ARZAK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARZAK FOUNDATION (EIN 87-0760799)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-23
- IRS object ID
- 202301749349100105
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-23T08:52:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET SUITE 210 | AddressLine1Txt |
| City | WELLESLEY HILLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024812104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870760799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARZAK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MS SUSAN R SHAPIRO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN R SHAPIRO | InCareOfNm |
| Business Name Control | ARZA | BusinessNameControlTxt |
| Phone | 6172776886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE Suite 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172773408 | PhoneNum |
| Signature | 2023-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00179616 | PTIN |
| Phone | 7812357517 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,101,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $137,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,530 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $324 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $751,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $751,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $758,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$610,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,079,607 | CashBOYAmt |
| Cash EOY | $2,376,193 | CashEOYAmt |
| Cash EOYFMV | $2,376,193 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,990 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,633,752 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,726,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,622,243 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,765,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,155,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,101,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,765,777 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,155,296 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,765,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,155,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,765,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,155,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,765,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$610,479 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,155,298 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,155,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $2,317 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,892 | SubtotalAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,786 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,786 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,894 | OverpaymentAmt |
| Applied To ES Tax | $6,894 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN R SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172776886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE APT 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN R SHAPIRO | ||||||||
| ONE W CENTURY DRIVE APT 7A | LOS ANGELES | CA | 90067 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ALISON I SHAPIRO | ||||||||
| 1482 KEONCREST | BERKELEY | CA | 94702 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RACHEL T SHAPIRO | ||||||||
| 6411 WEST 5TH STREET | LOS ANGELES | CA | 90048 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ZACHARY R SHAPIRO | ||||||||
| 9316 BEVERLY CREST DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,032,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,806,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,838,754 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,838,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,706,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,892 | TotalTaxAmt |
| Distributable Before Adj | $433,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $433,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $433,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $754,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $433,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $572,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $331,740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,163,609 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $754,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $433,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,168 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,484,777 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,484,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $572,911 | ExcessFromYear3Amt |
| Excess From Year2 | $258,958 | ExcessFromYear2Amt |
| Excess From Year1 | $331,740 | ExcessFromYear1Amt |
| Excess From Current Year | $321,168 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN R SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN R SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172776886 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GOLDEN GATE NATIONAL PARK CONS | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 941230022 | PC | MAINTAINING NATIONAL PARK | $200 | |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | EDUCATIONAL | $515,000 | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | SOCIAL SERVICE | $16,000 | |
| KENYON COLLEGE | |||||||
| COLLEGE RELATIONS CENTER | GAMBIER | OH | 43022 | PC | EDUCATIONAL | $500 | |
| LOS ANGELES OPERA | |||||||
| DOROTHY CHANDLER PAV | LOS ANGELES | CA | 90012 | PC | CULTURAL | $100,000 | 135 NORTH GRAND AVENUE |
| NANTUCKET COMMUNITY SAILING | |||||||
| PO BOX 2424 | NANTUCKET | MA | 02584 | PC | SPORTS EDUCATION | $1,000 | |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 025540013 | PC | EDUCATIONAL | $10,000 | |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | EDUCATIONAL | $3,250 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | PC | EDUCATINAL AND SOCIAL WELFARE | $1,000 | 10TH FLOOR |
| SHIRAT HAYAM CONGREGATION | |||||||
| 84 SKYLINE DRIVE | NANTUCKET | MA | 02554 | PC | RELIGIOUS | $1,800 | |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | PC | EDUCATIONAL | $7,000 | |
| KCSM JAZZ | |||||||
| 1700 WEST HILLSIDE BLVD | SAN MATEO | CA | 94402 | PC | CULTURAL AND EDUCATIONAL | $100 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | SOCIAL WELFARE | $3,000 | |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | PC | SOCIAL WELFARE | $2,000 | |
| MAZON | |||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | SOCIAL WELFARE | $1,000 | SUITE 400 |
| STAND WITH US | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | CULTURAL AND EDUCATIONAL | $500 | FIFTH FLOOR |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | SOCIAL SERVICES | $500 | |
| NANTUCKET ATHENEUM | |||||||
| ONE INDIA STREET | NANTUCKET | MA | 02554 | PC | CULTURAL AND EDUCATIONAL SERVICES | $500 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | SOCIAL SERVICES | $2,000 | |
| HAND IN HAND USA | |||||||
| 710 ST JOSHEPH DRIVE | OAK BROOK | IL | 60523 | PC | EDUCATIONAL AND SOCIAL WELFARE | $200 | |
| THE SOUTHERN POVERTY LAW CT | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | EDUCATIONAL AND SOCIAL SERVICES | $500 | |
| HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGION | |||||||
| ONE WEST FOUTH STREET | NEW YORK | NY | 10012 | PC | RELIGIOUS EDUCATION | $200 | |
| SKY'S THE LIMIT FUND | |||||||
| 510A VALLEY WAY | MILPITAS | CA | 95035 | PC | EDUCATIONAL AND SOCIAL SERVICES | $1,400 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | social welfare | $500 | 16TH FLOOR |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 NORTH EWING STREET | HELENA | MT | 59601 | PC | SOCIAL SERVICES | $2,000 | |
| GLOBAL FUND FOR WOMEN | |||||||
| 800 MARKET STREET | SAN FRANCISCO | CA | 94102 | PC | SOCIAL SERVICES | $500 | SEVENTH FLOOR |
| NEW ISRAEL FUND | |||||||
| SIX EAST 39TH STREET | NEW YORK | NY | 10016 | PC | SOCIAL SERVICES | $2,500 | SUITE 301 |
| KALW | |||||||
| 500 MANSELL STREET | SAN FRANCISCO | CA | 94134 | PC | EDUCATIONAL | $100 | |
| KQED | |||||||
| 50 BEALE STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $100 | 5TH FLOOR |
| HIAS | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | SOCIAL SERVICES | $400 | SUITE 500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | MEDICAL AND EDUCATIONAL | $100 | |
| ACLU FOUNDATION | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | PC | SOCIAL SERVICES | $500 | |
| DISABILITY RIGHTS EDUCATION AND DEFENSE FUND | |||||||
| 3075 ADELINE STREET | BERKELEY | CA | 94703 | PC | SOCIAL SERVICES | $200 | SUITE 210 |
| JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND | |||||||
| 12 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $2,000 | |
| GOOD PLUS FOUNDATION | |||||||
| 306 WEST 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | PC | SOCIAL SERVICES | $3,000 | |
| NANTUCKET LAND COUNCIL | |||||||
| PO BOX 502 | NANTUCKET | MA | 025540502 | PC | SOCIAL SERVICES | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | HEALTH AND EDUCATIONAL | $500 | |
| IEEE | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | PC | EDUCATION | $2,500 | |
| VALLEY JEWISH COMMUNITY CENTER | |||||||
| 18017 CHATSWORTH STREET | GRANADA HILLS | CA | 91344 | PC | EDUCATIONAL & SOCIAL | $1,800 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PC | EDUCATIONAL | $25,000 | |
| ONE VOICE | |||||||
| 1228 15TH STREET | SANTA MONICA | CA | 90404 | PC | SOCIAL WELFARE | $500 | |
| THE NANTUCKET INTERFAITH COUNCIL | |||||||
| 2 MADAKET ROAD | NANTUCKET | MA | 02554 | PC | SOCIAL SERVICES | $250 | |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 20540 | PC | EDUCATIONAL | $25,000 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 Wilshire Blvd | Los Angeles | CA | 90025 | PC | social welfare | $500 | Suite 1500 |
| BOSTON ATHENAEUM | |||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | PC | EDUCATIONAL AND CULTURAL | $250 | |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | PC | EDUCATIONAL | $7,500 | |
| TEMPLE AKIBA | |||||||
| 5249 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | PC | RELIGIOUS | $5,000 | |
| SUSTAINABLE NANTUCKET | |||||||
| 14 FEDERAL ST | NANTUCKET | MA | 02554 | PC | GENERAL/UNRESTRICTED | $100 | |
| GAY MEN'S CHORUS OF LOS ANGELES | |||||||
| 8981 SUNSET BLVD | LOS ANGELES | CA | 90069 | PC | CULTURAL AND EDUCATIONAL | $2,500 | SUITE 600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $751,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,530 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALISON I SHAPIRO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1482 KEONCREST | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DUKE ENERGY | StockNm |
| EOY Book Value | $52,418 | EOYBookValueAmt |
| EOYFMV | $102,990 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | AT COST | $2,382,369 | $5,401,168 |
| FIDELITY INT'L GROWTH FUND | AT COST | $103,186 | $77,615 |
| ARTISAN DEVELOPING WORLD FD | AT COST | $107,970 | $53,385 |
| FIDELITY EMERGING MARKETS | AT COST | $106,070 | $70,866 |
| AKRE FOCUS FUND RETAIL | AT COST | $27,090 | $19,209 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMM OF MASS-FILING FEE | $35 | $35 | |
| FOREIGN TAX PAID | $324 | $324 |