LARCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LARCH FOUNDATION (EIN 20-2012929)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349102662
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T17:50:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 310 PALM AVENUE PO BOX 2166 | AddressLine1Txt |
| City | ANNA MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342162166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRV SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077120360 | PhoneNum |
| Signature | 2019-05-13 | 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 | 2019-05-13 | 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 | 2019-05-13 | IPDt |
| IP Tm | 15:04:58 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 37B82C0A03813ECEF4CB112FF70171CD7C4B0B86 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12B15767517BF3A641F401CCC6444BBF6671A9BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,413,216 | 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 | $579,898 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,455 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $587,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,356 | 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 | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $42 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $876,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $876,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $883,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $876,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$296,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,100,911 | CashBOYAmt |
| Cash EOY | $797,551 | CashEOYAmt |
| Cash EOYFMV | $797,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,488 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $215 | RcvblFromOfficersBOYAmt |
| US Government Obligations BOY | $312,941 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $278,427 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $280,473 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $178,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,231 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,467 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $129,811 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $121,473 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,839,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,543,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,413,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,839,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,543,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,839,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,839,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,543,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,839,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$296,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,543,173 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,173 | 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 | $200,000 | $200,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | $65,000 | $65,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | $35,018 | $43,823 | -$8,805 | -$8,805 |
| PUBLICLY TRADED SECURITIES | $7,663 | $7,671 | -$8 | -$8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $547,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,459,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.374911 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $702,212 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,376,899 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.509995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $396,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,265,070 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.313026 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,270,767 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,159,513 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.095949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,621,555 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090530 | DistributionYr5Rt |
| Total Distribution | 2.384411 | TotalDistributionRt |
| Average Distribution | 0.476882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,412,746 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $673,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $86 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $673,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $876,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $86 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $505 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $505 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $419 | OverpaymentAmt |
| Applied To ES Tax | $419 | 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 | 2077120360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PALM AVENUE PO BOX 2166 | AddressLine1Txt |
| City | ANNA MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342162166 | 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 | ||||||||
| 310 PALM AVENUE PO BOX 2166 | ANNA MARIA | FL | 342162166 | 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 | $536,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $897,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,434,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,434,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,412,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $70,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $876,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $876,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $86 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $876,714 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,213,257 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $333,427 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $633,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $474,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,721,082 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $876,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $806,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,527,331 | 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 | $66,245 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,461,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,213,257 | ExcessFromYear4Amt |
| Excess From Year3 | $333,427 | ExcessFromYear3Amt |
| Excess From Year2 | $633,643 | ExcessFromYear2Amt |
| Excess From Year1 | $474,510 | ExcessFromYear1Amt |
| Excess From Current Year | $806,249 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUGUSTA LEVY LEARNING CENTER | ||||||||||||
| 99 N MAIN STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $30,000 | |||||
| BETH ISRAEL CONGREGATION | ||||||||||||
| 1630 BANCROFT WAY | BERKELEY | CA | 94703 | N/A | PUBLIC CHARITY | GENERAL | $1,800 | |||||
| BRAVELY BEAUTIFUL INC | ||||||||||||
| 19001 ALPENGLOW LANE | BROOKVILLE | MD | 20833 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | |||||
| CLASSROOMS WITHOUT BORDERS | ||||||||||||
| 234 MCKEE PL | PITTSBURG | PA | 15213 | N/A | PUBLIC CHARITY | GENERAL | $21,000 | |||||
| GULF OF MAINE RESEARCH INSTITUTE | ||||||||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | |||||
| HERRING GUT LEARNING CENTER | ||||||||||||
| POBOX 286 | PORT CLYDE | ME | 04855 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | |||||
| HONR NETWORK INC | ||||||||||||
| 2875 S ORANGE AVE STE 500-2611 | ORLANDO | FL | 32806 | N/A | PUBLIC CHARITY | GENERAL | $500 | |||||
| NORWALK LAND TRUST INC | ||||||||||||
| PO BOX 34 | NORWALK | CT | 06853 | N/A | PUBLIC CHARITY | GENERAL | $500 | |||||
| SPEAKING UP FOR US | ||||||||||||
| PO BOX 586 ONE PORTLAND SQUARE | PORTLAND | ME | 04112 | N/A | PUBLIC CHARITY | GENERAL | $85,000 | |||||
| THE CROMWELL CENTER FOR DISABILITIES AWARENESS | ||||||||||||
| 97 EXCHANGE STREET 205 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL | $500 | |||||
| THE ETHAN HENRY LECOURS FOUNDATION | ||||||||||||
| POBOX 193 | LINCOLN | RI | 02865 | N/A | PUBLIC CHARITY | GENERAL | $500 | |||||
| UNITED ISRAEL APPEAL OF CANADA | ||||||||||||
| N/A | PUBLIC CHARITY | GENERAL | $500 | 4600 BATHURST ST SUITE 315 | TORONTO | ON | CA | M2R 3V3 | ||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | EOF | GENERAL | $700,000 | |||||
| UNIVERSITY OF WASHINGTON SCHOOL OF LAW FOUNDATION | ||||||||||||
| PO BOX 353020 | SEATTLE | WA | 98195 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |||||
| VALLEY HOSPICE | ||||||||||||
| 308 MOUNT ST JOSEPH ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |||||
| WALS FOUNDATION | ||||||||||||
| 1413 EOFF ST | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |||||
| WAYNFLETE SCHOOL | ||||||||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | |||||
| WHEELING HERITAGE | ||||||||||||
| 1400 MAIN ST | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $2,000 | |||||
| YORK COMMUNITY SERVICE ASSOCIATION | ||||||||||||
| PO BOX 180 | YORK | ME | 03909 | N/A | PUBLIC CHARITY | GENERAL | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $876,800 | 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 | $13,455 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,941 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,615 | 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 (3 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 | $166,526 | 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) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $6,600 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 SHS FRONTIER COMMUNICATIONS CORP | $24,565 | $15,813 |
| 30,000 LAND O LAKES CAP TR | $30,902 | $30,975 |
| 75,000 SHS PUBLIC SVC ELEC GAS CO | $74,344 | $74,685 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS BARRICK GOLD CORP | $26,715 | $13,540 |
| 1,500 SHS CAPITAL PRODUCT PARTNERS LP | $12,402 | $3,135 |
| 1,500 SHS ENERPLUS CORP | $29,138 | $11,640 |
| 2,000 SHS GAMCO RES GOLD & INCOME TR | $17,348 | $8,650 |
| 200 SHS FRONTIER COMMUNICATIONS CORP | $16,023 | $476 |
| 5,000 SHS PENGROWTH ENERGY TRUST | $27,401 | $2,235 |
| 500 SHS CENTURYLINK INC COM | $14,725 | $7,575 |
| 500 SHS GENERAL ELECTRIC CO COM | $12,785 | $3,785 |
| 500 SHS SEADRILL LIMITED SHS | $10,173 | $10 |
| 500 SHS GENERAL ELECTRIC CO COM | $8,703 | $3,785 |
| 2,000 SHS GAMCO RES GOLD & INCOME TR | $10,483 | $7,400 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $55 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $278,372 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $280,418 | StateLocalSecEOYFMVAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS - CLASS ACTION SETTLEMENT FUND | Desc |
| Revenue And Expenses Per Books | $32 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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