SHILLMAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHILLMAN FOUNDATION (EIN 04-3511089)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201321279349100002
- Schema version
- 2012v2.0
- 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
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T05:54:41-07:00 | 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 | ARGENT WEALTH MANAGEMENT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 RIVERSIDE ROAD | AddressLine1 |
| City | WESTON | City |
| State | MA | State |
| ZIP Code | 024932434 | 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 | 043511089 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHILLMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHIL | NameControl |
| Phone | 5086506361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 676267 | AddressLine1 |
| City | Rancho Santa Fe | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR ROBERT J SHILLMA | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard D Kahn | Name |
| PTIN | P01282610 | PTIN |
| Phone | 7818941117 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 19575883 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9537500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 34240 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34240 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 34240 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 247222 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 247222 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 247222 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -218263 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9319237 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9304237 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9600699 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9585699 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 281462 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 50000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 25000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 25000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2400 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2400 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 10000 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 12144 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 74544 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27525 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 25000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3717821 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3717821 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3792365 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27525 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3742821 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5808334 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9558174 | NetInvestmentIncome |
| Adjusted Net Income | 281462 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 105537 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7062916 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7062916 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 12837646 | InvestmentsOtherBOY |
| Investments Other EOY | 12688601 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12512967 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1000000 | OtherAssetsBOY |
| Total Assets BOY | 13943183 | TotalAssetsBOY |
| Total Assets EOY | 19751517 | TotalAssetsEOY |
| Total Assets EOYFMV | 19575883 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 13943183 | CapitalStockBOY |
| Capital Stock EOY | 19751517 | CapitalStockEOY |
| Total Net Assets BOY | 13943183 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19751517 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13943183 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19751517 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13943183 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5808334 | ExcessOfRevenueOverExpenses |
| Subtotal | 19751517 | Subtotal |
| Total Net Assets Fund Balances EOY | 19751517 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9304237 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2187857 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14734877 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.14848 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1572520 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8113985 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.19380 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 962254 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4615507 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.20848 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1102986 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5386772 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.20476 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 916489 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3940529 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.23258 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.98811 | TotalDistributionRatio |
| Average Distribution Ratio | 0.19762 | AverageDistributionRatio |
| Net Noncharitable Assets | 15917304 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3145594 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 95582 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3241176 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3742821 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 95582 | InvestmentIncomeExciseTax |
| Subtotal | 95582 | Subtotal |
| Tax Based On Investment Income | 95582 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13077 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13077 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1461 | PenaltyForUnderpayment |
| Tax Due | 83966 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | 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 | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT SHILLMAN TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5086506361 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 676267 | AddressLine1 |
| City | Rancho Santa Fe | City |
| State | CA | State |
| ZIP Code | 920676267 | 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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DIANNE PARROTTE | ||||||
| 11 Via Vecino | Santa Fe | NM | 875060068 | Trustee | 5.00 | 50000 |
| ROBERT J SHILLMAN | ||||||
| P O BOX 676267 | RANCHO SANTA FE | CA | 920676267 | Trustee | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13037372 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3122328 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16159700 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 16159700 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 242396 | CashDeemedCharitable |
| Net Noncharitable Assets | 15917304 | NetNoncharitableAssets |
| Minimum Investment Return | 795865 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 795865 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 95582 | TaxBasedOnInvestmentIncome |
| Total Tax | 95582 | TotalTax |
| Distributable Amount Before Adj | 700283 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 700283 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 700283 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3742821 | ExpensesAndContributions |
| Qualifying Distributions | 3742821 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 95582 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3647239 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 700283 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 918251 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1104688 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 962893 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1572520 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2187857 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6746209 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3742821 | QualifyingDistributions |
| Treated As Distri From Corpus | 3742821 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 700283 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 700283 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9788747 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 217968 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9570779 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1104688 | ExcessFromYear4 |
| Excess From Year3 | 962893 | ExcessFromYear3 |
| Excess From Year2 | 1572520 | ExcessFromYear2 |
| Excess From Year1 | 2187857 | ExcessFromYear1 |
| Excess From Current Year | 3742821 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J SHILLMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| LA JOLLA MUSIC SOCIETY | |||||||
| 7946 IVANHOE AVENUE | LA JOLLA | CA | 92037 | NONE | EXEMPT | TO SUPPORT THE ARTS | $1,000 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4 E 34TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $50,000 |
| SOUL CAUSE | |||||||
| 305 WEST A STREET | SAN DIEGO | CA | 92111 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $49,500 |
| SAN DIEGO YANTAI FREINDSHIP SOCIETY | |||||||
| 3709 CONVOY STREET | SAN DIEGO | CA | 92111 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| foundation for the defense of democ | |||||||
| p o box 33249 | WASHINGTON | DC | 20033 | NONE | EXEMPT | to support the community | $5,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| P O BOX 770001 | CINCINNATI | OH | 45277 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $525,671 |
| AMERICAN CIVIL RIGHTS INSTITUTE | |||||||
| P O BOX 188350 | SACRAMENTO | CA | 95818 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 |
| CHRISTIANS UNITED FOR ISRAEL | |||||||
| P O Box 1307 | San Antonio | TX | 78295 | NONE | EXEMPT | TO SUPPORT RELIGIOUS ACTIVITIES | $100,900 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| P O BOX 770001 | CINCINNATI | OH | 45277 | NONE | EXEMPT | GENERAL PURPOSE | $2,725,000 |
| FRIENDS OF THE IDF | |||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $250,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3717821 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,240 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $247,222 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,683 | ExclusionAmount |
| Related Or Exempt Function Income | -272946 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $336,145 | ExclusionAmount |
| Related Or Exempt Function Income | -272946 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63199 | 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 | ROBERT J SHILLMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 676267 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 920676267 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 9264554 | 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 | 250000 SHARES OF COGNEX CORP STOCK | NoncashPropertyDescription |
| Fair Market Value | 9264554 | FairMarketValue |
| Date Received | 2012-09-20 | DateReceived |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SHILLMAN FOUNDATION04-3511089ELECTION2012 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 $ 3,742,821 OF QUALIFYING DISTRIBUTIONS MADE DURING 2012 AS BEING MADE OUT OF CORPUS. | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY PORTFOLIO | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 12688601 | BookValue |
| EOYFMV | 12512967 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TRAVEL EXPENSES | 12019 | |
| ANNUAL REPORT | 125 | 125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,400 | Amount |
| Net Investment Income | 2400 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $10,000 | Amount |