SHAYNE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHAYNE FOUNDATION (EIN 62-1540372)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349102121
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:52:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner & Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621540372 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shayne Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID SHAYNE | InCareOfName |
| Name Control | SHAY | NameControl |
| Phone | 3236634118 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Shayne | Name |
| Title | Trustee | Title |
| Phone | 3236634118 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edward A Adams | Name |
| Phone | 3104403837 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8541578 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 479163 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 840 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 840 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 163591 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 163591 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 267095 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2310013 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 267095 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 910689 | TotalRevenueAndExpenses |
| Total Net Investment Income | 431526 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2475 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2475 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 53185 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 53185 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 7296 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7296 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 62956 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 62956 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 248750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 248750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 311706 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 62956 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 248750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 598983 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 368570 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 14321 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 41542 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 41542 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2878890 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1425947 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1421913 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2368564 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4362669 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7078123 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 5261775 | TotalAssetsBOY |
| Total Assets EOY | 5830158 | TotalAssetsEOY |
| Total Assets EOYFMV | 8541578 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 30600 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 30600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5231175 | CapitalStockBOY |
| Capital Stock EOY | 5830158 | CapitalStockEOY |
| Total Net Assets BOY | 5231175 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5830158 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5261775 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5830158 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5231175 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 598983 | ExcessOfRevenueOverExpenses |
| Subtotal | 5830158 | Subtotal |
| Total Net Assets Fund Balances EOY | 5830158 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| SIGMA-ALDRICH CORP. | 2000-03-21 | 2012-02-07 | 320508 | 53179 | 267329 | 267329 |
| US TREASURY BILL | 2011-11-09 | 2012-01-03 | 76987 | 76990 | -3 | -3 |
| US TREASURY BILL | 2011-11-09 | 2012-02-14 | 1819527 | 1819770 | -243 | -243 |
| US TREASURY BILL | 2012-05-09 | 2012-06-28 | 37998 | 37992 | 6 | 6 |
| US TREASURY BILL | 2012-11-07 | 2012-11-21 | 54993 | 54987 | 6 | 6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 267095 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 229250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7449477 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.030774 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 238000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6599877 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036061 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 220500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5360500 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041134 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 237186 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5574382 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042549 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 783255 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5721511 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.136897 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.287415 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057483 | AverageDistributionRatio |
| Net Noncharitable Assets | 7910563 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 454723 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3686 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 458409 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 248750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7371 | InvestmentIncomeExciseTax |
| Subtotal | 7371 | Subtotal |
| Tax Based On Investment Income | 7371 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7200 | TotalCreditsAndPayments |
| Tax Due | 171 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | TN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | true | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID SHAYNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3236634118 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7981405 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49623 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8031028 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8031028 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 120465 | CashDeemedCharitable |
| Net Noncharitable Assets | 7910563 | NetNoncharitableAssets |
| Minimum Investment Return | 395528 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 395528 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7371 | TaxBasedOnInvestmentIncome |
| Total Tax | 7371 | TotalTax |
| Distributable Amount Before Adj | 388157 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 388157 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 388157 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 248750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 248750 | QualifyingDistributions |
| Adj Qualifying Distributions | 248750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 388157 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 501946 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 501946 | TotalExcessDistriCarryover |
| Qualifying Distributions | 248750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 248750 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 139407 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 139407 | ExcessDistriCyovAppliedCY |
| Total Corpus | 362539 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 362539 | ExcessDistriCyovFromYear5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Vermont Works for Women | ||||||||
| 32 Mallets Bay Avenue | Winooski | VT | 05404 | None | Exempt Org. | Help women and girls recognize their potential and explore, pursue and excel in work that leads to economic independence | $42,250 | |
| World Education Bantwana Initiative | ||||||||
| 44 Farnsworth Street 7th Floor | Boston | MA | 02210 | None | Exempt | Improve the wellbeing of vulnerable children and their caregivers and families affected by HIV/ AIDs and poverty | $25,000 | |
| The Schoolhouse | ||||||||
| 8 Catkin Drive | S Burlington | VT | 05403 | None | Exempt | Educational-scholarships & grants | $38,250 | |
| Vanderbilt University | ||||||||
| 211 Kirkland Hall | Nashville | TN | 37240 | None | Exempt | Educational-scholarships & grants, etc | $4,950 | |
| The Ensworth School | ||||||||
| 211 Ensworth Avenue | Nashville | TN | 37205 | None | Exempt | Educational-scholarships | $100 | |
| Second Harvest Food Bank of Middle TN | ||||||||
| 331 Great Circle Road | Nashville | TN | 37228 | None | Exempt | Food Assistance for Needy | $4,000 | |
| Cumberland Region for Tomorrow | ||||||||
| 511 Union Street Suite 1600 | Nashville | TN | 37219 | None | Exempt | 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 | Exempt | Religious outreach | $500 | |
| Harvard University | ||||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 02139 | None | Exempt | Educational-scholarships, grants, & literary support | $1,850 | |
| Davidson College | ||||||||
| 405 N Main Street | Davidson | NC | 28035 | None | Exempt | Educational-scholarships & grants | $1,750 | |
| University School of Nashville | ||||||||
| 2000 Edgehill Avenue | Nashville | TN | 37212 | None | Exempt | Educational-scholarships & grants | $25,250 | |
| Magdelene Inc | ||||||||
| 5122 Charlotte Avenue | Nashville | TN | 37203 | None | Exempt | Treatment for drug abuse | $1,000 | |
| Nashville Opportunities Industrialization Ctr | ||||||||
| 460 10th Circle N | Nashville | TN | 37203 | None | Exempt | Job Training/Placement for Needy | $2,600 | |
| Monteagle Assembly Endowment Fund Corp | ||||||||
| P O Box 307 | Monteagle | TN | 37356 | None | Exempt | Advancement of science, literary attainment, Sunday School interests and the broadest popular culture in the interest of Christianity | $1,000 | |
| Nashville Public Radio | ||||||||
| 630 Mainstream Drive | Nashville | TN | 372281204 | None | Exempt | Commercial-free radio programing | $1,600 | |
| Nashville Public Television | ||||||||
| 161 Rains Avenue | Nashville | TN | 372035330 | None | Exempt | Commercial-free television programing | $1,600 | |
| Nashville Public Library Foundation | ||||||||
| 615 Church Street | Nashville | TN | 37219 | None | Exempt | Cultural and literary programs at the library | $1,600 | |
| Vanguard Charitable Endowment Program | ||||||||
| P O Box 55766 | Boston | MA | 022055766 | None | Exempt | Increase philanthropic giving by administering a donor-advised fund to grant assets to charities | $55,250 | |
| Tennessee Repertory Theatre Inc | ||||||||
| 161 Rains Avenue | Nashville | TN | 37203 | None | Exempt | Performance Arts | $3,250 | |
| Signet Society | ||||||||
| 46 Dunster Street | Cambridge | MA | 02138 | None | Exempt | Promote intellectural, literacy and artistic life at Harvard College | $100 | |
| Champlain Housing Trust | ||||||||
| 88 King Street | Burlington | VT | 05401 | None | Exempt | Promotes home buyer education & counseling, forelclosure preventions, etc. | $500 | |
| Committee on Temporary Shelter | ||||||||
| 95 North Avenue | S Burlington | VT | 05401 | None | Exempt | Provides emergency shelter, services & housing for people who are homeless | $850 | |
| Girls Inc of Westchester County | ||||||||
| 52 N Broadway | White Plains | NY | 10603 | None | Exempt | Supports underprivileged girls | $600 | |
| Main Idea of Camp Walden | ||||||||
| 14 Alder Street | Skowhegen | ME | 04976 | None | Exempt | Camping for underprivileged girls | $750 | |
| Vermont Land Trust | ||||||||
| 8 Bailey Avenue | Montpelier | VT | 05602 | None | Exempt | Land conservation | $500 | |
| Wellesley College | ||||||||
| 106 Central Street | Wellesley | MA | 02482 | none | Exempt | Educational - scholarships & grants | $4,500 | |
| Lymphoma Foundation | ||||||||
| Box 286238 | New York | NY | 10006 | None | Exempt | Medical research | $2,000 | 115 Broadway Suite 1301 |
| New Israel Fund | ||||||||
| 330 7th Avenue 11th Floor | New York | NY | 100015010 | None | Exempt | International development & relief services | $15,000 | |
| Seeds of Peace | ||||||||
| 183 Powhatan Road | Otisfield | ME | 04270 | None | Exempt | Leadership programs through camp experience | $250 | |
| VT Children's Trust Foundation | ||||||||
| 19 Marble Avenue | Burlington | VT | 05401 | None | Exempt | Community-based prevention programs | $300 | |
| Chittenden Emergency Food Shelf | ||||||||
| 228 N Winooski Avenue | Burlington | VT | 04501 | None | Exempt | Alleviate hunger by feeding people | $350 | |
| Dismas House | ||||||||
| 1513 16th Avenue South | Nashville | TN | 37212 | None | Exempt | Address challenges faced by those released into society from prison | $200 | |
| Echo Center | ||||||||
| 3430 McManus Avenue | Culver City | CA | 90232 | None | Exempt | Auditory-oral mainstream education | $250 | |
| Flynn Center for the Performing Arts | ||||||||
| 153 Main Street | Burlington | VT | 05401 | None | Exempt | Arts education | $500 | |
| Intervale Foundation | ||||||||
| 180 Intervale Road | Burlington | VT | 05401 | None | Exempt | Incubate sustainable businesses in farming | $500 | |
| Local Motion | ||||||||
| 1 Steele Street 103 | Burlington | VT | 05401 | None | Exempt | Promoting people-powered transportion and recreation for health | $500 | |
| Lund Family Center | ||||||||
| 76 Glen Road | Burlington | VT | 05401 | None | Exempt | Services for needs of pregnant or parenting teens & women | $300 | |
| Mercy Connections | ||||||||
| 255 S Champlain Street 8 | Burlington | VT | 05401 | None | Exempt | Nurturing self-sufficiency through education, mentoring & community | $250 | |
| Outright Vermont | ||||||||
| 241 NWinooski Avenue | Burlington | VT | 05401 | None | Exempt | Build Safe, healthy & supportive environments for LGBTQQ youths | $250 | |
| Public Assets Institute | ||||||||
| P O Box 942 | Montpelier | VT | 05601 | None | Exempt | Address public policy issues in Vermont | $250 | |
| ReSOURCE | ||||||||
| 266 Pine Street | Burlington | VT | 05401 | None | Exempt | Education & job skills training, environmental stewardship & economic opportunities | $300 | |
| Rock Point School | ||||||||
| 1 Rock Point Road | Burlington | VT | 05408 | None | Exempt | Small supportive educational community for teenage boys & girls | $350 | |
| Spectrum Youth and Family Services | ||||||||
| 31 Elmwood Avenue | Burlington | VT | 05401 | None | Exempt | Homeless youth programs | $300 | |
| Very Merry Theater | ||||||||
| 119 Spruce Street | Burlington | VT | 05401 | None | Exempt | Building strong, inspired youth & communities through theatre arts | $300 | |
| Visiting Nurse Association | ||||||||
| 1110 Prim Road | Colchester | VT | 05446 | None | Exempt | Home health care for needy | $300 | |
| VSA Vermont | ||||||||
| 20 W Canal Street | Winooski | VT | 05404 | None | Exempt | Make the world of arts accessible to Vermonters of all abilities | $200 | |
| Vermont CARES | ||||||||
| 187 St Paul Street | Burlingont | VT | 05402 | None | Exempt | Direct services to people living with HIV/AID's | $300 | |
| Hope Works | ||||||||
| P O Box 92 | Burlington | VT | 05402 | None | Exempt | Vermont network against domestic and sexual violence | $100 | |
| Fletcher Free Library | ||||||||
| 235 College Street | Burlington | VT | 05401 | None | Exempt | Cultural & literacy programs of the library | $750 | |
| North Country Public Radio | ||||||||
| St Lawrence University | Canton | NY | 13617 | None | Exempt | Commercial-free radio programing | $250 | |
| Women Helping Battered Women | ||||||||
| PO Box 1535 | Burlington | VT | 05402 | None | Exempt | Services for domestic abuse victims in Vermont | $750 | |
| Hunger Free Vermont | ||||||||
| 38 Eastwood Drive Suite 100 | South Burlington | VT | 05403 | None | Exempt | Tools & education to create sustainable food programs | $800 | |
| Phillips Brooks House Association | ||||||||
| Harvard Yard | Cambridge | MA | 02138 | None | Exempt | Student-run organization that strives for social justice | $250 | |
| VPIREF | ||||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | None | Exempt | 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 | Exempt | Independent college prep school - scholarships & grants | $500 | |
| Vermont Womens Fund | ||||||||
| 3 Court Street | Middlebury | VT | 05753 | None | Exempt | Grants to support the needs of women & girls | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 248750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $840 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $163,591 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $267,095 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $431,526 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 431526 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MAY W SHAYNE CHARITABLE LEAD TRUST | 2302 Golf CLub Lane | Nashville | TN | 37215 | 320903 | X |
| 2 | HERBERT M SHAYNE CHARITABLE LEAD T | 160 Locust Terrace | Burlington | VT | 05401 | 158260 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TURNER & ADAMS LLP-TAX PREP. | Category |
| Amount | $2,475 | Amount |
| Net Investment Income | 2475 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN EXPRESS CO | 73956 | 413856 |
| BERKSHIRE HATHAWAY INC | 610517 | 1122596 |
| HEARTLAND EXPRESS INC | 355825 | 987870 |
| SIGMA ALDRICH CORP | 179255 | 1200237 |
| TECH DATA CORP | 210050 | 334190 |
| FPA NEW INCOME FUND | 2047284 | 2044009 |
| USG CORPORATION | 420423 | 330103 |
| SYSCO CORP | 465359 | 645262 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1425947 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1421913 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS | Description |
| BOY Book Value | 30600 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHAYNE & CO. - INVESTMENT FEES | Category |
| Amount | $53,185 | Amount |
| Net Investment Income | 53185 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| US TREASURY-FORM 990PF | $7,211 | 7211 |
| CA ATTORNEY GENERAL | $75 | 75 |
| CA FRANCHISE TAX BOARD | $10 | 10 |
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