SHAYNE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201711299349101191
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T13:13:29-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-11 | 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 | 2017-05-08 | 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 | 96768320171295000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-09 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,991,323 | 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 | $513,312 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,129 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $624,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,749 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $634,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,888 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,829 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,853 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,853 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,574 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,079,452 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,192,505 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,196,279 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,054,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,036,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,737,470 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,228,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,286,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,991,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,228,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,286,923 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,228,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,286,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,228,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,286,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,228,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,828 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,286,923 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,286,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| U.S. TREASURY BILLS | 2016-02-03 | 2016-05-16 | $139,922 | $139,685 | $237 | $237 |
| U.S. TREASURY BILLS | 2016-08-03 | 2016-11-29 | $400,701 | $400,189 | $512 | $512 |
| HEARTLAND EXPRESS INC | 1998-12-31 | 2016-12-19 | $19,180 | $3,970 | $15,210 | $15,210 |
| HEARTLAND EXPRESS INC | 1998-09-24 | 2016-12-19 | $29,084 | $5,986 | $23,098 | $23,098 |
| HEARTLAND EXPRESS INC | 1998-09-24 | 2016-12-20 | $36,035 | $7,343 | $28,692 | $28,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,749 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $511,631 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,915,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046872 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $447,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,578,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042304 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $381,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,007,207 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $248,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,910,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031445 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,449,477 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030774 | DistributionYr5Rt |
| Total Distribution | 0.193804 | TotalDistributionRt |
| Average Distribution | 0.038761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,116,626 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $430,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $431,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $544,853 | 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 | $904 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $904 | SubtotalAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,196 | OverpaymentAmt |
| Applied To ES Tax | $14,196 | 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 |
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 |
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 | $11,176,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,285,915 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,285,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,289 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,116,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $555,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $555,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $904 | TotalTaxAmt |
| Distributable Before Adj | $554,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $554,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $554,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,853 | 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 | $544,853 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $543,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $554,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,710 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,710 | AppliedToYear1Amt |
| Applied To Current Year | $405,143 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $149,784 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $43,387 | |
| The Schoolhouse | ||||||||
| 8 Catkin Drive | S Burlington | VT | 05403 | None | PC | Educational-scholarships & grants | $26,966 | |
| Vanderbilt University | ||||||||
| 211 Kirkland Hall | Nashville | TN | 37240 | None | PC | Educational-scholarships & grants, etc | $5,750 | |
| 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 | $4,000 | |
| 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 | $2,100 | |
| 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 | $53,750 | |
| Magdelene Inc | ||||||||
| 5122 Charlotte Avenue | Nashville | TN | 37203 | None | PC | Treatment for drug abuse | $1,000 | |
| Nashville Opportunities Industrialization Ctr | ||||||||
| 460 10th Circle N | Nashville | TN | 37203 | None | PC | Job Training/Placement for Needy | $8,650 | |
| 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 | $7,500 | |
| 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 | $139,250 | |
| 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 | $150 | |
| 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 | $5,500 | |
| Lymphoma Foundation | ||||||||
| P O Box 286236 | New York | NY | 10128 | None | PC | Discovery of innovative and practical medical therapy by encouraging and supporting creative clinical and basic research scientists in their quest to find the cure for all lymphomas and cancer in general. | $3,000 | |
| The Land Trust for Tennessee | ||||||||
| 209 10th Avenue South | Nashville | TN | 37203 | None | PC | Protect the natural and historic landscapes, both public and private, to make Tennessee a better place to live, work and play. | $5,000 | Suite 327 |
| 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 | $99,000 | |
| Learning Leaders | ||||||||
| 75 Maiden Lane | New York | NY | 10038 | None | Help New York City public school students succeed by training volunteers to provide individualized instructional support. | $10,000 | 8th Floor | |
| American Padres Foundation | ||||||||
| 5 West 37th Street | New York | NY | 10018 | None | Open, co-ed and non-denominational Jewish learning community, based in Jerusalem and with programs worldwide | $9,000 | ||
| Nashville Symphony | ||||||||
| One Symphony Place | Nashville | TN | 37201 | None | PC | Inspires, entertains, and educates through excellence in musical performance | $3,000 | |
| Legal Aid Society | ||||||||
| 300 Deaderick Street | Nashville | TN | 37201 | None | PC | Free legal help to low-income clients | $3,000 | |
| Pro Publica | ||||||||
| 41 Peabody Street | Nashville | TN | 37210 | None | PC | Produces investigative journalism in the public interest | $21,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue | Montgomery | AL | 36101 | None | PC | Legal advocacy organization specializing in civil rights and public interest litigation | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,853 | 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 | $15,129 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,383 | 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 | $67,749 | 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 | $121,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,261 | 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 | $346,725 | Yes (X) |
| HERBERT M SHAYNE CHARITABLE LEAD T | ||||||
| 2 | 160 Locust Terrace | Burlington | VT | 05401 | $166,587 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | CategoryTxt |
| Amt | $4,175 | Amt |
| Net Investment Income | $4,175 | 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 | $533,376 |
| BERKSHIRE HATHAWAY INC | $610,517 | $2,039,695 |
| HEARTLAND EXPRESS INC | $256,539 | $1,074,723 |
| TECH DATA CORP | $210,050 | $621,551 |
| USG CORPORATION | $420,423 | $339,629 |
| SYSCO CORP | $465,359 | $1,128,496 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,192,505 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,196,279 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Amt | $1,888 | Amt |
| Net Investment Income | $1,888 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA ATTORNEY GENERAL | $225 | $225 |
| CA FRANCHISE TAX BOARD | $10 | $10 |
| US TREASURY | $24,594 | $24,594 |
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