SHELLEY FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHELLEY FAMILY FOUNDATION (EIN 33-0810461)
- Tax period
- 2011-02-01 to 2012-01-31
- Filed
- 2012-05-29
- IRS object ID
- 201201509349100515
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T13:31:17-05:00 | Timestamp |
| Tax Period End Date | 2012-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A COOPER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330810461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELLEY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEL | NameControl |
| Phone | 7606107900 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ETHEL SHELLEY | Name |
| Title | TRUSTEE | Title |
| Phone | 7606107900 | Phone |
| Date Signed | 2012-05-23 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A COOPER CPA | Name |
| Phone | 7606107900 | Phone |
| Date Prepared | 2012-05-23 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 646520 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 244610 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4815 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4815 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 249427 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4817 | TotalNetInvestmentIncome |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 0 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 249427 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4817 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8111 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12928 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12928 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 334695 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 579305 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 633592 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 342806 | TotalAssetsBOY |
| Total Assets EOY | 592233 | TotalAssetsEOY |
| Total Assets EOYFMV | 646520 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 342806 | CapitalStockBOY |
| Capital Stock EOY | 587416 | CapitalStockEOY |
| Retained Earnings EOY | 4817 | RetainedEarningsEOY |
| Total Net Assets BOY | 342806 | TotalNetAssetsBOY |
| Total Net Assets EOY | 592233 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 342806 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 592233 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 342806 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 249427 | ExcessOfRevenueOverExpenses |
| Subtotal | 592233 | Subtotal |
| Total Net Assets Fund Balances EOY | 592233 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 199960 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 321021 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.622888 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10727 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 231332 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046371 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14244 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 249652 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057055 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5561 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 315962 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.017600 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 31355 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 309116 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.101434 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.845348 | TotalDistributionRatio |
| Average Distribution Ratio | 0.169070 | AverageDistributionRatio |
| Net Noncharitable Assets | 464494 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 78532 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 48 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 78580 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 96 | InvestmentIncomeExciseTax |
| Subtotal | 96 | Subtotal |
| Tax Based On Investment Income | 96 | TaxBasedOnInvestmentIncome |
| Tax Due | 96 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| 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 | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID A COOPER CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7606107900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 |
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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ETHEL SHELLEY | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 477422 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 477422 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 477422 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12928 | CashDeemedCharitable |
| Net Noncharitable Assets | 464494 | NetNoncharitableAssets |
| Minimum Investment Return | 23225 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23225 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 96 | TaxBasedOnInvestmentIncome |
| Total Tax | 96 | TotalTax |
| Distributable Amount Before Adj | 23129 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 23129 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 23129 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23129 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 185671 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 185671 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 23129 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 23129 | ExcessDistriCyovAppliedCY |
| Total Corpus | 162542 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 162542 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 162542 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ETHEL SHELLEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ETHEL SHELLEY | RecipientName |
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 Number | 7606107900 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterials |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4815 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2 | ExclusionAmount |
| Related Or Exempt Function Income | 4815 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4817 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ETHEL SHELLEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4905 RUETTE DE MER | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 244610 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 4232 SH QUALCOMM | NoncashPropertyDescription |
| Fair Market Value | 244610 | FairMarketValue |
| Date Received | 2011-06-02 | DateReceived |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ETHEL SHELLEY | PersonName |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2000 SH BANK OF AMERICA | 32446 | 14260 |
| 14 SH PIONEER HIGH INCOME FUND | 209 | 247 |
| 3,464 SH QUALCOM INC | 171987 | 203752 |
| 4,232 SH QUALCOM INC | 244611 | 248926 |
| 3627 SH SANDISK CORP | 130052 | 166407 |
Comments