Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SHOFF FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1725 LAUREL CREEK DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAWRENCEVILLE, GA30043
A Employer identification number

45-2717854
B Telephone number (see instructions)

(678) 617-8911
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,874,723J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,229 24,229  
4 Dividends and interest from securities... 45,301 45,301  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,278
b Gross sales price for all assets on line 6a 822,910
7 Capital gain net income (from Part IV, line 2)... 52,278
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........ 121,808 121,808  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,100 81,404   40,696
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
List of Attached Documents:
// Content
12,996 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,650 3,325   3,325
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,768 64,654   3,314
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 209,514 149,383   47,335
25 Contributions, gifts, grants paid....... 202,000 202,000
26 Total expenses and disbursements. Add lines 24 and 25 411,514 149,383   249,335
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -289,706
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 249,641 77,700 77,700
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 86,234 Click to see attachment
List of Attached Documents:
// Content
162,952 		164,239
b Investments—corporate stock (attach schedule)....... 2,475,911 Click to see attachment
List of Attached Documents:
// Content
2,143,236 		4,112,631
c Investments—corporate bonds (attach schedule)....... 369,634 Click to see attachment
List of Attached Documents:
// Content
382,826 		381,010
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
125,000 		139,143
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,181,420 2,891,714 4,874,723
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,181,420 2,891,714
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,181,420 2,891,714
30 Total liabilities and net assets/fund balances (see instructions). 3,181,420 2,891,714
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,181,420
2
Enter amount from Part I, line 27a .....................
2
-289,706
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,891,714
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,891,714
Form 990-PF (2023)
Form 990-PF (2023)
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 APPLE INC P 2019-09-12 2023-05-03
b HOME DEPOT INC P 2000-12-07 2023-06-09
c PFIZER INC P 2020-03-24 2023-09-15
d ABBVIE INC P 2023-09-12 2023-09-21
e EXXON MOBIL CORP P 2022-06-30 2023-01-06
EXXON MOBIL CORP P 2022-06-30 2023-03-15
GOLDMAN SACHS GRP INC P 2022-11-10 2023-01-02
GOLDMAN SACHS GRP INC P 2022-11-10 2023-01-18
KERING S A ADR P 2023-08-07 2023-09-21
RTX CORPORATION P 2022-05-17 2023-01-06
RTX CORPORATION P 2022-05-17 2023-03-15
RTX CORPORATION P 2023-07-25 2023-09-11
SIMON PPTY GROUP INC P 2022-02-07 2023-01-06
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-03-15
UNITED PARCEL SER INC P 2022-11-11 2023-01-06
UNITED PARCEL SER INC P 2022-11-11 2023-03-15
UNITED PARCEL SER INC P 2022-11-10 2023-07-05
UNITED PARCEL SER INC P 2022-11-11 2023-07-05
UNITED PARCEL SER INC P 2022-11-10 2023-08-29
UNITED PARCEL SER INC P 2023-05-16 2023-08-29
WALMART INC P 2023-03-30 2023-07-05
WALMART INC P 2023-03-30 2023-09-21
ABBVIE INC P 2021-07-08 2023-01-06
ABBVIE INC P 2021-07-08 2023-03-15
ABBVIE INC P 2021-07-08 2023-07-05
AMERICAN TOWER CORP P 2021-05-11 2023-01-06
AMERICAN TOWER CORP P 2021-05-11 2023-03-15
AMERICAN TOWER CORP P 2021-05-11 2023-07-05
AMERICAN TOWER CORP P 2021-05-11 2023-09-21
APPLE INC P 2021-11-22 2023-01-06
APPLE INC P 2021-11-22 2023-03-15
APPLE INC P 2021-05-11 2023-07-05
APPLE INC P 2021-11-22 2023-07-05
APPLE INC P 2021-05-11 2023-09-21
ARES MANAGEMENT CORP P 2021-12-23 2023-01-06
ARES MANAGEMENT CORP P 2021-12-23 2023-03-15
ARES MANAGEMENT CORP P 2021-12-23 2023-07-05
ARES MANAGEMENT CORP P 2021-12-23 2023-09-21
BLACKSTONE INC P 2021-05-11 2023-01-06
BLACKSTONE INC P 2021-05-11 2023-03-15
BLACKSTONE INC P 2021-05-11 2023-07-05
BLACKSTONE INC P 2021-05-11 2023-09-21
BRISTOL MYERS SQUIBB CO P 2021-05-11 2023-01-06
BRISTOL MYERS SQUIBB CO P 2021-05-11 2023-03-15
BRISTOL MYERS SQUIBB CO P 2021-05-11 2023-07-05
BRISTOL MYERS SQUIBB CO P 2021-05-11 2023-09-21
EXXON MOBIL CORP P 2022-06-30 2023-07-05
EXXON MOBIL CORP P 2002-06-30 2023-09-21
HOME DEPOT INC P 2022-10-25 2023-01-06
HOME DEPOT INC P 2021-05-11 2023-03-15
HOME DEPOT INC P 2022-10-25 2023-03-15
HOME DEPOT INC P 2021-05-11 2023-07-05
HOME DEPOT INC P 2021-05-11 2023-09-21
JOHNSON & JOHNSON P 2021-05-11 2023-01-06
JOHNSON & JOHNSON P 2021-05-11 2023-03-15
JOHNSON & JOHNSON P 2021-05-11 2023-07-05
JOHNSON & JOHNSON P 2021-05-11 2023-09-21
MARSH & MCLENNAN COS P 2021-05-11 2023-01-06
MARSH & MCLENNAN COS P 2021-05-11 2023-03-15
MARSH & MCLENNAN COS P 2021-05-11 2023-07-05
MARSH & MCLENNAN COS P 2021-05-11 2023-09-21
MICROSOFT CORP P 2021-05-11 2023-01-06
MICROSOFT CORP P 2021-05-11 2023-03-15
MICROSOFT CORP P 2021-05-11 2023-07-05
MICROSOFT CORP P 2021-05-11 2023-09-21
NESTLE SPON ADR REP REG P 2021-05-11 2023-01-06
NESTLE SPON ADR REP REG P 2021-05-11 2023-03-15
NESTLE SPON ADR REP REG P 2021-05-11 2023-07-05
NESTLE SPON ADR REP REG P 2021-05-11 2023-09-21
RTX CORPORATION P 2022-05-17 2023-07-05
RTX CORPORATION P 2021-05-11 2023-09-11
RTX CORPORATION P 2022-05-17 2023-09-11
RTX CORPORATION P 2021-05-11 2023-09-21
RTX CORPORATION P 2016-07-18 2023-10-03
RTX CORPORATION P 2020-04-06 2023-10-03
RTX CORPORATION P 2020-05-08 2003-10-03
RTX CORPORATION P 2020-05-19 2023-10-03
RTX CORPORATION P 2020-07-21 2023-10-03
RTX CORPORATION P 2021-03-29 2023-10-03
RTX CORPORATION P 2021-05-11 2023-10-03
SIMON PPTY GROUP INC P 2022-02-07 2023-03-15
SIMON PPTY GROUP INC P 2022-02-07 2023-07-05
SIMON PPTY GROUP INC P 2022-02-07 2023-09-21
STARBUCKS CORP WASHINGTON P 2021-03-29 2023-01-06
STARBUCKS CORP WASHINGTON P 2021-03-29 2023-03-15
STARBUCKS CORP WASHINGTON P 2022-01-18 2023-03-15
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-07-05
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-09-21
T ROWE PRICE GROUP INC P 2021-05-11 2023-01-06
T ROWE PRICE GROUP INC P 2021-05-11 2023-03-15
T ROWE PRICE GROUP INC P 2021-05-11 2023-07-05
T ROWE PRICE GROUP INC P 2021-05-11 2023-09-21
WALMART INC P 2021-03-29 2023-01-06
WALMART INC P 2021-03-29 2023-03-15
BLACKSTONE INC P 2022-06-28 2023-01-06
BLACKSTONE INC P 2002-06-28 2023-03-15
BOOKING HOLDINGS INC P 2022-01-22 2023-01-06
CONOCOPHILLIPS P 2022-05-26 2023-01-06
CONOCOPHILLIPS P 2022-05-26 2023-03-15
ILLUMINA INC P 2022-06-10 2023-01-06
ILLUMINA INC P 2022-06-10 2023-03-15
INTUIT INC P 2022-08-15 2023-01-06
INTUIT INC P 2022-08-15 2023-03-15
INTUIT INC P 2023-01-24 2023-03-15
INTUIT INC P 2022-08-15 2023-07-05
LULULEMON ATHLETICA INC P 2022-08-15 2023-10-10
LULULEMON ATHLETICA INC P 2023-06-06 2023-09-21
LVMH MOET HENNESY LOUIS VUITT P 2022-11-11 2023-01-06
LVMH MOET HENNESY LOUIS VUITT P 2022-10-10 2023-03-15
LVMH MOET HENNESY LOUIS VUITT P 2022-11-11 2023-03-15
LVMH MOET HENNESY LOUIS VUITT P 2022-11-10 2023-07-05
LVMH MOET HENNESY LOUIS VUITT P 2022-10-10 2023-09-21
MARRIOTT INTL INC P 2022-10-17 2023-01-06
MICROSOFT CORP P 2022-06-24 2023-01-04
MICROSOFT CORP P 2022-09-15 2023-01-04
NIKE INC P 2022-10-13 2023-01-06
NIKE INC P 2022-07-11 2023-03-15
NIKE INC P 2022-10-13 2023-03-15
NIKE INC P 2022-07-11 2023-07-05
SALESFORCE INC P 2022-05-27 2023-01-24
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-01-06
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-03-15
TESLA INC P 2022-08-15 2023-03-15
TESLA INC P 2022-08-15 2023-07-05
WALT DISNEY CO HLDG P 2022-11-21 2023-01-06
WALT DISNEY CO HLDG P 2022-11-21 2023-03-15
WALT DISNEY CO HLDG P 2022-11-21 2023-07-05
WALT DISNEY CO HLDG P 2022-11-21 2023-07-28
WALT DISNEY CO HLDG P 2022-11-21 2023-09-21
WALT DISNEY CO HLDG P 2022-11-17 2023-09-27
WALT DISNEY CO HLDG P 2022-11-21 2023-09-27
ADOBE INC P 2021-01-21 2023-01-06
ADOBE INC P 2023-01-24 2023-03-15
ADOBE INC P 2021-01-21 2023-07-05
ADOBE INC P 2023-01-24 2023-07-05
ADOBE INC P 2021-01-21 2023-09-21
ADOBE INC P 2023-06-21 2023-09-21
ALPHABET INC P 2016-07-18 2023-01-04
ALPHABET INC P 2016-07-18 2023-01-06
ALPHABET INC P 2016-07-18 2023-03-15
ALPHABET INC P 2016-07-18 2023-07-05
ALPHABET INC P 2016-07-18 2023-09-21
AMAZON COM INC P 2016-07-18 2023-01-06
AMAZON COM INC P 2016-07-18 2023-03-15
AMAZON COM INC P 2016-07-18 2023-07-05
AMAZON COM INC P 2016-07-18 2023-09-21
APPLE INC P 2016-07-18 2023-01-06
APPLE INC P 2016-07-18 2023-03-15
APPLE INC P 2016-07-18 2023-07-05
APPLE INC P 2016-07-18 2023-09-21
BLACKSTONE INC P 2021-05-17 2023-07-05
BLACKSTONE INC P 2022-06-28 2023-07-05
BLACKSTONE INC P 2021-05-17 2023-09-21
BOOKING HOLDINGS INC P 2022-01-21 2023-03-15
BOOKING HOLDINGS INC P 2022-01-21 2023-07-05
BOOKING HOLDINGS INC P 2022-01-21 2023-09-21
CONOCOPHILLIPS P 2022-05-26 2023-07-05
CONOCOPHILLIPS P 2023-02-27 2023-07-05
CONOCOPHILLIPS P 2022-05-26 2023-09-21
DANAHER CORPORATION P 2020-04-14 2023-01-06
DANAHER CORPORATION P 2020-04-14 2023-03-15
DANAHER CORPORATION P 2020-04-14 2023-07-05
DANAHER CORPORATION P 2020-03-13 2023-09-21
DANAHER CORPORATION P 2020-04-14 2023-09-21
DANAHER CORPORATION P 2018-09-19 2023-11-13
DANAHER CORPORATION P 2020-03-13 2023-11-13
DEXCOM INC P 2021-03-30 2023-01-06
DEXCOM INC P 2021-03-30 2023-03-15
DEXCOM INC P 2021-03-30 2023-07-05
DEXCOM INC P 2021-03-30 2023-09-21
ILLUMINA INC P 2022-06-10 2023-07-05
INSULET CORP P 2021-08-17 2023-01-06
INSULET CORP P 2021-08-17 2023-01-10
INSULET CORP P 2021-07-26 2023-10-10
INTUIT INC P 2022-08-15 2023-09-21
L OREAL CO P 2020-11-16 2023-01-06
L OREAL CO P 2019-11-20 2023-07-05
L OREAL CO P 2020-11-16 2023-07-05
L OREAL CO P 2019-11-20 2023-09-21
LULULEMON ATHLETICA INC P 2021-08-26 2023-01-06
LULULEMON ATHLETICA INC P 2020-06-30 2023-01-10
LULULEMON ATHLETICA INC P 2021-08-26 2023-01-10
MARRIOTT INTL INC P 2022-01-21 2023-03-15
MARRIOTT INTL INC P 2022-10-17 2023-03-15
MARRIOTT INTL INC P 2022-01-21 2023-07-05
MARRIOTT INTL INC P 2022-01-21 2023-09-21
MASTERCARD INC P 2016-07-18 2023-01-06
MASTERCARD INC P 2016-07-18 2023-03-15
MASTERCARD INC P 2016-07-18 2023-07-05
MASTERCARD INC P 2016-07-18 2023-09-21
NIKE INC P 2022-07-11 2023-09-21
RESMED INC P 2016-07-18 2023-03-15
RESMED INC P 2016-07-18 2023-07-05
RESMED INC P 2016-07-18 2023-09-21
SALESFORCE INC P 2019-07-29 2023-01-24
SALESFORCE INC P 2019-11-20 2023-01-24
SALESFORCE INC P 2019-11-26 2023-01-24
SALESFORCE INC P 2019-11-26 2023-01-24
SALESFORCE INC P 2020-05-08 2023-01-24
SALESFORCE INC P 2021-08-26 2023-01-24
SALESFORCE INC P 2021-10-07 2023-01-24
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-07-05
STARBUCKS CORP WASHINGTON P 2022-05-23 2023-09-21
TESLA INC P 2022-08-15 2023-09-21
ULTA BEAUTY INC P 2019-06-17 2023-01-06
ULTA BEAUTY INC P 2019-05-28 2023-03-15
ULTA BEAUTY INC P 2019-05-28 2023-07-05
ULTA BEAUTY INC P 2019-05-28 2023-09-21
ULTA BEAUTY INC P 2019-05-28 2023-10-09
ULTA BEAUTY INC P 2019-11-20 2023-10-09
VERALTO CORP P 2016-07-18 2023-10-02
VERALTO CORP P 2016-07-18 2023-10-03
VERALTO CORP P 2018-09-19 2023-10-03
VERALTO CORP P 2018-11-27 2023-10-03
VERALTO CORP P 2020-03-13 2023-10-03
VISA INC P 2016-07-18 2023-01-06
VISA INC P 2016-07-18 2023-03-15
VISA INC P 2016-07-18 2023-07-05
VISA INC P 2016-07-18 2023-09-21
ADOBE INC P 2023-06-12 2023-07-05
ADOBE INC P 2023-06-12 2023-09-21
AMERICAN TOWER CORP P 2023-03-30 2023-09-21
AMERICAN TOWER CORP P 2023-03-30 2023-10-09
CARMAX INC P 2022-07-19 2023-01-06
CARMAX INC P 2022-07-19 2023-03-15
CARMAX INC P 2022-07-19 2023-07-05
ILLUMINA INC P 2022-06-24 2023-01-06
ILLUMINA INC P 2023-01-11 2023-03-15
ILLUMINA INC P 2023-01-11 2023-07-05
ILLUMINA INC P 2023-01-11 2023-09-21
IQVIA HOLDINGS INC P 2022-08-31 2023-01-06
IQVIA HOLDINGS INC P 2023-04-17 2023-07-05
IQVIA HOLDINGS INC P 2023-04-17 2023-09-21
IQVIA HOLDINGS INC P 2023-04-17 2023-11-13
JACK HENRY & ASSOC P 2023-06-29 2023-07-05
JACK HENRY & ASSOC P 2023-06-29 2023-10-12
MODERNA INC P 2023-01-18 2023-09-11
SERVICENOW INC P 2023-01-24 2023-03-15
SERVICENOW INC P 2023-01-24 2023-07-05
SERVICENOW INC P 2023-03-30 2023-07-05
SERVICENOW INC P 2023-01-24 2023-09-21
SNAP-ON INC P 2022-01-14 2023-01-06
TWILIO INC P 2022-06-28 2023-05-10
TWILIO INC P 2022-08-31 2023-05-10
ADOBE INC P 2020-03-04 2023-01-06
ADOBE INC P 2020-03-04 2023-03-15
AMERICAN TOWER CORP P 2016-07-18 2023-03-15
AMERICAN TOWER CORP P 2020-03-30 2023-03-15
AMERICAN TOWER CORP P 2023-03-30 2023-09-21
AMERICAN TOWER CORP P 2016-07-18 2023-10-09
AUTONATION INC P 2020-05-08 2023-01-06
AUTONATION INC P 2020-05-08 2023-03-15
AUTONATION INC P 2020-05-08 2023-07-05
AUTONATION INC P 2020-05-08 2023-09-21
CARMAX INC P 2022-07-19 2023-09-21
DAVITA INC P 2020-05-08 2023-01-06
DAVITA INC P 2020-05-08 2023-03-15
DAVITA INC P 2020-05-08 2023-07-05
DAVITA INC P 2019-06-07 2023-09-21
DAVITA INC P 2020-05-08 2023-09-21
DEXCOM INC P 2016-07-18 2023-01-06
DEXCOM INC P 2016-07-18 2023-01-18
DEXCOM INC P 2016-11-17 2023-01-18
DEXCOM INC P 2016-11-17 2023-03-15
DEXCOM INC P 2016-11-17 2023-07-05
DEXCOM INC P 2016-11-17 2023-09-21
INSULET CORP P 2021-07-26 2023-01-06
INSULET CORP P 2021-07-26 2023-03-15
INSULET CORP P 2021-07-26 2023-07-05
INSULET CORP P 2021-07-26 2023-09-21
IQVIA HOLDINGS INC P 2020-03-05 2023-01-06
IQVIA HOLDINGS INC P 2020-03-05 2023-03-15
IQVIA HOLDINGS INC P 2016-07-18 2023-11-13
IQVIA HOLDINGS INC P 2020-03-05 2023-11-13
LULULEMON ATHLETICA INC P 2021-03-03 2023-01-06
LULULEMON ATHLETICA INC P 2021-03-03 2023-03-15
LULULEMON ATHLETICA INC P 2021-03-03 2023-07-05
LULULEMON ATHLETICA INC P 2020-04-17 2023-09-21
MODERNA INC P 2021-10-12 2023-03-15
MODERNA INC P 2021-06-30 2023-08-07
MODERNA INC P 2021-10-12 2023-08-07
MODERNA INC P 2021-06-30 2023-09-11
MODERNA INC P 2021-11-05 2023-09-11
MONSTER BEVERAGE CORP P 2021-07-15 2023-01-06
MONSTER BEVERAGE CORP P 2021-07-15 2023-03-15
MONSTER BEVERAGE CORP P 2022-02-22 2023-03-15
MONSTER BEVERAGE CORP P 2021-11-08 2023-07-15
MONSTER BEVERAGE CORP P 2022-02-22 2023-07-05
MONSTER BEVERAGE CORP P 2021-11-08 2023-09-21
RESMED INC P 2016-07-18 2023-03-15
SALESFORCE INC P 2017-10-18 2023-01-11
SALESFORCE INC P 2017-11-17 2023-01-11
SALESFORCE INC P 2018-02-26 2023-01-11
SHOPIFY INC P 2021-08-26 2023-01-06
SHOPIFY INC P 2021-08-26 2023-03-15
SHOPIFY INC P 2022-03-01 2023-03-15
SHOPIFY INC P 2023-01-17 2023-03-15
SHOPIFY INC P 2022-03-01 2023-07-05
SHOPIFY INC P 2020-04-17 2023-09-21
SHOPIFY INC P 2022-03-01 2023-09-21
SNAP-ON INC P 2022-01-14 2023-03-15
SNAP-ON INC P 2022-01-14 2023-07-05
SNAP-ON INC P 2022-01-14 2023-09-21
TESLA INC P 2016-07-18 2023-01-06
TESLA INC P 2016-07-18 2023-03-15
TESLA INC P 2016-07-18 2023-07-05
TESLA INC P 2016-07-18 2023-09-21
TWILIO INC P 2020-04-17 2023-03-15
TWILIO INC P 2020-03-04 2023-05-10
TWILIO INC P 2020-03-30 2023-05-10
TWILIO INC P 2020-04-17 2023-05-10
ULTA BEAUTY INC P 2021-09-01 2023-01-06
ULTA BEAUTY INC P 2021-09-01 2023-03-15
ULTA BEAUTY INC P 2021-08-26 2023-07-05
ULTA BEAUTY INC P 2020-05-08 2023-09-21
ULTA BEAUTY INC P 2021-08-26 2023-09-21
CAPITAL GAINS DIVIDENDS P    
(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 25,000   25,000 0
b 28,791   31,840 -3,049
c 30,000   30,000 0
d 1,380   1,331 49
e 1,220   934 286
2,121   1,783 338
348   378 -30
26,069   27,994 -1,925
676   800 -124
1,028   941 87
1,524   1,506 18
8,020   8,754 -734
1,072   1,332 -260
197   146 51
179   173 6
919   867 52
360   341 19
539   520 19
26,693   26,805 -112
5,951   5,849 102
1,426   1,307 119
1,465   1,307 158
998   697 301
1,537   1,162 375
1,239   1,046 193
873   981 -108
1,413   1,717 -304
1,589   1,962 -373
1,208   1,717 -509
1,167   1,485 -318
2,584   2,805 -221
1,722   1,116 606
1,339   1,155 184
2,451   1,735 716
552   642 -90
1,187   1,285 -98
1,727   1,427 300
1,371   1,023 348
1,193   1,267 -74
2,397   2,353 44
2,428   2,175 253
2,676   1,999 677
803   710 93
1,483   1,421 62
1,424   1,421 3
1,361   1,486 -125
2,024   1,613 411
2,083   1,529 554
1,268   1,364 -96
861   988 -127
861   1,023 -162
2,491   2,634 -143
2,160   2,305 -145
902   845 57
1,544   1,690 -146
1,634   1,690 -56
1,459   1,521 -62
853   675 178
1,528   1,349 179
1,675   1,214 461
1,763   1,214 549
1,575   1,714 -139
3,703   3,428 275
4,402   3,183 1,219
3,544   2,693 851
1,557   1,559 -2
694   719 -25
1,070   1,079 -9
834   839 -5
1,476   1,412 64
8,020   8,617 -597
1,713   2,071 -358
583   669 -86
7,481   6,178 1,303
5,082   4,096 986
4,517   3,686 831
3,529   2,946 583
1,341   1,197 144
10,093   11,193 -1,100
71   84 -13
2,285   3,108 -823
1,777   2,220 -443
1,580   2,072 -492
638   654 -16
296   327 -31
888   882 6
985   731 254
939   731 208
788   1,290 -502
1,484   2,579 -1,095
1,575   2,579 -1,004
1,390   2,395 -1,005
735   679 56
1,531   1,495 36
875   1,069 -194
1,885   2,128 -243
2,177   2,402 -225
711   682 29
1,421   1,704 -283
805   816 -11
1,786   1,632 154
774   979 -205
810   979 -169
810   1,008 -198
2,288   2,448 -160
5,113   5,610 -497
779   712 67
1,594   1,449 145
2,793   2,378 415
493   435 58
3,314   2,518 796
2,796   2,518 278
922   992 -70
8,457   9,769 -1,312
9,371   10,292 -921
1,248   1,116 132
1,648   1,482 166
589   558 31
1,814   1,799 15
7,749   8,223 -474
957   658 299
1,676   1,243 433
889   1,528 -639
1,407   1,528 -121
756   786 -30
1,389   1,473 -84
719   786 -67
4,451   5,106 -655
997   1,178 -181
17,183   19,721 -2,538
22,751   28,083 -5,332
1,328   1,896 -568
989   1,509 -520
2,445   2,370 75
489   503 -14
2,587   2,370 217
517   477 40
18,016   7,479 10,537
788   330 458
1,636   623 1,013
1,841   550 1,291
2,121   587 1,534
1,029   442 587
2,305   885 1,420
2,735   774 1,961
2,876   811 2,065
1,945   375 1,570
3,802   624 3,178
4,783   624 4,159
4,200   599 3,601
467   422 45
1,308   1,348 -40
2,231   1,681 550
2,396   2,402 -6
2,677   2,402 275
3,039   2,402 637
104   114 -10
1,557   1,847 -290
1,924   1,818 106
252   148 104
3,357   2,074 1,283
2,850   1,777 1,073
2,250   1,190 1,060
1,000   592 408
4,872   2,382 2,490
4,287   2,570 1,717
1,388   1,038 350
2,483   1,903 580
2,561   1,730 831
1,339   1,297 42
1,310   1,428 -118
597   604 -7
39,199   39,887 -688
594   589 5
2,559   2,448 111
689   682 7
915   576 339
1,647   1,364 283
1,279   864 415
658   806 -148
20,451   21,187 -736
13,233   17,742 -4,509
1,256   1,274 -18
471   496 -25
1,821   1,593 228
1,966   1,593 373
2,196   548 1,648
4,156   1,096 3,060
4,341   1,004 3,337
4,047   913 3,134
1,572   1,799 -227
1,239   392 847
217   65 152
823   392 431
19,371   19,665 -294
3,564   3,795 -231
1,240   1,322 -82
2,944   3,085 -141
5,269   5,956 -687
155   271 -116
4,184   7,499 -3,315
1,576   1,170 406
1,502   1,170 332
259   306 -47
484   351 133
3,115   2,011 1,104
2,864   2,011 853
1,219   1,005 214
15,327   13,404 1,923
4,215   3,644 571
24   9 15
7,131   2,566 4,565
1,933   931 1,002
2,978   1,372 1,606
575   339 236
1,520   548 972
2,371   862 1,509
2,877   940 1,937
2,854   940 1,914
489   463 26
1,035   926 109
518   603 -85
480   603 -123
261   381 -120
467   761 -294
743   856 -113
201   193 8
1,119   1,017 102
561   610 -49
404   610 -206
206   212 -6
886   812 74
791   811 -20
964   1,014 -50
501   500 1
9,737   11,326 -1,589
2,429   4,758 -2,329
419   443 -24
566   443 123
566   466 100
555   443 112
237   218 19
1,720   3,474 -1,754
3,393   5,094 -1,701
332   360 -28
331   360 -29
404   233 171
202   230 -28
173   229 -56
9,604   6,977 2,627
554   191 363
860   267 593
1,349   305 1,044
1,389   343 1,046
804   951 -147
569   565 4
302   323 -21
406   323 83
412   191 221
103   81 22
810   136 674
1,974   350 1,624
3,509   576 2,933
1,583   252 1,331
1,537   216 1,321
1,249   252 997
596   528 68
1,241   1,057 184
564   528 36
636   1,057 -421
206   142 64
577   425 152
1,157   431 726
193   142 51
329   307 22
581   614 -33
1,124   921 203
778   435 343
445   917 -472
4,233   9,872 -5,639
907   2,751 -1,844
1,056   2,351 -1,295
1,478   3,148 -1,670
618   559 59
718   652 66
411   370 41
911   730 181
114   92 22
1,154   957 197
621   196 425
7,354   4,916 2,438
3,317   2,471 846
144   116 28
296   1,217 -921
172   609 -437
301   483 -182
344   1,243 -899
1,034   1,103 -69
109   113 -4
928   1,172 -244
937   873 64
1,138   873 265
1,025   873 152
683   90 593
1,069   90 979
1,406   75 1,331
1,810   106 1,704
437   752 -315
1,208   2,722 -1,514
558   1,157 -599
1,720   3,977 -2,257
485   389 96
1,560   1,168 392
957   776 181
406   229 177
406   388 18
14     14
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       0
b       -3,049
c       0
d       49
e       286
      338
      -30
      -1,925
      -124
      87
      18
      -734
      -260
      51
      6
      52
      19
      19
      -112
      102
      119
      158
      301
      375
      193
      -108
      -304
      -373
      -509
      -318
      -221
      606
      184
      716
      -90
      -98
      300
      348
      -74
      44
      253
      677
      93
      62
      3
      -125
      411
      554
      -96
      -127
      -162
      -143
      -145
      57
      -146
      -56
      -62
      178
      179
      461
      549
      -139
      275
      1,219
      851
      -2
      -25
      -9
      -5
      64
      -597
      -358
      -86
      1,303
      986
      831
      583
      144
      -1,100
      -13
      -823
      -443
      -492
      -16
      -31
      6
      254
      208
      -502
      -1,095
      -1,004
      -1,005
      56
      36
      -194
      -243
      -225
      29
      -283
      -11
      154
      -205
      -169
      -198
      -160
      -497
      67
      145
      415
      58
      796
      278
      -70
      -1,312
      -921
      132
      166
      31
      15
      -474
      299
      433
      -639
      -121
      -30
      -84
      -67
      -655
      -181
      -2,538
      -5,332
      -568
      -520
      75
      -14
      217
      40
      10,537
      458
      1,013
      1,291
      1,534
      587
      1,420
      1,961
      2,065
      1,570
      3,178
      4,159
      3,601
      45
      -40
      550
      -6
      275
      637
      -10
      -290
      106
      104
      1,283
      1,073
      1,060
      408
      2,490
      1,717
      350
      580
      831
      42
      -118
      -7
      -688
      5
      111
      7
      339
      283
      415
      -148
      -736
      -4,509
      -18
      -25
      228
      373
      1,648
      3,060
      3,337
      3,134
      -227
      847
      152
      431
      -294
      -231
      -82
      -141
      -687
      -116
      -3,315
      406
      332
      -47
      133
      1,104
      853
      214
      1,923
      571
      15
      4,565
      1,002
      1,606
      236
      972
      1,509
      1,937
      1,914
      26
      109
      -85
      -123
      -120
      -294
      -113
      8
      102
      -49
      -206
      -6
      74
      -20
      -50
      1
      -1,589
      -2,329
      -24
      123
      100
      112
      19
      -1,754
      -1,701
      -28
      -29
      171
      -28
      -56
      2,627
      363
      593
      1,044
      1,046
      -147
      4
      -21
      83
      221
      22
      674
      1,624
      2,933
      1,331
      1,321
      997
      68
      184
      36
      -421
      64
      152
      726
      51
      22
      -33
      203
      343
      -472
      -5,639
      -1,844
      -1,295
      -1,670
      59
      66
      41
      181
      22
      197
      425
      2,438
      846
      28
      -921
      -437
      -182
      -899
      -69
      -4
      -244
      64
      265
      152
      593
      979
      1,331
      1,704
      -315
      -1,514
      -599
      -2,257
      96
      392
      181
      177
      18
      14
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 52,278
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  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,184
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,184
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,184
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow13,184 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.SHOFFFOUNDATION.ORG
14
The books are in care ofright arrowGERALD R STINNETT CPA PC Telephone no.right arrow (770) 497-1122

Located atright arrow454 SATELLITE BLVD NW SUITE 302SUWANEEGA ZIP+4right arrow30024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
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? .........................
8
 
No
Part VII
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
CHRISTINE M KERR CEO
20.00 		62,100 0 0
1725 LAUREL CREEK DRIVE
LAWRENCEVILLE,GA30043
KELLY M MARSHALL TREASURER
20.00 		30,000 0 0
3055 THE SPRINGS DRIVE
MONROE,GA30656
KIRSTEN M HUTCHINS SECRETARY
20.00 		30,000 0 0
6602 DARTMOOR DRIVE
FLOWERY BRANCH,GA30542
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
GERALD R STINNETT CPA PC ACCOUNTING/TAX RELATED 12,996
454 SATELLITE BLVD NW STE 302
SUWANEE,GA30024
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
4,406,801
b
Average of monthly cash balances.......................
1b
163,670
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,570,471
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
0
3
Subtract line 2 from line 1d.........................
3
4,570,471
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
68,557
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,501,914
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
225,096
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
225,096
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
225,096
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
225,096
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
225,096
Part XI
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
249,335
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
249,335
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 225,096
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 54,756
b From 2019...... 61,641
c From 2020...... 50,902
d From 2021...... 12,655
e From 2022...... 16,312
f Total of lines 3a through e ........ 196,266
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 249,335
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 225,096
e Remaining amount distributed out of corpus 24,239
5 Excess distributions carryover applied to 2023. 0 0
(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 5 220,505
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		54,756
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		165,749
10 Analysis of line 9:
a Excess from 2019.... 61,641
b Excess from 2020.... 50,902
c Excess from 2021.... 12,655
d Excess from 2022.... 16,312
e Excess from 2023.... 24,239
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

SEGS4VETS

500 FOX RIDGE RD
ST LOUIS,MO63131 		NONE N/A CHARIRABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 10,000

ALANO BEACH CLUB INC

4615 GULF BLVD STE 112
ST PETE BEACH,FL33706 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000

ATLANTA MISSION

2353 BOLTON RD NW
ATLANTA,GA30318 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000

BRIGHT BEGINNINGS EARLY SCHOOL

8570 CYPRESS LAKE DR
FT MYERS,FL33919 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,500

DELIVERING HOPE FOUNDATION

2879 CANTON HWY
CUMMING,GA30040 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

EAGLE RANCH INC

5500 UNION CHURCH RD
FLOWERY BRANCH,GA30542 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 15,000

FAITH METHODIST CHURCH

4500 DUE WEST RD NW
KENNESAW,GA30152 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000

FLORIDA GULF COAST UNIVERSITY FOUNDATION INC

10501 FGCU BOULEVARD SOUTH
FT MYERS,FL33695 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 15,000

FOLDS OF HONOR FOUNDATION

5800 N PATRIOT DR
OWASSO,OK74055 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPOPTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000

FORT TICONDEROGA MUSEUM

102 FORT TI ROAD
TICONDEROGA,NY12883 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500

FRIENDS OF AMBLER FARMS

PO BOX 7442
WILTON,CT06897 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500

GEORGE WALTON ACADEMY

ONE BULLDOG DRIVE
MONROE,GA30655 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 35,000

HISPANIC ALLIANCE GA

2490 HILTON DRIVE
GAINESVILLE,GA30501 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 4,000

HOSEA FEEDS THE HUNGRY & HOMELESS INC

25 ENTERPRISE BLVD SUITE A
ATLANTA,GA30336 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000

HUMAN SERVICES COUNCIL

ONE PARK STREET
NORWALK,CT06851 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

LAKE GEORGE LAND CONSERVANCY INC

4905 LAKE SHORE DR
BOLTON LANDING,NY12814 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

MAKE A WISH

1775 THE EXCHANGE SE STE 200
ATLANTA,GA30339 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000

NORTH GWINNETT MIDDLE SCHOOL PTA

170 PEACHTREE INDUSTRIAL
SUGAR HILL,GA30518 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000

NORTH GWINNETT MIDDLE SCHOOL VOLLEYBALL

170 PEACHTREE INDUSTRIAL
SUGAR HILL,GA30518 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500

P4 FOUNDATION

PO BOX 842
BUFORD,GA30515 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

PRINCE AVENUE CHRISTIAN SCHOOL

2201 RUTH JACKSON RD
BOGART,GA30622 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 15,000

RONALD MCDONALD HOUSE CHARITIES

795 GATEWOOD ROAD NE
ATLANTA,GA30329 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 11,500

SALVATION ARMY

400 LUCKIE ST NW
ATLANTA,GA30313 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000

SAVE THE CHLDREN FEDERATION INC

501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000

ST JUDE'S CHILDREN RESEARCH HOSPITAL

692 DANNY THOMAS PLACE
MEMPHIS,TN28105 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000

TOYS FOR TOTS FOUNDATION

3072 BILTMORE WOODS DR
BUFORD,GA30519 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAND BLVD
STATEN ISLAND,NY10306 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,000

UYC MARITIME FOUNDATION INC

6649 YACHT CLUB ROAD
FLOWERY BRANCH,GA30542 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 20,000

WILTON AMBULANCE CORPS

224 DANBURY ROAD
WILTON,CT06897 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

WILTON HISTORICAL SOCIETY

224 DANBURY ROAD
WILTON,CT06897 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500

WILTON LIBRARY ASSOCIATION

137 OLD RIDGEFIELD RD
WILTON,CT06897 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 10,000
Total .................................right arrow 3a 202,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		        24,229
4 Dividends and interest from securities ....         45,301
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 ............ 		        52,278
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) .. 0 0 121,808
13Total. Add line 12, columns (b), (d), and (e)..................
13
121,808
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 INVESTMENT INCOME-INTEREST(AVAILABLE FOR CHARITABLE DONATIONS)
4 INVESTMENT INCOME-DIVIDENDS(AVAILABLE FOR CHARITABLE DONATIONS)
8 INVESTMENT INCOME-CAPITAL GAINS(AVAILABLE FOR CHARITABLE DONATIONS)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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
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Form 990-PF (2023)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 12,996 0   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Name of Bond End of Year Book Value End of Year Fair Market Value
HEWLETT PACKARD ENTERPRISE CO 25,497 24,927
HOME DEPOT INC 27,791 28,264
ALTRIA GROUP INC 30,006 29,930
ACCR'D INTEREST-CORP BONDS 3,634 3,634
PEPISCO INC 30,076 29,909
STARBUCKS CORP 26,060 24,568
CONSTELLATION BRANDS 32,175 29,275
ABBOTT LABORATORIES 24,772 24,658
MICROSOFT CORP 24,230 24,377
JPMORGAN CHASE & CO 23,428 24,010
EXPEDIA INC 22,993 24,095
COMCAST CORP 24,297 24,675
EXXON MOBIL CORP 13,289 13,652
RTX CORP 21,453 21,619
PFIZER INC 20,671 20,780
MARRIOTT INTERNATIONAL 22,172 22,318
META PLATFORMS 10,282 10,319

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Name of Stock End of Year Book Value End of Year Fair Market Value
L OREAL CO ADR 26,988 62,725
LVMH MOET HENNESSY LOUIS VUITT 44,351 115,235
APPLE INCORPORATED 25,734 115,325
JOHNSON & JOHNSON 43,244 60,031
MARSH & MCLENNAN COS 31,813 65,746
MICROSOFT CORP 60,308 183,508
NESTLE SPON ADR REP REG SHR 25,926 32,903
WALMART STORES INC 35,226 56,596
ALPHABET INC CL C 22,363 85,967
AMAZON COM INC 32,074 132,188
APPLE INCORPORATED 25,719 198,306
DANAHER CORPORATION 34,578 101,096
ILLUMINA INC 19,267 18,240
INTUIT INC 52,560 112,505
MASTERCARD INC CL A 39,718 185,532
NIKE INC B 44,623 73,828
RESMED INC 11,653 19,094
STARBUCKS CORP 36,297 60,294
VISA INC CL A 36,577 121,583
AMERICAN TOWER REIT COM 58,203 61,958
ILLUMINA INC 44,506 39,266
MONSTER BEVERAGE CORP 22,054 39,348
RESMED INC 11,101 29,243
TESLA MOTORS INC 3,383 56,902
T ROWE PRICE GROUP INC 63,507 65,476
AUTONATION INC 9,058 41,450
CARMAX INC 21,579 23,329
DEXCOM INC 56,982 101,382
IQVIA HOLDINGS INC 8,269 26,609
SNAP-ON INC 23,381 39,282
ULTA BEAUTY INC 36,258 78,888
STARBUCKS CORP 23,593 37,252
ADOBE INC 15,511 34,603
LULULEMON ATHLETICA INC 16,380 48,573
SHOPIFY INC 27,802 52,505
BRISTOL MYERS SQUIBB CO 55,564 50,540
DAVITA INC 5,880 12,885
INSULET CORP 17,237 26,689
ULTA BEAUTY INC 16,860 40,179
ADOBE INC 83,874 127,076
DEXCOM INC 6,462 55,592
ABBVIE INC 39,613 58,579
BLACKSTONE GROUP INC 59,437 101,987
HOME DEPOT INC 76,349 96,687
SIMON PPTY GROUP INC 56,589 81,447
ARES MANAGEMENT CORP 35,459 66,001
EXXON MOBIL CORP 47,964 73,385
BLACKSTONE INC 62,861 131,836
MARIOTT INTL INC 58,846 87,272
BOOKING HOLDINGS INC 90,848 145,436
CONOCOPHILLIPS 63,496 73,008
TESLA INC 51,439 52,926
SERVICENOW INC 11,849 19,075
LULULEMON ATHLETICA INC 19,944 28,632
PALO ALTO NETWORKS INC 50,158 60,156
BEST BUY CO 14,554 14,638
KERING S A ADR NEW 41,739 34,776
TRUIST FINL CORP 14,457 14,288
V F CORP 14,570 13,611
WALGREENS BOOTS ALLIANCE 14,505 14,909
CROWDSTRIKE HLDGS INC 9,603 13,277
SERVICENOW INC 32,493 40,976

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
US Government Securities - End of Year Book Value:

162,952
US Government Securities - End of Year Fair Market Value:

164,239
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ICAP MILLENNIUM LTD AT COST 125,000 139,143

TY 2023 OtherExpensesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYER'S PAYROLL TAXES 9,341 6,227   3,314
P.O. BOX RENTAL 210 210   0
OFFICE SUPPLIES 64 64   0
FOREIGN TAXES PAID-INVEST ACCOUNTS 1,064 1,064   0
INVESTMENT MGMT FEES-MORGAN STANLEY 57,089 57,089   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL SERVICES-CONSULTING 6,650 3,325   3,325