SHAYNE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202021509349101502
- Schema version
- 2019v5.1
- 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 | 2020-05-29T16:51:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward A Adams CPA | PreparerPersonNm |
| PTIN | P01409759 | PTIN |
| Phone | 3104403837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,465,671 | 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 | $229,629 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $170,483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170,483 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,563,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,929 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $562,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,396 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,228 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $310 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $656,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $656,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,943 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,687,916 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,904,301 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,929,183 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,648,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,333,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,484,545 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,391,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,289,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,465,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,391,072 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,289,484 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,391,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,289,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,391,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,289,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,391,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,289,484 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,289,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TREASURY BILLS | P | $1,209,829 | $1,188,656 | $21,173 | $21,173 |
| USG CORP. | P | $353,872 | $289,116 | $64,756 | $64,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,929 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $624,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,155,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $545,799 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,176,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $543,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,116,626 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048931 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $511,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,915,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046872 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $447,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,578,703 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042304 | DistributionYr5Rt |
| Total Distribution | 0.230431 | TotalDistributionRt |
| Average Distribution | 0.046086 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,644,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $628,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $632,087 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $656,175 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,250 | SubtotalAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,265 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,265 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,015 | OverpaymentAmt |
| Applied To ES Tax | $4,015 | 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 | $13,792,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,852,642 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,852,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,644,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $682,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $682,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,250 | TotalTaxAmt |
| Distributable Before Adj | $678,993 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $678,993 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $678,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,175 | 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 | $656,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $652,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $678,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $224,074 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $224,074 | AppliedToYear1Amt |
| Applied To Current Year | $432,101 | 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 | $246,892 | 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 (41 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 | $33,000 | |
| Vanderbilt University | ||||||||
| 211 Kirkland Hall | Nashville | TN | 37240 | None | PC | Educational-scholarships & grants, etc | $16,000 | |
| The Ensworth School | ||||||||
| 211 Ensworth Avenue | Nashville | TN | 37205 | None | PC | Educational-scholarships | $250 | |
| Second Harvest Food Bank of Middle TN | ||||||||
| 331 Great Circle Road | Nashville | TN | 37228 | None | PC | Food Assistance for Needy | $4,000 | |
| ACLU Foundation | ||||||||
| 125 Broad St | New York | NY | 10004 | None | PC | 501(c)(3) nonprofit organization engaged in a broad range of work to protect civil liberties | $2,000 | 18th Floor |
| Christ Church Cathedral | ||||||||
| 900 Broadway | Nashville | TN | 37203 | None | PC | Religious outreach | $250 | |
| Harvard University | ||||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02139 | None | PC | Educational-scholarships, grants, & literary support | $5,500 | |
| Davidson College | ||||||||
| 405 N Main Street | Davidson | NC | 28035 | None | PC | Educational-scholarships & grants | $1,000 | |
| University School of Nashville | ||||||||
| 2000 Edgehill Avenue | Nashville | TN | 37212 | None | PC | Educational-scholarships & grants | $42,600 | |
| Magdelene Inc | ||||||||
| 5122 Charlotte Avenue | Nashville | TN | 37203 | None | PC | Treatment for drug abuse | $1,500 | |
| Nashville Opportunities Industrialization Ctr | ||||||||
| 460 10th Circle N | Nashville | TN | 37203 | None | PC | Job Training/Placement for Needy | $3,150 | |
| Nashville Public Radio | ||||||||
| 630 Mainstream Drive | Nashville | TN | 372281204 | None | PC | Commercial-free radio programing | $9,000 | |
| Nashville Public Television | ||||||||
| 161 Rains Avenue | Nashville | TN | 372035330 | None | PC | Commercial-free television programing | $13,500 | |
| Nashville Public Library Foundation | ||||||||
| 615 Church Street | Nashville | TN | 37219 | None | PC | Cultural and literary programs at the library | $5,000 | |
| 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 | $169,650 | |
| Nashville Repertory Theatre Inc | ||||||||
| 161 Rains Avenue | Nashville | TN | 37203 | None | PC | Performance Arts | $1,000 | |
| Signet Society | ||||||||
| 46 Dunster Street | Cambridge | MA | 02138 | None | PC | Promote intellectural, literacy and artistic life at Harvard College | $250 | |
| New Israel Fund | ||||||||
| 330 7th Avenue 11th Floor | New York | NY | 100015010 | None | PC | International development & relief services | $15,000 | |
| Hands On Nashville | ||||||||
| 37 Peabody Street Suite 206 | Nashville | TN | 37210 | None | PC | Support of Middle Tennessee nonprofits by community volunteers. | $1,000 | |
| 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 | $3,500 | |
| The Vermont Women's Fund | ||||||||
| 3 Court Street | Middlebury | VT | 05753 | None | PC | Supports women and girls in Vermont through collective philanthropic giving | $14,175 | |
| The Temple-Congregation Ohabai Shalom | ||||||||
| 5015 Harding Road | Nashville | TN | 37205 | None | PC | Religious Education | $18,000 | |
| 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 | $156,000 | |
| The Pardes Institute of Jewish Studies | ||||||||
| 5 West 37th Street | New York | NY | 10018 | None | PC | Open, co-ed and non-denominational Jewish learning community, based in Jerusalem and with programs worldwide | $10,000 | |
| 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 | $6,000 | |
| Pro Publica | ||||||||
| 41 Peabody Street | Nashville | TN | 37210 | None | PC | Produces investigative journalism in the public interest | $7,500 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36101 | None | PC | Legal advocacy organization specializing in civil rights and public interest litigation | $12,500 | |
| The New School | ||||||||
| 66 W 12th Street | New York | NY | 10011 | None | PC | A progressive university with a world-renowned design school, ilberal arts college, performing arts college and legendary graduate programs. | $1,000 | |
| 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 | ||
| Civil Rights Corps | ||||||||
| 1601 Connecticut Avenue NW | Washington | DC | 20009 | None | PC | Innovative, systememic civil rights litigation aimed at resensitizing our culture to the injustices of the contemporary American legal system | $2,500 | Suite 800 |
| American Jewish Distribution Committee | ||||||||
| 220 E 42nd Street | New York | NY | 100175833 | none | PC | In 70 countries, rescue Jews in danger, provide aid to vulnerable Jews, develop innovative solutions to Israel's most complex social challanges, cultivate a Jewish future, and lead the Jewish community's response to crisis. | $2,000 | Suite 400 |
| Nashville Community Bail Fund | ||||||||
| 1623 Haynes Meade Circle | Nashville | TN | 37207 | None | PC | Frees low-income persons from jail, connects with their loved ones, and works to end wealth-based detention through community partnerships | $7,000 | |
| 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 | $5,000 | |
| Belcourt Theatre | ||||||||
| 2101 Belcourt Avenue | Nashville | TN | 37211 | None | PC | Nonprofit film center with a stated mission to engage, enrich and educate through innovative film programming in our historic theatre, our community and beyond | $5,000 | |
| Community Foundation of Middle Tennessee | ||||||||
| 3833 Cleghorn AVenue | Nashville | TN | 37215 | None | PC | Exists to promote and facilitate giving in the 40 counties of Middle Tennessee and beyond | $17,500 | Suite 400 |
| Country Music Hall of Fame | ||||||||
| 222 Fifth Avenue South | Nashville | TN | 37203 | None | PC | Museum seeks to collect, preserve, and interpret the evolving history and traditions of country music | $1,000 | |
| Nashville Software School | ||||||||
| 301 Plus Park Blvd | Nashville | TN | 37217 | None | PC | Nonprofit vocational school in Nashville that prepares adults for careers in technical fields like software development, UI/UX design, and data science | $2,350 | Suite 300 |
| WO Smith Music School | ||||||||
| 1125 8th Avenue South | Nashville | TN | 37203 | None | PC | Makes affordable, quality music instruction available to children from low-income families. We transform lives through music | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $656,175 | 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 | $170,483 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,984 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,929 | 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 | $332,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,396 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MAY W SHAYNE CHARITABLE LEAD TRUST | ||||||
| 1 | 2302 Golf CLub Lane | Nashville | TN | 37215 | $33,600 | Yes (X) |
| HERBERT M SHAYNE CHARITABLE LEAD T | ||||||
| 2 | 160 Locust Terrace | Burlington | VT | 05401 | $196,029 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $3,900 | 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 | $896,328 |
| BERKSHIRE HATHAWAY INC | $610,517 | $2,834,648 |
| TECH DATA CORP | $210,050 | $1,054,024 |
| USG CORPORATION | $0 | $0 |
| SYSCO CORP | $465,359 | $1,743,391 |
| ISHARES FUNDS | $973,358 | $956,154 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,904,301 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,929,183 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLANK CHECK STOCK | Desc |
| Revenue And Expenses Per Books | $310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA ATTORNEY GENERAL | $75 | $75 |
| CA FRANCHISE TAX BOARD | $10 | $10 |
| FOREIGN TAX WITHHOLDINGS | $3,143 | $3,143 |
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