SHELLBROOK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHELLBROOK FOUNDATION (EIN 33-0869364)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349102358
- Schema version
- 2014v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T15:48:37-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Slade Quilty & AssocCPAsLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 222539 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330869364 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shellbrook Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 9497219799 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 Fifth Street East | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Warren Lyons | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney S Slade CPA | PreparerPersonNm |
| PTIN | P00095783 | PTIN |
| Phone | 8316258740 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $396,032 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $16,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,463 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,463 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,001 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,001 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $22,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,464 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,464 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,045 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,464 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,210 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $186,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $257,994 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $120,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,728 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,828 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $324,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $327,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $324,253 | UnrestrictedBOYAmt |
| Unrestricted EOY | $327,909 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $327,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $327,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,516 | OtherIncreasesAmt |
| Subtotal | $327,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $327,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 200 Shares Textron Inc | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-10 | AcquiredDt |
| Sold | 2014-01-10 | SoldDt |
| Gross Sales Price | $7,131 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,130 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,001 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,001 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,001 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $347,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $316,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,181 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $309,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,116 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $273,845 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $231,705 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09775 | DistributionYr5Rt |
| Total Distribution | 0.28528 | TotalDistributionRt |
| Average Distribution | 0.05706 | AverageDistributionRt |
| Net Investment Income Pct | $225 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,324 | 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 | $225 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $225 | SubtotalAmt |
| Tax Based On Investment Income | $225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $177 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $177 | TotalPaymentsAndCreditsAmt |
| Tax Due | $48 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | false | 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 | Warren Lyons | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497219799 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 5th St East | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Cecile Lyons | ||||||
| 2998 Jackson St No 2 | San Francisco | CA | 94115 | President | 0.25 | $0 |
| Warren Lyons | ||||||
| 26 Rue Grand Valle | Newport Beach | CA | 92660 | Treasurer | 0.50 | $0 |
| Brooke Prince | ||||||
| 315 6th Avenue Apt 1 | New York | NY | 10014 | Secretary | 0.25 | $0 |
| Rachelle LaPrade | ||||||
| 2834 Forest Drive | Des Moines | IA | 50312 | V. President | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $225 | TotalTaxAmt |
| Distributable Before Adj | $225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,324 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $225 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,389 | UndistributedIncomePYAmt |
| Qualifying Distributions | $22,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,389 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $9,935 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,935 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Partners in School Innovation | |||||||
| 1060 Tennessee Street | San Francisco | CA | 94107 | None | No | General Support | $1,000 |
| Greenwood Elementry PTA | |||||||
| 316 East 32nd Street | Des Moines | IA | 50312 | None | No | Education enhancement | $1,000 |
| Stanford University | |||||||
| P O Box 20466 | Stanford | CA | 94305 | None | No | Education Enhancement | $5,000 |
| Yale University | |||||||
| P O Box 2038 | New Haven | CT | 06521 | None | No | Education Enhancement | $4,200 |
| Blank Park Zoo Foundation | |||||||
| 3812 Ingersoll Ave | Des Moines | IA | 50312 | None | No | General Purposes | $219 |
| Santa Barbara Channelkeeper | |||||||
| 714 Bond Ave | Santa Barbara | CA | 93103 | None | No | General Purposes | $1,000 |
| Dog Beach | |||||||
| 70771 Warner Ave PMB F342 | Huntington Beach | CA | 92647 | None | No | General Purposes | $2,000 |
| Golden Gate Parks Conservancy | |||||||
| Bldg 201 Ft Mason | San Francisco | CA | 94123 | None | No | General Purposes | $1,000 |
| Puppy Jake Foundation | |||||||
| PO Box 12115 | Des Moines | IA | 50312 | None | No | General Purposes | $1,250 |
| Fiends of San Francisco Public Libr | |||||||
| 710 Van Ness Avenue | San Francisco | CA | 94102 | None | No | General Purpose | $1,000 |
| Cambodia Academy | |||||||
| 1534 Plaza Ln No 320 | Burlingame | CA | 94010 | None | NO | General Purpose | $250 |
| Pets Lifeline | |||||||
| 19686 8th ST East | Sonoma | CA | 95476 | None | No | General Support | $500 |
| CCI | |||||||
| PO Bos446 | Santa Rosa | CA | 95402 | None | No | General Support | $1,000 |
| Guide Dogs for the Blind | |||||||
| PO Box 151200 | San Rafael | CA | 94915 | None | No | General Support | $1,000 |
| Sonoma Valley Museum of Art | |||||||
| PO Box a3222 | Sonoma | CA | 95476 | None | No | General Support | $500 |
| St Elmo's Society | |||||||
| c/o Mary L Lind 100 Cordova St 308 | Pasadena | CA | 91106 | None | No | General Support | $250 |
| Hopkins School | |||||||
| 986 Forest DR/ | New Haven | CT | 06515 | None | No | General Purpose | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,269 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,464 | 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 | Warren Lyons | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 5th St East | AddressLine1Txt |
| City | Sonoma | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,131 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 Shares Textron Incorporated | NoncashPropertyDesc |
| Fair Market Value | $7,131 | FairMarketValueAmt |
| Received | 2014-01-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,045 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,045 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Registry of Charitable Trust Fee | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 Dividends Accrued Received in 2014 | Desc |
| Amt | $3,516 | Amt |
Comments