SHAYNE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201941309349102389
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T14:49:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 3201 Fernwood 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 | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward A Adams CPA | PreparerPersonNm |
| PTIN | P01409759 | PTIN |
| Phone | 3104403837 | PhoneNum |
| Preparation | 2019-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.43.29.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96768320191305000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC972B98083A929308EAB05205F9370578D08487 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC972B98083A929308EAB05205F9370578D08487 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,249,093 | 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 | $624,913 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $112,927 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112,927 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $370,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,487 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $810,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,041 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $626,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $626,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $634,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $626,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,157 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,381,376 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,687,916 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,728,722 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,780,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,648,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,466,214 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,215,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,391,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,249,093 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,215,327 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,391,072 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,215,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,391,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,215,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,391,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,215,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,391,072 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,391,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TREASURY BILLS | $213,316 | $211,315 | $2,001 | $2,001 |
| USG CORP. | $156,792 | $131,306 | $25,486 | $25,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,487 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $545,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,176,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044822 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $543,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,116,626 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $511,631 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,915,528 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $447,526 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,578,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042304 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $381,984 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,007,207 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042409 | DistributionYr5Rt |
| Total Distribution | 0.225338 | TotalDistributionRt |
| Average Distribution | 0.045068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,155,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,891 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,775 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $594,666 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $626,685 | 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 | $1,775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,775 | SubtotalAmt |
| Tax Based On Investment Income | $1,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,265 | OverpaymentAmt |
| Applied To ES Tax | $7,265 | 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 | 3201 FERNWOOD 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 Bowring Park | Nashville | TN | 37215 | TRUSTEE | 0 | $0 | $0 | $0 |
| DAVID SHAYNE | ||||||||
| 3201 Fernwood | LOS ANGELES | CA | 90039 | TRUSTEE | 0 | $0 | $0 | $0 |
| ELIZABETH SHAYNE | ||||||||
| 160 Locust Terrace | BURLINGTON | VT | 05401 | TRUSTEE | 0 | $0 | $0 | $0 |
| JONATHAN SHAYNE | ||||||||
| 2302 Golf Club Lane | Nashville | TN | 37215 | TRUSTEE | 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 | $13,257,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,355,814 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,355,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,155,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,775 | TotalTaxAmt |
| Distributable Before Adj | $655,999 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $655,999 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $655,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $626,685 | 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 | $626,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,775 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $624,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $655,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $194,760 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $626,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $194,760 | AppliedToYear1Amt |
| Applied To Current Year | $431,925 | 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 | $224,074 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Vermont Works for Women | |||||||
| 32 Mallets Bay Avenue | Winooski | VT | 05404 | None | PC | Help women and girls recognize their potential and explore, pursue and excel in work that leads to economic independence | $30,000 |
| The Schoolhouse | |||||||
| 8 Catkin Drive | S Burlington | VT | 05403 | None | PC | Educational-scholarships & grants | $27,625 |
| Vanderbilt University | |||||||
| 211 Kirkland Hall | Nashville | TN | 37240 | None | PC | Educational-scholarships & grants, etc | $31,750 |
| The Ensworth School | |||||||
| 211 Ensworth Avenue | Nashville | TN | 37205 | None | PC | Educational-scholarships | $100 |
| Second Harvest Food Bank of Middle TN | |||||||
| 331 Great Circle Road | Nashville | TN | 37228 | None | PC | Food Assistance for Needy | $9,000 |
| Cumberland Region for Tomorrow | |||||||
| 511 Union Street Suite 1600 | Nashville | TN | 37219 | None | PC | Address regional challenges and opportunities with the future growth and development of Middle Tennessee | $1,000 |
| 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 | $8,000 |
| 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 | $47,400 |
| 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 | $8,000 |
| Nashville Public Television | |||||||
| 161 Rains Avenue | Nashville | TN | 372035330 | None | PC | Commercial-free television programing | $13,000 |
| Nashville Public Library Foundation | |||||||
| 615 Church Street | Nashville | TN | 37219 | None | PC | Cultural and literary programs at the library | $2,500 |
| 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 | $155,550 |
| Nashville Repertory Theatre Inc | |||||||
| 161 Rains Avenue | Nashville | TN | 37203 | None | PC | Performance Arts | $5,000 |
| Signet Society | |||||||
| 46 Dunster Street | Cambridge | MA | 02138 | None | PC | Promote intellectural, literacy and artistic life at Harvard College | $1,000 |
| 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 | $13,960 |
| 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 | $141,650 |
| 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 | $4,000 |
| Pro Publica | |||||||
| 41 Peabody Street | Nashville | TN | 37210 | None | PC | Produces investigative journalism in the public interest | $16,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36101 | None | PC | Legal advocacy organization specializing in civil rights and public interest litigation | $12,000 |
| 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. | $11,000 |
| 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 | |
| Mercy Connections | |||||||
| 255 S Champlain Street | Burlington | VT | 05401 | None | PC | Helping women make informed decisions about business ownership | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $626,685 | 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 | $112,927 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,994 | 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 | $27,487 | 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 | $185,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,408 | 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 | $418,686 | Yes (X) |
| HERBERT M SHAYNE CHARITABLE LEAD T | ||||||
| 2 | 160 Locust Terrace | Burlington | VT | 05401 | $206,227 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $73,956 | $686,304 |
| BERKSHIRE HATHAWAY INC | $610,517 | $2,555,313 |
| TECH DATA CORP | $210,050 | $600,485 |
| USG CORPORATION | $289,117 | $347,039 |
| SYSCO CORP | $465,359 | $1,277,073 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,687,916 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,728,722 | USGovtObligationsEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA ATTORNEY GENERAL | $150 | $150 |
| CA FRANCHISE TAX BOARD | $10 | $10 |
| FEDERAL INCOME TAX | $3,881 | $3,881 |
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