DAVID AND FELA SHAPELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND FELA SHAPELL FAMILY FOUNDATION (EIN 95-6187271)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102824
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:49:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 SMITH SROKA LEE 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956187271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & FELA SHAPELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3102737337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK E STE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRVIN N SHAPELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3102773633 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA W YEE | PreparerPersonNm |
| PTIN | P00222839 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $66,913,225 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,042,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,803,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$212,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,325,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,834,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,808,665 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $121,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $60,583 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,004 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $728 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $483,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,383,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,383,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,867,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,383,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,032,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,447,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,589,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,649,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,649,766 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,053 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,310 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,053 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,053 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $29,411,627 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,773,483 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,414,158 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,483,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,547,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,093,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,017,932 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,436,911 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,486,824 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,785,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,785,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,185,432 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,803 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,803 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $6,413 | OtherAssetsBOYAmt |
| Other Assets EOY | $65,643 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $65,643 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $62,304,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,276,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,913,225 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $17,391 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,491 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,491 | 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 | $62,286,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,254,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,286,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,254,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,304,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,276,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,286,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,032,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,254,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,254,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK #0890 - PUBLICLY TRADED SECURITIES | 2024-12-31 | $5,831,486 | $5,912,240 | -$80,754 | -$80,754 |
| US BANK #0890 - PUBLICLY TRADED SECURITIES | 2024-12-31 | $16,483,675 | $16,615,190 | -$131,515 | -$131,515 |
| MS - GNMA POOL | 2024-12-31 | $10,662 | $10,927 | -$265 | -$265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$212,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,540 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,540 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,415 | OverpaymentAmt |
| Applied To ES Tax | $23,415 | 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 | 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 | MANN GELON SMITH SROKA LEE LLP | IndividualWithBooksNm |
| Phone | 3102773633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK E STE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN SHAPELL | ||||||||
| 1112 MONTANA AVENUE SUITE 1236 | SANTA MONICA | CA | 90403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROCHELLE SHAPELL | ||||||||
| 10573 W PICO BLVD 140 | LOS ANGELES | CA | 90064 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| IRVIN N SHAPELL | ||||||||
| 139 D STREET SE | WASHINGTON | DC | 20003 | TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INGA A ZUKUS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 N MCCADDEN PL 202 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $121,167 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $62,627,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,475,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,643 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,217,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,217,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $978,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,239,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,211,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,211,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,125 | TotalTaxAmt |
| Distributable Before Adj | $3,191,839 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,191,839 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,191,839 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,383,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,383,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,191,839 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,391,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,299,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,783,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,369,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,241,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,085,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,383,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,191,839 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,311 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,277,152 | 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 | $4,391,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,886,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,299,967 | ExcessFromYear4Amt |
| Excess From Year3 | $5,783,358 | ExcessFromYear3Amt |
| Excess From Year2 | $1,369,416 | ExcessFromYear2Amt |
| Excess From Year1 | $8,241,995 | ExcessFromYear1Amt |
| Excess From Current Year | $191,311 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 100178156 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $667,000 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | |||||||
| 25 WEST 45TH ST 504 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $50,000 |
| AMERICAN FRIENDS OF DARCHE NOAM - DAVID SHAPELL COLLEGE | |||||||
| 176-25 UNION TURNPIKE PMB 336 | FRESH MEADOWS | NY | 113661515 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $610,000 |
| BETH JACOB CONGREGATION | |||||||
| 9030 WEST OLYMPIC BOULEVARD | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $87,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 EAST 42ND ST SUITE 1820 | NEW YORK | NY | 10165 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $518,000 |
| JEWISH FEDERATION COUNCIL | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $50,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH.TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $1,000,000 |
| SIMON WIESENTHAL CENTERMUSEUM OF TOLERANCE | |||||||
| 10250 CONSTELLATION BLVD 19TH FLOOR | LOS ANGELES | CA | 90067 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $400,000 |
| 1939 CLUB INC | |||||||
| 369 SOUTH DOHENY DRIVE 1402 | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITIES | TO PROMOTE CHARITABLE, EDUCATIONAL, LITERARY & SCIENTIFIC RESEARCH. | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,383,150 | 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 | $5,249 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,042,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$212,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,834,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,834,769 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $30,800 | Amt |
| Net Investment Income | $15,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $4,436,911 | EOYBookValueAmt |
| EOYFMV | $4,486,824 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK EQUITIES | StockNm |
| EOY Book Value | $19,547,958 | EOYBookValueAmt |
| EOYFMV | $27,093,349 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,557,770 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,525,925 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $11,215,713 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,888,233 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US BANK OTHER INVESTMENTS | AT COST | $1,753,670 | $2,154,062 |
| VALUABLE PAPERS | AT COST | $31,370 | $31,370 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,004 | LegalFeesAmt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $424 | $424 | $424 |
| ACCRUED INTEREST | $5,989 | $65,219 | $65,219 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE & OFFICE EXPENSE | $290 | $210 | $0 |
| OTHER INSURANCE | $828 | $600 | $0 |
| HEALTH INSURANCE EXPENSE | $19,396 | $9,698 | $0 |
| INVESTMENT FEES | $274,712 | $242,691 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $17,391 | BOYBookValueAmt |
| EOY Book Value | $22,491 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - CA ATTORNEY GENERAL | $200 | $0 | $0 |
| PAYROLL TAX EXPENSE | $9,381 | $4,691 | $0 |
| FOREIGN TAXES | $4,188 | $4,188 | $0 |
| FEDERAL TAXES | $22,000 | $22,000 | $0 |
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