2023-07-14T16:19:20-05:00 2020-12-31 201625307 Gerety & Associates CPAs 6823 S Eastern Ave Suite 101 Las Vegas NV 89119 990PF 2020-01-01 582489866 The David & Linda Shaheen Foundation DAVI 7758328484 PO Box 973 Crystal Bay NV 89402 David Shaheen Chairman of the Board 7758328484 2023-07-14 1 David Shaheen 999009999 Irene M Wandtke CPA P00790051 7029332213 2023-07-14 0 AAL1 IAL1 2020 2023-04-26 12:10:37Z X 11645073 X X 27559 27559 126166 126166 569214 8760963 569214 1081 1081 724020 724020 0 0 0 2565 1282 1283 81623 0 0 84188 1282 1283 551500 551500 635688 1282 552783 88332 722738 3000 3000 3024 168092 1559052 1559052 7473000 6260737 8257932 0 0 77000 1918196 1963562 1748065 1424655 1288924 0 10986943 11075275 11645073 0 0 X 10986943 11075275 10986943 11075275 10986943 11075275 10986943 88332 0 11075275 0 11075275 Merrill Lynch - 4539 P 2580629 2318250 262379 262379 Merrill Lynch - 4539 P 4250599 4165362 85237 85237 14,810 shs Energy Transfer LP P 2020-04-24 2020-08-10 95981 107667 -11686 -11686 S&P500 Stepup Issuer BofA 11.83% P 2018-07-26 2020-07-31 1253414 1100470 152944 152944 S&P500 Stepup Issuer BofA 5.8% P 2019-07-11 2020-07-31 529000 500000 29000 29000 Capital Gains Dividends P 51340 51340 51340 569214 10046 0 10046 0 10046 0 0 0 0 0 206 10252 0 0 0 0 0 0 0 0 0 0 1 1 NV 1 1 0 0 0 1 EatYourPeas.org David M Shaheen 7758328484 PO Box 973 Crystal Bay NV 89402 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Shaheen PO Box 973 Crystal Bay NV 89402 President 1.00 0 0 0 Linda Shaheen PO Box 973 Crystal Bay NV 89402 Vice President 1.00 0 0 0 NONE 0 Merrill Lynch 2049 Century Park E - 11/12 FL Century City CA 90067 Investment Advisors 81624 0 N/A 0 0 9433546 1059468 0 10493014 0 0 10493014 157395 10335619 516781 X 552783 0 552783 0 552783 0 0 0 149695 153774 164832 92757 561058 0 0 0 0 0 0 0 561058 0 0 0 0 0 0 149695 411363 153774 164832 92757 2001-02-18 X 0 0 0 0 0 0 0 0 0 0 552783 616305 389950 528700 2087738 0 0 0 0 0 552783 616305 389950 528700 2087738 0 0 344521 349032 356181 420623 1470357 0 0 0 0 David Shaheen Linda Shaheen David M Shaheen PO Box 973 Crystal Bay NV 89402 7758328484 All applications should be sent through website: Eatyourpeas.com None Restricted to 501(c)(3) organizations in education, the arts, conservation & humanitarian endeavors 9 Dots 931 N Highland Ave Los Angeles CA 90038 None PC Computer edcuation for youth 5000 A Place Called Home 2830 South Central Ave Los Angeles CA 90011 None PC Provide children haven and education 385000 Feast 3655 South Grand Ave Ste 210 Los Angeles CA 90027 None PC Assist families with food 5000 Harvard Medical School - HMS Medscience Prog 1033 Massachusetts Ave Ste 3 Cambridge MA 02138 None PC Medical education in hihg school 25000 Heart of Los Angeles 2701 Wilshire Blvd Ste 100 Los Angeles CA 90057 None PC Youth programs in education 25000 Lomi School Fund 534 B Street Santa Rosa CA 95401 None PC Care for AIDS Victims 5000 Los Angeles Philharmonic 151 Grand Ave Los Angeles CA 90012 None PC Music education in public schools 50000 Olmsted Plein Air Foundation 5058 LaVista Rd Tucker GA 30084 None PC Supports southern artists 1500 UCLA 10889 Wilshire Blvd Ste 1100 Los Angeles CA 90024 None PC Grant 50000 551500 0 02 27559 02 126166 02 1081 01 569214 0 724020 0 724020 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2565 1282 1283 Fixed Income 0 77000 Corporate Equities 3929208 5190753 Mutual Funds 2331529 3067179 Alternative Investments AT COST 1801862 1586365 Partnership Interest AT COST 161700 161700 Reserve for FMV 1424655 1288924 0 Investment Fees - ML 81623 0 0 Wells Fargo - settlement 1081 1081 1081