LARCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LARCH FOUNDATION (EIN 20-2012929)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349101628
- Schema version
- 2019v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:40:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202012929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARC | BusinessNameControlTxt |
| Phone | 2077120360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 MILLENIA BLVD 175 PMB 92921 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32839 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRV SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3045513131 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA W YEE | PreparerPersonNm |
| PTIN | P00222839 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.246.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:36:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36473E2C99FB7F0C9CAC621829157A07C5125D8D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5C6033350B38978D4769251ED6A979561AB56917 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,994,975 | 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 | $689,994 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,328 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $916 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $202 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $202 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $709,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,846 | 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 | $75 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $75 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $561,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $797,551 | CashBOYAmt |
| Cash EOY | $1,346,352 | CashEOYAmt |
| Cash EOYFMV | $1,346,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,109 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,109 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $278,427 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $483,217 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $488,281 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $158,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,335 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,467 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,738 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,543,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,111,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,975 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $7,500 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | 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 | $1,543,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,104,217 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,543,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,104,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,543,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,111,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,543,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $561,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,104,217 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,104,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,202 | $1,926 | $276 | $276 |
| PUBLICLY TRADED SECURITIES | $90,000 | $89,344 | $656 | $656 |
| PUBLICLY TRADED SECURITIES | $108,023 | $108,039 | -$16 | -$16 |
| PUBLICLY TRADED SECURITIES | $1,486 | $1,486 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $916 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $876,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,412,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.620574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $547,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,459,948 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.374911 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $702,212 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,376,899 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.509995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,265,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.313026 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,270,767 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,159,513 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.095949 | DistributionYr5Rt |
| Total Distribution | 2.914455 | TotalDistributionRt |
| Average Distribution | 0.582891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,514,929 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $883,038 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $883,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $419 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $419 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | IRVIN SHAPELL | IndividualWithBooksNm |
| Phone | 3045513131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 MILLENIA BLVD 175 PMB 92921 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32839 | 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 |
|---|---|---|---|---|---|---|---|---|
| IRVIN SHAPELL | ||||||||
| 4700 MILLENIA BLVD 175 PMB 92921 | ORLANDO | FL | 32839 | PRES, SEC, TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES E MILLER | ||||||||
| 6TH FLOOR WEST TOWER 100 MIDDLE ST | PORTLAND | ME | 04101 | CLERK | 0.50 | $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 | $533,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,004,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,537,999 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,537,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,514,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223 | TotalTaxAmt |
| Distributable Before Adj | $75,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,213,257 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $333,427 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $633,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $474,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $806,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,461,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,526,653 | 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 | $1,213,257 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,313,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $333,427 | ExcessFromYear4Amt |
| Excess From Year3 | $633,643 | ExcessFromYear3Amt |
| Excess From Year2 | $474,510 | ExcessFromYear2Amt |
| Excess From Year1 | $806,249 | ExcessFromYear1Amt |
| Excess From Current Year | $65,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRVIN SHAPELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTA LEVY LEARNING CENTER | |||||||
| 99 N MAIN STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $43,090 |
| AUSCHWITZ BIRKENAU MEMORIAL FOUNDATION | |||||||
| 483 10TH AVENUE SUITE 425 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| HERRING GUT LEARNING CENTER | |||||||
| PO BOX 286 | PORT CLYDE | ME | 04855 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| LAKE CITY HIGH SCHOOL ATHLETIC DEPT | |||||||
| 6101 RAMSEY ROAD | COEUR DALENE | ID | 83815 | N/A | PUBLIC CHARITY | GENERAL | $11,500 |
| LEAP | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| MAINE FAMILY PLANNING | |||||||
| PO BOX 587 | AUGUSTA | ME | 04332 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| NAT'L CENTER FOR CIVIL AND HUMAN RIGHTS | |||||||
| 250 WILLIAMS ST SUITE 2322 | ATLANTA | GA | 30303 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | N/A | PUBLIC CHARITY | GENERAL | $50,000 |
| SPEAK ABOUT IT | |||||||
| PO BOX 4408 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL | $5,500 |
| SPEAK FOR US | |||||||
| PO BOX 586 ONE PORTLAND SQUARE | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | GENERAL | -$20,000 |
| THE CROMWELL CENTER FOR DISABILITIES AWARENESS | |||||||
| 97 EXCHANGE STREET 205 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | EOF | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,090 | 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 | $3,328 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,400 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $916 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,846 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID AND FELA SHAPELL LEAD UNITRUST | ||||||
| 1 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $55,509 | Yes (X) |
| DAVID AND FELA SHAPELL LEAD UNITRUST | ||||||
| 2 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $55,278 | Yes (X) |
| DAVID AND FELA SHAPELL LEAD UNITRUST | ||||||
| 3 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $55,278 | Yes (X) |
| DAVID AND FELA SHAPELL LEAD UNITRUST | ||||||
| 4 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $55,279 | Yes (X) |
| DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 5 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 6 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| DAVID AND FELA SHAPELL LEAD UNITRUST | ||||||
| 7 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $55,278 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS REGISTERED IN MAINE WHICH DOES NOT REQUIRE FILING A COPY OF FORM 990-PF SINCE THE FOUNDATION DOES NOT ENGAGE IN FUNDRAISING NOR HAVE ANY UNRELATED BUSINESS INCOME. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 FRONTIER COMMUNICATIONS CORP | $24,565 | $12,063 |
| 30,000 LAND O LAKES CAP TR | $30,902 | $33,675 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS BARRICK GOLD CORP | $26,715 | $18,590 |
| 214 SHS CAPITAL PRODUCT PARTNERS LP | $10,882 | $2,876 |
| 1,500 SHS ENERPLUS CORP | $29,138 | $10,695 |
| 200 SHS FRONTIER COMMUNICATIONS CORP | $16,023 | $178 |
| 5,000 SHS PENGROWTH ENERGY TRUST | $27,401 | $228 |
| 500 SHS CENTURYLINK INC COM | $14,725 | $6,605 |
| 500 SHS GENERAL ELECTRIC CO COM | $12,575 | $5,580 |
| 500 SHS GENERAL ELECTRIC CO COM | $8,493 | $5,580 |
| 1 SHS SEADRILL LIMITED | $10,173 | $3 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $99,402 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $99,973 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $383,815 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $388,308 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,000 SHS GAMCO RES GOLD & INCOME TR | AT COST | $14,964 | $10,360 |
| 2,000 SHS GAMCO RES GOLD & INCOME TR | AT COST | $10,483 | $8,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $75 | LegalFeesAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $65 | $65 | $0 |
| INTEREST EXPENSE | $15 | $15 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME - CAPITAL PRODUCTS PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $202 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $202 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $51 | Amt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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