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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$4,977,464J 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 21,975 21,975  
4 Dividends and interest from securities... 49,771 49,771  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,136
b Gross sales price for all assets on line 6a 1,306,931
7 Capital gain net income (from Part IV, line 2)... 226,136
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........ 297,882 297,882  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,000 83,337   41,663
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
13,393 13,393   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,000 4,500   4,500
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
71,347 68,159   3,188
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,740 169,389   49,351
25 Contributions, gifts, grants paid....... 192,000 192,000
26 Total expenses and disbursements. Add lines 24 and 25 410,740 169,389   241,351
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -112,858
b Net investment income (if negative, enter -0-) 128,493
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 77,700 163,227 163,227
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) 162,952 Click to see attachment
List of Attached Documents:
// Content
61,027 		61,167
b Investments—corporate stock (attach schedule)....... 2,143,236 Click to see attachment
List of Attached Documents:
// Content
1,992,466 		4,146,305
c Investments—corporate bonds (attach schedule)....... 382,826 Click to see attachment
List of Attached Documents:
// Content
386,570 		387,157
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).......... 125,000 Click to see attachment
List of Attached Documents:
// Content
188,750 		219,608
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) 2,891,714 2,792,040 4,977,464
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........... 2,891,714 2,792,040
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)..... 2,891,714 2,792,040
30 Total liabilities and net assets/fund balances (see instructions). 2,891,714 2,792,040
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
2,891,714
2
Enter amount from Part I, line 27a .....................
2
-112,858
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,184
4
Add lines 1, 2, and 3 ..........................
4
2,792,040
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
2,792,040
Form 990-PF (2024)
Form 990-PF (2024)
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 MSIF ULTRA-SHORT INCOME P 2024-07-30 2024-09-13
b MSIF ULTRA-SHORT INCOME P 2024-07-30 2024-09-25
c MSIF ULTRA-SHORT INCOME P 2024-07-30 2024-10-15
d MSIF ULTRA-SHORT INCOME P 2024-07-30 2024-10-22
e MSIF ULTRA-SHORT INCOME P 2004-07-30 2024-11-05
MSIF ULTRA-SHORT INCOME P 2024-07-30 2024-11-07
MSIF ULTRA-SHORT INCOME P 2024-07-31 2024-11-07
MSIF ULTRA-SHORT INCOME P 2024-08-30 2024-11-07
MSIF ULTRA-SHORT INCOME P 2024-09-30 2024-11-07
MSIF ULTRA-SHORT INCOME P 2024-10-31 2024-11-07
ALTRIA GROUP P 2019-02-08 2024-01-31
PEPISCO INC P 2020-03-23 2024-03-01
PEPISCO INC P 2020-04-01 2024-03-01
ABBVIE INC P 2023-09-12 2024-02-05
ABBVIE INC P 2023-09-12 2024-05-15
ABBVIE INC P 2023-09-12 2024-07-29
BEST BUY CO P 2023-12-15 2024-02-05
BEST BUY CO P 2023-12-15 2024-05-15
BEST BUY CO P 2024-02-26 2024-05-15
BEST BUY CO P 2024-07-10 2024-07-29
BEST BUY CO P 2024-07-10 2024-11-12
BEST BUY CO P 2024-07-10 2024-11-15
BRISTOL MYERS SQUIBB CO P 2023-06-12 2024-01-19
BRISTOL MYERS SQUIBB CO P 2023-06-12 2024-02-05
BRISTOL MYERS SQUIBB CO P 2023-06-12 2024-04-30
BRISTOL MYERS SQUIBB CO P 2024-03-06 2024-04-30
BRISTOL MYERS SQUIBB CO P 2023-09-12 2024-05-15
BRISTOL MYERS SQUIBB CO P 2023-09-12 2024-05-21
BRISTOL MYERS SQUIBB CO P 2024-03-06 2024-05-21
EXXON MOBIL CORP P 2024-01-30 2024-02-05
EXXON MOBIL CORP P 2004-01-30 2024-05-15
EXXON MOBIL CORP P 2024-01-30 2024-07-29
EXXON MOBIL CORP P 2024-01-30 2024-11-12
EXXON MOBIL CORP P 2024-01-30 2024-11-15
KERING S A ADR NEW P 2023-08-07 2024-02-05
KERING S A ADR NEW P 2023-08-07 2024-05-15
KERING S A ADR NEW P 2024-02-14 2024-05-15
KERING S A ADR NEW P 2023-08-07 2024-06-13
KERING S A ADR NEW P 2023-12-15 2024-06-13
KERING S A ADR NEW P 2024-02-14 2024-06-13
MCDONALDS CORP P 2024-06-06 2024-07-29
MCDONALDS CORP P 2024-10-29 2024-11-12
MCDONALDS CORP P 2024-10-29 2024-11-15
PEPSICO INC P 2024-05-17 2024-11-12
PEPISCO INC P 2024-05-17 2024-11-15
PEPISCO INC P 2024-10-15 2024-11-15
PHILIP MORRIS INTL INC P 2024-05-17 2024-07-29
PHILIP MORRIS INTL INC P 2024-05-17 2024-11-12
PHILIP MORRIS INTL INC P 2024-05-17 2024-11-15
SCHLUMBERGER LTD P 2024-04-08 2024-07-29
SCHLUMBERGER LTD P 2024-04-08 2024-11-12
STARBUCKS CORP WASHINGTON P 2004-01-19 2004-02-05
STARBUCKS CORP WASHINGTON P 2024-01-19 2024-05-15
STARBUCKS CORP WASHINGTON P 2024-01-19 2024-07-29
STARBUCKS CORP WASHINGTON P 2024-01-19 2024-11-12
STARBUCKS CORP WASHINGTON P 2024-07-22 2024-11-12
STARBUCKS CORP WASHINGTON P 2024-01-19 2024-11-15
TRUIST FINL CORP P 2023-12-15 2024-02-05
TRUIST FINL CORP P 2023-12-15 2024-05-15
TRUIST FINL CORP P 2024-03-06 2004-05-15
TRUIST FINL CORP P 2024-07-26 2024-07-29
TRUIST FINL CORP P 2024-07-26 2024-11-12
TRUIST FINL CORP P 2024-07-26 2024-11-15
US TSY NOTE P 2024-08-05 2024-08-12
US TSY NOTE P 2024-08-05 2024-10-29
US TSY NOTE P 2024-10-28 2024-10-29
US TSY NOTE P 2024-08-05 2024-11-06
US TSY NOTE P 2024-08-05 2024-11-12
US TSY NOTE P 2024-08-05 2024-11-15
US TSY NOTE P 2024-08-05 2024-11-15
US TSY NOTE P 2024-08-05 2024-11-27
US TSY NOTE P 2024-08-05 2024-12-31
V F CORP P 2023-12-15 2024-01-09
WALGREENS BOOTS ALLIANCE INC P 2023-12-15 2024-02-26
WALMART INC P 2023-03-30 2024-02-05
ABBVIE INC P 2023-09-12 2024-11-12
ABBVIE INC P 2021-05-11 2024-11-14
ABBVIE INC P 2021-07-08 2024-11-14
ABBVIE INC P 2023-09-12 2024-11-14
ABBVIE INC P 2021-05-11 2024-11-15
AMERICAN TOWER CORP P 2021-05-11 2024-02-05
AMERICAN TOWER CORP P 2021-05-11 2024-05-15
AMERICAN TOWER CORP P 2024-03-06 2024-05-15
AMERICAN TOWER CORP P 2021-03-29 2024-07-29
AMERICAN TOWER CORP P 2021-05-11 2024-07-29
AMERICAN TOWER CORP P 2021-03-29 2024-11-12
AMERICAN TOWER CORP P 2021-03-29 2024-11-15
AMERICAN TOWER CORP P 2020-05-22 2024-12-31
AMERICAN TOWER CORP P 2021-03-18 2024-12-31
AMERICAN TOWER CORP P 2021-03-29 2024-12-31
AMERICAN TOWER CORP P 2022-10-25 2024-12-31
AMERICAN TOWER CORP P 2023-06-22 2024-12-31
APPLE INC P 2021-05-11 2024-02-05
APPLE INC P 2021-05-11 2024-05-15
APPLE INC P 2021-05-11 2024-07-29
APPLE INC P 2021-05-11 2024-11-12
APPLE INC P 2021-05-11 2024-11-15
ARES MANAGEMENT CORP P 2021-12-23 2024-02-05
ARES MANAGEMENT CORP P 2021-12-23 2024-05-15
ARES MANAGEMENT CORP P 2021-07-08 2004-06-13
ARES MANAGEMENT CORP P 2021-12-23 2024-06-13
ARES MANAGEMENT CORP P 2001-07-08 2024-07-29
ARES MANAGEMENT CORP P 2021-07-08 2024-11-12
ARES MANAGEMENT CORP P 2021-07-08 2024-11-15
BLACKSTONE INC P 2021-05-11 2024-02-05
BLACKSTONE INC P 2021-05-11 2024-05-15
BLACKSTONE INC P 2021-05-11 2024-07-29
BLACKSTONE INC P 2021-03-29 2024-11-12
BLACKSTONE INC P 2021-05-11 2024-11-12
BLACKSTONE INC P 2021-03-29 2024-11-15
BRISTOL MYERS SQUIBB CO P 2021-03-29 2024-01-19
BRISTOL MYERS SQUIBB CO P 2021-05-11 2024-01-19
BRISTOL MYERS SQUIBB CO P 2023-09-12 2024-01-19
BRISTOL MYERS SQUIBB CO P 2020-04-17 2024-04-30
BRISTOL MYERS SQUIBB CO P 2021-03-29 2024-04-30
BRISTOL MYERS SQUIBB CO P 2020-04-17 2024-05-15
BRISTOL MYERS SQUIBB CO P 2019-01-07 2024-05-21
BRISTOL MYERS SQUIBB CO P 2019-02-22 2024-05-21
BRISTOL MYERS SQUIBB CO P 2019-05-13 2024-05-21
BRISTOL MYERS SQUIBB CO P 2019-05-28 2024-05-21
BRISTOL MYERS SQUIBB CO P 2020-03-13 2024-05-21
HOME DEPOT INC P 2021-05-11 2024-02-05
HOME DEPOT INC P 2021-05-11 2024-05-15
HOME DEPOT INC P 2021-05-11 2004-07-29
HOME DEPOT INC P 2021-08-26 2024-11-12
HOME DEPOT INC P 2023-06-12 2024-11-12
HOME DEPOT INC P 2022-11-10 2024-11-15
HOME DEPOT INC P 2023-06-12 2024-11-15
JOHNSON & JOHNSON P 2021-05-11 2024-02-05
JOHNSON & JOHNSON P 2021-05-11 2024-05-15
JOHNSON & JOHNSON P 2021-05-11 2024-07-29
JOHNSON & JOHNSON P 2021-05-11 2024-11-12
JOHNSON & JOHNSON P 2023-03-30 2024-11-12
JOHNSON & JOHNSON P 2021-03-29 2024-11-15
JOHNSON & JOHNSON P 2023-03-30 2024-11-15
MARSH & MCLENNAN COS INC P 2021-05-11 2024-02-05
MARSH & MCLENNAN COS INC P 2021-05-11 2024-05-15
MARSH & MCLENNAN COS INC P 2021-05-11 2024-07-29
MARSH & MCLENNAN COS INC P 2021-03-29 2024-11-12
MARSH & MCLENNAN COS INC P 2021-05-11 2024-11-12
MARSH & MCLENNAN COS INC P 2021-03-29 2024-11-15
MICROSOFT CORP P 2021-05-11 2024-02-05
MICROSOFT CORP P 2021-05-11 2024-05-15
MICROSOFT CORP P 2021-03-29 2024-07-26
MICROSOFT CORP P 2021-03-29 2024-07-29
MICROSOFT CORP P 2021-03-29 2024-11-12
MICROSOFT CORP P 2021-03-29 2024-11-15
NESTLE SPON ADR REP REG P 2021-05-11 2024-02-05
NESTLE SPON ADR REP REG P 2021-05-11 2024-05-15
NESTLE SPON ADR REP REG P 2016-07-19 2024-07-25
NESTLE SPON ADR REP REG P 2017-04-11 2024-07-25
NESTLE SPON ADR REP REG P 2020-05-26 2024-07-25
NESTLE SPON ADR REP REG P 2021-03-29 2024-07-25
NESTLE SPON ADR REP REG P 2021-05-11 2024-07-25
SIMON PPTY GROUP INC P 2021-10-20 2024-02-05
SIMON PPTY GROUP INC P 2022-02-07 2024-02-05
SIMON PPTY GROUP INC P 2021-10-20 2024-05-15
SIMON PPTY GROUP INC P 2021-10-20 2024-07-29
SIMON PPTY GROUP INC P 2021-10-20 2024-11-12
SIMON PPTY GROUP INC P 2021-10-20 2024-11-15
T ROWE PRICE GROUP INC P 2021-03-29 2024-01-19
T ROWE PRICE GROUP INC P 2021-05-11 2024-01-19
T ROWE PRICE GROUP INC P 2023-06-12 2024-01-19
T ROWE PRICE GROUP INC P 2021-03-29 2024-02-05
T ROWE PRICE GROUP INC P 2021-03-29 2024-05-15
T ROWE PRICE GROUP INC P 2021-03-29 2024-07-29
T ROWE PRICE GROUP INC P 2021-03-29 2024-11-12
T ROWE PRICE GROUP INC P 2022-02-03 2024-11-12
T ROWE PRICE GROUP INC P 2022-02-03 2024-11-15
WALMART INC P 2023-03-30 2024-05-15
WALMART INC P 2021-03-29 2024-07-29
WALMART INC P 2023-03-30 2024-07-29
WALMART INC P 2021-03-29 2024-11-12
WALMART INC P 2021-03-29 2024-11-15
CONOCOPHILLIPS P 2024-03-01 2024-05-15
CONOCOPHILLIPS P 2024-03-01 2024-07-29
CONOCOPHILLIPS P 2024-03-01 2024-11-12
CONOCOPHILLIPS P 2024-03-01 2024-11-15
EDWARD LIFESCIENCES CORP P 2024-03-21 2024-07-25
ELI LILLY & CO P 2024-07-10 2024-07-29
ELI LILLY & CO P 2024-08-01 2024-11-12
ELI LILLY & CO P 2024-07-10 2024-11-15
FISERV INC P 2024-08-29 2024-11-15
INTUIT INC P 2023-06-12 2024-05-15
LULULEMON ATHLETICA INC P 2023-06-06 2024-02-05
LULULEMON ATHLETICA INC P 2023-06-06 2024-05-15
LULULEMON ATHLETICA INC P 2023-06-06 2024-05-22
MICROSOFT CORP P 2024-05-16 2024-11-12
NIKE INC P 2024-06-06 2024-07-10
NIKE INC P 2024-06-21 2024-07-10
NVIDA CORPORATION P 2024-03-21 2024-05-15
NVIDA CORPORATION P 2024-07-10 2024-11-12
NVIDA CORPORATION P 2024-07-10 2024-11-15
PALO ALTO NETWORKS INC P 2023-11-13 2024-02-05
PALO ALTO NETWORKS INC P 2024-02-23 2024-05-15
PALO ALTO NETWORKS INC P 2024-02-23 2024-07-29
PALO ALTO NETWORKS INC P 2004-02-23 2024-11-12
PALO ALTO NETWORKS INC P 2024-02-23 2024-11-15
RESMED INC P 2024-02-09 2024-05-15
RESMED INC P 2024-02-09 2024-07-29
RESMED INC P 2024-02-09 2024-11-12
SERVICENOW INC P 2023-07-28 2024-02-05
SERVICENOW INC P 2023-07-28 2024-05-15
SHOPIFY INC P 2024-09-23 2024-11-15
STARBUCKS CORP WASHINGTON P 2024-08-12 2024-11-12
STARBUCKS CORP WASHINGTON P 2024-08-12 2024-11-15
TESLA INC P 2023-09-29 2024-05-15
TESLA INC P 2023-09-29 2024-07-29
VISA INC P 2024-03-01 2024-05-15
VISA INC P 2024-03-01 2024-07-29
VISA INC P 2024-03-01 2024-11-12
ADOBE INC P 2021-01-21 2024-02-05
ADOBE INC P 2021-01-21 2024-05-15
ADOBE INC P 2021-01-21 2024-07-29
ADOBE INC P 2021-01-21 2024-11-12
ADOBE INC P 2023-06-12 2024-11-12
ADOBE INC P 2023-06-12 2024-11-15
ADOBE INC P 2023-06-12 2024-11-22
ALPHABET INC P 2016-07-18 2024-02-05
ALPHABET INC P 2016-07-18 2024-05-15
ALPHABET INC P 2016-07-18 2024-07-29
ALPHABET INC P 2016-07-18 2024-11-12
ALPHABET INC P 2016-07-18 2024-11-15
AMAZON COM INC P 2016-07-18 2024-02-05
AMAZON COM INC P 2016-07-18 2024-05-15
AMAZON COM INC P 2016-07-18 2024-07-29
AMAZON COM INC P 2016-07-18 2024-11-12
AMAZON COM INC P 2016-07-18 2024-11-15
APPLE INC P 2016-07-18 2024-02-05
APPLE INC P 2016-07-18 2024-05-15
APPLE INC P 2016-07-18 2004-07-29
APPLE INC P 2016-07-18 2024-11-12
APPLE INC P 2016-07-18 2024-11-15
BLACKSTONE INC P 2021-05-17 2024-02-05
BLACKSTONE INC P 2021-05-17 2024-05-15
BLACKSTONE INC P 2021-05-17 2024-05-16
BLACKSTONE INC P 2021-05-17 2024-07-29
BLACKSTONE INC P 2021-05-17 2024-11-12
BLACKSTONE INC P 2021-05-17 2024-11-15
BOOKING HOLDINGS INC P 2022-01-21 2024-02-05
BOOKING HOLDINGS INC P 2022-01-21 2024-03-21
BOOKING HOLDINGS INC P 2022-01-21 2024-05-15
BOOKING HOLDINGS INC P 2022-01-21 2024-07-29
BOOKING HOLDINGS INC P 2022-01-21 2024-11-12
BOOKING HOLDINGS INC P 2022-01-21 2024-11-15
CONOCOPHILLIPS P 2022-05-26 2024-02-05
CONOCOPHILLIPS P 2024-03-01 2024-05-15
DANAHER CORPORATION P 2018-09-19 2024-02-05
DANAHER CORPORATION P 2018-09-19 2024-05-15
DANAHER CORPORATION P 2018-09-19 2024-07-29
DANAHER CORPORATION P 2018-09-19 2024-11-12
DANAHER CORPORATION P 2018-09-19 2024-11-15
DANAHER CORPORATION P 2018-11-27 2024-11-15
DEXCOM INC P 2021-03-30 2024-02-05
DEXCOM INC P 2021-03-30 2024-05-15
DEXCOM INC P 2001-03-30 2024-07-29
DEXCOM INC P 2020-11-16 2024-08-20
DEXCOM INC P 2021-03-30 2024-08-20
DEXCOM INC P 2020-11-16 2024-11-12
DEXCOM INC P 2020-11-16 2024-11-15
ILLUMINA INC P 2022-06-10 2024-02-05
ILLUMINA INC P 2016-07-18 2024-02-09
ILLUMINA INC P 2022-06-10 2024-02-09
ILLUMINA INC P 2022-06-24 2024-02-09
INTUIT INC P 2022-08-15 2024-02-05
INTUIT INC P 2023-06-12 2024-02-05
INTUIT INC P 2023-06-12 2024-05-15
INTUIT INC P 2023-06-12 2024-07-29
INTUIT INC P 2023-05-24 2024-09-23
INTUIT INC P 2023-06-12 2024-09-23
INTUIT INC P 2023-01-24 2024-10-14
INTUIT INC P 2023-05-24 2024-10-14
INTUIT INC P 2023-01-24 2024-11-12
INTUIT INC P 2023-01-24 2024-11-15
L OREAL CO ADR P 2019-11-20 2024-02-05
L OREAL CO ADR P 2020-04-17 2024-02-05
L OREAL CO ADR P 2020-04-17 2024-02-09
L OREAL CO ADR P 2019-02-22 2024-05-15
L OREAL CO ADR P 2020-04-17 2024-05-15
L OREAL CO ADR P 2019-02-22 2024-07-29
L OREAL CO ADR P 2019-02-22 2024-11-15
LVMH MOET HENNESSY LOUIS VUITT P 2021-03-10 2024-02-05
LVMH MOET HENNESSY LOUIS VUITT P 2022-11-10 2024-02-05
LVMH MOET HENNESSY LOUIS VUITT P 2020-05-29 2024-03-21
LVMH MOET HENNESSY LOUIS VUITT P 2021-03-10 2024-03-21
LVMH MOET HENNESSY LOUIS VUITT P 2020-05-29 2024-05-15
LVMH MOET HENNESSY LOUIS VUITT P 2020-05-29 2024-07-29
LVMH MOET HENNESSY LOUIS VUITT P 2020-05-29 2024-11-12
LVMH MOET HENNESSY LOUIS VUITT P 2020-05-29 2024-11-15
MARRIOTT INTL INC P 2021-12-14 2024-02-05
MARRIOTT INTL INC P 2022-01-21 2024-02-05
MARRIOTT INTL INC P 2021-12-14 2024-02-09
MARRIOTT INTL INC P 2021-12-14 2024-03-21
MARRIOTT INTL INC P 2021-12-14 2024-05-15
MARRIOTT INTL INC P 2021-12-14 2024-07-29
MARRIOTT INTL INC P 2021-12-14 2024-08-01
MARRIOTT INTL INC P 2021-12-14 2024-11-12
MARRIOTT INTL INC P 2021-12-14 2004-11-15
MASTERCARD INC P 2016-07-18 2024-02-05
MASTERCARD INC P 2016-07-18 2024-05-15
MASTERCARD INC P 2016-07-18 2024-07-29
MASTERCARD INC P 2016-07-18 2024-11-12
MASTERCARD INC P 2016-07-18 2024-11-15
NIKE INC P 2022-07-11 2024-02-05
NIKE INC P 2022-07-11 2024-05-15
NIKE INC P 2022-10-13 2024-05-15
NIKE INC P 2022-10-13 2024-05-16
NIKE INC P 2022-10-13 2024-07-10
NIKE INC P 2024-06-06 2024-07-10
NIKE INC P 2022-10-13 2024-07-29
NIKE INC P 2022-10-13 2024-11-12
NIKE INC P 2022-10-13 2024-11-15
NIKE INC P 2024-10-14 2024-11-15
RESMED INC P 2016-07-18 2024-08-12
SERVICENOW INC P 2023-07-28 2024-07-29
SERVICENOW INC P 2023-07-28 2024-11-12
SERVICENOW INC P 2023-07-28 2024-11-15
STARBUCKS CORP WASHINGTON P 2022-05-23 2024-02-05
STARBUCKS CORP WASHINGTON P 2016-07-18 2024-03-21
STARBUCKS CORP WASHINGTON P 2022-05-23 2024-03-21
STARBUCKS CORP WASHINGTON P 2016-07-18 2024-05-15
STARBUCKS CORP WASHINGTON P 2016-07-18 2024-07-29
TESLA INC P 2022-08-15 2024-02-05
TESLA INC P 2022-08-15 2024-03-13
TESLA INC P 2022-08-25 2024-03-13
TESLA INC P 2023-06-12 2024-03-13
TESLA INC P 2023-09-29 2024-03-13
TESLA INC P 2024-02-09 2024-03-13
TESLA INC P 2023-06-12 2024-05-15
TESLA INC P 2023-06-12 2024-10-14
TESLA INC P 2023-09-29 2024-10-14
TESLA INC P 2023-06-12 2024-11-12
TESLA INC P 2023-06-12 2024-11-15
ULTA BEAUTY INC P 2019-11-20 2024-02-05
ULTA BEAUTY INC P 2020-02-04 2024-02-05
ULTA BEAUTY INC P 2019-08-30 2024-04-24
ULTA BEAUTY INC P 2020-02-04 2024-04-24
ULTA BEAUTY INC P 2019-08-30 2024-05-15
ULTA BEAUTY INC P 2019-08-30 2024-05-22
ULTA BEAUTY INC P 2019-11-20 2024-05-22
ULTA BEAUTY INC P 2020-03-19 2024-05-22
VISA INC P 2016-07-18 2024-02-05
VISA INC P 2016-07-18 2024-11-12
VISA INC P 2016-07-18 2024-11-15
ADOBE INC P 2023-06-12 2024-02-05
ADOBE INC P 2023-06-12 2024-05-15
CROWDSTRIKE HLDGS INC P 2023-10-09 2024-05-15
CROWDSTRIKE HLDGS INC P 2024-05-16 2024-07-29
CROWDSTRIKE HLDGS INC P 2024-05-16 2024-11-12
LULULEMON ATHLETICA INC P 2024-09-25 2024-11-12
RESMED INC P 2023-08-07 2024-02-05
RESMED INC P 2023-08-07 2024-05-15
RESMED INC P 2023-08-07 2024-07-29
SERVICENOW INC P 2024-05-16 2024-07-29
SERVICENOW INC P 2024-05-16 2024-11-12
SHOPIFY INC P 2023-11-13 2024-02-05
SHOPIFY INC P 2024-05-09 2004-05-15
SHOPIFY INC P 2024-05-09 2024-07-29
SHOPIFY INC P 2023-11-13 2024-11-12
SHOPIFY INC P 2024-05-09 2024-11-12
TAIWAN SMCNDCTR MFG P 2024-07-10 2024-11-12
ULTA BEAUTY INC P 2024-10-17 2024-11-12
ADOBE INC P 2020-03-04 2024-05-15
ADOBE INC P 2020-03-04 2024-07-29
ADOBE INC P 2020-03-04 2024-11-12
ADOBE INC P 2020-03-04 2024-12-31
ADOBE INC P 2020-04-17 2024-12-31
AUTONATION INC P 2020-05-08 2024-02-05
AUTONATION INC P 2020-05-08 2024-05-15
AUTONATION INC P 2018-12-26 2024-07-26
AUTONATION INC P 2020-05-08 2024-07-26
AUTONATION INC P 2018-12-26 2024-07-29
AUTONATION INC P 2018-12-26 2024-11-12
AUTONATION INC P 2020-03-13 2024-11-12
CARMAX INC P 2022-07-19 2024-02-05
CARMAX INC P 2022-07-19 2024-05-15
CARMAX INC P 2022-07-19 2024-07-29
CARMAX INC P 2022-07-19 2024-11-12
CARMAX INC P 2023-06-06 2024-11-12
DAVITA INC P 2019-06-07 2024-05-15
DAVITA INC P 2019-06-07 2024-07-29
DAVITA INC P 2019-06-07 2024-11-12
DEXCOM INC P 2016-11-17 2024-02-05
DEXCOM INC P 2016-11-17 2024-05-15
DEXCOM INC P 2016-11-17 2024-07-29
DEXCOM INC P 2016-11-03 2024-08-20
DEXCOM INC P 2016-11-17 2024-08-20
DEXCOM INC P 2017-12-04 2024-08-20
DEXCOM INC P 2017-12-04 2024-11-12
GRAIL INC P 2016-07-18 2024-06-25
ILLUMINA INC P 2023-01-11 2024-05-15
ILLUMINA INC P 2023-01-11 2024-07-29
ILLUMINA INC P 2022-06-24 2024-11-12
ILLUMINA INC P 2023-01-11 2024-11-12
INSULET CORP P 2023-09-12 2024-02-05
INSULET CORP P 2021-07-26 2024-05-15
INSULET CORP P 2021-07-26 2024-07-29
INSULET CORP P 2021-07-26 2024-11-12
IQVIA HOLDINGS INC P 2016-07-18 2024-02-05
IQVIA HOLDINGS INC P 2016-07-18 2024-05-15
IQVIA HOLDINGS INC P 2016-07-18 2024-07-10
IQVIA HOLDINGS INC P 2016-07-18 2024-07-26
IQVIA HOLDINGS INC P 2016-07-18 2024-07-29
LULULEMON ATHLETICA INC P 2020-04-17 2024-02-05
LULULEMON ATHLETICA INC P 2020-04-17 2024-05-15
LULULEMON ATHLETICA INC P 2020-04-17 2024-07-10
LULULEMON ATHLETICA INC P 2019-08-21 2024-07-26
LULULEMON ATHLETICA INC P 2020-04-17 2024-07-26
LULULEMON ATHLETICA INC P 2019-04-24 2024-07-29
LULULEMON ATHLETICA INC P 2019-08-21 2024-07-29
MONSTER BEVERAGE CORP P 2021-11-08 2024-02-05
MONSTER BEVERAGE CORP P 2021-03-10 2024-04-25
MONSTER BEVERAGE CORP P 2021-11-08 2024-04-25
MONSTER BEVERAGE CORP P 2022-02-22 2024-04-25
MONSTER BEVERAGE CORP P 2022-02-22 2024-05-15
MONSTER BEVERAGE CORP P 2022-02-22 2024-07-29
MONSTER BEVERAGE CORP P 2016-07-18 2024-08-12
MONSTER BEVERAGE CORP P 2022-02-22 2024-08-12
MONSTER BEVERAGE CORP P 2016-07-18 2024-11-12
RESMED INC P 2023-08-07 2024-11-12
SERVICENOW INC P 2023-01-24 2024-02-05
SERVICENOW INC P 2023-01-24 2024-05-15
SHOPIFY INC P 2020-04-17 2024-10-29
SHOPIFY INC P 2022-04-18 2024-10-29
SNAP-ON INC P 2022-01-14 2024-02-05
SNAP-ON INC P 2019-01-14 2024-04-12
SNAP-ON INC P 2022-01-14 2024-04-12
SNAP-ON INC P 2018-02-12 2024-05-15
SNAP-ON INC P 2018-02-12 2024-07-29
SNAP-ON INC P 2018-02-12 2024-11-12
TESLA INC P 2016-07-18 2024-02-05
TESLA INC P 2016-07-18 2024-05-15
TESLA INC P 2016-07-18 2004-07-26
TESLA INC P 2016-07-18 2024-07-29
TESLA INC P 2016-07-18 2024-10-14
TESLA INC P 2016-07-18 2024-11-12
ULTA BEAUTY INC P 2020-05-08 2024-02-05
ULTA BEAUTY INC P 2017-11-20 2024-04-12
ULTA BEAUTY INC P 2017-11-30 2024-04-12
ULTA BEAUTY INC P 2020-05-08 2024-04-12
ULTA BEAUTY INC P 2017-11-20 2024-05-15
ULTA BEAUTY INC P 2018-02-05 2024-05-15
ULTA BEAUTY INC P 2018-02-05 2024-07-29
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 15,000   14,993 7
b 25,000   24,959 41
c 7,000   7,000 0
d 5,000   5,002 -2
e 15,000   14,993 7
13,060   13,054 6
12   12 0
360   360 0
292   292 0
147   147 0
30,000   30,000 0
15,000   15,000 0
15,000   15,000 0
1,722   1,479 243
1,471   1,331 140
1,628   1,331 297
148   156 -8
221   233 -12
147   162 -15
1,023   1,039 -16
987   953 34
1,019   953 66
547   710 -163
1,061   1,421 -360
2,388   3,487 -1,099
973   1,533 -560
401   541 -140
3,566   5,048 -1,482
1,189   1,493 -304
2,140   2,193 -53
2,483   2,193 290
2,321   2,088 233
2,170   1,879 291
2,155   1,879 276
786   1,085 -299
146   228 -82
695   1,152 -457
15,721   26,672 -10,951
10,066   13,754 -3,688
4,612   6,149 -1,537
264   261 3
598   600 -2
586   600 -14
330   366 -36
159   183 -24
317   389 -72
228   200 28
623   501 122
517   401 116
912   1,042 -130
621   768 -147
1,205   1,208 -3
985   1,208 -223
1,205   1,487 -282
594   558 36
1,584   1,508 76
2,067   1,952 115
36   37 -1
597   560 37
40   38 2
1,068   1,067 1
1,022   978 44
1,023   978 45
20,343   20,353 -10
7,594   7,582 12
200   200 0
15,588   15,564 24
1,299   1,297 2
45,079   44,996 83
100   100 0
13,995   13,968 27
1,500   1,497 3
12,437   14,570 -2,133
12,133   14,505 -2,372
1,523   1,307 216
1,373   1,184 189
8,495   5,760 2,735
3,228   2,209 1,019
340   296 44
1,160   806 354
1,329   1,717 -388
193   245 -52
1,353   1,831 -478
641   724 -83
855   981 -126
1,357   1,690 -333
1,371   1,690 -319
2,199   2,890 -691
367   442 -75
7,331   9,655 -2,324
1,283   1,554 -271
1,466   1,877 -411
2,824   1,859 965
2,660   1,735 925
3,065   1,735 1,330
2,920   1,611 1,309
2,926   1,611 1,315
1,749   1,095 654
2,369   1,243 1,126
15,817   7,146 8,671
3,032   1,787 1,245
1,311   531 780
1,529   527 1,002
1,507   527 980
3,034   2,060 974
3,137   1,967 1,170
3,250   1,875 1,375
180   69 111
3,780   1,702 2,078
3,806   1,441 2,365
50   64 -14
3,330   4,328 -998
1,143   1,507 -364
619   846 -227
9,819   14,265 -4,446
267   363 -96
9,339   10,384 -1,045
891   1,070 -179
1,740   1,898 -158
3,226   3,556 -330
4,839   6,077 -1,238
2,488   2,305 183
2,441   2,305 136
2,535   2,305 230
810   644 166
1,215   954 261
408   309 99
2,042   1,590 452
1,560   1,690 -130
1,371   1,521 -150
1,434   1,521 -87
763   845 -82
458   504 -46
154   167 -13
1,079   1,176 -97
1,734   1,214 520
1,855   1,214 641
1,757   1,079 678
452   243 209
1,131   675 456
1,774   970 804
5,673   3,428 2,245
5,080   2,938 2,142
14,752   8,220 6,532
4,293   2,349 1,944
4,656   2,583 2,073
4,152   2,349 1,803
574   599 -25
949   1,079 -130
3,611   2,844 767
13,342   10,017 3,325
903   956 -53
8,025   8,992 -967
1,204   1,439 -235
1,789   1,875 -86
138   148 -10
2,106   2,019 87
1,987   1,875 112
2,146   1,731 415
2,170   1,731 439
9,442   15,754 -6,312
3,077   5,342 -2,265
1,485   2,563 -1,078
1,305   2,124 -819
1,376   2,124 -748
1,240   1,947 -707
354   531 -177
827   1,162 -335
1,189   1,660 -471
1,552   1,258 294
765   498 267
905   629 276
1,959   1,042 917
1,938   1,042 896
242   229 13
1,739   1,835 -96
1,665   1,720 -55
1,686   1,720 -34
14,969   22,427 -7,458
1,618   1,882 -264
1,643   1,919 -276
750   941 -191
1,683   1,383 300
656   437 219
456   356 100
347   356 -9
16,152   19,232 -3,080
847   844 3
12,379   16,376 -3,997
8,439   11,348 -2,909
947   921 26
1,922   1,740 182
1,138   1,071 67
1,712   1,276 436
1,863   1,671 192
1,958   1,671 287
1,990   1,392 598
2,320   1,671 649
1,106   922 184
1,243   1,107 136
988   738 250
1,564   1,122 442
1,508   1,122 386
866   638 228
1,386   1,093 293
1,378   1,093 285
700   1,012 -312
1,403   1,518 -115
3,090   3,112 -22
3,147   3,395 -248
2,783   2,546 237
3,140   2,370 770
2,441   2,370 71
2,693   2,370 323
1,054   948 106
1,581   1,390 191
2,522   2,316 206
7,654   6,948 706
2,029   513 1,516
2,431   513 1,918
2,409   513 1,896
2,389   477 1,912
2,260   477 1,783
3,228   700 2,528
3,686   737 2,949
3,689   737 2,952
3,758   664 3,094
5,659   1,032 4,627
4,330   574 3,756
4,938   649 4,289
5,259   599 4,660
4,264   474 3,790
6,753   749 6,004
2,184   1,497 687
2,351   1,489 862
4,006   2,564 1,442
2,404   1,399 1,005
2,880   1,309 1,571
2,900   1,309 1,591
3,616   2,402 1,214
10,909   7,207 3,702
3,778   2,402 1,376
3,794   2,402 1,392
5,008   2,402 2,606
9,928   4,805 5,123
1,545   1,591 -46
1,697   1,652 45
2,464   953 1,511
2,623   953 1,670
2,715   953 1,762
2,159   857 1,302
2,296   953 1,343
459   182 277
2,173   1,557 616
2,848   1,903 945
1,274   1,643 -369
11,470   13,270 -1,800
1,998   2,335 -337
1,045   1,199 -154
690   770 -80
284   408 -124
31,321   34,041 -2,720
137   204 -67
7,006   9,853 -2,847
1,277   979 298
1,277   937 340
1,968   1,406 562
3,199   2,183 1,016
3,228   2,097 1,131
7,747   5,240 2,507
4,915   3,208 1,707
6,143   4,193 1,950
2,099   1,203 896
2,058   1,203 855
686   403 283
686   379 307
10,313   6,176 4,137
893   461 432
298   163 135
1,024   615 409
1,442   1,076 366
1,009   792 217
1,682   1,399 283
5,303   2,442 2,861
1,646   1,188 458
2,567   1,263 1,304
2,279   1,347 932
1,705   1,179 526
1,725   1,179 546
1,959   1,232 727
245   159 86
8,155   5,081 3,074
6,620   4,004 2,616
1,886   1,232 654
1,907   1,232 675
8,664   6,005 2,659
1,716   924 792
1,675   924 751
3,653   730 2,923
5,482   1,096 4,386
4,423   913 3,510
4,771   822 3,949
6,255   1,096 5,159
1,497   1,588 -91
182   212 -30
1,182   1,165 17
3,491   3,406 85
144   179 -35
144   220 -76
1,107   1,344 -237
1,382   1,613 -231
541   627 -86
1,390   1,697 -307
9,933   3,004 6,929
1,620   1,122 498
1,049   561 488
1,011   561 450
1,297   1,024 273
10,565   6,580 3,985
827   658 169
76   57 19
1,506   1,144 362
360   611 -251
3,727   6,724 -2,997
169   296 -127
508   820 -312
169   300 -131
339   638 -299
350   546 -196
1,094   1,245 -151
5,031   5,819 -788
1,307   996 311
1,603   1,245 358
1,512   994 518
504   276 228
3,264   1,918 1,346
17,954   12,162 5,792
1,211   719 492
10,617   6,714 3,903
10,617   6,584 4,033
17,442   6,891 10,551
3,031   862 2,169
309   78 231
4,338   1,097 3,241
629   463 166
488   463 25
1,026   554 472
262   340 -78
1,029   1,019 10
962   788 174
574   559 15
886   745 141
828   745 83
810   767 43
1,049   767 282
1,547   1,156 391
1,236   1,311 -75
1,322   1,374 -52
220   122 98
1,758   999 759
764   754 10
380   373 7
488   360 128
1,076   720 356
1,054   720 334
2,230   1,801 429
446   345 101
864   229 635
1,361   305 1,056
7,094   1,361 5,733
2,305   496 1,809
1,247   238 1,009
661   136 525
165   33 132
640   856 -216
670   856 -186
749   856 -107
384   476 -92
154   183 -29
690   239 451
559   191 368
476   143 333
1,330   198 1,132
1,683   234 1,449
938   252 686
3,256   660 2,596
1,924   468 1,456
1,184   238 946
821   163 658
8   11 -3
684   1,221 -537
847   1,389 -542
440   565 -125
147   198 -51
775   1,115 -340
719   1,057 -338
755   1,057 -302
550   528 22
844   288 556
468   144 324
2,533   863 1,670
4,705   1,438 3,267
713   216 497
1,370   652 718
695   435 260
2,565   1,957 608
1,758   1,283 475
3,015   2,609 406
258   178 80
258   183 75
1,051   866 185
1,361   1,165 196
1,570   1,368 202
6,648   5,184 1,464
818   612 206
772   612 160
1,935   1,080 855
2,442   2,164 278
618   283 335
741   559 182
782   443 339
754   443 311
646   451 195
1,291   894 397
878   655 223
2,029   1,128 901
10,726   8,074 2,652
838   481 357
561   321 240
724   321 403
1,263   106 1,157
1,224   106 1,118
4,340   301 4,039
1,399   90 1,309
6,782   467 6,315
1,309   60 1,249
1,514   687 827
445   214 231
1,336   674 662
4,900   2,519 2,381
404   214 190
404   213 191
728   427 301
26     26
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       7
b       41
c       0
d       -2
e       7
      6
      0
      0
      0
      0
      0
      0
      0
      243
      140
      297
      -8
      -12
      -15
      -16
      34
      66
      -163
      -360
      -1,099
      -560
      -140
      -1,482
      -304
      -53
      290
      233
      291
      276
      -299
      -82
      -457
      -10,951
      -3,688
      -1,537
      3
      -2
      -14
      -36
      -24
      -72
      28
      122
      116
      -130
      -147
      -3
      -223
      -282
      36
      76
      115
      -1
      37
      2
      1
      44
      45
      -10
      12
      0
      24
      2
      83
      0
      27
      3
      -2,133
      -2,372
      216
      189
      2,735
      1,019
      44
      354
      -388
      -52
      -478
      -83
      -126
      -333
      -319
      -691
      -75
      -2,324
      -271
      -411
      965
      925
      1,330
      1,309
      1,315
      654
      1,126
      8,671
      1,245
      780
      1,002
      980
      974
      1,170
      1,375
      111
      2,078
      2,365
      -14
      -998
      -364
      -227
      -4,446
      -96
      -1,045
      -179
      -158
      -330
      -1,238
      183
      136
      230
      166
      261
      99
      452
      -130
      -150
      -87
      -82
      -46
      -13
      -97
      520
      641
      678
      209
      456
      804
      2,245
      2,142
      6,532
      1,944
      2,073
      1,803
      -25
      -130
      767
      3,325
      -53
      -967
      -235
      -86
      -10
      87
      112
      415
      439
      -6,312
      -2,265
      -1,078
      -819
      -748
      -707
      -177
      -335
      -471
      294
      267
      276
      917
      896
      13
      -96
      -55
      -34
      -7,458
      -264
      -276
      -191
      300
      219
      100
      -9
      -3,080
      3
      -3,997
      -2,909
      26
      182
      67
      436
      192
      287
      598
      649
      184
      136
      250
      442
      386
      228
      293
      285
      -312
      -115
      -22
      -248
      237
      770
      71
      323
      106
      191
      206
      706
      1,516
      1,918
      1,896
      1,912
      1,783
      2,528
      2,949
      2,952
      3,094
      4,627
      3,756
      4,289
      4,660
      3,790
      6,004
      687
      862
      1,442
      1,005
      1,571
      1,591
      1,214
      3,702
      1,376
      1,392
      2,606
      5,123
      -46
      45
      1,511
      1,670
      1,762
      1,302
      1,343
      277
      616
      945
      -369
      -1,800
      -337
      -154
      -80
      -124
      -2,720
      -67
      -2,847
      298
      340
      562
      1,016
      1,131
      2,507
      1,707
      1,950
      896
      855
      283
      307
      4,137
      432
      135
      409
      366
      217
      283
      2,861
      458
      1,304
      932
      526
      546
      727
      86
      3,074
      2,616
      654
      675
      2,659
      792
      751
      2,923
      4,386
      3,510
      3,949
      5,159
      -91
      -30
      17
      85
      -35
      -76
      -237
      -231
      -86
      -307
      6,929
      498
      488
      450
      273
      3,985
      169
      19
      362
      -251
      -2,997
      -127
      -312
      -131
      -299
      -196
      -151
      -788
      311
      358
      518
      228
      1,346
      5,792
      492
      3,903
      4,033
      10,551
      2,169
      231
      3,241
      166
      25
      472
      -78
      10
      174
      15
      141
      83
      43
      282
      391
      -75
      -52
      98
      759
      10
      7
      128
      356
      334
      429
      101
      635
      1,056
      5,733
      1,809
      1,009
      525
      132
      -216
      -186
      -107
      -92
      -29
      451
      368
      333
      1,132
      1,449
      686
      2,596
      1,456
      946
      658
      -3
      -537
      -542
      -125
      -51
      -340
      -338
      -302
      22
      556
      324
      1,670
      3,267
      497
      718
      260
      608
      475
      406
      80
      75
      185
      196
      202
      1,464
      206
      160
      855
      278
      335
      182
      339
      311
      195
      397
      223
      901
      2,652
      357
      240
      403
      1,157
      1,118
      4,039
      1,309
      6,315
      1,249
      827
      231
      662
      2,381
      190
      191
      301
      26
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 2 226,136
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 1,786
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 1,786
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 1,786
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. Click to see attachment
List of Attached Documents:
// Content
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 11,398
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,398 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		64,000 0 0
1725 LAUREL CREEK DRIVE
LAWRENCEVILLE,GA30043
KELLY M MARSHALL TREASURER
20.00 		30,500 0 0
3055 THE SPRINGS DRIVE
MONROE,GA30656
KIRSTEN M HUTCHINS SECRETARY
20.00 		30,500 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 (2024)
Form 990-PF (2024)
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 13,393
454 SATELLITE BLVD NWSTE 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 (2024)
Form 990-PF (2024)
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
4,805,631
b
Average of monthly cash balances.......................
1b
120,463
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,926,094
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
4,926,094
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,891
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,852,203
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
242,610
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
242,610
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,786
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,786
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
240,824
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
240,824
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
240,824
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
241,351
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
241,351
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 240,824
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 61,641
b From 2020...... 50,902
c From 2021...... 12,655
d From 2022...... 16,312
e From 2023...... 24,239
f Total of lines 3a through e ........ 165,749
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 241,351
a Applied to 2023, 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 2024 distributable amount..... 240,824
e Remaining amount distributed out of corpus 527
5 Excess distributions carryover applied to 2024. 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 5 166,276
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		61,641
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		104,635
10 Analysis of line 9:
a Excess from 2020.... 50,902
b Excess from 2021.... 12,655
c Excess from 2022.... 16,312
d Excess from 2023.... 24,239
e Excess from 2024.... 527
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

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 5,000

ATLANTA MISSION

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

POSITIVE IMPACT INTERNATIONAL

950 SCALES RD STE 401
SUWANEE,GA30024 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 3,000

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 20,000

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

PLAYERS PHILANTHROPY FUND-LOVE B FOUNDATION

1122 KENILWORTH DR STE 201
TOWSON,MD21204 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 5,000

HABITAT FOR HUMANITY

322 WEST LAMAR STREET
AMERICUS,GA31709 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000

GEORGE WALTON ACADEMY

ONE BULLDOG DRIVE
MONROE,GA30655 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 25,000

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 2,000

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

SHRINERS CHILDREN'S HOSPITAL

PO BOX 947765
ATLANTA,GA30394 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,500

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 4,000

PRINCE AVENUE CHRISTIAN SCHOOL

2201 RUTH JACKSON RD
BOGART,GA30622 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 25,000

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 11,000

SALVATION ARMY

400 LUCKIE ST NW
ATLANTA,GA30313 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 1,000

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

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 5,000

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 22,500

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

ATLANTA HOSPITAL HOSPITALITY HOUSE

PO BOX 133292
ATLANTA,GA30333 		NONE N/A CHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONCHARITABLE CONTRIBUTION TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATION 2,500
Total .................................right arrow 3a 192,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		        21,975
4 Dividends and interest from securities ....         49,771
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 ............ 		        226,136
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 0 297,882
13Total. Add line 12, columns (b), (d), and (e)..................
13
297,882
(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 (2024)
Form 990-PF (2024)
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
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 13,393 13,393   0

TY 2024 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 25,223 25,019
HOME DEPOT INC 27,791 28,877
ACCR'D INTEREST-CORP BONDS 3,528 3,528
STARBUCKS CORP 25,408 24,874
CONSTELLATION BRANDS 31,441 29,490
ABBOTT LABORATORIES 24,772 24,708
MICROSOFT CORP 24,230 24,476
JPMORGAN CHASE & CO 23,428 24,295
EXPEDIA INC 22,993 24,151
COMCAST CORP 24,297 24,385
EXXON MOBIL CORP 13,289 13,694
RTX CORP 21,453 21,731
PFIZER INC 20,671 20,604
MARRIOTT INTERNATIONAL 22,172 22,060
META PLATFORMS 10,257 10,017
PEPISCO INC 20,748 20,796
PHILIP MORRIS INTERNATIONAL 20,607 20,592
HONEYWELL INTERNATIONAL 24,262 23,860

TY 2024 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 17,715 32,354
LVMH MOET HENNESSY LOUIS VUITT 33,563 78,704
APPLE INCORPORATED 17,182 132,723
JOHNSON & JOHNSON 35,819 49,026
MARSH & MCLENNAN COS 26,418 64,997
MICROSOFT CORP 38,442 166,914
WALMART STORES INC 29,450 86,194
ALPHABET INC CL C 19,870 103,219
AMAZON COM INC 28,203 167,833
APPLE INCORPORATED 22,673 227,381
DANAHER CORPORATION 29,727 88,606
ILLUMINA INC 24,143 25,523
INTUIT INC 29,473 79,191
MASTERCARD INC CL A 35,061 202,203
NIKE INC B 50,039 57,585
RESMED INC 9,045 22,183
STARBUCKS CORP 34,874 52,195
VISA INC CL A 34,541 139,373
AMERICAN TOWER REIT COM 37,831 37,416
MONSTER BEVERAGE CORP 8,719 18,133
RESMED INC 14,184 35,904
TESLA MOTORS INC 2,252 62,191
T ROWE PRICE GROUP INC 41,104 47,611
AUTONATION INC 6,258 33,458
CARMAX INC 18,351 22,075
DEXCOM INC 34,305 43,007
IQVIA HOLDINGS INC 5,321 14,542
SNAP-ON INC 12,402 27,837
STARBUCKS CORP 65,026 82,673
ADOBE INC 10,638 20,011
LULULEMON ATHLETICA INC 14,861 31,358
SHOPIFY INC 25,190 66,882
DAVITA INC 5,306 16,600
INSULET CORP 13,480 28,457
ULTA BEAUTY INC 14,149 28,705
ADOBE INC 65,162 76,930
DEXCOM INC 4,248 24,342
ABBVIE INC 25,216 46,913
BLACKSTONE GROUP INC 48,350 114,315
HOME DEPOT INC 65,938 96,081
SIMON PPTY GROUP INC 47,211 87,138
ARES MANAGEMENT CORP 21,319 62,846
EXXON MOBIL CORP 51,618 82,721
BLACKSTONE INC 51,747 153,799
MARIOTT INTL INC 38,054 70,293
BOOKING HOLDINGS INC 69,226 158,989
CONOCOPHILLIPS 62,823 61,783
TESLA INC 40,946 76,730
SERVICENOW INC 12,498 28,623
PALO ALTO NETWORKS INC 53,615 78,607
BEST BUY CO 37,926 40,069
TRUIST FINL CORP 37,490 40,560
CROWDSTRIKE HLDGS INC 17,750 28,741
SERVICENOW INC 28,004 53,006
ELI LILLY & CO 53,914 50,952
FISERV INC 27,027 33,483
MICROSOFT CORP 19,851 20,654
NVIDIA CORPORATION 29,153 40,824
SHOPIFY INC 10,128 13,504
BROOKFIELD ASSET MGMT 15,429 14,794
CHUBB LTD 15,087 14,368
HONEYWELL INTERNATIONAL 30,153 29,817
MCDONALDS CORP 20,134 21,452
PEPSICO INC 20,590 17,335
PHILIP MORRIS INTERNATIONAL 13,025 15,646
SCHLUMBERGER LTD 43,243 33,432
SHERWIN WILLIAMS CO 14,984 13,257
UNITEDHEALTH GP INC 15,390 12,647
GRAIL INC 585 518
LIBERTY MEDIA CORP 7,325 8,895
NOVO NORDISK 9,549 5,935
TAIWAN SMCNDCTR MFG 16,968 18,959
UBER TECHNOLOGIES 5,175 4,283

TY 2024 InvestmentsGovtObligationsSch
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
US Government Securities - End of Year Book Value:

61,027
US Government Securities - End of Year Fair Market Value:

61,167
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 188,750 219,608

TY 2024 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 9,563 6,375   3,188
P.O. BOX RENTAL 216 216   0
OFFICE SUPPLIES 20 20   0
FOREIGN TAXES PAID-INVEST ACCOUNTS 1,290 1,290   0
INVESTMENT MGMT FEES-MORGAN STANLEY 60,258 60,258   0


TY 2024 OtherIncreasesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Description Amount
FEDERAL OVERPAYMENT FROM 2023 TAX YR CARRYOVER TO 2024 TAX YR 13,184


TY 2024 OtherProfessionalFeesSchedule
Name:
THE SHOFF FOUNDATION INC
EIN:
45-2717854
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL SERVICES-CONSULTING 9,000 4,500   4,500