SHELLBROOK FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHELLBROOK FOUNDATION (EIN 33-0869364)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-02
IRS object ID
201721229349101052
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-02T14:06:47-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fitzpatrick Prof AccountancyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1599 Higuera St Ste BAddressLine1Txt
CitySan Luis ObispoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330869364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHELLBROOK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHELBusinessNameControlTxt
Phone9497219799PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 FIFTH STREET EASTAddressLine1Txt
CitySONOMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN LYONSPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2017-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAMELA FITZPATRICK CPAPreparerPersonNm
PTINP00082230PTIN
Phone8057810688PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$399,244FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,140ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$19,555DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,555DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,555DividendsAdjNetIncmAmt
Total Rev And Expnss$23,695TotalRevAndExpnssAmt
Total Net Invst Incm$19,555TotalNetInvstIncmAmt
Total Adj Net Incm$19,555TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$119TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,568ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,568ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,728TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,967ExcessRevenueOverExpensesAmt
Net Investment Income$19,436NetInvestmentIncomeAmt
Adjusted Net Income$19,555AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,894SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,861SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,861SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$129,651CorporateStockBOYAmt
Corporate Stock EOY$129,651CorporateStockEOYAmt
Corporate Stock EOYFMV$184,563CorporateStockEOYFMVAmt
Other Investments BOY$177,502OtherInvestmentsBOYAmt
Other Investments EOY$177,502OtherInvestmentsEOYAmt
Other Investments EOYFMV$191,820OtherInvestmentsEOYFMVAmt
Total Assets BOY$327,047TotalAssetsBOYAmt
Total Assets EOY$330,014TotalAssetsEOYAmt
Total Assets EOYFMV$399,244TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$327,047UnrestrictedBOYAmt
Unrestricted EOY$330,014UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$327,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$330,014TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$327,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$330,014TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$327,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,967ExcessRevenueOverExpensesAmt
Subtotal$330,014SubtotalAmt
Tot Net Ast Or Fund Balances EOY$330,014TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,468AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$385,419NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05570DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,099AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$385,978NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05726DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,637AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$347,683NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05648DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,736AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$316,816NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04336DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,181AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$309,341NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03615DistributionYr5Rt
Total Distribution0.248936TotalDistributionRt
Average Distribution0.049787AverageDistributionRt
Net Investment Income Pct$194NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$194AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,728QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$194InvestmentIncomeExciseTaxAmt
Subtotal$194SubtotalAmt
Tax Based On Investment Income$194TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$57EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$57TotalPaymentsAndCreditsAmt
Tax Due$137TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WARREN LYONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9497219799PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 5TH STREET EASTAddressLine1Txt
CitySONOMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95476ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CECILE LYONS
2998 JACKSON ST NO 2SAN FRANCISCOCA94115President0.25$0
WARREN LYONS
620 FIFTH STREET EASTSONOMACA95476Treasurer0.50$0
BROOKE PRINCE
315 6TH AVENUE APT 1NEW YORKNY10014Secretary0.25$0
RACHELLE LAPRADE
2834 FOREST DRIVEDES MOINESIA50312V. President0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$194TaxBasedOnInvestmentIncomeAmt
Total Tax$194TotalTaxAmt
Distributable Before Adj$194DistributableBeforeAdjAmt
Distributable Before Ded$194DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,728ExpensesAndContributionsAmt
Qualifying Distributions$20,728QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$194PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,534AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$6,600UndistributedIncomePYAmt
Qualifying Distributions$20,728QualifyingDistributionsAmt
Applied To Year1$6,600AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$14,128RemainingDistriFromCorpusAmt
Total Corpus$14,128TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,128ExcessDistriCyovToNextYrAmt
Excess From Current Year$14,128ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STANFORD UNIVERSITY
P O BOX 20466STANFORDCA94305NONENoEducation Enhancement$5,000
YALE UNIVERSITY
P O BOX 2038NEW HAVENCT06521NONENoEducation Enhancement$4,193
PUPPY JAKE FOUNDATION
PO BOX 12115DES MOINESIA50312NONEEOFGeneral Purposes$7,000
TOWN SCHOOL FOUNDATION
2750 JACKSON STSAN FRANCISCOCA94115NONEEOFGeneral Support$2,500
SANTA BARBARA CHANNELKEEPER
714 BOND AVESANTA BARBARACA93103NONENoGenera Support$400
JUVENILE DIABETES RESEARCH FOUNDATI
3580 EP TRUE PKWY SUITE 101W DES MOINESIA50265NONEEOFGeneral Support$50
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROADBETHESDAMD20814NONEEOFGENERAL SUPPORT$25
HAITIAN PEOPLE SUPPORT FUND
PO BOX 496WOODSTOCKNY12498NONEEOFGENERAL SUPPORT$50
SOMARTS
934 BRANNAN STREETSAN FRANCISCOCA94103NONEEOFGENERAL SUPPORT$250
VARIET THE CHILDREN'S CHARITY
582 MARKET STSAN FRANCISCOCA94104NONEEOFGENERAL SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,568TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,555ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,555TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation & AccountingCategoryTxt
Amt$1,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,150DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtNet Investment IncomeNetInvestmentIncomeAmtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
foreign tx paid$119
Franchise Tax Board$10$10

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