SHAYNE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202411319349102451
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T13:41:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner & Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 S Woodburn Drive | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621540372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shayne Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID SHAYNE | InCareOfNm |
| Business Name Control | SHAY | BusinessNameControlTxt |
| Phone | 3236634118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 Kenilworth Avenue | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Shayne | PersonNm |
| Person Title | Treasurer/Trustee | PersonTitleTxt |
| Phone | 3236634118 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Shayne | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward A Adams CPA | PreparerPersonNm |
| PTIN | P01409759 | PTIN |
| Phone | 3104403837 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,941,966 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,663 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,219 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,938 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $758,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $736,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$430,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,397 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,691,360 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,256,438 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,274,455 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,530,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,530,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,631,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,253,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,822,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,941,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,253,650 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,822,880 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,253,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,822,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,253,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,822,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,253,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$430,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,822,880 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,822,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US TREASURY NOTE | PropertyDesc |
| Acquired | 2022-10-19 | AcquiredDt |
| Sold | 2023-12-06 | SoldDt |
| Gross Sales Price | $632,641 | GrossSalesPriceAmt |
| Cost Or Other Basis | $610,422 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,219 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,219 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,026 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,026 | SubtotalAmt |
| Tax Based On Investment Income | $4,026 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,153 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,153 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,127 | OverpaymentAmt |
| Applied To ES Tax | $5,127 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SHAYNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3236634118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 KENILWORTH AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOAN SHAYNE | ||||||||
| 909 Bowling Park | Nashville | TN | 37215 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DAVID SHAYNE | ||||||||
| 2302 KENILWORTH AVENUE | LOS ANGELES | CA | 90039 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ELIZABETH SHAYNE | ||||||||
| 160 Locust Terrace | BURLINGTON | VT | 05401 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JONATHAN SHAYNE | ||||||||
| 2302 Golf Club Lane | Nashville | TN | 37215 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,513,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,587,519 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,587,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,353,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $767,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $767,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,026 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,026 | TotalTaxAmt |
| Distributable Before Adj | $763,659 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $763,659 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $763,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $736,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $736,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $329,543 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $736,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $329,543 | AppliedToYear1Amt |
| Applied To Current Year | $406,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $357,102 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Vanderbilt University Medical Center | ||||||||
| 1211 Medical Center Drive | Nashville | TN | 37232 | None | PC | Independent non-profit organization that provides medical services throughout Middle Tennessee | $25,000 | |
| The Schoolhouse | ||||||||
| 8 Catkin Drive | S Burlington | VT | 05403 | None | PC | Educational-scholarships & grants | $31,500 | |
| Second Harvest Food Bank of Middle TN | ||||||||
| 331 Great Circle Road | Nashville | TN | 37228 | None | PC | Food Assistance for Needy | $10,000 | |
| University School of Nashville | ||||||||
| 2000 Edgehill Avenue | Nashville | TN | 37212 | None | PC | Educational-scholarships & grants | $6,000 | |
| Nashville Public Radio | ||||||||
| 630 Mainstream Drive | Nashville | TN | 372281204 | None | PC | Commercial-free radio programing | $6,000 | |
| Vanguard Charitable Endowment Program | ||||||||
| P O Box 55766 | Boston | MA | 022055766 | None | PC | Increase philanthropic giving by administering a donor-advised fund to grant assets to charities | $360,400 | |
| New Israel Fund | ||||||||
| 330 7th Avenue 11th Floor | New York | NY | 100015010 | None | PC | International development & relief services | $15,000 | |
| World Education | ||||||||
| 44 Farnsworth Street | Boston | MA | 02210 | None | PC | Improves the quality of life through education for half a million children and adults in 22 countries | $25,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | None | PC | Protect the planet's wildlife and wild places and insure a safe and healthy environment for all livings things | $4,000 | |
| The Temple-Congregation Ohabai Shalom | ||||||||
| 5015 Harding Road | Nashville | TN | 37205 | None | PC | Religious Education | $9,000 | |
| The Gay and Lesbian Fund of Vermont | ||||||||
| PO Box 42 | Randolph | VT | 050600042 | None | PC | Promote the substantive, valuable contributions LGBTQA donors make to the broader community | $180,200 | |
| Nashville Symphony | ||||||||
| One Symphony Place | Nashville | TN | 37201 | None | PC | Inspires, entertains, and educates through excellence in musical performance | $3,000 | |
| Room in the Inn | ||||||||
| 705 Drexel Street | Nashville | TN | 37203 | None | PC | To provide programs that emphasize human development and recovery through education, self-help and work, for the homeless | $5,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36101 | None | PC | Legal advocacy organization specializing in civil rights and public interest litigation | $2,500 | |
| Wellesley College | ||||||||
| 106 Central Street | Wellesley | MA | 02481 | none | To provide an excellent liberal arts education for women who will make a difference in the world | $6,000 | ||
| Land Trust for Tennessee | ||||||||
| 4000 Franklin Pike | Nashville | TN | 37204 | None | PC | Working with communities and individuals to identify our natural and historic assets and protect them forever | $7,500 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | PC | Provide legal representation to prisoners who may have been wrongly convicted of crimes, etc. | $5,000 | |
| Legal Aid Society of Middle TN | ||||||||
| 1321 Murfreesboro Pike | Naahville | TN | 37217 | None | PC | To Advance, defend and enforce the legal rights of low-income and vulnerable people. | $3,000 | Suite 400 |
| Environmental Defense Fund | ||||||||
| 257 Park Avenue South | New York | NY | 10010 | None | PC | Create lasting solutions to our biggest environmental challenges. | $4,000 | |
| Open Table Nashville | ||||||||
| PO Box 110266 | Nashville | TN | 37203 | None | PC | Housing initiatives. Committed to relational outreach which involves journeying with un-housed and precariously housed individuals and families. | $2,500 | |
| Nashville Food Project | ||||||||
| 5904 California Ave | Nashville | TN | 37209 | None | PC | Bringing people together to grow, cook and share nourishing food, with the goals of cultivating community and alleviating hunger in our city. | $3,500 | |
| Doctors Without Borders | ||||||||
| 2525 Main Street | Santa Monica | CA | 90405 | None | PC | Provides Emergency aid and medical care around the globe. | $5,000 | |
| Pardes Institute of Jewish Studies | ||||||||
| 228 Park Ave S Suite 35858 | New York | NY | 100031502 | None | PC | Pardes cultivates a life-long love of Jewish learning, the Jewish people and Israel | $10,000 | |
| The Contributor | ||||||||
| P O Box 332023 | Nashville | TN | 37203 | None | PC | Help homeless neighbors establish their own micro-business and work their way into housing through selling an award-winning street newspaper | $2,000 | |
| American Jewish Distribution Committee | ||||||||
| 220 E 42nd St Ste 400 | New York | NY | 10017 | none | PC | Advocate of religious freedom worldwide | $2,000 | |
| UNICEFUSA | ||||||||
| 125 Maiden Lane | New York | NY | 10038 | None | PC | Fighting for children's rights and delivering the essentials every child needs for an equitable chance in life | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,579 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,057 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $311,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,855 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT M SHAYNE CHARITABLE LEAD T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 Locust Terrace | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,663 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $5,200 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $73,956 | $1,348,848 |
| BERKSHIRE HATHAWAY INC | $2,129,131 | $6,810,779 |
| SYSCO CORP | $465,359 | $1,490,463 |
| ISHARES FUNDS | $973,358 | $1,037,703 |
| LAZARD FUNDS | $1,687,525 | $1,688,276 |
| BNY MELLON | $200,717 | $255,045 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,256,438 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,274,455 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIRE FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA ATTORNEY GENERAL | $100 | $100 |
| FOREIGN TAX WITHHOLDINGS | $16,838 | $16,838 |
| FEDERAL INCOME TAX |
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