BETA

LARCH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LARCH FOUNDATION (EIN 20-2012929)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202513179349102826
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T13:49:56-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811227223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANN GELON SMITH SROKA LEE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202012929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLARCBusinessNameControlTxt
Phone2077120360PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MGSSL 1880 CENTURY PARK E 950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRV SHAPELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3045513131PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIYANJANA CHITEKWEPreparerPersonNm
PTINP02046436PTIN
Phone3102773633PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,848,527FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$413,372ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$29,570DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,570DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$924NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$608,725GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$442,018TotalRevAndExpnssAmt
Total Net Invst Incm$29,570TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$450LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,081OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,081OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,131TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,806TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$496,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$496,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$521,381TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,806TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$496,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,363ExcessRevenueOverExpensesAmt
Net Investment Income$10,764NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,226,750CashBOYAmt
Cash EOY$1,090,797CashEOYAmt
Cash EOYFMV$1,090,797CashEOYFMVAmt
Sav And Temp Cash Invst BOY$44,683SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,682SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,682SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$579,340USGovernmentObligationsBOYAmt
US Government Obligations EOY$491,101USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$497,838USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$11,248CorporateBondsBOYAmt
Corporate Bonds EOY$110,827CorporateBondsEOYAmt
Corporate Bonds EOYFMV$110,017CorporateBondsEOYFMVAmt
Other Investments BOY$78,004OtherInvestmentsBOYAmt
Other Investments EOY$78,004OtherInvestmentsEOYAmt
Other Investments EOYFMV$89,445OtherInvestmentsEOYFMVAmt
Other Assets BOY$497OtherAssetsBOYAmt
Other Assets EOY$748OtherAssetsEOYAmt
Other Assets EOYFMV$748OtherAssetsEOYFMVAmt
Total Assets BOY$1,940,522TotalAssetsBOYAmt
Total Assets EOY$1,831,159TotalAssetsEOYAmt
Total Assets EOYFMV$1,848,527TotalAssetsEOYFMVAmt
Loans From Officers BOY$30,000LoansFromOfficersBOYAmt
Total Liabilities BOY$30,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,910,522RetainedEarningBOYAmt
Retained Earning EOY$1,831,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,910,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,831,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,940,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,831,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,910,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,363ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,831,159SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,831,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB PUBLICLY TRADED SECURITIES$593,159$593,100$59$59
SCHWAB PUBLICLY TRADED SECURITIES$15,566$16,549-$983-$983
FieldValueIRS element (for citing)
Capital Gain Net Income-$924CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$150InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$150SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$380EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$380TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$230OverpaymentAmt
Applied To ES Tax$230AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRVIN SHAPELLIndividualWithBooksNm
Phone3045513131PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MGSSL LLP 1880 CENTURY PARK EAddressLine1Txt
Address Line2STE 950AddressLine2Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVIN SHAPELL
C/O MGSSL LLP 1880 CENTURY PARK ESTE 950LOS ANGELESCA90067PRES, SEC, TREASURER1.00$0$0$0
CHARLES E MILLER
6TH FLOOR WEST TOWER 100 MIDDLE STPORTLANDME04101CLERK0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$674,162AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$946,809AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,620,971TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,620,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,596,656NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,833MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,833MinimumInvestmentReturnAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Tax$150TotalTaxAmt
Distributable Before Adj$79,683DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,683DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,683DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$496,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$496,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,683DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$65,567ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$469,799ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$456,641ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$436,232ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,038,957ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,467,196TotalExcessDistributionCyovAmt
Qualifying Distributions$496,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,683AppliedToCurrentYearAmt
Remaining Distri From Corpus$416,567RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,883,763TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$65,567ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,818,196ExcessDistriCyovToNextYrAmt
Excess From Year4$469,799ExcessFromYear4Amt
Excess From Year3$456,641ExcessFromYear3Amt
Excess From Year2$436,232ExcessFromYear2Amt
Excess From Year1$1,038,957ExcessFromYear1Amt
Excess From Current Year$416,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVIN SHAPELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF SAR EL
18802 UNIVERSITY BLVD 117SUGAR LANDTX77479N/APUBLIC CHARITYGENERAL$25,000
AUGUSTA LEVY LEARNING CENTER
210 ANTHONI AVE 300WHEELINGWV26003N/APUBLIC CHARITYGENERAL$62,000
CHARLES E MILLER FOUNDATION
PO BOX 582SCARBOROUGHME04070N/APUBLIC CHARITYGENERAL$18,000
ISRAEL ON CAMPUS COALITION
PO BOX 34640WASHINGTONDC20043N/APUBLIC CHARITYGENERAL$18,000
MERIT SPREAD FOUNDATION
ONE BATTERY PARK PLAZANEW YORKNY10004N/APUBLIC CHARITYGENERAL$22,250
PAN-MASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494N/APUBLIC CHARITYGENERAL$50,000
SNELL FOUNDATION
3628 MADISON AVENUE SUITE 11NORTH HIGHLANDSCA95660N/APUBLIC CHARITYGENERAL$25,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024N/AEOFGENERAL$275,000
WALS FOUNDATION
1413 EOFF STWHEELINGWV26003N/APUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$496,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,570ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$924ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,646ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,646TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
11880 CENTURY PARK EAST SUITE 950LOS ANGELESCA90067$206,686Yes (X)
FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
21880 CENTURY PARK EAST SUITE 950LOS ANGELESCA90067$206,686Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$22,300Amt
Net Investment Income$16,725NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION IS REGISTERED IN MAINE WHICH DOES NOT REQUIRE FILING A COPY OF FORM 990-PF SINCE THE FOUNDATION DOES NOT ENGAGE IN FUNDRAISING NOR HAVE ANY UNRELATED BUSINESS INCOME.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,711 FRONTIER COMMUNICATIONS HLDGS LTD$1,724$1,698
10,000 BANK OF AMERICA C VAR 29$9,524$9,698
25,000 AMGEN INC. 5.25%30$25,459$25,181
25,000 ABBVIE INC. 5.05%34$25,317$24,688
25,000 MORGAN STANLEY VAR 28$24,666$24,625
25,000 THE GOLDMAN SACHS VAR 26$24,137$24,127

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$491,101USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$497,838USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
220 SHS VANGUARD DIVIDENDAT COST$36,529$43,083
500 SHS VANECK MORNINGSTAR WIDEAT COST$41,475$46,362

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$450LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTSDesc
BOY Book Value$497BOYBookValueAmt
EOY Book Value$748EOYBookValueAmt
EOYFMV$748EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$2,056$2,056$0
BANK CHARGES$25$25$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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