Civic Intelligence

Shelby Foundation Tr Agreement

990PF • Fiscal year 2017 • EIN 59-7268552

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
7832 James Island WayJacksonville, FL 32256

(904) 635-2648

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-231%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$414,546

Up $42,047 (+11%) from 2016

Net Assets

Up

$414,546

Up $42,047 (+11%) from 2016

Liabilities

Down

$0

Down $2,407 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Up

$12,190

Up $1,418 (+13%) from 2016

Expenses

Up

$40,313

Up $311 (+0.8%) from 2016

Net Income

Up

-$28,123

Up $1,107 (+3.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $451,469Liabilities 2012: $02012Assets 2013: $421,822Liabilities 2013: $02013Assets 2014: $408,271Liabilities 2014: $02014Assets 2015: $375,366Liabilities 2015: $0Net Assets 2015: $375,3662015Assets 2016: $372,499Liabilities 2016: $2,407Net Assets 2016: $372,4992016Assets 2017: $414,546Liabilities 2017: $0Net Assets 2017: $414,5462017Assets 2018: $393,730Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $491,493Liabilities 2019: $0Net Assets 2019: $491,4932019Assets 2020: $791,040Liabilities 2020: $0Net Assets 2020: $791,0402020Assets 2021: $998,096Liabilities 2021: $0Net Assets 2021: $998,0952021Assets 2022: $761,126Liabilities 2022: $0Net Assets 2022: $761,1262022Assets 2023: $1,194,822Liabilities 2023: $4,851Net Assets 2023: $1,199,6732023Assets 2024: $1,905,824Liabilities 2024: $0Net Assets 2024: $1,905,8242024

Highlighted filing

2017

Assets$414,546
Liabilities$0
Net Assets$414,546
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $526,085Expenses 2012: $8Net Income 2012: $526,0772012Revenue 2013: $8,519Expenses 2013: $69,160Net Income 2013: -$60,6412013Revenue 2014: $11,592Expenses 2014: $50,000Net Income 2014: -$38,4082014Revenue 2015: $17,171Expenses 2015: $50,000Net Income 2015: -$32,8292015Revenue 2016: $10,772Expenses 2016: $40,002Net Income 2016: -$29,2302016Revenue 2017: $12,190Expenses 2017: $40,313Net Income 2017: -$28,1232017Revenue 2018: $9,816Expenses 2018: $25,403Net Income 2018: -$15,5872018Revenue 2019: $12,186Expenses 2019: $28,185Net Income 2019: -$15,9992019Revenue 2020: $211,036Expenses 2020: $5,000Net Income 2020: $206,0362020Revenue 2021: $62,219Expenses 2021: $76,553Net Income 2021: -$14,3342021Revenue 2022: $24,622Expenses 2022: $56,660Net Income 2022: -$32,0382022Revenue 2023: $303,739Expenses 2023: $73,664Net Income 2023: $230,0752023Revenue 2024: $731,816Expenses 2024: $101,849Net Income 2024: $629,9672024

Highlighted filing

2017

Revenue$12,190
Expenses$40,313
Net Income-$28,123
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT I LUFRANOTrustee-$0--
ANNE G LESSER LUFRANOTrustee-$0--
MATTHEW LUFRANOTrustee-$0--
RUEBEN LUFRANOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Shelby Foundation
EIN
59-7268552
In Care Of
% ANNE G LESSER LUFRANO
Address
7832 James Island Way, Jacksonville, FL 32256

Signing Officer

Name
Ann G Lufrano
Title
Trustee
Phone
9046352648
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix299 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
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0414546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS - VARIOUS STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012385
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-198
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012385
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012385
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28123
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0110
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt095
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-208
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-198
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28123
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt070170
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0372499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0414546
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019786
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019786
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019786
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019908
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0122
IRS990PF/DistributableAmountGrp/TotalTaxAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0122
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0414546
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0372499
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02407
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0374906
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0372499
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0414546
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0372499
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0414546
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0404226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02130
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0402096
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06063
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019908
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0398163
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0404226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT I LUFRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANNE G LESSER LUFRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MATTHEW LUFRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RUEBEN LUFRANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07832 James Island Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17832 James Island Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27832 James Island Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37832 James Island Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Jacksonville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.116924
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.495651
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt039878
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040000
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032256
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ANNE G LESSER LUFRANO
IRS990PF/StatementsRegardingActyGrp/PhoneNum09046352648
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE ARC JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01050 NORTH DAVIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032209
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019786
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028784
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0138208
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030287
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028784
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037595
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020214
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0138208
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117994
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt070170
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02407
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UBS - LINE OF CREDIT
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/Amt1108
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN G LUFRANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09046352648
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Shelby Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0597268552
ReturnHeader/Filer/InCareOfNm0% ANNE G LESSER LUFRANO
ReturnHeader/Filer/USAddress/AddressLine1Txt07832 James Island Way
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032256
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A32700E9850606C0C3C6F1A5EB311EADB3B8904
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00A32700E9850606C0C3C6F1A5EB311EADB3B8904
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059572320181275000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02018-05-07T08:50:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,546
Liabilities
$0
Net assets
$414,546
Revenue
$12,190
Expenses
$40,313
Net income
-$28,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.73$0.10$0.63
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.20$0.30$0.07$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.02$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.21$0.01$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.01$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.00$0.01$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.01$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.02$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.01$0.05$0.04
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.01$0.07$0.06
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.53$0.00$0.53
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00