SHELLEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHELLEY FAMILY FOUNDATION (EIN 33-0810461)
- Tax period
- 2016-02-01 to 2017-01-31
- Filed
- 2017-02-21
- IRS object ID
- 201720529349100022
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-21T16:59:17-08:00 | ReturnTs |
| Tax Period End | 2017-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330361667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A COOPER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR STE C | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922703229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330810461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 7606107900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR STE C | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922703229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHEL SHELLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7606107900 | PhoneNum |
| Signature | 2017-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A COOPER CPA | PreparerPersonNm |
| PTIN | P00157167 | PTIN |
| Phone | 7606107900 | PhoneNum |
| Preparation | 2017-02-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F715C0DA7C65A8FD8BED624CA130064F8E637B16 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 121002C4AB1F1D63329A73780B100C8DF106DAEC | 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 | $1,121,192 | 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 | $150,081 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,189,520 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $18,485 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $328,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,937 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,115 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $283,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,819 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,819 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $290,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $584,373 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $556,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,121,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $542,029 | CapitalStockBOYAmt |
| Capital Stock EOY | $542,029 | CapitalStockEOYAmt |
| Retained Earning BOY | $14,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $297,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $556,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $556,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $556,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $283,090 | ExcessRevenueOverExpensesAmt |
| Subtotal | $839,213 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $839,213 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,642 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $728,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055780 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $899,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049677 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $655,020 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,277 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $544,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.301644 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $464,494 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.353716 | DistributionYr5Rt |
| Total Distribution | 0.816052 | TotalDistributionRt |
| Average Distribution | 0.163210 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $581,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,987 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,320 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55 | SubtotalAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $55 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 A COOPER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7606107900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR SU C | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHEL SHELLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR SU C | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $536,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $590,858 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $590,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $581,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $29,045 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,320 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,320 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,045 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $137,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,320 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,275 | RemainingDistriFromCorpusAmt |
| Total Corpus | $157,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $157,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,091 | ExcessFromYear4Amt |
| Excess From Year3 | $3,477 | ExcessFromYear3Amt |
| Excess From Year1 | $4,251 | ExcessFromYear1Amt |
| Excess From Current Year | $12,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ETHEL SHELLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR SU C | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7606107900 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYSTOWN JERUSALEM FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | BOYSTOWN JERUSALEM FOUNDATION | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1PENN PLAZA STE 6250 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | CHARITABLE SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $41,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,932 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $153,072 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ASSETS-REALIZED GAINS | Desc |
| Related Or Exempt Function Incm | $18,485 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5 | ExclusionAmt |
| Related Or Exempt Function Incm | $178,489 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,494 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ETHEL SHELLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4905 RUETTE DE MER | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,081 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6565SH - MICRON TECH INC | NoncashPropertyDesc |
| Fair Market Value | $150,081 | FairMarketValueAmt |
| Received | 2016-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,115 | Amt |
| Net Investment Income | $4,115 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 4000SH BANK OF AMERICA CORP | 2016-03 | PURCHASE | 2017-01 | $90,471 | $54,907 | $35,564 |
| 1100SH MICRON TECH INC | 2016-12 | PURCHASE | 2017-01 | $23,784 | $24,723 | -$939 |
| 4000SH MICRON TECH IN | 2016-12 | PURCHASE | 2017-01 | $95,771 | $89,900 | $5,871 |
| 5637 BANK OF AMERICA WTS | 2016-10 | PURCHASE | 2017-01 | $57,737 | $28,823 | $28,914 |
| 10000 BANK OF AMERICA WTS | 2016-08 | PURCHASE | 2017-01 | $105,011 | $48,449 | $56,562 |
| 2900SH MICRON TECH INC | 2015-08 | PURCHASE | 2017-01 | $62,703 | $48,175 | $14,528 |
| 4363SH BANK OF AMERICA WTS | 2013-04 | PURCHASE | 2017-01 | $44,688 | $24,818 | $19,870 |
| 1000SH CITIGROUP INC | 2016-08 | PURCHASE | 2016-10 | $49,006 | $48,041 | $965 |
| 500SH SKYWORKS SOLUTIONS INC | 2016-07 | PURCHASE | 2016-10 | $38,235 | $33,211 | $5,024 |
| 750SH SKYWORKS SOLUTIONS INC | 2016-08 | PURCHASE | 2016-09 | $54,731 | $50,439 | $4,292 |
| 2800SH BANK OF AMERICA CORP | 2016-03 | PURCHASE | 2016-08 | $39,025 | $37,355 | $1,670 |
| 1100SH WESTERN DIGITAL CORP | 2016-06 | PURCHASE | 2016-08 | $48,652 | $55,468 | -$6,816 |
| 1000SH WESTERN DIGITAL CORP | 2016-05 | PURCHASE | 2016-08 | $42,828 | $46,697 | -$3,869 |
| 300SH APPLE INC | 2016-05 | PURCHASE | 2016-06 | $28,630 | $28,383 | $247 |
| 1000SH QUALCOMM INC | 2016-02 | PURCHASE | 2016-06 | $54,266 | $51,685 | $2,581 |
| 1400SH QUALCOMM INC | 2016-02 | PURCHASE | 2016-05 | $76,157 | $70,622 | $5,535 |
| 1600SH SKYWORKS SOLUTIONS INC | 2016-02 | PURCHASE | 2016-05 | $103,999 | $99,121 | $4,878 |
| 1150SH LOEWS CORPORATION | 2015-11 | PURCHASE | 2016-03 | $42,269 | $44,009 | -$1,740 |
| 10000 BANK OF AMERICA WTS | 2013-04 | PURCHASE | 2016-03 | $39,092 | $56,594 | -$17,502 |
| 2500SH L,OEWS CORPORATION | 2016-11 | PURCHASE | 2016-02 | $92,465 | $95,028 | -$2,563 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA WTS | $72,808 | $180,575 |
| MICRON TECHNOLOGY INC | $129,695 | $252,311 |
| LOEWS CORPORATION | ||
| WESTERN DIGITAL CORP | $99,891 | $151,487 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ASSETS-REALIZED GAINS | Desc |
| Revenue And Expenses Per Books | $18,485 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $50 | $50 | |
| FEES & PERMITS | $20 | $20 |
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