SHORESH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHORESH FOUNDATION (EIN 94-3044121)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349104549
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T17:17:19-06:00 | 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 | 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 | 10573 W PICO BLVD 140 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106126318 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES SHIN | PreparerPersonNm |
| PTIN | P01640373 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,104,508 | 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 | $1,013,372 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $579,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $579,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $762,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,659,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $762,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,374,692 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,361,320 | 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 | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $945 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $725,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $725,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $801,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $725,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,573,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,298,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,216 | CashBOYAmt |
| Cash EOY | $81,891 | CashEOYAmt |
| Cash EOYFMV | $81,891 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,946,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $295,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295,191 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,790,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,102,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,718,130 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,919,325 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,879,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,009,296 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,324 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,324 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,786,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,360,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,104,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $13,786,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,360,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,786,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,360,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,786,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,360,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,786,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,573,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,360,379 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,360,379 | 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 | $379,792 | $402,339 | -$22,547 | -$22,547 | |
| CITI - PUBLICLY TRADED SECURITIES | $2,265,247 | $1,494,645 | $770,602 | $770,602 | |
| CAPITAL GAINS DIVIDENDS | $14,375 | $14,375 | $14,375 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $762,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,536 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,536 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $149 | EsPenaltyAmt |
| Tax Due | $4,663 | 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 | 10573 W PICO BLVD 140 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROCHELLE SHAPELL | ||||||||
| 10573 W PICO BLVD 140 | LOS ANGELES | CA | 90064 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| LORNE M BUCHMAN | ||||||||
| 10573 W PICO BLVD 140 | LOS ANGELES | CA | 90064 | 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 | $15,181,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $956,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,138,755 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,138,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,896,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $794,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $794,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,050 | TotalTaxAmt |
| Distributable Before Adj | $776,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $776,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $776,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $725,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $725,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $776,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $89,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,603 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $725,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $725,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $51,284 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $51,284 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,319 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $38,319 | 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 (43 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A MORE PERFECT UNION | |||||||||||
| PO BOX 198 | ORRICK | MO | 64077 | N/A | PUBLIC CHARITY | GENERAL | $360 | ||||
| ALAMEDA COUNTY COMMUNITY FOOD BANK (ACCFB) | |||||||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL | $60,000 | ||||
| AMERICAN FRIENDS OF DARCHE NOAM | |||||||||||
| 176-25 UNION TURNPIKE SUITE 336 | FRESH MEADOWS | NY | 11366 | N/A | PUBLIC CHARITY | GENERAL | $1,800 | ||||
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITY | GENERAL | $60,000 | ||||
| AMERICAN JEWISH UNIVERSITY | |||||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| BETH JACOB CONGREGATION (OAKLAND) | |||||||||||
| 3778 PARK BLVD | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $2,404 | ||||
| BETHESDA PROJECT | |||||||||||
| 1630 SOUTH STREET | PHILADELPHIA | PA | 19146 | N/A | PUBLIC CHARITY | GENERAL | $360 | ||||
| BOYS & GIRLS CLUB OF PASADENA | |||||||||||
| 3230 EAST DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| CENTER FOR GENDER AND REFUGEE STUDIES UC HASTINGS COLLEGE OF LAW | |||||||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| CONGREGATION TORAT EMET | |||||||||||
| 2375 E MAIN ST | BEXLEY | OH | 43209 | N/A | PUBLIC CHARITY | GENERAL | $1,800 | ||||
| CREATIVE GROWTH ART CENTER | |||||||||||
| 355 24TH STREET | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| DIRECT RELIEF | |||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | ||||
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | GENERAL | $100,000 | ||||
| HIAS | |||||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | N/A | PUBLIC CHARITY | GENERAL | $10,360 | ||||
| HOSPICE OF SANTA BARBARA | |||||||||||
| 2050 ALAMEDA PADRE SERRA UNIT 100 | SANTA BARBARA | CA | 93103 | N/A | PUBLIC CHARITY | GENERAL | $360 | ||||
| IKAR | |||||||||||
| 4311 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL | $17,216 | ||||
| ISRAEL FRIENDSWORLDWIDE FRIENDS FOUNDATION | |||||||||||
| 1115 BROADWAY 11TH FLOOR | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | ||||
| ISRAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC | |||||||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | ||||
| ISRALIGHT SOUTH FLORIDA INC | |||||||||||
| 9687 PAVAROTTI TERRACE 102 | BOYNTON BEACH | FL | 33437 | N/A | PUBLIC CHARITY | GENERAL | $3,600 | ||||
| J THE JEWISH NEWS OF NORTHERN CALIFORNIA | |||||||||||
| PO BOX 192604 | SAN FRANCISCO | CA | 94119 | N/A | PUBLIC CHARITY | GENERAL | $500 | ||||
| JEWISH COMMUNITY HIGH SCHOOL | |||||||||||
| 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| JEWISH FAMILY & COMMUNITY SERVICES EAST BAY | |||||||||||
| 2484 SHATTUCK AVE 210 | BERKELEY | CA | 94704 | N/A | PUBLIC CHARITY | GENERAL | $1,800 | ||||
| JGIVE FRIENDS OF KEREN ASOR FUND USA INC | |||||||||||
| N/A | PUBLIC CHARITY | GENERAL | $1,000 | HEBRON RD 24 | JERUSALEM | IS | 9354212 | ||||
| LOS ANGELES REGIONAL FOOD BANK | |||||||||||
| 1734 E 41 ST | LOS ANGELES | CA | 90058 | N/A | PUBLIC CHARITY | GENERAL | $60,000 | ||||
| LUSKIN ORTHOPEDIC INSTITUTE FOR CHILDREN FOUNDATION | |||||||||||
| 403 W ADAMS BLVD | LOS ANGELES | CA | 90007 | N/A | PUBLIC CHARITY | GENERAL | $1,000 | ||||
| MALARIA NO MORE FUND | |||||||||||
| 2341 EASTLAKE AVE E 200 | SEATTLE | WA | 98102 | N/A | PUBLIC CHARITY | GENERAL | $720 | ||||
| MEALS ON WHEELS OF ALAMEDA COUNTY | |||||||||||
| 1721 BROADWAY | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| MIGHTY WRITERS | |||||||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | N/A | PUBLIC CHARITY | GENERAL | $500 | ||||
| OAKLAND HEBREW DAY SCHOOL | |||||||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | N/A | PUBLIC CHARITY | GENERAL | $104,400 | ||||
| PEF ISRAEL ENDOWMENT FUNDS | |||||||||||
| 630 3RD AVE 1500 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| PLANNED PARENTHOOD OF AMERICA | |||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL | $360 | ||||
| PSL SERVICESSTRIVE | |||||||||||
| 28 FODEN ROAD | SOUTH PORTLAND | ME | 04106 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| SAN FRANCISCO-MARIN FOOD BANK | |||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PUBLIC CHARITY | GENERAL | $60,000 | ||||
| SHARE OUR STRENGTH - NO KID HUNGRY | |||||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| ST VINCENT MEALS ON WHEELS | |||||||||||
| 2303 MIRAMAR ST | LOS ANGELES | CA | 90057 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | ||||
| STUDENT CONSERVATION ASSOCIATION | |||||||||||
| PO BOX 830603 | PHILADELPHIA | PA | 19182 | N/A | PUBLIC CHARITY | GENERAL | $360 | ||||
| THE 1939 SOCIETY | |||||||||||
| 8950 WEST OLYMPIC BLVD 437 | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITY | GENERAL | $3,600 | ||||
| THE SHALEM FOUNDATION | |||||||||||
| 845 3RD AVE 6TH FLOOR | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | GENERAL | $50,000 | ||||
| TIDES CENTERSHALOM BAYIT | |||||||||||
| PO BOX 2883 | BERKELEY | CA | 94702 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | ||||
| UC SANTA BARBARA FOUNDATION | |||||||||||
| 4219 CHEADLE HALL | SANTA BARBARA | CA | 93106 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | ||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | GENERAL | $36,000 | ||||
| WORLDWIDE FRIENDS FOUNDATION | |||||||||||
| 1178 BROADWAY 3RD FLOOR 4042 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| YES NATURE TO NEIGHBORHOODS | |||||||||||
| 3029 MACDONALD AVE | RICHMOND | CA | 94804 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $725,500 | 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 | $19,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,509 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,780 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $762,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,334,540 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,780 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,361,320 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | 11900 W OLYMPIC BLVD SUITE 640 | LOS ANGELES | CA | 90212 | $206,686 | Yes (X) |
| FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | 11900 W OLYMPIC BLVD SUITE 640 | LOS ANGELES | CA | 90212 | $206,686 | Yes (X) |
| ROCHELLE SHAPELL | ||||||
| 3 | 10573 W PICO BLVD 140 | LOS ANGELES | CA | 90064 | $600,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,900 | Amt |
| Net Investment Income | $7,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITI - MARKETABLE SECURITIES (DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $5,102,361 | EOYBookValueAmt |
| EOYFMV | $6,718,130 | 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 (DETAIL AVAILABLE UPON REQUEST) | AT COST | $9,794,129 | $9,893,017 |
| CLIPPER FUND | AT COST | $85,483 | $116,279 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $1,324 | BOYBookValueAmt |
| EOY Book Value | $1,324 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $53,744 | $53,744 | $0 |
| FILING FEES | $200 | $200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $945 | $945 | $0 |
| FEDERAL EXCISE TAX | $13,000 | $0 | $0 |
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