SHEPHER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHEPHER FOUNDATION (EIN 45-6748619)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202111349349102301
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T12:05:36-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954192795PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Weir and FechtBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121031 Ventura Blvd Ste 419AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91364ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456748619EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHEPHER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHEPBusinessNameControlTxt
Phone8187007000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116027 VENTURA BLAddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonISAAC SHEPHERPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstISAACPersonFirstNm
Person LastSHEPHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M WEIRPreparerPersonNm
PTINP00510876PTIN
Phone8187100900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,904,170FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$4,929LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,289TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$710,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$710,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$717,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$710,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$717,089ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,621,259CashBOYAmt
Cash EOY$1,904,170CashEOYAmt
Cash EOYFMV$1,904,170CashEOYFMVAmt
Total Assets BOY$2,621,259TotalAssetsBOYAmt
Total Assets EOY$1,904,170TotalAssetsEOYAmt
Total Assets EOYFMV$1,904,170TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,621,259NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$2,621,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,904,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,621,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,904,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,621,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$717,089ExcessRevenueOverExpensesAmt
Subtotal$1,904,170SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,904,170TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ISAAC SHEPHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8187007000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116027 VENTURA BL 400AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ISAAC SHEPHER
16027 VENTURA BL 400ENCINOCA91436Trustee0.25$0
MIRIAM SHEPHER
16027 VENTURA BL 400ENCINOCA91436Trustee0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,333,345AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,333,345TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,333,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,298,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,917MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,917MinimumInvestmentReturnAmt
Distributable Before Adj$114,917DistributableBeforeAdjAmt
Distributable Before Ded$114,917DistributableBeforeDedAmt
Distributable As Adjusted$114,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$710,800ExpensesAndContributionsAmt
Qualifying Distributions$710,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$710,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,917DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$338,606ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$194,507ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,686,346ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,272,352ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$263,556ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,755,367TotalExcessDistributionCyovAmt
Qualifying Distributions$710,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,917AppliedToCurrentYearAmt
Remaining Distri From Corpus$595,883RemainingDistriFromCorpusAmt
Total Corpus$6,351,250TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$338,606ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,012,644ExcessDistriCyovToNextYrAmt
Excess From Year4$194,507ExcessFromYear4Amt
Excess From Year3$3,686,346ExcessFromYear3Amt
Excess From Year2$1,272,352ExcessFromYear2Amt
Excess From Year1$263,556ExcessFromYear1Amt
Excess From Current Year$595,883ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerISAAC SHEPHERContributingManagerNm
Contributing ManagerMIRIAM SHEPHERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISRAELI-AMERICAN COUNCIL
5900 CANOGA AVEWOODLAND HILLSCA91367NONEPCBUILD A UNITED AND ENGAGED ISRAELI-AMERICAN COMMUNITY$160,000
AMERICAN ISRAEL EDUCATION FOUNDATIO
251 H STREET NWWASHINGTONDC20001NONEPCEDUCATIONAL PROGRAMS AND SEMINARS$150,000
LARGER THAN LIFE - LA FAMILY
18034 VENTURA BLVD 257ENCINOCA91316NONEPCSUPPORT CHILDREN WITH CANCER$5,000
AJC GLOBAL JEWISH ADVOCACY
165 EAST 56 STREETNEW YORKNY10022NONEPCASSIST IN INTRODUCING DIVERSE GLOBAL THOUGHT LEADERS TO ISRAEL$40,000
THE CENTRAL FUND OF ISRAEL
461 CENTRAL AVECEDARHURSTNY11516NONEPCINCREASE THE INTEREST OF THE GENERAL PUBLIC IN THE STATE OF ISRAEL AND ADVANCE THE CAUSE OF PEACE IN THE MIDDLE EAST.$50,000
ISRAEL EMERGENCY ALLIANCE
PO BOX 341069LOS ANGELESCA90034NONEPCENSURE THAT ISRAEL IS ACCURATELY REPRESENTED ON COLLEGE CAMPUSES, IN HIGH SCHOOLS, AND IN COMMUNITIES AROUND THE WORLD.$50,000
ISRAEL CHRISTIAN NEXUS
11039 MCCORMICK STREETNORTH HOLLYWOODCA91601NONEPCEDUCATE CHRISTIAN AND JEWISH COMMUNITIES AND THE GENERAL POPULATION ABOUT THE CRUCIAL ROLE OF ISRAEL AND THE JEWISH PEOPLE.$30,000
KADIMA DAY SCHOOL
7011 SHOUP AVENUEWEST HILLSCA91307NONEPCHELP CHILDREN CONNECT WITH THEIR JEWISH ROOTS.$15,000
SHAILI ORG
5825 RESEDA BLVDTARZANACA91356NONEPCINCREASE PUBLIC AWARENESS OF THOSE IN NEED.$5,800
DEDHAM COUNTRY DAY SCHOOL
90 SANDY VALLEY ROADDEDHAMMA02026NONEPCPROVIDE OPPORTUNITY FOR LOCAL, LOW INCOME PUBLIC SCHOOL STUDENTS TO BUILD ACADEMIC AND SOCIAL SKILLS.$10,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017NONEPCPROVIDE AN OPPORTUNITY FOR YOUNG JEWISH ADULTS AROUND THE WORLD TO VISIT ISRAEL.$100,000
STAND BY ME
16027 VENTURA BLVD SUITE 550ENCINOCA91436NONEPCPROVIDE MORAL SUPPORT AND NECESSARY SERVICES TO ISRAELI-AMERICAN CANCER PATIENTS.$20,000
AMERICAN FRIENDS OF SHANTI HOUSE
8740 SAINT IVES DRIVELOS ANGELESCA90069NONEPCPROVIDE SUPPORT TO THE SHANTI HOUSE, AN ORGANIZATION IN ISRAEL HOUSING HOMELESS TEENS SUFFERING DUE TO THE ECONOMIC DISASTERS PLAGUING ISRAEL.$5,000
KESHET CHAIM DANCE ENSEMBLE
4155 DIXIE CANYON AVENUESHERMAN OAKSCA91423NONEPCPROMOTE JEWISH CULTURE AND VALUES THROUGH DANCE AND SONG.$10,700
THE ADELSON EDUCATIONAL CAMPUS
9700 HILLPOINTE ROADLAS VEGASNV89134NONEPCSUPPORT JEWISH EDUCATIONAL INSTITUTION TO PROSPER FROM JEWISH VALUES AND A WORLD CLASS GENERAL STUDIES CURRICULUM$5,000
ADELSON CLINIC FOR DRUG ABUSE TREAT
3661 SOUTH MARYLAND PARKWAY 64LAS VEGASNV89169NONEPCPROVIDE UNDERSTANDING, PATIENT-ORIENTED,OPIOID ADDICTION TREATMENT.$1,500
AMERICAN FRIENDS OF LUBAVITCH CHABA
2110 LEROY PL NWWASHINGTONDC20008NONEPCSUPPORT FOR AN ARRAY OF PROGRAMS WHICH REACH OUT TO MEMBERS OF THE COMMUNITY OF ALL BACKGROUNDS AND AFFILIATIONS$1,800
FAMILIES OF LONE SOLDIERS
17328 VENTURA BLVD 176ENCINOCA91316NONEPCCREATE A COMMUNITY OF SUPPORT, INFORMATION, RESOURCES, AWARENESS AND ADVOCACY FOR LONE SOLDIERS AND THEIR FAMILIES$5,000
ENCINO PRESBYTERIAN CHILDREN'S CENT
4963 BALBOA BLVDENCINOCA91316NONEPCSUPPORT FOR CHURCH-RELATED CENTER OFFERING CARE FOR CHILDREN AGES 2.5 THROUGH 11 YEARS$5,000
OSEH CHESSED
12247 HATTERAS STVALLEY VILLAGECA91607NONEPCDISTRIBUTE FOOD TO FAMILIES IN NEED$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCE
60 EAST 42ND STREETNEW YORKNY10165NONEPCPROVIDE HOPE, PURPOSE AND LIFE-CHANGING SUPPORT TO SOLDIERS, BEREAVED FAMILIES, AND VETERANS$36,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$710,800TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,929LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt

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