DAVID AND LINDA SHAHEEN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND LINDA SHAHEEN FOUNDATION INC (EIN 58-2489866)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107269
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:41:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201625307 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerety & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6823 S Eastern Ave Suite 101 | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582489866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David & Linda Shaheen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7758328484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 973 | AddressLine1Txt |
| City | Crystal Bay | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Shaheen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7758328484 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Shaheen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Irene M Wandtke CPA | PreparerPersonNm |
| PTIN | P00790051 | PTIN |
| Phone | 7029332213 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,925,571 | 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 | $49,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,969,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,468 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $275,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $793 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $792 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $88,708 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,708 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $668,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $668,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $758,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $669,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$482,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,000 | CashBOYAmt |
| Cash EOY | $3,000 | CashEOYAmt |
| Cash EOYFMV | $3,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,327,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,333,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,333,102 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,557,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,553,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,465,318 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,423,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,109,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,124,151 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,702,426 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,532,965 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,014,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,531,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,925,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,014,679 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,531,700 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,014,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,531,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,014,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,531,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,014,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$482,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,531,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,531,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch - 4528 - ST Covered | P | $236,985 | $248,515 | -$11,530 | -$11,530 | ||
| Merrill Lynch - 4528 - LT Covered | P | $478,452 | $500,663 | -$22,211 | -$22,211 | ||
| 2,000 shs Tencent Holdings Ltd | P | $2,720 | $2,720 | $0 | $0 | 2022-04-13 | 2022-04-13 |
| Merrill Lynch - 4539 - ST Covered | P | $6,117,521 | $6,916,943 | -$799,422 | -$799,422 | ||
| Merrill Lynch - 4539 - LT Covered | P | $3,844,237 | $3,317,900 | $526,337 | $526,337 | ||
| 7,497 shs Ishares S&P GSCI Commdty | P | $156,511 | $168,593 | -$12,082 | -$12,082 | 2022-11-11 | 2022-11-28 |
| Merrill Lynch - 4542 - ST Covered | P | $636,075 | $341,250 | $294,825 | $294,825 | ||
| Merrill Lynch - 4542 - LT Covered | P | $397,501 | $398,400 | -$899 | -$899 | ||
| Capital Gains Dividends | P | $99,450 | $99,450 | $99,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,468 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $120 | EsPenaltyAmt |
| Tax Due | $2,710 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EatYourPeas.org | WebsiteAddressTxt |
| Individual With Books | David M Shaheen | IndividualWithBooksNm |
| Phone | 7758328484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 973 | AddressLine1Txt |
| City | Crystal Bay | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Shaheen | ||||||||
| PO Box 973 | Crystal Bay | NV | 89402 | President | 1.00 | $0 | $0 | $0 |
| Linda Shaheen | ||||||||
| PO Box 973 | Crystal Bay | NV | 89402 | Vice President | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Merrill Lynch | |||||
| 2049 Century Park E - 11/12 FL | Century City | CA | 90067 | Investment Advisors | $88,460 |
| Gerety & Associates | |||||
| 6823 S Eastern Ave Ste 101 | Las Vegas | NV | 89119 | Accountant | $1,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,285,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,838,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,123,898 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,123,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,957,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,590 | TotalTaxAmt |
| Distributable Before Adj | $545,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $545,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $545,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $669,322 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $669,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $545,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $164,832 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $92,757 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $257,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $669,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $545,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $124,060 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $381,649 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $164,832 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $92,757 | ExcessFromYear3Amt |
| Excess From Current Year | $124,060 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David Shaheen | ContributingManagerNm |
| Contributing Manager | Linda Shaheen | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | David M Shaheen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 973 | AddressLine1Txt |
| City | Crystal Bay | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7758328484 | RecipientPhoneNum |
| Form And Info And Materials | All applications should be sent through website: Eatyourpeas.com | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Restricted to 501(c)(3) organizations in education, the arts, conservation & humanitarian endeavors | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 9 Dots | ||||||||
| 931 N Highland Ave | Los Angeles | CA | 90038 | None | PC | Computer edcuation for youth | $15,000 | |
| A Place Called Home | ||||||||
| 2830 South Central Ave | Los Angeles | CA | 90011 | None | PC | Provide children haven and education | $448,530 | |
| Feast | ||||||||
| 3655 South Grand Ave Ste 210 | Los Angeles | CA | 90027 | None | PC | Assist families with food | $5,000 | |
| Harvard Medical School - HMS Medscience Prog | ||||||||
| 1033 Massachusetts Ave Ste 3 | Cambridge | MA | 02138 | None | PC | Medical education in hihg school | $25,000 | |
| Heart of Los Angeles | ||||||||
| 2701 Wilshire Blvd Ste 100 | Los Angeles | CA | 90057 | None | PC | Youth programs in education | $35,000 | |
| Los Angeles Philharmonic | ||||||||
| 151 Grand Ave | Los Angeles | CA | 90012 | None | PC | Music education in public schools | $50,000 | |
| Olmsted Plein Air Foundation | ||||||||
| 5058 LaVista Rd | Tucker | GA | 30084 | None | PC | Supports southern artists | $3,000 | |
| UCLA | ||||||||
| 10889 Wilshire Blvd Ste 1100 | Los Angeles | CA | 90024 | None | PC | Grant | $50,000 | |
| University of Georgia Foundation | ||||||||
| 124 Old College | Athens | GA | 30602 | None | PC | Arts based education and scholarships | $2,000 | |
| Beth Morrison Project | ||||||||
| 138 South Oxford St Suite 3B | Brooklyn | NY | 11217 | None | PC | Assist emerging and established composers. | $5,000 | |
| University of NV Reno Foundation | ||||||||
| University of Nevada Reno Mail Stop | Reno | NV | 89557 | PC | Grant | $30,000 | 162 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $668,530 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $49,441 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
| Exclusion | $151,935 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 02 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $74,468 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $275,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,585 | Amt |
| Net Investment Income | $793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $792 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Equities | $1,512,789 | $1,457,417 |
| Mutual Funds | $2,040,788 | $2,007,901 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,109,056 | BookValueAmt |
| EOYFMV | $2,124,151 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reserve for FMV | Desc |
| BOY Book Value | $1,702,426 | BOYBookValueAmt |
| EOY Book Value | $1,532,965 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees - ML | $88,460 | $88,460 | $0 |
| Foreign Taxes - ML | $248 | $248 | $0 |