Civic Intelligence

Richard H & Ann Shafer Foundation

EIN 31-6029095 • Columbus, OH

Refreshing map…

191 W Nationwide Blvd Ste 200Columbus, OH 43215
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

84%

Faster revenue growth than 85% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,822,563

Up $146,685 (+2.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$5,822,563

Up $146,685 (+2.6%) from 2022

Operations
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$344,023

Up $68,092 (+25%) from 2022

Expenses

Up

$98,954

Up $39,174 (+66%) from 2022

Net Income

Up

$245,069

Up $28,918 (+13%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $15,779,880Liabilities 2010: $0Net Assets 2010: $15,779,8802010Assets 2012: $14,427,798Liabilities 2012: $0Net Assets 2012: $14,427,7982012Assets 2013: $14,225,528Liabilities 2013: $0Net Assets 2013: $14,225,5282013Assets 2014: $14,300,657Liabilities 2014: $0Net Assets 2014: $14,300,6572014Assets 2015: $14,079,266Liabilities 2015: $0Net Assets 2015: $14,079,2662015Assets 2017: $8,238,740Liabilities 2017: $0Net Assets 2017: $7,953,3702017Assets 2020: $5,146,240Liabilities 2020: $0Net Assets 2020: $5,146,2402020Assets 2021: $5,460,196Liabilities 2021: $0Net Assets 2021: $5,460,1962021Assets 2022: $5,675,878Liabilities 2022: $0Net Assets 2022: $5,675,8782022Assets 2024: $5,822,563Liabilities 2024: $0Net Assets 2024: $5,822,5632024

Highlighted filing

2024

Assets$5,822,563
Liabilities$0
Net Assets$5,822,563
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0M-$10MExpenses 2010: $284,2222010Expenses 2012: $1,408,3222012Revenue 2013: $249,600Expenses 2013: $451,870Net Income 2013: -$202,2702013Revenue 2014: $255,448Expenses 2014: $180,319Net Income 2014: $75,1292014Revenue 2015: $125,013Expenses 2015: $346,404Net Income 2015: -$221,3912015Revenue 2017: -$1,115,031Expenses 2017: $4,727,806Net Income 2017: -$5,842,8372017Revenue 2020: $119,617Expenses 2020: $138,074Net Income 2020: -$18,4572020Revenue 2021: $457,744Expenses 2021: $144,974Net Income 2021: $312,7702021Revenue 2022: $275,931Expenses 2022: $59,780Net Income 2022: $216,1512022Revenue 2024: $344,023Expenses 2024: $98,954Net Income 2024: $245,0692024

Highlighted filing

2024

Revenue$344,023
Expenses$98,954
Net Income$245,069
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,822,563
Liabilities
$0
Net assets
$5,822,563
Revenue
$344,023
Expenses
$98,954
Net income
$245,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.34$0.10$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.28$0.06$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.46$0.14$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.00$7.95$1.12$4.73$5.84
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$0.13$0.35$0.22
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.26$0.18$0.08
2013Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.25$0.45$0.20
2012Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$1.41
2010Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas BonaseraTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Richard H & Ann Shafer Foundation
EIN
31-6029095
Phone
6142274263
Address
191 W Nationwide Blvd Ste 200, Columbus, OH 43215

Signing Officer

Name
Thomas Bonasera
Title
Trustee
Phone
6142274263
Signed
2025-06-05
Discuss with paid preparer
Yes

Preparer

Firm
Whalen Cpas
Address
250 W OLD WILSON BRIDGE RD STE 300, WORTHINGTON, OH 43085
Preparer
Jeffery A Pumplun CPA
Phone
6143964200
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04165
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04165
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Fifth Third IMA - Fixed Income
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02057554
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01991494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01676813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05205787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fifth Third IMA - Equity
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Fifth Third IMA - Real Assets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Fifth Third IMA - Alternative Assets
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01348032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Investment in Warren Slag
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt043540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt095058
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0188878
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt060087
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0344023
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04165
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0188878
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095058
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095058
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0245069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0507697
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060087
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060087
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt031556
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt031556
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0188878
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0245069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt062540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt062540
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0657
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt098954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt098954
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0344023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0344023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt098954
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt098954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0318819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0188878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0188878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0507697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Fifth Third Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0188878
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0245069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04256
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05826819
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05581750
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05822563
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0367357
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0367357
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0367357
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0370763
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03406
IRS990PF/DistributableAmountGrp/TotalTaxAmt03406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0737
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03406
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04158
IRS990PF/FMVAssetsEOYAmt08038326
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03596
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0483
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0483
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01624211
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02057554
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01991494
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt095000
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01348032
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0699158
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Bonasera
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Thomas Bonasera
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043215
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06142274263
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0367357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0367357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0905299
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0367357
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0537942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0537942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0905299
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt031556
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt031556
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Ohio Road Paving
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Due from Warren Slag
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt065000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt130000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04256
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book-Tax Difference
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt062540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt062540
ReductionExplanationStatement/ShortExplanationTxt010% lack of marketability discount permited by Sec4942(e)(2)(a) IRC
TaxesSchedule/TaxesDetail/Amt0657
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0657
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Bonasera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06142274263
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard H & Ann Shafer Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Dinsmore & Shohl LLP
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0316029095
ReturnHeader/Filer/PhoneNum06142274263
ReturnHeader/Filer/USAddress/AddressLine1Txt0191 W Nationwide Blvd Ste 200
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310984945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEN CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 W OLD WILSON BRIDGE RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORTHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043085
ReturnHeader/PreparerPersonGrp/PhoneNum06143964200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffery A Pumplun CPA
ReturnHeader/ReturnTs02025-06-05T15:03:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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