SHEPHER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SHEPHER FOUNDATION (EIN 45-6748619)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-09
IRS object ID
202021619349101202
Schema version
2019v5.0
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)
Return2020-06-09T10:22:33-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN M WEIRPreparerPersonNm
PTINP00510876PTIN
Phone8187100900PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,621,259FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$10,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$401,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$400,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$391,660ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,012,919CashBOYAmt
Cash EOY$2,621,259CashEOYAmt
Cash EOYFMV$2,621,259CashEOYFMVAmt
Total Assets BOY$3,012,919TotalAssetsBOYAmt
Total Assets EOY$2,621,259TotalAssetsEOYAmt
Total Assets EOYFMV$2,621,259TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,012,919NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$3,012,919TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,621,259TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,012,919TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,621,259TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,012,919TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$391,660ExcessRevenueOverExpensesAmt
Subtotal$2,621,259SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,621,259TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,446,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,472,967NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.41636DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,925,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,773,087NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.82232DistributionYr2Rt
Adjusted Qlfy Distri Yr3$325,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,609,866NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.12453DistributionYr3Rt
Adjusted Qlfy Distri Yr4$385,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$927,882NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.41492DistributionYr4Rt
Adjusted Qlfy Distri Yr5$250,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$658,060NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.37991DistributionYr5Rt
Total Distribution2.158033TotalDistributionRt
Average Distribution0.431607AverageDistributionRt
Net Vl Noncharitable Assets$2,738,873NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,182,117AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$1,182,117AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$400,500QualifyingDistributionsAmt

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$2,780,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,780,582TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,780,582AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,709CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,738,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,944MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,944MinimumInvestmentReturnAmt
Distributable Before Adj$136,944DistributableBeforeAdjAmt
Distributable Before Ded$136,944DistributableBeforeDedAmt
Distributable As Adjusted$136,944DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$400,500ExpensesAndContributionsAmt
Qualifying Distributions$400,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$400,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$136,944DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$217,097ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$338,606ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$194,507ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,686,346ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,272,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,708,908TotalExcessDistributionCyovAmt
Qualifying Distributions$400,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$136,944AppliedToCurrentYearAmt
Remaining Distri From Corpus$263,556RemainingDistriFromCorpusAmt
Total Corpus$5,972,464TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$217,097ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,755,367ExcessDistriCyovToNextYrAmt
Excess From Year4$338,606ExcessFromYear4Amt
Excess From Year3$194,507ExcessFromYear3Amt
Excess From Year2$3,686,346ExcessFromYear2Amt
Excess From Year1$1,272,352ExcessFromYear1Amt
Excess From Current Year$263,556ExcessFromCurrentYearAmt

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 (17 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$139,500
LARGER THAN LIFE - LA FAMILY
19626 VENTURA BLVD 212TARZANACA91356NONEPCSUPPORT CHILDREN WITH CANCER$5,000
LEAVES OF HEALING TABERNACLE
20549 DEVONSHIRE STREETCHATSWORTHCA91311NONEPCASSIST IN MINISTERING TO PEOPLE THROUGHOUT THE WORLD VIA SOCIAL MEDIA.$1,000
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
VALLEY JEWISH COMMUNITY CENTER
18017 CHATSWORTH ST SUITE 217GRANADA HILLSCA91344NONEPCPROVIDE A HOME FOR SOCIAL, EDUCATIONAL AND RECREATIONAL PROGRAMS FOR FAMILIES AND INDIVIDUALS THAT EXPRESS JEWISH VALUES.$1,800
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.$37,000
KADIMA DAY SCHOOL
7011 SHOUP AVENUEWEST HILLSCA91307NONEPCHELP CHILDREN CONNECT WITH THEIR JEWISH ROOTS.$5,000
SHAILI ORG
PO BOX 571831TARZANACA91357NONEPCINCREASE PUBLIC AWARENESS OF THOSE IN NEED.$4,000
LEHOSHEET YAD
13079 CHANDLER BOULEVARDSHERMAN OAKSCA91401NONEPCPROVIDE A HAVEN OF JOY AND FREEDOM FOR CHILDREN WITH SEVERE OR TERMINAL ILLNESSES.$5,000
HORIZONS 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
ETTA
13034 SATICOY STREETNORTH HOLLYWOODCA91605NONEPCRESIDENTIAL, EDUCATIONAL, AND SOCIAL PROGRAMS TO HELP INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.$1,800
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 THE GROVE DRIVELOS ANGELESCA90036NONEPCPROVIDE FREE HOLOCAUST EDUCATION TO STUDENTS$1,800
WOMEN'S INTERNAT'L ZIONIST ORGANIZA
950 THIRD AVENUE 2803NEW YORKNY10022NONEPCPROVIDE INDIVIDUALS AND FAMILIES IN ISRAEL WITH THE RESOURCES AND SUPPORT NEEDED TO IMPROVE THEIR LIVES.$3,600
STAND BY ME
16027 VENTURA BLVD SUITE 550ENCINOCA91436NONEPCPROVIDE MORAL SUPPORT AND NECESSARY SERVICES TO ISRAELI-AMERICAN CANCER PATIENTS.$20,000
FRIENDS OF SHANTI HOUSE
5158 CLARETON DR 883AGOURA HILLSCA91376NONEPCPROVIDE SUPPORT TO THE SHANTI HOUSE, AN ORGANIZATION IN ISRAEL HOUSING HOMELESS TEENS SUFFERING DUE TO THE ECONOMIC DISASTERS PLAGUING ISRAEL.$10,000
KESHET CHAIM DANCE ENSEMBLE
4155 DIXIE CANYON AVENUESHERMAN OAKSCA91423NONEPCPROMOTE JEWISH CULTURE AND VALUES THROUGH DANCE AND SONG.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,500TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBANK OF THE WESTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5170AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,150Amt
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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