SHELLEY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHELLEY FAMILY FOUNDATION (EIN 33-0810461)
- Tax period
- 2013-02-01 to 2014-01-31
- Filed
- 2014-03-11
- IRS object ID
- 201430709349100613
- 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
- Accounting Fees Schedule
- Compensation Explanation
- 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 | 2014-03-11T18:38:27-05:00 | ReturnTs |
| Tax Period End | 2014-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A COOPER CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR STE C | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 922703281 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-02-01 | 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 | BusinessNameLine1 |
| 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 DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE SU C | AddressLine2 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHEL SHELLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7606107900 | PhoneNum |
| Signature | 2014-02-20 | 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 | 2014-02-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $779,331 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $719,100 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $11,367 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $180,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,446 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,760 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $82 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,424 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,694 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $524,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $607,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $720,637 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $525,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $779,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $609,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $700,374 | CapitalStockEOYAmt |
| Retained Earning BOY | -$83,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$34,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $525,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $525,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $525,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,757 | ExcessRevenueOverExpensesAmt |
| Subtotal | $666,373 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $666,373 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,277 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $544,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.301644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $464,494 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.353716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $321,021 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.622888 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $231,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046371 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,244 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $249,652 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057055 | DistributionYr5Rt |
| Total Distribution | 1.381674 | TotalDistributionRt |
| Average Distribution | 0.276335 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $655,020 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $181,029 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,180 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48 | SubtotalAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| 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 |
| 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 | 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 |
| Individual With Books | DAVID A COOPER CPA | IndividualWithBooksNm |
| Phone | 7606107900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72775 FRANK SINATRA DR SU C | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | 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 | 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 | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| 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 | $631,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $664,995 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $664,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $655,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $32,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,180 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,703 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $162,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $137,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,180 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,477 | RemainingDistriFromCorpusAmt |
| Total Corpus | $303,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $303,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $162,542 | ExcessFromYear3Amt |
| Excess From Year1 | $137,091 | ExcessFromYear1Amt |
| Excess From Current Year | $3,477 | 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 | AddressLine1 |
| City | RANCHO MIRAGE | City |
| State | CA | State |
| ZIP Code | 92270 | ZIPCode |
| 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 (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| COMPASSIONATE FRIENDS OF LA | ||||||||
| COMPASSIONATE FRIENDS OF LA | PO BOX 67923 | LOS ANGELES | CA | 90067 | NONE | CHARITABLE SUPPORT | $500 | |
| OPERA WORKS | ||||||||
| OPERA WORKS | 9836 WHITE OAK AVE | NORTHRIDGE | CA | 91325 | NONE | CHARITABLE SUPPORT | $500 | SUITE 102 |
| BOYSTOWN JERUSALEM FOUNDATION | ||||||||
| BOYSTOWN JERUSALEM FOUNDATION | 1PENN PLAZA STE 6250 | NEW YORK | NY | 10119 | NONE | CHARITABLE SUPPORT | $35,120 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,120 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,442 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,906 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ASSETS - FMV ADJUST | Desc |
| Related Or Exempt Function Incm | $11,367 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4 | ExclusionAmt |
| Related Or Exempt Function Incm | $180,715 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,719 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,760 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHEL SHELLEY | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 2000SH BANK OF AMERICA | 2012-09 | PURCHASE | 2013-04 | $24,801 | $17,869 | $6,932 |
| 5000SH BANK OF AMERICA | 2013-01 | PURCHASE | 2013-04 | $62,045 | $60,586 | $1,459 |
| 3649SH SANDISK CORP | 2012-02 | PURCHASE | 2013-07 | $226,440 | $189,571 | $36,869 |
| 2500SH SANDISK CORP | 2012-02 | PURCHASE | 2013-11 | $167,344 | $118,772 | $48,572 |
| 4000SH MICRON TECHNOLOGY | 2013-07 | PURCHASE | 2014-01 | $82,956 | $55,317 | $27,639 |
| 1500SH MICRON TECHNOLOGY | 2013-08 | PURCHASE | 2014-01 | $31,113 | $22,480 | $8,633 |
| 6000SH MICRON TECHNOLOGY | 2013-07 | PURCHASE | 2014-01 | $124,401 | $87,599 | $36,802 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $27,250 | $51,087 |
| BANK OF AMERICA WTS | $144,917 | $184,850 |
| SANDISK CORP | $86,534 | $139,100 |
| MICRON TECHNOLOGY INC | $348,978 | $345,600 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ASSETS - FMV ADJUST | Desc |
| Revenue And Expenses Per Books | $11,367 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $82 | Amt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Comments