BETA

LARCH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LARCH FOUNDATION (EIN 20-2012929)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202433179349101748
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T12:07:56-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811227223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN GELON GLODNEY GUMEROVE YEE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202012929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLARCBusinessNameControlTxt
Phone2077120360PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15764 N ORANGE BLOSSOM TRL 92921AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRV SHAPELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3045513131PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW COHENPreparerPersonNm
PTINP01686253PTIN
Phone3102773633PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,948,144FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$413,372ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$21,608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,585DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$25,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$796,693GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$409,537TotalRevAndExpnssAmt
Total Net Invst Incm$20,585TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$358TaxesRevAndExpnssAmt
Taxes Net Invst Incm$358TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,793OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,044OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,151TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,402TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,125,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,125,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,130,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,402TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,125,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$721,114ExcessRevenueOverExpensesAmt
Net Investment Income$18,183NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,939,178CashBOYAmt
Cash EOY$1,226,750CashEOYAmt
Cash EOYFMV$1,226,750CashEOYFMVAmt
Sav And Temp Cash Invst BOY$36,943SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,683SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,683SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$467,283USGovernmentObligationsBOYAmt
US Government Obligations EOY$579,340USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$585,297USGovtObligationsEOYFMVAmt
Corporate Stock BOY$187,382CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$32,627CorporateBondsBOYAmt
Corporate Bonds EOY$11,248CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,994CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$78,004OtherInvestmentsEOYAmt
Other Investments EOYFMV$79,923OtherInvestmentsEOYFMVAmt
Other Assets BOY$274OtherAssetsBOYAmt
Other Assets EOY$497OtherAssetsEOYAmt
Other Assets EOYFMV$497OtherAssetsEOYFMVAmt
Total Assets BOY$2,663,687TotalAssetsBOYAmt
Total Assets EOY$1,940,522TotalAssetsEOYAmt
Total Assets EOYFMV$1,948,144TotalAssetsEOYFMVAmt
Loans From Officers BOY$30,000LoansFromOfficersBOYAmt
Loans From Officers EOY$30,000LoansFromOfficersEOYAmt
Total Liabilities BOY$30,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,633,687RetainedEarningBOYAmt
Retained Earning EOY$1,910,522RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,633,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,910,522TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,663,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,940,522TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,633,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$721,114ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,912,573SubtotalAmt
Other Decreases$2,051OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,910,522TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHWAB PUBLICLY TRADED SECURITIES$505,261$505,037$224$224
SCHWAB PUBLICLY TRADED SECURITIES$291,432$317,099-$25,667-$25,667P
FieldValueIRS element (for citing)
Capital Gain Net Income-$25,443CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$253InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$253SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$253TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$333EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$633TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$380OverpaymentAmt
Applied To ES Tax$380AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRVIN SHAPELLIndividualWithBooksNm
Phone3045513131PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15764 N ORANGE BLOSSOM TRAIL PMBAddressLine1Txt
Address Line292921AddressLine2Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVIN SHAPELL
5764 N ORANGE BLOSSOM TRAIL PMB92921ORLANDOFL32810PRES, SEC, TREASURER1.00$0$0$0
CHARLES E MILLER
6TH FLOOR WEST TOWER 100 MIDDLE STPORTLANDME04101CLERK0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$642,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,119,874AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,762,345TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,762,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,735,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,796MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,796MinimumInvestmentReturnAmt
Tax Based On Investment Income$253TaxBasedOnInvestmentIncomeAmt
Total Tax$253TotalTaxAmt
Distributable Before Adj$86,543DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,543DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,543DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,125,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,125,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,543DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$806,249ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,567ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$469,799ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$456,641ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$436,232ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,234,488TotalExcessDistributionCyovAmt
Qualifying Distributions$1,125,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,038,957RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,273,445TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$806,249ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,467,196ExcessDistriCyovToNextYrAmt
Excess From Year4$65,567ExcessFromYear4Amt
Excess From Year3$469,799ExcessFromYear3Amt
Excess From Year2$456,641ExcessFromYear2Amt
Excess From Year1$436,232ExcessFromYear1Amt
Excess From Current Year$1,038,957ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVIN SHAPELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUGUSTA LEVY LEARNING CENTER
210 ANTHONI AVE 300WHEELINGWV26003N/APUBLIC CHARITYGENERAL$50,000
DEPAUL USA
1 E JACKSON BLVD 6TH FLOORCHICAGOIL60604N/APUBLIC CHARITYGENERAL$5,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STPORTLANDME04101N/APUBLIC CHARITYGENERAL$10,000
JRI-POLAND
143 WESTWOOD CIRCLEROSLYN HEIGHTSNY11577N/APUBLIC CHARITYGENERAL$10,000
PAN-MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494N/APUBLIC CHARITYGENERAL$50,000
ST GEORGE VOLUNTEER FIREFIGHTERS & AMBULANCE ASSOCIATION
3 SCHOOL STTENANTS HARBORME04860N/APUBLIC CHARITYGENERAL$500
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/AEOFGENERAL$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,125,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,608ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$25,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$3,835ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,835TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
111900 W OLYMPIC BLVD SUITE 640LOS ANGELESCA90064$206,686Yes (X)
FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
211900 W OLYMPIC BLVD SUITE 640LOS ANGELESCA90064$206,686Yes (X)

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION IS REGISTERED IN MAINE WHICH DOES NOT REQUIRE FILING A COPY OF FORM 990-PF SINCE THE FOUNDATION DOES NOT ENGAGE IN FUNDRAISING NOR HAVE ANY UNRELATED BUSINESS INCOME.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,711 FRONTIER COMMUNICATIONS HLDGS LTD$1,724$1,448
10,000 BANK OF AMERICA C VAR 29$9,524$9,546

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$562,791USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$569,324USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$16,549StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$15,973StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
500 SHS VANECK MORNINGSTAR WIDEAT COST$41,475$42,435
220 SHS VANGUARD DIVIDENDAT COST$36,529$37,488

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTSDesc
BOY Book Value$274BOYBookValueAmt
EOY Book Value$497EOYBookValueAmt
EOYFMV$497EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$2,051Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$2,044$2,044$0
OTHER EXPENSES$2,749$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$58$58$0
FEDERAL TAXES$300$300$0

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