SHAYNE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349101437
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T11:48:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner & Adams LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 S Woodburn Drive | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90039 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAYNE | PersonNm |
| Person Title | Treasurer/Trustee | PersonTitleTxt |
| Phone | 3236634118 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward A Adams CPA | PreparerPersonNm |
| Phone | 3104403837 | PhoneNum |
| Preparation | 2014-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,067,101 | 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 | $493,615 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $560,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,020,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $560,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,185,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $692,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,677 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,856 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,856 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $388,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $388,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $458,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $388,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $726,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $621,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,972 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,425,947 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,311,384 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,307,557 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,362,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,174,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,688,572 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,830,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,557,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,067,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,830,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,557,141 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,830,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,557,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,830,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,557,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,830,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $726,983 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,557,141 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,557,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FPA NEW INCOME INC | 2012-12-20 | 2013-06-05 | $49,950 | $50,297 | -$347 | -$347 |
| HEARTLAND EXPRESS INC | 1998-12-30 | 2013-07-31 | $273,669 | $81,986 | $191,683 | $191,683 |
| SIGMA-ALDRICH CORP | 2000-03-23 | 2013-09-26 | $429,356 | $58,415 | $370,941 | $370,941 |
| FPA NEW INCOME INC | 2012-12-20 | 2013-11-13 | $79,000 | $81,132 | -$2,132 | -$2,132 |
| US TREASURY BILL | 2013-11-06 | 2013-11-14 | $78,966 | $78,968 | -$2 | -$2 |
| US TREASURY BILL | 2013-11-06 | 2013-12-03 | $109,957 | $109,955 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $560,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,910,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031445 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,449,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030774 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $238,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,599,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036061 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $220,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,360,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041134 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $237,186 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,574,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042549 | DistributionYr5Rt |
| Total Distribution | 0.181963 | TotalDistributionRt |
| Average Distribution | 0.036393 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,007,207 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $327,799 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $334,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $388,200 | 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 | $6,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,216 | SubtotalAmt |
| Tax Based On Investment Income | $6,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,384 | OverpaymentAmt |
| Applied To ES Tax | $1,384 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90039 | ZIPCode |
| 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 | Yes (true) | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $9,088,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,144,373 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,144,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,007,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,216 | TotalTaxAmt |
| Distributable Before Adj | $444,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $444,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $444,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $388,200 | 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 | $388,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,216 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $381,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $388,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $388,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,944 | 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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Vermont Works for Women | |||||||
| 32 Mallets Bay Avenue | Winooski | VT | 05404 | None | PC | Help women and girls recognize their potential and explore, pursue and excel in work that leads to economic independence | $57,750 |
| The Schoolhouse | |||||||
| 8 Catkin Drive | S Burlington | VT | 05403 | None | PC | Educational-scholarships & grants | $62,000 |
| Vanderbilt University | |||||||
| 211 Kirkland Hall | Nashville | TN | 37240 | None | PC | Educational-scholarships & grants, etc | $19,200 |
| The Ensworth School | |||||||
| 211 Ensworth Avenue | Nashville | TN | 37205 | None | PC | Educational-scholarships | $500 |
| 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 | $500 |
| Harvard University | |||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02139 | None | PC | Educational-scholarships, grants, & literary support | $2,350 |
| Davidson College | |||||||
| 405 N Main Street | Davidson | NC | 28035 | None | PC | Educational-scholarships & grants | $1,750 |
| University School of Nashville | |||||||
| 2000 Edgehill Avenue | Nashville | TN | 37212 | None | PC | Educational-scholarships & grants | $52,750 |
| 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 | $2,850 |
| Nashville Public Radio | |||||||
| 630 Mainstream Drive | Nashville | TN | 372281204 | None | PC | Commercial-free radio programing | $3,500 |
| Nashville Public Television | |||||||
| 161 Rains Avenue | Nashville | TN | 372035330 | None | PC | Commercial-free television programing | $5,000 |
| Nashville Public Library Foundation | |||||||
| 615 Church Street | Nashville | TN | 37219 | None | PC | Cultural and literary programs at the library | $2,500 |
| Vanguard Charitable Endowment Program | |||||||
| P O Box 55766 | Boston | MA | 022055766 | None | PC | Increase philanthropic giving by administering a donor-advised fund to grant assets to charities | $89,800 |
| Tennessee Repertory Theatre Inc | |||||||
| 161 Rains Avenue | Nashville | TN | 37203 | None | PC | Performance Arts | $10,050 |
| Signet Society | |||||||
| 46 Dunster Street | Cambridge | MA | 02138 | None | PC | Promote intellectural, literacy and artistic life at Harvard College | $150 |
| Champlain Housing Trust | |||||||
| 88 King Street | Burlington | VT | 05401 | None | PC | Promotes home buyer education & counseling, forelclosure preventions, etc. | $1,000 |
| Committee on Temporary Shelter | |||||||
| 95 North Avenue | S Burlington | VT | 05401 | None | PC | Provides emergency shelter, services & housing for people who are homeless | $850 |
| Girls Inc of Westchester County | |||||||
| 52 N Broadway | White Plains | NY | 10603 | None | PC | Supports underprivileged girls | $600 |
| Main Idea of Camp Walden | |||||||
| 14 Alder Street | Skowhegen | ME | 04976 | None | PC | Camping for underprivileged girls | $750 |
| Vermont Land Trust | |||||||
| 8 Bailey Avenue | Montpelier | VT | 05602 | None | PC | Land conservation | $500 |
| Wellesley College | |||||||
| 106 Central Street | Wellesley | MA | 02482 | none | PC | Educational - scholarships & grants | $4,500 |
| New Israel Fund | |||||||
| 330 7th Avenue 11th Floor | New York | NY | 100015010 | None | PC | International development & relief services | $15,000 |
| VT Children's Trust Foundation | |||||||
| 19 Marble Avenue | Burlington | VT | 05401 | None | PC | Community-based prevention programs | $300 |
| Chittenden Emergency Food Shelf | |||||||
| 228 N Winooski Avenue | Burlington | VT | 04501 | None | PC | Alleviate hunger by feeding people | $350 |
| Dismas House | |||||||
| 1513 16th Avenue South | Nashville | TN | 37212 | None | PC | Address challenges faced by those released into society from prison | $200 |
| Echo Center | |||||||
| 3430 McManus Avenue | Culver City | CA | 90232 | None | PC | Auditory-oral mainstream education | $250 |
| Flynn Center for the Performing Arts | |||||||
| 153 Main Street | Burlington | VT | 05401 | None | PC | Arts education | $750 |
| Intervale Foundation | |||||||
| 180 Intervale Road | Burlington | VT | 05401 | None | PC | Incubate sustainable businesses in farming | $500 |
| Local Motion | |||||||
| 1 Steele Street 103 | Burlington | VT | 05401 | None | PC | Promoting people-powered transportion and recreation for health | $500 |
| Lund Family Center | |||||||
| 76 Glen Road | Burlington | VT | 05401 | None | PC | Services for needs of pregnant or parenting teens & women | $300 |
| Mercy Connections | |||||||
| 255 S Champlain Street 8 | Burlington | VT | 05401 | None | PC | Nurturing self-sufficiency through education, mentoring & community | $250 |
| Outright Vermont | |||||||
| 241 NWinooski Avenue | Burlington | VT | 05401 | None | PC | Build Safe, healthy & supportive environments for LGBTQQ youths | $250 |
| Public Assets Institute | |||||||
| P O Box 942 | Montpelier | VT | 05601 | None | PC | Address public policy issues in Vermont | $250 |
| ReSOURCE | |||||||
| 266 Pine Street | Burlington | VT | 05401 | None | PC | Education & job skills training, environmental stewardship & economic opportunities | $300 |
| Rock Point School | |||||||
| 1 Rock Point Road | Burlington | VT | 05408 | None | PC | Small supportive educational community for teenage boys & girls | $400 |
| Spectrum Youth and Family Services | |||||||
| 31 Elmwood Avenue | Burlington | VT | 05401 | None | PC | Homeless youth programs | $300 |
| Very Merry Theater | |||||||
| 119 Spruce Street | Burlington | VT | 05401 | None | PC | Building strong, inspired youth & communities through theatre arts | $300 |
| VSA Vermont | |||||||
| 20 W Canal Street | Winooski | VT | 05404 | None | PC | Make the world of arts accessible to Vermonters of all abilities | $200 |
| Vermont CARES | |||||||
| 187 St Paul Street | Burlingont | VT | 05402 | None | PC | Direct services to people living with HIV/AID's | $300 |
| Fletcher Free Library | |||||||
| 235 College Street | Burlington | VT | 05401 | None | PC | Cultural & literacy programs of the library | $1,000 |
| North Country Public Radio | |||||||
| St Lawrence University | Canton | NY | 13617 | None | PC | Commercial-free radio programing | $250 |
| Hunger Free Vermont | |||||||
| 38 Eastwood Drive Suite 100 | South Burlington | VT | 05403 | None | PC | Tools & education to create sustainable food programs | $500 |
| Phillips Brooks House Association | |||||||
| Harvard Yard | Cambridge | MA | 02138 | None | PC | Student-run organization that strives for social justice | $250 |
| VPIREF | |||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | None | PC | Promote and protect the health of Vermont's people, environment and locally-based economy by informing and mobilizing citizens statewide. | $300 |
| Vermont Commons School | |||||||
| 75 Green Mountain Drive | South Burlington | VT | 05403 | None | PC | Independent college prep school - scholarships & grants | $6,000 |
| Vermont Womens Fund | |||||||
| 3 Court Street | Middlebury | VT | 05753 | None | PC | Grants to support the needs of women & girls | $200 |
| Learning Leaders | |||||||
| 80 Maiden Lane 11th Floor | New York | NY | 10038 | None | PC | Help NYC public school students succeed by train- ing volunteers to provide individualized support and other school-based support | $23,800 |
| Hands On Nashville | |||||||
| 37 Peabody Street Suite 206 | Nashville | TN | 37210 | None | PC | Support of Middle Tennessee nonprofits by community volunteers. | $1,000 |
| The Peace and Justice Center | |||||||
| 60 Lake Street | Burlington | VT | 05401 | None | PC | Mission is to create a just and peaceful world; work on interconnected issues of economic and racial justice, peace and human rights througn education and advocacy | $250 |
| The Temple-Congregation Ohabai Shalom | |||||||
| 5015 Harding Road | Nashville | TN | 37205 | None | PC | Religious education | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $388,200 | 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 | $886 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,206 | 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 | $560,145 | 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 | $692,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $692,237 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MAY W SHAYNE CHARITABLE LEAD TRUST | ||||||
| 1 | 2302 Golf CLub Lane | Nashville | TN | 37215 | $328,889 | Yes (X) |
| HERBERT M SHAYNE CHARITABLE LEAD T | ||||||
| 2 | 160 Locust Terrace | Burlington | VT | 05401 | $164,726 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | CategoryTxt |
| Amt | $3,975 | Amt |
| Net Investment Income | $3,975 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $73,956 | $653,256 |
| BERKSHIRE HATHAWAY INC | $610,517 | $1,483,778 |
| HEARTLAND EXPRESS INC | $273,839 | $1,114,141 |
| SIGMA ALDRICH CORP | $120,840 | $1,060,433 |
| TECH DATA CORP | $210,050 | $378,744 |
| FPA NEW INCOME FUND | $1,999,801 | $1,928,717 |
| USG CORPORATION | $420,423 | $333,749 |
| SYSCO CORP | $465,359 | $735,754 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,311,384 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,307,557 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE-INTUIT | Desc |
| Revenue And Expenses Per Books | $161 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $161 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHAYNE & CO. - INVESTMENT FEES | CategoryTxt |
| Amt | $58,677 | Amt |
| Net Investment Income | $58,677 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| US TREASURY-FORM 990PF | $7,771 | $7,771 |
| CA ATTORNEY GENERAL | $75 | $75 |
| CA FRANCHISE TAX BOARD | $10 | $10 |
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