2014-07-28T07:50:07-05:00 2013-12-31 205972245 ARGENT WEALTH MANAGEMENT LLC 404 WYMAN STREET SUITE 375 WALTHAM MA 02451 990PF 2013-01-01 043511089 THE SHILLMAN FOUNDATION SHIL 5086506361 P O BOX 676267 RANCHO SANTA FE CA 920676267 DR ROBERT J SHILLMAN TRUSTEE 5086506361 2014-07-28 1 RICHARD D KAHN P01282610 7812904900 2014-07-21 2013 2015-12-30 17:16:21Z X 19104530 X X 208016 308389 124563 238386 238386 332579 546775 50000 50000 0 2600 2600 0 98966 98966 0 22647 22647 0 174213 174213 0 550131 550131 724344 174213 550131 -391765 372562 7062916 648869 648869 12688601 18710883 18455661 19751517 19359752 19104530 0 0 X 19751517 19359752 0 0 0 0 19751517 19359752 19751517 19359752 19751517 -391765 0 19359752 0 19359752 CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2013-12-31 238386 238386 238386 238386 0 3742821 15917304 0.235142 2187857 14734877 0.148482 1572520 8113985 0.193804 962254 4615507 0.208483 1102986 5386772 0.204758 0.990669 0.198134 19110425 3786425 3726 3790151 550131 7451 0 7451 0 7451 15000 15000 X 7549 7549 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ROBERT SHILLMAN TRUSTEE 5086506361 P O BOX 676267 RANCHO SANTA FE CA 920676267 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT J SHILLMAN P O BOX 676267 RANCHO SANTA FE CA 920676267 TRUSTEE 5.00 0 0 0 DIANNE PARROTTE 11 VIA VECINO SANTA FE NM 875060068 TRUSTEE 5.00 50000 0 0 NONE 0 NONE 0 0 18075347 1326100 0 19401447 0 0 19401447 291022 19110425 955521 955521 7451 7451 948070 0 948070 0 948070 550131 0 550131 0 550131 948070 0 0 1104688 962893 1572520 2187857 3742821 9570779 550131 0 0 550131 0 0 948070 948070 9172840 0 0 0 0 0 0 156618 9016222 962893 1572520 2187857 3742821 550131 X CHRISTIANS UNITED FOR ISRAEL P O BOX 1307 SAN ANTONIO TX 78295 NONE EXEMPT TO SUPPORT RELIGIOUS ACTIVITIES 101000 FIDELITY CHARITABLE GIFT FUND P O BOX 770001 CINCINNATI OH 45277 NONE EXEMPT GENERAL PURPOSE 310131 SAN DIEGO JEWISH ACADEMY 11860 CARMEL CREEK ROAD SAN DIEGO CA 92130 NONE EXEMPT TO SUPPORT THE COMMUNITY 100000 PROJECT VERITAS 1245 SEVENTH AVENUE MAMARONECK NY 10543 NONE EXEMPT TO SUPPORT THE COMMUNITY 25000 LA JOLLA MUSIC SOCIETY 7946 IVANHOE AVANUE LA JOLLA CA 92037 NONE EXEMPT TO SUPPORT THE ARTS 14000 550131 0 14 208016 18 124563 0 332579 0 332579 0 0 0 0 0 0 0 0 0 0 THE SHILLMAN FOUNDATION04-3511089ELECTION2013 FORM 990PFELECTION TO TREAT QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION OUT OF CORPUSTHE SHILLMAN FOUNDATION HEREBY ELECTS, PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)2, TO TREAT $ 532,000 OF QUALIFYING DISTRIBUTIONS MADE DURING 2013 AS BEING MADE OUT OF CORPUS. FIDELITY PORTFOLIO AT COST 18710883 18455661 ANNUAL REPORT 500 500 0 TRAVEL EXPENSES 22147 22147 0 TAX PREPARATION 2600 2600 0 FEDERAL TAX 98966 98966 0