SHILLMAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHILLMAN FOUNDATION (EIN 04-3511089)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201231299349100883
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T13:43:22-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard D Kahn | Name |
| Phone | 7818941117 | Phone |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13725410 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 68000 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 68000 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 68000 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 288273 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 290875 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 290875 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 15687 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1426574 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15687 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 371960 | TotalRevenueAndExpenses |
| Total Net Investment Income | 374562 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 358875 | 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 | 266047 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 17467 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1000 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16467 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 335914 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28400 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 41467 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2146390 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2146390 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2482304 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28400 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2187857 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2110344 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 346162 | NetInvestmentIncome |
| Adjusted Net Income | 358875 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 763277 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 105537 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 105537 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 14290250 | InvestmentsOtherBOY |
| Investments Other EOY | 12837646 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12619873 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1000000 | OtherAssetsBOY |
| Other Assets EOY | 1000000 | OtherAssetsEOY |
| Other Assets EOYFMV | 1000000 | OtherAssetsEOYFMV |
| Total Assets BOY | 16053527 | TotalAssetsBOY |
| Total Assets EOY | 13943183 | TotalAssetsEOY |
| Total Assets EOYFMV | 13725410 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 16053527 | CapitalStockBOY |
| Capital Stock EOY | 13943183 | CapitalStockEOY |
| Total Net Assets BOY | 16053527 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13943183 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16053527 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13943183 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16053527 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2110344 | ExcessOfRevenueOverExpenses |
| Subtotal | 13943183 | Subtotal |
| Total Net Assets Fund Balances EOY | 13943183 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 25051 | |||||||
| Capital Gain Dividends | |||||||
| -5146 | JANUS SHORT TERM BOND FUND | P | 2010-05-10 | 2011-12-28 | 300000 | 305146 | -5146 |
| 1320 | JANUS SHORT TERM BOND FUND | P | 2010-05-10 | 2011-12-28 | 1320 | 1320 | |
| -1708 | JANUS SHORT TERM BOND FUND | P | 2010-05-10 | 2011-12-28 | 100000 | 101708 | -1708 |
| 203 | JANUS SHORT TERM BOND FUND | P | 2010-05-10 | 2011-04-29 | 203 | 203 | |
| -4033 | JANUS SHORT TERM BOND FUND | P | 2010-05-10 | 2011-04-29 | 1000000 | 1004033 | -4033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15687 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -3830 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1572520 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8113985 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.19380 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 962254 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4615507 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.20848 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1102986 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5386772 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.20476 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 916489 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3940529 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.23258 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1017993 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4624990 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.22011 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.05973 | TotalDistributionRatio |
| Average Distribution Ratio | 0.21195 | AverageDistributionRatio |
| Net Noncharitable Assets | 14734877 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3122998 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3462 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3126460 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2187857 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6923 | InvestmentIncomeExciseTax |
| Subtotal | 6923 | Subtotal |
| Tax Based On Investment Income | 6923 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 3077 | Overpayment |
| Amount Credited To Next Year | 3077 | 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 |
| 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 | 13494035 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 465231 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1000000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14959266 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 14959266 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 224389 | CashDeemedCharitable |
| Net Noncharitable Assets | 14734877 | NetNoncharitableAssets |
| Minimum Investment Return | 736744 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 736744 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6923 | TaxBasedOnInvestmentIncome |
| Total Tax | 6923 | TotalTax |
| Distributable Amount Before Adj | 729821 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 729821 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 729821 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2187857 | ExpensesAndContributions |
| Qualifying Distributions | 2187857 | QualifyingDistributions |
| Adj Qualifying Distributions | 2187857 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 729821 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1017993 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 918251 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1104688 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 962893 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1572520 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5576345 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2187857 | QualifyingDistributions |
| Treated As Distri From Corpus | 2187857 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 729821 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 729821 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7034381 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 288172 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6746209 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 918251 | ExcessFromYear4 |
| Excess From Year3 | 1104688 | ExcessFromYear3 |
| Excess From Year2 | 962893 | ExcessFromYear2 |
| Excess From Year1 | 1572520 | ExcessFromYear1 |
| Excess From Current Year | 2187857 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SAN DIEGO JEWISH ACADEMY | |||||||
| 11860 CARMEL CREEK ROAD | SAN DIEGO | CA | 92130 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $6,000 |
| THE NEW ENGLAND HOLOCAUST MEMORIAL | |||||||
| 126 High Street | Boston | MA | 02110 | NONE | EXEMPT | TO SUUPORT THE COMMUNITY | $5,000 |
| THE HUNDRED CLUB OF MASSACHUSETTS | |||||||
| 17 Gloucester Street | Boston | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $25,000 |
| INTERNATIONAL PRIMATE PROTECTION LE | |||||||
| P O Box 766 | Summerville | SC | 29484 | NONE | EXEMPT | TOM SUPPORT WILDLIFE | $7,000 |
| CHRISTIANS UNITED FOR ISRAEL | |||||||
| P O Box 1307 | San Antonio | TX | 78295 | NONE | EXEMPT | TO SUPPORT RELIGIOUS ACTIVITIES | $100,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 North Beauregard Street | Alexandria | VA | 22311 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| P O BOX 770001 | CINCINNATI | OH | 45277 | NONE | EXEMPT | GENERAL PURPOSE | $1,750,000 |
| CONGREGATION BETH AM | |||||||
| 1039 SOUTH LA CIENEGA BOULEVARD | LOS ANGELES | CA | 90035 | NONE | EXEMPT | TO SUPPORT RELIGIOUS ACTIVITIES | $2,890 |
| FRIENDS OF THE IDF | |||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2146390 | 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 | $68,000 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $288,273 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,051 | ExclusionAmount |
| Related Or Exempt Function Income | -9364 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,324 | ExclusionAmount |
| Related Or Exempt Function Income | -9364 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 371960 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SHILLMAN FOUNDATION04-3511089ELECTION2011 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 $ 2,187,857 OF QUALIFYING DISTRIBUTIONS MADE DURING 2011 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 | 12837646 | BookValue |
| EOYFMV | 12619873 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE OF ISRAEL BOND | Description |
| BOY Book Value | 1000000 | BOYBookValue |
| EOY Book Value | 1000000 | EOYBookValue |
| EOYFMV | 1000000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| TRAVEL EXPENSES | 16467 | 16467 | |
| ANNUAL REPORT | 1000 | 1000 |
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 | $266,047 | Amount |