SHORESH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHORESH FOUNDATION (EIN 94-3044121)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202113099349102201
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T17:33:40-05:00 | 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 | 943044121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHORESH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOR | BusinessNameControlTxt |
| Phone | 5106126318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W CALIFORNIA BLVD NO 430 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106126318 | PhoneNum |
| Signature | 2021-11-04 | 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 | 2021-11-04 | 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 | $13,564,788 | 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 | $1,041,372 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,740 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,740 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $217,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,521,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,749 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,359,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,008 | 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 |
| Legal Fees Rev And Expnss | $157 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $157 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,077 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $601,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $601,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $663,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $601,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $695,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,305 | CashBOYAmt |
| Cash EOY | $105,738 | CashEOYAmt |
| Cash EOYFMV | $105,738 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,815,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,171,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,171,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,553,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,702,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,658,939 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,399,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,554,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,628,286 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,324 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,324 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,840,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,535,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,564,788 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20 | 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 | $10,840,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,535,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,840,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,535,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,840,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,535,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,840,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $695,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,535,648 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,535,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CITI - PUBLICLY TRADED SECURITIES | $593,573 | $649,630 | -$56,057 | -$56,057 | |
| CITI - PUBLICLY TRADED SECURITIES | $924,217 | $780,255 | $143,962 | $143,962 | |
| CAPITAL GAINS DIVIDENDS | $3,844 | $3,844 | $3,844 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,058 | 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 | $12,058 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,362 | OverpaymentAmt |
| Applied To ES Tax | $8,362 | 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 | ROCHELLE SHAPELL | IndividualWithBooksNm |
| Phone | 5106126318 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W CALIFORNIA BLVD 430 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROCHELLE SHAPELL | ||||||||
| 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| LORNE M BUCHMAN | ||||||||
| 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | SECRETARY & CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $9,791,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,197,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,988,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,988,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,808,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $590,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $590,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,696 | TotalTaxAmt |
| Distributable Before Adj | $586,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $586,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $586,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $601,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $601,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $601,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $918,986 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $918,986 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $601,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $586,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $934,065 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $934,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $918,986 | ExcessFromYear4Amt |
| Excess From Current Year | $15,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROCHELLE SHAPELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PUBLIC CHARITY | GENERAL | $40,000 |
| ALAMEDA COUNTY MEALS ON WHEELS | |||||||
| 80 SWAN WAY SUITE 120 | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL | $7,500 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| AUGUSTA LEVY LEARNING CENTER | |||||||
| 16 RIDGECREST RD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| BERKELEY MEALS ON WHEELS | |||||||
| 1900 6TH STREET | BERKELEY | CA | 94710 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| BETH JACOB CONGREGATION (OAKLAND) | |||||||
| 3778 PARK BLVD | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $26,780 |
| BOYS & GIRLS CLUB OF PASADENA | |||||||
| 3230 EAST DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| COMMUNITY LEGAL SERVICES | |||||||
| 1424 CHESTNUT ST | PHILADELPHIA | PA | 19102 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| CONGREGATION TORAT EMET | |||||||
| 2375 E MAIN ST | BEXLEY | OH | 43209 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | GENERAL | $20,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 131 STEUART ST 425 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| IKAR | |||||||
| 4311 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL | $119,745 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 405 14TH ST SUITE 1415 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| ISRAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | GENERAL | $20,000 |
| JEWISH COMMUNITY HIGH SCHOOL | |||||||
| 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $100,000 |
| JEWISH FAMILY & COMMUNITY SERVICES EAST BAY | |||||||
| 2484 SHATTUCK AVE 210 | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $3,600 |
| KIDS IN NEED OF DEFENSE | |||||||
| 1201 L ST NW FLOOR 2 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| LOLLYPOP FARM - HUMANE SOCIETY OF GREATER ROCHESTER | |||||||
| 99 VICTOR RD | FAIRPORT | NY | 14450 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41 ST | LOS ANGELES | CA | 90058 | N/A | PUBLIC CHARITY | GENERAL | $40,000 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| OAKLAND HEBREW DAY SCHOOL | |||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | N/A | PUBLIC CHARITY | GENERAL | $104,400 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| SAN FRANCISCO-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC CHARITY | GENERAL | $40,000 |
| SHARE OUR STRENGTH - NO KID HUNGRY | |||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| PO BOX 511489 | LOS ANGELES | CA | 90051 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| ST VINCENT MEALS ON WHEELS | |||||||
| 2303 MIRAMAR ST | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| STANFORD UNIVERSITY | |||||||
| MEMORIAL HALL-RM 144 551 SERRA MALL | STANFORD | CA | 94305 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| STRIVE | |||||||
| 28 FODEN RD | SOUTH PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| UC HASTINGS COLLEGE OF THE LAW | |||||||
| 200 MCALLISTER ST | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $3,000 |
| WATER FOR SOUTH SUDAN | |||||||
| PO BOX 25551 | ROCHESTER | NY | 14625 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| YOUTH ENRICHMENT STRATEGIES | |||||||
| 1577 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $601,825 | 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 | $8,740 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $217,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $318,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,008 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION'S PURPOSE OF ALL GRANT AND CONTRIBUTIONS IS TO AID AND PROMOTE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY AND RELIGIOUS PROJECTS AS WELL AS THE ARTS. | RelationshipStatementTxt |
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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID & FELA SHAPELL LEAD UNITRUST | ||||||
| 1 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $138,000 | Yes (X) |
| DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| LORNE M BUCHMAN | ||||||
| 4 | 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | $76,000 | Yes (X) |
| DAVID & FELA SHAPELL LEAD UNITRUST | ||||||
| 5 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $138,000 | Yes (X) |
| DAVID & FELA SHAPELL LEAD UNITRUST | ||||||
| 6 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $138,000 | Yes (X) |
| DAVID & FELA SHAPELL LEAD UNITRUST | ||||||
| 7 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $138,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITI - MARKETABLE SECURITIES (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $2,702,254 | EOYBookValueAmt |
| EOYFMV | $4,658,939 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITI - FIXED INCOME FUNDS (DETAIL AVAILABLE UPON REQUEST) | AT COST | $6,504,297 | $6,550,948 |
| CLIPPER FUND | AT COST | $50,313 | $77,338 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $157 | LegalFeesAmt |
| Net Investment Income | $157 | 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 | $1,324 | BOYBookValueAmt |
| EOY Book Value | $1,324 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $41,877 | $41,877 | $0 |
| FILING FEES CA SOS | $20 | $20 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $917 | $917 | $0 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
| STATE FILING FEES | $10 | $10 | $0 |
| ATTORNEY GENERAL REGISTRATION FEES | $150 | $150 | $0 |
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