The Shillman Foundation

990PF • Fiscal year 2013 • EIN 04-3511089

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 28, 2014

Organization Profile

P O Box 676267Rcho Santa Fe, CA 92067-6267

(508) 650-6361

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $10M-$25M nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $10M-$25M nonprofits • Source year 2013

-118%

Higher net margin than 4% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

$50,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

-2.0%

Faster asset growth than 24% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$19,359,752

Down $391,765 (-2.0%) from 2012

Net Assets

Down

$19,359,752

Down $391,765 (-2.0%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue19th percentile Net Margin4th percentile

Revenue

$332,579

No earlier filing loaded for comparison.

Expenses

Down

$724,344

Down $3,068,021 (-81%) from 2012

Net Income

-$391,765

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$19,359,752

Liabilities$0

Net Assets$19,359,752

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$332,579

Expenses$724,344

Net Income-$391,765

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jul 28, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay31st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DIANNE PARROTTE	Trustee	PT	$50,000	-	$50,000
ROBERT J SHILLMAN	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

EIN: 04-3511089
Phone: 5086506361

Signing Officer

Name: Dr Robert J Shillman
Title: Trustee
Phone: 5086506361
Signed: 2014-07-28
Discuss with paid preparer: Yes

Preparer

Preparer: Richard D Kahn
Phone: 7812904900

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
DistributionFromCorpusElection/ElectionDesc	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.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	18710883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	FIDELITY PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	18455661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	208016
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	238386
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	50000
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	550131
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	308389
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	208016
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-391765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	238386
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	124563
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	372562
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	22647
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	2600
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	332579
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	238386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	238386
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	19359752
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	19751517
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	19359752
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	948070
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	948070
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	948070
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	7451
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	7451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	7549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	15000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	7549
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	7451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	15000
IRS990PF/FMVAssetsEOYAmt	0	19104530
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	19751517
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	19359752
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	12688601
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	18710883
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	18455661
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	7062916
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	648869
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	648869
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	19751517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	19359752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	19104530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	19751517
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	19401447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1326100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	18075347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	291022
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	955521
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	19110425
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	19401447
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	50000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ROBERT J SHILLMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DIANNE PARROTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	P O BOX 676267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	11 VIA VECINO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	NM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	875060068
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	1572520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	962254
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	ROBERT SHILLMAN TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	P O BOX 676267
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	RANCHO SANTA FE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	920676267
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5086506361
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
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IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt	0	0
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	310131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO SUPPORT RELIGIOUS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO SUPPORT THE COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	CHRISTIANS UNITED FOR ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	SAN DIEGO JEWISH ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	PROJECT VERITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	LA JOLLA MUSIC SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	P O BOX 1307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	P O BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	2	11860 CARMEL CREEK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	3	1245 SEVENTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	4	7946 IVANHOE AVANUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	2	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	3	MAMARONECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	4	LA JOLLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	78295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	45277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	2	92130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	3	10543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	4	92037
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	550131
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	948070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	948070
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3742821
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2187857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1572520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	962893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1104688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	948070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	156618
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	9016222
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	550131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3742821
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2187857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1572520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	962893
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	550131
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	9172840
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	9570779
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	550131
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	TRAVEL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	22147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	22147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	2600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	2600
TaxesSchedule/TaxesDetail/Amt	0	98966
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	98966
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DR ROBERT J SHILLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5086506361
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE SHILLMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	SHIL
ReturnHeader/Filer/EIN	0	043511089
ReturnHeader/Filer/PhoneNum	0	5086506361
ReturnHeader/Filer/USAddress/AddressLine1	0	P O BOX 676267
ReturnHeader/Filer/USAddress/City	0	RANCHO SANTA FE
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	920676267
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	205972245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	ARGENT WEALTH MANAGEMENT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	404 WYMAN STREET SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	02451
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7812904900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD D KAHN
ReturnHeader/ReturnTs	0	2014-07-28T07:50:07-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,359,752
Liabilities: $0
Net assets: $19,359,752
Revenue: $332,579
Expenses: $724,344
Net income: -$391,765

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$103	$0.00	$103	$6.34	$11.0	$4.69
2023Detailed filing. Detailed filing data is available for this year.	$107	$0.00		$7.88	$9.00	$1.12
2022Detailed filing. Detailed filing data is available for this year.	$109	$0.00	$109	$0.65	$2.81	$3.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$113	$0.00	$113	$0.06	$0.67	$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$113	$0.00	$113	$214	$13.7	$200
2019Detailed filing. Detailed filing data is available for this year.	$18.5	$0.00		$6.42	$4.98	$1.44
2018Detailed filing. Detailed filing data is available for this year.	$15.1	$0.00	$15.1	$0.42	$0.56	$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.2	$0.00	$15.2	$0.26	$0.69	$0.95
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$16.2	$0.00	$16.2	$1.15	$5.59	$4.44
2015Detailed filing. Detailed filing data is available for this year.	$19.4	$0.00	$19.4	$0.37	$0.53	$0.15
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$19.5	$0.00	$19.5	$1.28	$1.13	$0.16
2013Detailed filing. Detailed filing data is available for this year.	$19.4	$0.00	$19.4	$0.33	$0.72	$0.39
2012Detailed filing. Detailed filing data is available for this year.	$19.8	$0.00	$19.8		$3.79
2011Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9		$2.48