EDWARD A AND AI O SHAY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD A AND AI O SHAY FAMILY FOUNDATION (EIN 68-0666992)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-30
- IRS object ID
- 201823039349100632
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T17:20:38-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362132863 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FriedmanMinskCole & Fastovsky | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 CENTURY PARK EAST STE 700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680666992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD A AND AI O SHAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2132288121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SOUTH FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL H NANKIVELL II | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P FASTOVSKY | PreparerPersonNm |
| PTIN | P01294371 | PTIN |
| Phone | 3105532606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,198,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,096,842 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,059 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,059 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,059 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $509,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $509,474 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $509,474 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,578,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,929,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $773,834 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $30,993 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$6,359 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,140 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$56,140 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,179,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,228,227 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $485,386 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $74,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $74,182 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $317 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $317 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,308 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,308 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,345 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $199,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $190,845 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $316,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,682,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $959,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $485,386 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,536,102 | CashBOYAmt |
| Cash EOY | $2,825,724 | CashEOYAmt |
| Cash EOYFMV | $2,825,724 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,601,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,272,044 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,272,044 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,521,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,216,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,216,686 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,511,803 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,504,684 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,504,684 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,282,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,340,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,340,056 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $44,509 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,122 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,122 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,498,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,198,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,198,316 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $27,102 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,456 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,456 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $21,470,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,153,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,470,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,153,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,498,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,198,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,470,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,682,937 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,153,860 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,153,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS Y6 21398 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $46,949 | $45,708 | $1,241 | $1,241 |
| UBS Y6 21398 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $444,973 | $440,307 | $4,666 | $4,666 |
| UBS Y6 21398 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $27,253 | $27,859 | -$606 | -$606 |
| UBS Y6 21398 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $151 | $151 | $151 | |
| UBS Y6 21399 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $280,057 | $277,653 | $2,404 | $2,404 |
| UBS Y6 21399 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $266,075 | $260,322 | $5,753 | $5,753 |
| UBS Y6 21399 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $80 | $80 | $80 | |
| UBS Y6 21400 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $89,534 | $91,618 | -$2,084 | -$2,084 |
| UBS Y6 21400 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $440,500 | $441,156 | -$656 | -$656 |
| UBS Y6 21400 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $351,623 | $351,579 | $44 | $44 |
| UBS Y6 21401 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $1,015,197 | $1,034,284 | -$19,087 | -$19,087 |
| UBS Y6 21402 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $182,396 | $164,571 | $17,825 | $17,825 |
| UBS Y6 21402 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $1,159,141 | $966,793 | $192,348 | $192,348 |
| UBS Y6 21402 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $142,500 | $127,418 | $15,082 | $15,082 |
| UBS Y6 21403 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $4 | $4 | ||
| UBS Y6 21403 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $66,177 | $34,621 | $31,556 | $31,556 |
| UBS Y6 21403 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $1,614 | $1,202 | $412 | $412 |
| UBS Y6 21403 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $155 | $155 | $155 | |
| UBS Y6 21404 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $146,886 | $119,874 | $27,012 | $27,012 |
| UBS Y6 21404 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $5,590 | $4,827 | $763 | $763 |
| UBS Y6 21404 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $1,009 | $1,009 | $1,009 | |
| UBS Y6 21405 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $195,566 | $187,846 | $7,720 | $7,720 |
| UBS Y6 21405 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $257,385 | $223,953 | $33,432 | $33,432 |
| UBS Y6 21407 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $115,894 | $89,054 | $26,840 | $26,840 |
| UBS Y6 21407 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $96,202 | $89,224 | $6,978 | $6,978 |
| UBS Y6 21408 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $112,483 | $119,303 | -$6,820 | -$6,820 |
| UBS Y6 21408 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $276,111 | $257,809 | $18,302 | $18,302 |
| UBS Y6 21409 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $125,978 | $132,377 | -$6,399 | -$6,399 |
| UBS Y6 21409 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $224,898 | $187,827 | $37,071 | $37,071 |
| UBS Y6 21410 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $37,812 | $34,498 | $3,314 | $3,314 |
| UBS Y6 21410 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $181,978 | $149,017 | $32,961 | $32,961 |
| UBS Y6 21410 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $13,663 | $10,457 | $3,206 | $3,206 |
| UBS Y6 21411 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $31,928 | $29,968 | $1,960 | $1,960 |
| UBS Y6 21411 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $243,049 | $186,927 | $56,122 | $56,122 |
| UBS Y6 21411 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $38,152 | $31,049 | $7,103 | $7,103 |
| UBS Y6 21412 - AVAIL. UPON REQUEST | P | 2017-01-01 | 2017-12-31 | $15,732 | $12,667 | $3,065 | $3,065 |
| UBS Y6 21412 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $106,924 | $87,009 | $19,915 | $19,915 |
| UBS Y6 21412 - AVAIL. UPON REQUEST | P | 2016-01-01 | 2017-12-31 | $160,181 | $128,877 | $31,304 | $31,304 |
| BASIS ADJUSTMENT - UBS | P | 2000-01-01 | 2017-12-31 | $679 | -$679 | -$679 | |
| AVENUE EUROPE CAPITAL SOLUTIONS | P | 2017-01-01 | 2017-12-31 | $537 | -$537 | -$537 | |
| AVENUE EUROPE CAPITAL SOLUTIONS | P | 2016-01-01 | 2017-12-31 | $2,435 | -$2,435 | -$2,435 | |
| SPECIAL CREDIT OPPORTUNITIES | P | 2017-01-01 | 2017-12-31 | $1,551 | $1,551 | $1,551 | |
| SPECIAL CREDIT OPPORTUNITIES | P | 2016-01-01 | 2017-12-31 | $2,458 | $2,458 | $2,458 | |
| TRUMBULL PROPERTY GROWTH & INCOME FUND | P | 2016-01-01 | 2017-12-31 | $7,322 | $7,322 | $7,322 | |
| SYCAMORE HILL CAPITAL PARTNERS LP | P | 2016-01-01 | 2017-12-31 | $192,148 | $192,148 | $192,148 | |
| SYCAMORE HILL CAPITAL PARTNERS III LP | P | 2016-01-01 | 2017-12-31 | $4,538 | $4,538 | $4,538 | |
| CAPITAL GAIN DISTRIBUTIONS-UBS Y6 21398 | P | 2000-01-01 | 2017-12-31 | $145 | $145 | $145 | |
| CAPITAL GAIN DISTRIBUTIONS-UBS Y6 21402 | P | 2000-01-01 | 2017-12-31 | $11,343 | $11,343 | $11,343 | |
| CAPITAL GAIN DISTRIBUTIONS-UBS Y6 21407 | P | 2000-01-01 | 2017-12-31 | $2,254 | $2,254 | $2,254 | |
| CAPITAL GAIN DISTRIBUTIONS-UBS Y6 21409 | P | 2000-01-01 | 2017-12-31 | $410 | $410 | $410 | |
| CAPITAL GAIN DISTRIBUTIONS-UBS Y6 21411 | P | 2000-01-01 | 2017-12-31 | $1,174 | $1,174 | $1,174 | |
| UNREALIZED GAINS | P | 2000-01-01 | 2017-12-31 | $1,804,813 | $1,804,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $773,834 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $30,993 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,593,192 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $256,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.23399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $126,586 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.43449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,963 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $116,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.42761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.38288 | DistributionYr5Rt |
| Total Distribution | 1.487830 | TotalDistributionRt |
| Average Distribution | 0.297566 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,805,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,786,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,596 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,795,753 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $180,203 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,192 | SubtotalAmt |
| Tax Based On Investment Income | $19,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,920 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $21,686 | OverpaymentAmt |
| Applied To ES Tax | $21,686 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN SHAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132288121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 SOUTH FIGUEROA STREET 2150 | AddressLine1Txt |
| City | LA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| LOREN ROTHSCHILD | ||||||
| 10461 REVUELTA WAY | LOS ANGELES | CA | 90077 | Trustee | 0.50 | $0 |
| PAUL H NANKIVELL II | ||||||
| 800 WEST 6TH STREET 1200 | LOS ANGELES | CA | 90017 | Trustee | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPERIOR PROPERTY HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 S FIGUEROA ST 2150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BOOKKEEPING & OFFICE | ServiceTypeTxt |
| Compensation | $52,937 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,948,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,203,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,152,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,152,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $347,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,805,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,140,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,140,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,192 | TotalTaxAmt |
| Distributable Before Adj | $1,121,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,121,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,121,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,203 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $180,203 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $180,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,121,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $176,562 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $34,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,195 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,179 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $174,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $176,562 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,641 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $174,824 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $174,824 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $942,621 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| SANTA CECILIA ORCHESTRA | |||||||
| 2759 WEST BROADWAY | LOS ANGELES | CA | 90041 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| THE HUNTINGTON LIBRARY ART COLLECTIONS | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| PILGRIM SCHOOL | |||||||
| 540 SOUTH COMMONWEALTH AVENUE | LOS ANGELES | CA | 90020 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $25,000 |
| PS ARTS | |||||||
| 6701 CENTER DRIVE SUITE 550 | LOS ANGELES | CA | 90045 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| GABRIELLA FOUNDATION | |||||||
| 639 SOUTH COMMONWEALTH AVE STE B | LOS ANGELES | CA | 90005 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| SCS NOONAN SCHOLARS | |||||||
| 1414 SOUTH GRAND AVE SUITE 410 | LOS ANGELES | CA | 90015 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| UNCOMMON GOOD | |||||||
| 211 WEST FOOTHILL BLVD | CLAREMONT | CA | 91711 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| DEAF WEST THEATRE | |||||||
| 10563 AMBERWOOD LANE | PORTER RANCH | CA | 91326 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| CHILDREN'S DEFENSE FUND | |||||||
| 634 SOUTH SPRING STREET SUITE 500C | LOS ANGELES | CA | 90014 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| VISION TO LEARN | |||||||
| 11611 SAN VICENTE BLVD SUITE 500 | LOS ANGELES | CA | 90049 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| SCHOOL ON WHEELS | |||||||
| 3150 N SAN FERNANDO ROAD SUITE B | LOS ANGELES | CA | 90065 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $10,000 |
| PASSTHROUGH-SYCAMORE HILL CAPTL PAR | |||||||
| 1232 CAMBRIDGE DRIVE | LAFAYETTE | CA | 94549 | N/A | N/A | CHARITABLE PURPOSE OF THE ORGANIZATION | $203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,203 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,059 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $509,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $773,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,804,813 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTHROUGH & OTHER INC. | 14 | -$56,140 |
| TAX-EXEMPT INTEREST INC. | 14 | $34,747 |
| NON-DIVIDEND DISTRIBUTION | 14 | $15,034 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,278,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,804,813 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,082,821 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | E AND SHAY ADMINISTRATIVE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 S FIGUEROA STREET 21 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,096,842 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LIMITED PARTNERSHIPS INTEREST | NoncashPropertyDesc |
| Fair Market Value | $157,922 | FairMarketValueAmt |
| Received | 2017-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $74,182 | Amt |
| Net Investment Income | $74,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C Y6 21399 - AVAIL. UPON REQUEST | $805,348 | $805,348 |
| UBS A/C Y6 21400 - AVAIL. UPON REQUEST | $712,038 | $712,038 |
| UBS A/C Y6 21401 - AVAIL. UPON REQUEST | $987,298 | $987,298 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS A/C Y6 21403 - AVAIL. UPON REQUEST | $931,655 | $931,655 |
| UBS A/C Y6 21404 - AVAIL. UPON REQUEST | $1,191,349 | $1,191,349 |
| UBS A/C Y6 21405 - AVAIL. UPON REQUEST | $1,266,739 | $1,266,739 |
| UBS A/C Y6 21407 - AVAIL. UPON REQUEST | $939,698 | $939,698 |
| UBS A/C Y6 21408 - AVAIL. UPON REQUEST | $1,044,181 | $1,044,181 |
| UBS A/C Y6 21409 - AVAIL. UPON REQUEST | $1,287,884 | $1,287,884 |
| UBS A/C Y6 21410 - AVAIL. UPON REQUEST | $722,808 | $722,808 |
| UBS A/C Y6 21411 - AVAIL. UPON REQUEST | $1,443,335 | $1,443,335 |
| UBS A/C Y6 21412 - AVAIL. UPON REQUEST | $1,389,037 | $1,389,037 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $83,659 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $83,659 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,188,385 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,188,385 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVENUE EUROPE CAPITAL SOLUTIONS FD LP | FMV | $291,011 | $291,011 |
| SPECIAL CREDIT OPPORTUNITIES LP | FMV | $109,480 | $109,480 |
| NINETEEN77 GLOBAL MULTI-STRATEGY ALPH | FMV | $501,943 | $501,943 |
| TRUMBULL PROPERTY GROWTH | FMV | $500,000 | $500,000 |
| NINETEEN77 GLOBAL MERGER ARBITRAGE LTD | FMV | $489,970 | $489,970 |
| SYCAMORE HILL CAPITAL PARTNERS LP | FMV | $14,468 | $14,468 |
| SYCAMORE HILL CAPITAL PARTNERS III LP | FMV | $23,191 | $23,191 |
| SYCAMORE HILL CAPITAL PARTNERS IV | FMV | $37,873 | $37,873 |
| UBS A/C Y6 09539 - AVAIL. UPON REQUEST | FMV | $68,800 | $68,800 |
| UBS A/C Y6 21398 - AVAIL. UPON REQUEST | FMV | $709,697 | $709,697 |
| UBS A/C Y6 21402 - AVAIL. UPON REQUEST | FMV | $5,125,653 | $5,125,653 |
| UBS A/C Y6 21402 - AVAIL. UPON REQUEST | FMV | $930,225 | $930,225 |
| UBS A/C Y6 21404 - AVAIL. UPON REQUEST | FMV | $19,910 | $19,910 |
| UBS A/C Y6 21406 - AVAIL. UPON REQUEST | FMV | $341,597 | $341,597 |
| UBS A/C Y6 21406 - AVAIL. UPON REQUEST | FMV | $176,238 | $176,238 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $44,509 | BOYBookValueAmt |
| EOY Book Value | $39,122 | EOYBookValueAmt |
| EOYFMV | $39,122 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES | $170,759 | $170,759 |
| CA FILING FEES | $10 | |
| FOREIGN INCOME TAXES | $19,861 | $19,861 |
| CA REGISTRATION - LICENSE & PERMITS | $225 | $225 |
| NON-DEDUCTIBLE EXPENSES FROM PASSTROUGH | $8,474 | |
| PENALTY | $42 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TAX-EXEMPT INTEREST INC. | $34,747 | ||
| NON-DIVIDEND DISTRIBUTION | $15,034 | ||
| PASSTHROUGH & OTHER INC. | -$56,140 | -$56,140 | -$56,140 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX - CURRENT | $11,113 | $8,314 |
| EXCISE TAX - DEFERRED | $15,989 | $36,142 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACT SERVICES | CategoryTxt |
| Amt | $317 | Amt |
| Net Investment Income | $317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E AND SHAY ADMINISTRATIVE TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 S FIGUEROA ST 21 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX - CURRENT | $19,192 |
| EXCISE TAX - DEFERRED | $20,153 |