SHORESH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHORESH FOUNDATION (EIN 94-3044121)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102595
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:40:10-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943044121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHORESH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOR | BusinessNameControlTxt |
| Phone | 5106126318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W CALIFORNIA BLVD NO 430 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE SHAPELL | PersonNm |
| Person Title | SECRETARY/CFO | PersonTitleTxt |
| Phone | 5106126318 | PhoneNum |
| Signature | 2018-11-14 | 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 | 2018-11-14 | 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 | 2018-11-14 | IPDt |
| IP Tm | 10:25:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6A37C49338A12392E7CD1B58163AD1F67669A86B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12B15767517BF3A641F401CCC6444BBF6671A9BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $10,377,751 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $852,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $270,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $280,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,669,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $280,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,402,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $550,252 | 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 |
| Accounting Fees Rev And Expnss | $7,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,713 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $407,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,713 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $514,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,732 | CashBOYAmt |
| Cash EOY | $124,934 | CashEOYAmt |
| Cash EOYFMV | $124,934 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,592,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,639,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,639,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,634,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,001,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,663,129 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,228 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $66,833 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,340,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,873,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,881,950 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,630 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,324 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,324 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,726,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,725,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,377,751 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,031 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,031 | 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 | $8,726,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,721,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,726,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,721,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,726,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,725,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,726,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,721,236 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,721,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CITI - PUBLICLY TRADED SECURITIES | $674,613 | $681,155 | -$6,542 | -$6,542 | |
| CITI - PUBLICLY TRADED SECURITIES | $1,987,668 | $1,708,451 | $279,217 | $279,217 | |
| CAPITAL GAINS DIVIDENDS | $7,353 | $7,353 | $7,353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $280,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,358,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,911,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $373,993 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,227,170 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,363,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,421,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.144713 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,562 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,880,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $754,714 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,597,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099338 | DistributionYr5Rt |
| Total Distribution | 0.486551 | TotalDistributionRt |
| Average Distribution | 0.097310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,452,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $919,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $924,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,713 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,267 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,267 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,031 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROCHELLE SHAPELL | IndividualWithBooksNm |
| Phone | 5106126318 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W CALIFORNIA BLVD 430 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROCHELLE SHAPELL | ||||||||
| 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| LORNE M BUCHMAN | ||||||||
| 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | SECRETARY & CFO | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,923,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,671,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,324 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,596,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,596,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,452,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $472,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,298 | TotalTaxAmt |
| Distributable Before Adj | $462,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $462,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $462,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,713 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $361,713 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $361,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $381,064 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,207 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $898,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $918,986 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,200,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $361,713 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $100,592 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,592 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,099,883 | 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 | $280,472 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,819,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,207 | ExcessFromYear4Amt |
| Excess From Year3 | $898,218 | ExcessFromYear3Amt |
| Excess From Year1 | $918,986 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROCHELLE SHAPELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| ALAMEDA COUNTY MEALS ON WHEELS | |||||||
| 80 SWAN WAY SUITE 120 | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | N/A | PUBLIC CHARITY | GENERAL | $20,000 |
| AUGUSTA LEVY LEARNING CENTER | |||||||
| 16 RIDGECREST RD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| BARD PRISON INITIATIVE | |||||||
| BARD COLLEGE PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| BETH JACOB CONGREGATION (OAKLAND) | |||||||
| 3778 PARK BLVD | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $3,600 |
| BIMBAM | |||||||
| 1970 BROADWAY | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $1,500 |
| BRENTWOOD SCHOOL | |||||||
| 12001 SUNSET BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL | $8,333 |
| BUILDING FUTURES | |||||||
| 1395 BANCROFT AVE | SAN LEANDRO | CA | 94577 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| CENTER FOR GENDER AND REFUGEE STUDIES UC HASTINGS COLLEGE OF LAW | |||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $650 |
| CENTER FOR YOUTH DEVELOPMENT THROUGH LAW | |||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| CHABAD OF THE EAST BAY | |||||||
| 2643 COLLEGE AVE | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | GENERAL | $18,000 |
| GAN MAH TOV PRESCHOOL | |||||||
| 3778 PARK BLVD | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $380 |
| GETTING OUT & STAYING OUT | |||||||
| 75 EAST 116TH ST | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| GIRLS INC | |||||||
| 3000 62ND AVE | OAKLAND | CA | 94605 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 131 STEUART ST 425 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL | $3,600 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| IKAR | |||||||
| 4311 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL | $7,150 |
| JEWISH COMMUNITY HIGH SCHOOL | |||||||
| 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2150 POST ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $1,800 |
| JEWISH FEDERATION OF THE EAST BAY | |||||||
| 2121 ALLSTON WAY 200 | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $111,500 |
| LEHRAUS JUDAICA | |||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $12,000 |
| NATIONAL INSTITUTE FOR JEWISH HOSPICE | |||||||
| PO BOX 48025 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL | $720 |
| OAKLAND HEBREW DAY SCHOOL | |||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | N/A | PUBLIC CHARITY | GENERAL | $104,400 |
| ONE ACRE FUND | |||||||
| 888 16TH ST NW 800 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| PRISON PET PARTNERSHIP | |||||||
| 9601 BUJACICH ROAD NW | GIG HARBOR | WA | 98332 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| SAN FRANCISCO-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| STANFORD UNIVERSITY | |||||||
| MEMORIAL HALL-RM 144 551 SERRA MALL | STANFORD | CA | 94305 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| STRIVE | |||||||
| 28 FODEN RD | SOUTH PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| THE ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| THE SHALOM FOUNDATION | |||||||
| 845 3RD AVE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| UC BERKELEY FOUNDATION | |||||||
| 4200 2080 ADDISON STREET | BERKELEY | CA | 94720 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| WOMEN AGAINST ABUSE | |||||||
| 100 SOUTH BROAD STREET SUITE 1341 | PHILADELPHIA | PA | 19110 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| YOUTH ENRICHMENT STRATEGIES | |||||||
| 1577 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,713 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $280,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $550,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $550,252 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION'S PURPOSE OF ALL GRANT AND CONTRIBUTIONS IS TO AID AND PROMOTE CHARITABLE, EDUCATIONAL, SCIENTIFIC, LITERARY AND RELIGIOUS PROJECTS AS WELL AS THE ARTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID & FELA SHAPELL LEAD UNITRUST | ||||||
| 1 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $223,988 | Yes (X) |
| DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| LORNE M BUCHMAN | ||||||
| 4 | 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | $15,000 | Yes (X) |
| ROCHELLE SHAPELL | ||||||
| 5 | 115 W CALIFORNIA BLVD 430 | PASADENA | CA | 91105 | $200,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,325 | Amt |
| Net Investment Income | $7,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CITI - CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $84,228 | EOYBookValueAmt |
| EOYFMV | $66,833 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITI - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $2,001,868 | EOYBookValueAmt |
| EOYFMV | $2,663,129 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITI - FIXED INCOME FUNDS | AT COST | $4,831,297 | $4,819,647 |
| CLIPPER FUND | AT COST | $42,316 | $62,303 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $1,324 | $1,324 | $1,324 |
| PREPAID FEDERAL EXCISE TAX | $6,306 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,031 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $26,719 | Amt |
| Net Investment Income | $26,719 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $1,207 | $1,207 | $0 |
| FEDERAL EXCISE TAX | $10,377 | $0 | $0 |
| FILING FEE - FRANCHISE TAX BOARD | $10 | $10 | $0 |
| REGISTRATION FEE - ATTY GENL REGISTRY OF CHARITABLE TRUSTS | $75 | $75 | $0 |
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