SHORESH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHORESH FOUNDATION (EIN 94-3044121)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201721289349101052
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T11:43:47-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 4096 PIEDMONT AVENUE NO 239 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROCHELLE SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106582898 | PhoneNum |
| Signature | 2017-05-04 | 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 | 2017-05-04 | 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 | 2017-05-04 | IPDt |
| IP Tm | 14:03:08 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9ED8ECD03597C0F0FC3414B379A67FEF8480D303 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 38E44E31D8F84B27B854E8D1CF8E89B59FF61EE5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,239,237 | 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 | $654,280 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $244,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,258,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,451 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $988,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,764 | 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 | $17,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $806 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,361,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,361,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,417,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,361,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$429,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,792 | CashBOYAmt |
| Cash EOY | $97,732 | CashEOYAmt |
| Cash EOYFMV | $97,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,041,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,592,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,592,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,519,759 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,634,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,039,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,475 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,855 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,557,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,340,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,444,912 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,813 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,156,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,726,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,239,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,156,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,726,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,156,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,726,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,156,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,726,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,156,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$429,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,726,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,726,089 | 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 | $637,290 | $705,161 | -$67,871 | -$67,871 | |
| CITI - PUBLICLY TRADED SECURITIES | $615,847 | $463,522 | $152,325 | $152,325 | |
| CAPITAL GAINS DIVIDENDS | $4,997 | $4,997 | $4,997 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,451 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $373,993 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,227,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,363,364 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,421,150 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144713 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $439,562 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,880,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049495 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $754,714 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,597,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099338 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,344,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,807,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.197518 | DistributionYr5Rt |
| Total Distribution | 0.531596 | TotalDistributionRt |
| Average Distribution | 0.106319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,911,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $947,474 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $950,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,361,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,894 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Overpayment | $6,267 | OverpaymentAmt |
| Applied To ES Tax | $6,267 | 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 | ROCHELLE SHAPELL | IndividualWithBooksNm |
| Phone | 5106582898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4096 PIEDMONT AVENUE 239 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94611 | 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 | ||||||||
| 4096 PIEDMONT AVE 239 | PIEDMONT | CA | 94611 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| LORNE M BUCHMAN | ||||||||
| 4096 PIEDMONT AVE 239 | PIEDMONT | CA | 94611 | 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 | $5,692,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,353,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,324 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,047,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,047,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,911,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,894 | TotalTaxAmt |
| Distributable Before Adj | $442,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,361,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,361,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,894 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,358,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,007,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,064 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,207 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $898,218 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,288,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,361,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $918,986 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,207,576 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,007,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,200,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,064 | ExcessFromYear4Amt |
| Excess From Year3 | $2,207 | ExcessFromYear3Amt |
| Excess From Year2 | $898,218 | ExcessFromYear2Amt |
| Excess From Current Year | $918,986 | ExcessFromCurrentYearAmt |
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 (40 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 |
| AMERICAN FRIENDS OF KOLOT | |||||||
| 27 WEST 72ND ST APT 702 | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| 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 |
| BEHAVIORAL INTERVENTION ASSOCIATION | |||||||
| 3229 ELM ST | OAKLAND | CA | 94609 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| BERKELEY MEALS ON WHEELS | |||||||
| 1900 6TH STREET | BERKELEY | CA | 94710 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| BETH JACOB CONGREGATION (OAKLAND) | |||||||
| 3778 PARK BLVD | OAKLAND | CA | 94610 | N/A | PUBLIC CHARITY | GENERAL | $7,560 |
| BOYS & GIRLS CLUB OF PASADENA | |||||||
| 3230 EAST DEL MAR BLVD | PASADENA | CA | 91107 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| BRENTWOOD SCHOOL | |||||||
| 12001 SUNSET BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL | $13,333 |
| BUILDING FUTURES | |||||||
| 1395 BANCROFT AVE | SAN LEANDRO | CA | 94577 | N/A | PUBLIC CHARITY | GENERAL | $250 |
| CENTER FOR COURT INNOVATION | |||||||
| 520 8TH AVENUE 18TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| CENTER FOR GENDER AND REFUGEE STUDIES UC HASTINGS COLLEGE OF LAW | |||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| 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 | $7,200 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| CONGREGATION TORAT EMET | |||||||
| 2375 E MAIN ST | BEXLEY | OH | 43209 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| FACING HISTORY AND OURSELVES | |||||||
| 350 S BIXEL ST | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| FEDERATION EARLY LEARNING SERVICES | |||||||
| 10700 JAMISON AVE | PHILADELPHIA | PA | 19116 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| 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 |
| IKAR | |||||||
| 4311 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| JEWISH COMMUNITY HIGH SCHOOL | |||||||
| 1835 ELLIS ST | SAN FRANCISCO | CA | 94115 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| JEWISH FAMILY & COMMUNITY SERVICES EAST BAY | |||||||
| 2484 SHATTUCK AVE 210 | BERKELEY | CA | 94704 | 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 | $118,950 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 49 STEVENSON ST SUITE 1200 | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | GENERAL | $3,600 |
| NATIONAL INSTITUTE FOR JEWISH HOSPICE | |||||||
| PO BOX 48025 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL | $1,000 |
| OAKLAND HEBREW DAY SCHOOL | |||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | N/A | PUBLIC CHARITY | GENERAL | $104,400 |
| 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 MARSHALL PROJECT | |||||||
| 156 W 56TH ST 701 | NEW YORK | NY | 10019 | 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 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL | $180 |
| UC BERKELEY FOUNDATION | |||||||
| 4200 2080 ADDISON STREET | BERKELEY | CA | 94720 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND | |||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | N/A | PUBLIC CHARITY | GENERAL | $360 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PUBLIC CHARITY | GENERAL | $1,000,000 |
| 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 | $1,361,673 | 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 | $244,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,451 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,764 | 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 (4 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 | $226,908 | 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 | 4096 PIEDMONT AVENUE 239 | OAKLAND | CA | 94611 | $14,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,400 | Amt |
| Net Investment Income | $17,400 | 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 | $53,475 | EOYBookValueAmt |
| EOYFMV | $57,855 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITI - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,634,469 | EOYBookValueAmt |
| EOYFMV | $2,039,007 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CITI - FIXED INCOME FUND | AT COST | $4,301,988 | $4,391,972 |
| CLIPPER FUND | AT COST | $38,777 | $52,940 |
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 | $7,489 | $6,306 | $6,306 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT EXPENSE | CategoryTxt |
| Amt | $26,131 | Amt |
| Net Investment Income | $26,131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $557 | $557 | $0 |
| FEDERAL EXCISE TAX | $11,970 | $0 | $0 |
| FILING FEE - FRANCHISE TAX BOARD | $10 | $10 | $0 |
| REGISTRATION FEE - ATTY GENL REGISTRY OF CHARITABLE TRUSTS | $150 | $150 | $0 |
| MISC EXPENSE | $89 | $89 | $0 |
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