979
    b
    Average of monthly cash balances.......................
    1b
    162,356
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,301,335
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,301,335
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,520
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,266,815
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    113,341
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    113,341
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,595
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,595
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    106,746
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    106,746
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    106,746
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    135,264
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    135,264
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    135,264
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 106,746
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 5,310
    fTotal of lines 3a through e........ 5,310
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 135,264
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 106,746
    e Remaining amount distributed out of corpus 28,518
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 33,828
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		33,828
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 5,310
    e Excess from 2018.... 28,518
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Shoemaker Foundation
    104 N Montgomery Ave
    Cle Elum,WA98922
    (509) 674-4414
    bThe form in which applications should be submitted and information and materials they should include:
    Letter of request
    cAny submission deadlines:
    n/a
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None at this time
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Boise State University
    1910 University Dr A 101
    Boise,ID83725     		None NC To provide educational scholarships 1,000
    CASA
    421 N Pearl 208
    Ellensburg,WA98926     		None PC To provide support for neglected children 2,000
    Central Washington University
    100 E University Way
    Ellensburg,WA98926     		None NC To provide educational scholarships 6,000
    Cle Elum Fire Department
    301 Pennsylvania Ave
    Cle Elum,WA98922     		None GOV To provide for equipment upgrades 2,500
    Cle Elum Kiwanis Club
    PO Box 933
    Cle Elum,WA98922     		None NC To provide community resources 250
    Cle Elum Roundup Assoc
    PO Box 671
    Cle Elum,WA98922     		None PC To provide funding for local rodeo 3,000
    Easton School
    PO Box 8
    Easton,WA98925     		None NC To provide educational materials 250
    FISH
    1407 N B St
    Ellensburg,WA98926     		None PC To aid in food & supplies for needy 750
    Gonzaga University Foundation
    PO Box 3463
    Spokane,WA99220     		None PC To provide for university needs 1,000
    Gretchen Weller Foundation
    503 W Bender Rd
    Ellensburg,WA98926     		None PC To support families dealing with cancer in Kittitas Co. 1,000
    High Country Artists
    302 W 3rd St
    Cle Elum,WA98922     		None PC To provide maintenance of public buildings 500
    HopeSource
    601 W 5th Ave
    Ellensburg,WA98926     		None PC To provide aid for heating and transportation for needy families 35,500
    Hospice Friends
    302 S Main St
    Ellensburg,WA98926     		None PC To provide medical supplies & equipment 1,500
    Kittitas Co 4-H Council
    PO Box 802
    Ellensburg,WA98926     		None PC To provide support for 4-H program in Kittitas Co. 500
    Mountain Voices Community Choir
    PO Box 713
    Roslyn,WA98941     		None PC To promote community enhancement 500
    Open Door Health Clinic
    603 S Chestnut
    Ellensburg,WA98926     		None PC To provide resources for public health 2,000
    Red Cloud Indian School
    100 Mission Dr
    Pine Ridge,SD57770     		None NC To provide educational materials 4,000
    Roslyn Fire Dept
    203 S 1st St
    Roslyn,WA98941     		None GOV To provide equipment upgrades 2,500
    Spirit Therapeutic Riding Center
    1051 Sorenson Rd
    Ellensburg,WA98926     		None PC To provide opportunities for disabled access to therapy 2,000
    Washington State University
    PO Box 641039
    Pullman,WA99164     		None NC To provide educational scholarships 4,000
    Western Washington University
    516 High St
    Bellingham,WA98225     		None NC To provide educational scholarships 1,000
    WSU Foundation
    255 E Main St 301
    Pullman,WA99163     		None PC To provide for university needs 2,000
    Cle Elum Roslyn School District
    2692 SR 903
    Cle Elum,WA98922     		None NC To provide support for school programs 10,291
    Thorp HS ASB
    PO Box 150
    Thorp,WA98946     		None NC To provide support for school programs 100
    Cle Elum Kiwanis Dollars for Schola
    PO Box 547
    Cle Elum,WA98922     		None PC To provide educational scholarships 500
    USO Northwest
    17801 International Blvd PMB 313
    Seattle,WA98158     		None PC To provide basic services to NW military 1,000
    KVJSA
    PO Box 1450
    Ellensburg,WA98926     		None PC To provide services for youth soccer 165
    Upper Kittitas County Rotary Club
    PO Box 1035
    Cle Elum,WA98922     		None NC Promote community service for Upper Kittitas County 3,900
    Cascade Funeral Home
    201 N Harris
    Cle Elum,WA98922     		None NC to provide funeral services for a local high school student 2,062
    Cle Elum Eagles
    220 Pennsylvania Ave
    Cle Elum,WA98922     		None NC to provide funds for community activities 100
    Clymer Museum
    416 N Pearl St
    Ellensburg,WA98926     		None NC to provide funds to enrich local art museum 1,000
    Coal Ministries
    PO Box 665
    Cle Elum,WA98922     		None NC to provide religious opportunities to the community 5,000
    Community Builders
    PO Box 875
    Cle Elum,WA98922     		None NC to help provide services for the community 5,000
    Eastern WA University
    102 Sutton Hall
    Cheney,WA99004     		None NC To provide educational scholarships 1,000
    Economic Development Group Kittitas
    609 N Main St
    Ellensburg,WA98926     		None NC to provide funding for county business development 5,000
    Cle Elum Roslyn School District
    2692 SR 903
    Cle Elum,WA98922     		None NC to provide support for school activities 361
    Elmview
    204 E 6th Ave
    Ellensburg,WA98922     		None PC to provide activities for developmentally disabled 500
    Kittitas Co Search Rescue
    307 W Umptanum Rd
    Ellensburg,WA98926     		None PC to help fund equipment purchases 750
    KVCH Foundation
    603 S Chestnut St
    Ellensburg,WA98926     		None PC to provide funds for improved community healthcare 1,000
    Montana State University
    PO Box 174160
    Bozeman,MT59717     		None NC to provide educational scholarships 1,000
    Museum of Pop Culture
    120 6th Ave No
    Seattle,WA98109     		None NC to provide an opportunity to experience pop culture 430
    No Central WA FBLA
    PO Box 912
    Jacksonville,OR97530     		None NC to provide funding for student activities 100
    Perry Tech Institute
    2011 W Washington Ave
    Yakima,WA98903     		None NC to provide educational scholarships 2,000
    Portland State University
    1914 SW Park Ave
    Portland,OR97201     		None NC to provide educational scholarships 2,500
    Roslyn Library
    PO Box 451
    Roslyn,WA98941     		None NC to help fund summer reading program 250
    Cle Elum Roslyn School District
    2692 SR 903
    Cle Elum,WA98922     		None NC to provide an award for school attendance 508
    RRC Heritage Club Cemetery Fund
    PO Box 916
    Cle Elum,WA98922     		None NC to provide funds to upgrade and maintain cemetery 10,000
    Sara Schmidt Memorial Fund
    1010 W Kennedy Ave
    Kimberly,WI54136     		None NC to provide educational scholarships 1,000
    Gonzaga University
    PO Box 3463
    Spokane,WA99220     		None NC to provide educational scholarships 2,500
    Total .................................bullet 3a 131,767
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        1,024
    4 Dividends and interest from securities....         65,270
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        288,407
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     354,701
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    354,701
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    Shoemaker Foundation
     
    Employer identification number

    81-4655987
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    Shoemaker Foundation
          		Employer identification number
    81-4655987
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Shoemaker CLAT dtd January 1 2017  
    104 N Montgomery Ave
     
    Cle Elum, WA98922

    		$ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    Shoemaker Foundation
          		Employer identification number

    81-4655987
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    Shoemaker Foundation
          		Employer identification number

    81-4655987
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1

    TY 2018 AccountingFeesSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 6,527 3,250 6,527 3,277

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    439sh Alliant Energy Corp 12,868 18,548
    215sh Abbvie Inc 12,794 19,821
    247sh Bank of Nova Scotia 13,066 12,318
    147sh CME Group Inc 12,780 27,654
    158sh Coresite Realty Corp 16,690 13,782
    282sh Cyrusone Inc 14,742 14,912
    170sh Crown Castle REIT Inc 16,040 18,467
    460sh Cisco Systems Inc 11,492 19,932
    216sh Dominion Energy Inc 16,279 15,435
    378sh Digital Rlty Tr Inc 19,413 40,276
    563sh Enbridge Inc 17,753 17,498
    259sh EPR Prtys 14,242 16,584
    426sh Iron Mountain REIT Inc 14,535 13,807
    332sh JPMorgan Chase & Co 29,409 32,410
    133sh Kimberly Clark 14,278 15,154
    127sh Lockheed Martin Corp 17,240 33,254
    226sh MacQuarie Infrastructure Corp 12,358 8,263
    1028sh New Residential Invt Corp 16,495 14,608
    564sh Omega Healthcare Invs REIT 15,475 19,825
    280sh Paychex Inc 17,766 18,242
    140sh Pepsico Inc 12,370 15,467
    460sh Pfizer Inc 14,070 20,079
    726sh Starwood Ppty Tr Inc 15,338 14,309
    352sh Seagate Tech PLC 12,348 13,584
    281sh Target Corp 16,904 18,571
    339sh Targa Resources Corp 10,096 12,211
    263sh Ventas Inc REIT 14,937 15,409
    67sh Adobe Systems Inc 15,410 15,158
    21sh Amazon Com Inc 36,824 31,541
    352sh CF Inds Hldgs Inc 15,565 15,316
    87sh Home Depot Inc 16,516 14,946
    33sh Intuitive Surgical Inc 15,749 15,804
    99sh MSCI Inc 15,611 14,596
    211sh Marathon Petroleum Corp 15,746 12,451
    88sh NVIDIA 19,300 11,748
    49sh Netflix Com Inc 14,553 13,115
    168sh PRA Health Sciences Inc 16,062 15,449
    197sh Paypal Holdings Inc 16,056 16,566
    184sh Zoetis Inc 15,504 15,739
    15sh Alphalbet Inc 18,323 15,674
    109sh Amer Express Company 11,706 10,390
    85sh Amgen Inc 17,015 16,547
    84sh Apple Inc 18,084 13,250
    44sh Boeing Company 15,570 14,190
    605sh Boston Scientific Corp 20,688 21,381
    308sh Canada Goose Hldgs Inc 15,430 13,466
    130sh Chevron Corp 15,502 14,143
    193sh Church & Dwight Co Inc 12,852 12,692
    50sh Cintas Corp Ohio 10,760 8,400
    76sh Costco Wholesale Crp 17,470 15,482
    92sh Disney (Walt) Co 10,694 10,088
    133sh EOG Resources Inc 15,549 11,599
    132sh Eqty Lifestyls Pptys Inc 12,593 12,821
    157sh Gallagher Arthur J & Co 11,443 11,571
    209sh Healthequity Inc 17,039 12,467
    103sh Helen of Troy 14,489 13,512
    48sh Humana Inc 15,629 13,751
    142sh Intercontinental Exchange Inc 11,108 10,697
    74sh Intuit Inc 15,500 14,567
    1070sh Kinder Morgan Inc 17,581 16,457
    264sh Kohls Corp 17,998 17,514
    85sh Lamb Weston Holdings Inc 6,437 6,253
    255sh LPL Financial Holdings 17,307 15,575
    113sh Lululemon Athletica Inc 15,587 13,742
    144sh Merck and Co Inc 11,084 11,003
    146sh Microsoft Corp 15,490 14,829
    90sh Nextera Energy Inc 15,480 15,644
    186sh Nike Inc 15,488 13,790
    242sh Ollies Bargain Outlet Hldgs Inc 17,314 16,095
    70sh Palo Alto Networks Inc 16,410 13,185
    232sh Progressive Crp Ohio 15,487 13,997
    216sh Qualcomm Inc 12,612 12,293
    78sh Raytheon Co 15,590 11,961
    76sh S&P Global Inc 15,494 12,915
    107sh Salesforce Com Inc 15,562 14,656
    95sh Servicenow Inc 17,041 16,381
    35sh Sherwin Williams 15,519 13,771
    135sh Splunk Inc 14,194 14,155
    241sh Square Inc 17,045 13,518
    314sh Starbucks Corp 18,369 20,222
    92sh Stryker Corp 15,512 14,421
    214sh Sysco Corporation 16,030 13,409
    132sh Take Two Inter Software 17,790 13,588
    406sh Tallgrass Energy LP 10,453 9,882
    140sh Texas Instruments 15,561 13,230
    67sh Thermo Fisher Scientific Inc 15,491 14,994
    290sh TJX Cos Inc 15,475 12,975
    48sh Transdigm Group Inc 16,975 16,323
    220sh Twilio Inc 16,695 19,646
    393sh Twitter Inc 14,070 11,295
    103sh Union Pacific Corp 15,575 14,238
    60sh Unitedhealth Group Inc 15,627 14,947
    158sh Veeva Sys Inc 13,826 14,113
    92sh Vertex Pharmctls Inc 17,651 15,245
    110sh Visa Inc 15,480 14,513

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1356sh IShares S&P 500 Value AT COST 155,421 137,146
    389sh IShares Core S&P Mid-Cap AT COST 77,790 64,597
    894sh IShares Core S&P Small Cap AT COST 77,508 61,972
    1210sh IShares S&P 500 Growth AT COST 204,583 182,311

    TY 2018 OtherAssetsSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Dividends receivable 941 182 182
    Receivable from SMC 250 250 250


    TY 2018 OtherDecreasesSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    2018 income tax 6,607
    Adjust beginning balance 7,030
    Nontaxable distributions 12,394


    TY 2018 OtherExpensesSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Account fees 21,032 21,032 21,032  
    Tax interest & penalty 45 45 45  


    TY 2018 OtherLiabilitiesSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Federal income tax - HFF 100 4,927
    Federal income tax - S Foundation 1,718  


    TY 2018 TaxesSchedule
    Name:
    Shoemaker Foundation
    EIN:
    81-4655987
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax 605 605 605  
    Licenses 10   10 10