DAVID AND FELA SHAPELL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND FELA SHAPELL FAMILY FOUNDATION (EIN 95-6187271)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202103099349102105
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T17:33:29-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811227223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956187271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & FELA SHAPELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3102737337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 WILSHIRE BLVD STE 1200 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102737337 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROCHELLE | PersonFirstNm |
| Person Last | SHAPELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA W YEE | PreparerPersonNm |
| PTIN | P00222839 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Preparation | 2021-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $172,262 | 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 | $4,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,882 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,509,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $53,583 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $98 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,838 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,446 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,155 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $91,411 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $66,273 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,058 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,756 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,356,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,356,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,603,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,356,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,093,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,201,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,279 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,560 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,560 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,560 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $25,078 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,347 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,053 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $31,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,370 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,803 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,803 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $424 | OtherAssetsBOYAmt |
| Other Assets EOY | $424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,266,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,262 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $52,745 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,153 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,745 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,153 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,213,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $119,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,213,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,266,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,213,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,093,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $119,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $119,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GNMA POOL | PropertyDesc |
| Gross Sales Price | $4,576 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,732 | CostOrOtherBasisAmt |
| Gain Or Loss | -$156 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$156 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$156 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,560 | OverpaymentAmt |
| Applied To ES Tax | $7,560 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INGA ZUKUS | IndividualWithBooksNm |
| Phone | 3102737337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 WILSHIRE BLVD STE 1200 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN SHAPELL | ||||||||
| 9401 WILSHIRE BLVD 1200 | BEVERLY HILLS | CA | 90212 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROCHELLE SHAPELL | ||||||||
| 9401 WILSHIRE BLVD 1200 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| IRVIN N SHAPELL | ||||||||
| 9401 WILSHIRE BLVD 1200 | BEVERLY HILLS | CA | 90212 | TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INGA A ZUKUS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 N MCCADDEN PL 202 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,167 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,080,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,930 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,127,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,393 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $56,393 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,393 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,393 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,356,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,356,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,356,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,393 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,172,940 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,548,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,102,583 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,785,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,391,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,000,495 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,356,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,393 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,299,967 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,300,462 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,172,940 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,127,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,548,475 | ExcessFromYear4Amt |
| Excess From Year3 | $5,102,583 | ExcessFromYear3Amt |
| Excess From Year2 | $4,785,392 | ExcessFromYear2Amt |
| Excess From Year1 | $4,391,105 | ExcessFromYear1Amt |
| Excess From Current Year | $5,299,967 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CTR JERUSALEM | |||||||
| 55 WEST 39TH ST 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,800 |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 100178156 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $667,000 |
| AMERICAN FRIENDS OF DARCHE NOAM - DAVID SHAPELL COLLEGE | |||||||
| 504 REDWOOD DR | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $510,000 |
| AMERICAN FRIENDS OF BAT MELECH INC | |||||||
| 144 ENCLAVE BLVD | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $3,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVENUE | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $16,000 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 FIFTH AVENUE 42ND FLOOR | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,036,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1500 MARKET ST SUITE 2145W | PHILADELPHIA | PA | 191022146 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,800 |
| BETH JACOB CONGREGATION | |||||||
| 9030 WEST OLYMPIC BOULEVARD | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $76,130 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $25,000 |
| CHABAD OF CALIFORNIA | |||||||
| 741 GAYLEY AVENUE | LOS ANGELES | CA | 90024 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $10,000 |
| ELEM - YOUTH IN DISTRESS | |||||||
| 224 W 35TH ST 11TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $2,000 |
| EMUNAH OF AMERICA | |||||||
| 315 W 36TH ST 2ND FL | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $5,000 |
| FEDERATION EARLY LEARNING SERVICES (DAY CARE) | |||||||
| 10700 JAMISON AVE | PHILADELPHIA | PA | 19116 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,800 |
| FEDERATION HOUSING INC | |||||||
| 8900 ROOSEVELT BOULEVARD | PHILADELPHIA | PA | 19115 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,800 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $75,000 |
| HADASSAH | |||||||
| 40 WALL ST 8TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,000,000 |
| HIAS INC | |||||||
| 1300 SPRING ST SUITE 500 | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $9,300 |
| ISRAAID US INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $33,000 |
| JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $3,600 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $3,600 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $2,500 |
| NORTH AMERICAN FRIENDS OF AMCHA-ISRAEL INC CO THE BLUE CARD INC | |||||||
| 171 MADISON AVENUE SUITE 1405 | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $18,000 |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $132,000 |
| SIMON WISENTHAL CENTERMUSEUM OF TOLERANCE | |||||||
| 1399 S ROXBURY DRIVE 2ND FLOOR | LOS ANGELES | CA | 90035 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $400,000 |
| THE 1939 CLUB INC | |||||||
| 8950 WEST OLYMPIC BLVD 437 | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $680 |
| TOUCH OF KINDNESS TOMCHEI SHABBOS | |||||||
| 345 N LA BREA AVE 208 | LOS ANGELES | CA | 90036 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $8,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,299,800 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST 25TH FL | LOS ANGELES | CA | 90015 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,000 |
| YOUNG ISRAEL OF NORTH BEVERLY HILLS | |||||||
| 9261 ALDEN DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $750 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | |||||||
| 25 W 45TH ST 1405 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $10,000 |
| STRIVE - PEREGRINE CORP PSL | |||||||
| 28 FODEN ROAD | SOUTH PORTLAND | ME | 04106 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,356,360 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,882 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,987 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FELA SHAPELL | ||||||
| 1 | 218 N FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | $1,500,000 | Yes (X) |
| FELA SHAPELL | ||||||
| 2 | 218 N FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | $1,100,000 | Yes (X) |
| FELA SHAPELL | ||||||
| 3 | 218 N FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | $1,900,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL AUDIT | $14,000 | $14,000 | $0 |
| ACCOUNTING & BOOKKEEPING | $7,838 | $7,446 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $20,347 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,053 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VALUABLE JUDAICAL DOCUMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $31,370 | BookValueAmt |
| EOYFMV | $31,370 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $135 | LegalFeesAmt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $424 | BOYBookValueAmt |
| EOY Book Value | $424 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE & OFFICE EXPENSE | $2,172 | $1,574 | $0 |
| OTHER INSURANCE | $1,060 | $769 | $0 |
| HEALTH INSURANCE EXPENSE | $14,826 | $7,413 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCOUNTS PAYABLE | $37,800 | $37,800 |
| PAYROLL TAXES PAYABLE | $14,945 | $12,353 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FILING FEES - CA ATTORNEY GENERAL | $150 | $0 | $0 |
| PAYROLL TAX EXPENSE | $8,310 | $4,155 | $0 |
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