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← REESE-SHACKELFORD FOUNDATION

Form 990 for tax year 2023

Filed by REESE-SHACKELFORD FOUNDATION.

Totals

Total revenue
$225,068
Total expenses
$275,442
Contributions and grants received
$0
Grants paid
$240,400
Program service revenue
$0
Investment income
$225,524
Other revenue
-$456
Total assets, end of year
$10,008,520
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,008,520
Program services expenses (Part IX)
$240,400
Management and general expenses
$35,042
Fundraising expenses
$0
Program service expenses (Part III)
$240,400

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $211,671 · excluded $211,671

  • 5 · Royalties

    total $10 · excluded $10

  • 6a · Gross rents

    real property -$513

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property -$513

  • 6d · Net rental income or loss

    total -$513 · excluded -$513

  • 7a · Gross sales of assets other than inventory

    securities $445,886 · other assets $2,168

  • 7b · Less cost or other basis and sales expenses

    securities $434,201 · other assets $0

  • 7c · Gain or loss

    securities $11,685 · other assets $2,168

  • 7d · Net gain or loss

    total $13,853 · excluded $13,853

  • 11a · Other revenue: PASS-THROUGH INCOME

    total $47 · unrelated business $72 · excluded -$25

  • 11e · Other revenue, total

    $47

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $240,400 · program services $240,400

  • 11a · Fees: management

    total $26,586 · management and general $26,586

  • 11c · Fees: accounting

    total $3,900 · management and general $3,900

  • 11f · Fees: investment management

    total $3,653 · management and general $3,653

  • 24a · Other expenses: PASS-THROUGH DEDUCTIONS

    total $678 · management and general $678

  • 24b · Other expenses: FILING FEE

    total $200 · management and general $200

  • 24c · Other expenses: OTHER EXPENSES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $70,361 · end of year $74,850

  • 11 · Investments: publicly traded securities

    beginning of year $7,672,425 · end of year $8,942,458

  • 12 · Investments: other securities

    beginning of year $1,050,288 · end of year $991,212

  • 27 · Net assets without donor restrictions

    beginning of year $8,793,074 · end of year $10,008,520

Mission and programs · 2023

Mission

THE SHACKELFORD FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE SHACKELFORD FAMILY FOUNDATION IS TO SUPPORT EDUCATIONAL ISSUES AND OTHER CHARITABLE AND RELIGIOUS PURPOSES.

Activities or mission (Part I)

SEE SCHEDULE O.

  • SOCIAL SERVICES

    Expenses $95,000 · Grants $95,000

  • ARTS AND HUMANITIES

    Expenses $68,150 · Grants $68,150

  • EDUCATION

    Expenses $42,500 · Grants $42,500

  • HEALTH

    Expenses $16,000 · Grants $16,000

  • NEIGHBORHOOD

    Expenses $6,000 · Grants $6,000

  • RELIGION

    Expenses $5,500 · Grants $5,500

  • CONSERVATION

    Expenses $5,250 · Grants $5,250

  • ADVANCING PHILANTHROPY

    Expenses $2,000 · Grants $2,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ALISON S MONAGHAN

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMY LOUIS

    VICE CHAIR/SECY/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEE SHACKELFORD

    VICE CHAIR/TREAS/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DON M CASTO III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M JAMESON CRANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS E HOAGLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN S WITTMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS F KRIDLER

    ASST SECY/PRESIDENT

    Total calculated
    $680,084
    From this org
    $0
    From related orgs
    $574,139
    Other
    $105,945
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,139 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $83,000 related
    Nontaxable benefits
    $0 + $22,945 related
    Filer's total
    $0 + $680,084 related

  • SCOTT G HEITKAMP

    ASST TREASURER

    Total calculated
    $368,497
    From this org
    $0
    From related orgs
    $305,028
    Other
    $63,469
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,028 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $30,469 related
    Filer's total
    $0 + $368,497 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202422969349300927

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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