AARON ROSS SHAPIRO FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AARON ROSS SHAPIRO FOUNDATION (EIN 83-2201423)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202012889349100226
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)
Return2020-10-14T13:39:45-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580979080PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH ADCOCK AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16120 POWERS FERRY RD NW STE 250AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832201423EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARON ROSS SHAPIRO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAAROBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SHAPIROPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6789232875PhoneNum
Signature2020-09-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES E GIBSONPreparerPersonNm
PTINP00429568PTIN
Phone4042522208PhoneNum
Preparation2020-09-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.21.20.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-14IPDt
IP Tm13:39:45IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id52C89B8E0738509BBAF871D25CA28CF7F8C274DFAtSubmissionCreationDeviceId
At Submission Filing Device IdF852BBF08E17FF31587F5CD7F745D73683B4829BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$111,089FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,384ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,042DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,042DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,841NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,489GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,841CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,272TotalRevAndExpnssAmt
Total Net Invst Incm$8,888TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,922ExcessRevenueOverExpensesAmt
Net Investment Income$8,888NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3,685CashEOYAmt
Cash EOYFMV$3,685CashEOYFMVAmt
Corporate Stock BOY$49,915CorporateStockBOYAmt
Corporate Stock EOY$95,152CorporateStockEOYAmt
Corporate Stock EOYFMV$107,404CorporateStockEOYFMVAmt
Total Assets BOY$49,915TotalAssetsBOYAmt
Total Assets EOY$98,837TotalAssetsEOYAmt
Total Assets EOYFMV$111,089TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$49,915NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$98,837NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$49,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,915TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,922ExcessRevenueOverExpensesAmt
Subtotal$98,837SubtotalAmt
Tot Net Ast Or Fund Balances EOY$98,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50 SHARES ZSCALER INCP2018-09-062019-05-01$3,372$2,008$1,364$1,364
2 SHARES ZSCALER INCP2018-10-012019-05-01$135$82$53$53
48 SHARES ZSCALER INCP2018-10-012019-05-01$3,238$1,958$1,280$1,280
100 SHARES ZSCALER INCP2018-03-162019-05-01$6,744$1,600$5,144$5,144
FieldValueIRS element (for citing)
Capital Gain Net Income$7,841CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,697NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$50,523NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$76,445NetVlNoncharitableAssetsAmt
Net Investment Income Pct$89NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$89AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$89InvestmentIncomeExciseTaxAmt
Subtotal$89SubtotalAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Tax Due$89TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID SHAPIROIndividualWithBooksNm
Phone6782932875PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd
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
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

FieldValueIRS element (for citing)
PersonDAVID SHAPIROPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$75,156AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,453AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$77,609TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$77,609AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$76,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$89TaxBasedOnInvestmentIncomeAmt
Total Tax$89TotalTaxAmt
Distributable Before Adj$3,733DistributableBeforeAdjAmt
Distributable Before Ded$3,733DistributableBeforeDedAmt
Distributable As Adjusted$3,733DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,350ExpensesAndContributionsAmt
Qualifying Distributions$10,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$89PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,261AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,733DistributableAsAdjustedAmt
Undistributed Income PY$775UndistributedIncomePYAmt
Qualifying Distributions$10,350QualifyingDistributionsAmt
Applied To Year1$775AppliedToYear1Amt
Applied To Current Year$3,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,842RemainingDistriFromCorpusAmt
Total Corpus$5,842TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,842ExcessDistriCyovToNextYrAmt
Excess From Current Year$5,842ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID SHAPIROContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SHAPIRORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6789232875RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
APPALACHIAN STATE UNIVERSITY
287 RIVERS STREETBOONENC28608PUBLIC 501C3OPERATIONS$10,000
RUN YOUR RACE INC
5009 SHARON ROAD UNIT ECHARLOTTENC28210PUBLIC 501C3OPERATIONS$250
EBENEZER CHILDRENS HOME
1006 BYRD RIDGE ROADNORTH WILKESBORONC28659PUBLIC 501C3OPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,042ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,841ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,888ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,888TotalIncomeProducingActyAmt

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 PersonDAVID SHAPIROContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,384TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1829 SH NISOURCE INC$22,6072019-04-23
1730 SH SYNOVUS FINANCIAL CO.$27,7772019-12-04

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
660 SH - BAXTER INTL$42,949$55,201
200 SH - ZSCALER INC
847 SH NISOURCE INC.$23,587$23,587
730 SH SYNOVUS FINL CO.$28,616$28,616

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDAVID SHAPIROPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityBOONECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28607ZIPCd

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