LARCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LARCH FOUNDATION (EIN 20-2012929)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349101015
- Schema version
- 2013v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:29:42-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953381812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY & AUGENSTEIN APC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202012929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARC | BusinessNameControlTxt |
| Phone | 2077120360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ROAD | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 260036642 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRV SHAPELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2077120360 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK AUGENSTEIN | PreparerPersonNm |
| PTIN | P00151572 | PTIN |
| Phone | 3102773633 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,121,607 | 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 | $621,092 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,617 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $649,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,147 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $499,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,023,763 | CashBOYAmt |
| Cash EOY | $1,495,380 | CashEOYAmt |
| Cash EOYFMV | $1,495,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $206,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,132 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $154,939 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $205,730 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $209,922 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $135,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $172,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,173 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $120,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $79,941 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $87,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,641,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,140,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,121,607 | 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 | $1,641,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,140,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,641,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,140,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,641,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,140,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,641,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $499,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,140,585 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,140,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $200,000 | $200,005 | -$5 | -$5 |
| PUBLICLY TRADED SECURITIES | P | $74,261 | $70,245 | $4,016 | $4,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,011 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $201,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,192,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | .168945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $747,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | .210573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $718,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | .206038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $628,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | .119321 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $523,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | .279585 | DistributionYr5Rt |
| Total Distribution | .984462 | TotalDistributionRt |
| Average Distribution | .196892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,621,555 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $319,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $319,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $131 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $396 | 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 | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVIN SHAPELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2077120360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 PARK ROAD | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 260036642 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRVIN SHAPELL | ||||||||
| 26 PARK ROAD | WHEELING | WV | 260036642 | PRES, SEC, TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES E MILLER | ||||||||
| 6TH FLOOR WEST TOWER 100 MIDDLE ST | PORTLAND | ME | 04101 | CLERK | 0.50 | $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 | $446,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,199,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,646,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,646,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,621,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $523 | TotalTaxAmt |
| Distributable Before Adj | $80,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,704 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,294 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,245 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $604,905 | 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 | $120,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $484,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,704 | ExcessFromYear4Amt |
| Excess From Year3 | $112,216 | ExcessFromYear3Amt |
| Excess From Year2 | $120,294 | ExcessFromYear2Amt |
| Excess From Year1 | $142,146 | ExcessFromYear1Amt |
| Excess From Current Year | $66,245 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IRVIN SHAPELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTA LEVY LEARNING CENTER | |||||||
| 90 N MAIN STREET | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $41,500 |
| BARNSTABLE LAND TRUST | |||||||
| 407 NORTH STREET | HYANNIS | MA | 02601 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| BETH ISRAEL CONGREGATION | |||||||
| 265 NORTH AVENUE | WASHINGTON | PA | 15301 | N/A | PUBLIC CHARITY | GENERAL | $15,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| BROOKE PIONEER TRAIL ASSOCIATION | |||||||
| PO BOX 401 | WELLSBURG | WV | 26070 | N/A | PUBLIC CHARITY | GENERAL | $2,500 |
| COMMUNITY FOUNDATION FOR THE OHIO VALLEY | |||||||
| 1310 MARKET STREET STE 1 | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| COMMUNITY SAILING OF COLORADO | |||||||
| PO BOX 102613 | DENVER | CO | 80250 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| D&R GREENWAY LAND TRUST | |||||||
| ONE PRESERVATION PLACE | PRINCETON | NJ | 08540 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| DRIFTLESS AREA LAND CONSERVANCY | |||||||
| 338 N IOWA STREET | DODGEVILLE | WI | 53533 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | GENERAL | $25,000 |
| HUMANE SOCIETY OF KANDIYOHI COUNTY | |||||||
| 250 28TH STREET SW | WILLMAR | MN | 56201 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| KITTERY LAND TRUST | |||||||
| PO BOX 467 | KITTERY | ME | 03904 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| LAKE CITY SUMMER BASEBALL | |||||||
| C/O MELANIE COREY 1020 S 6TH STREET | LAKE CITY | MN | 55041 | N/A | PUBLIC CHARITY | GENERAL | $4,000 |
| MOUNT GRACE LAND CONSERVATION TRUST | |||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| OGLEBAY INSTITUTE | |||||||
| 1330 NATIONAL ROAD | WHEELING | WV | 26003 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| PRAIRIE HILLS RESOURCE CONSERVATION & DEVELOPMENT | |||||||
| 321 UNIVERSITY DRIVE | MACOMB | IL | 61455 | N/A | PUBLIC CHARITY | GENERAL | $700 |
| STRIVE | |||||||
| 715 I STREET NE | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| THE CROMWELL CENTER FOR DISABILITIES AWARENESS | |||||||
| 97A EXCHANGE STREET SUITE 205 | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| THE JEWISH FEDERATION OF RALEIGH-CARY | |||||||
| 8210 CREEDMOOR ROAD SUITE 104 | RALEIGH | NC | 27613 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| THOUSAND ISLANDS LAND TRUST | |||||||
| 135 JOHN STREET | CLAYTON | NY | 13624 | N/A | PUBLIC CHARITY | GENERAL | $500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | EOF | GENERAL | $4,500 |
| WASHINGTON & JEFFERSON COLLEGE | |||||||
| 60 S LINCOLN STREET | WASHINGTON | PA | 15301 | N/A | PUBLIC CHARITY | GENERAL | $3,600 |
| WAYNFLETE SCHOOL | |||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | N/A | PUBLIC CHARITY | GENERAL | $5,000 |
| WILLIAM R HARPER HIGH SCHOOL | |||||||
| 6520 SOUTH WOOD STREET | CHICAGO | IL | 60636 | N/A | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,800 | 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 | $19,908 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,438 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,438 | TotalIncomeProducingActyAmt |
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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID AND FELA SHAPELL LEAD UNITRUS | ||||||
| 1 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $207,720 | Yes (X) |
| DAVID SHAPELL 2009 CHARITABLE LEAD | ||||||
| 2 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
| FELA SHAPELL 2009 CHARITABLE LEAD A | ||||||
| 3 | 9401 WILSHIRE BLVD STE 1200 | BEVERLY HILLS | CA | 90212 | $206,686 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS REGISTERED IN MAINE WHICH DOES NOT REQUEST A COPY OF FORM 990-PF SINCE THE FOUNDATION DOES NOT ENGAGE IN FUNDRAISING OR HAVE UNRELATED BUSINESS INCOME. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40,000 DONNELLEY & SONS CO | $39,752 | $46,300 |
| 40,000 INTERNATIONAL LEASE FIN CORP | $40,189 | $40,700 |
| 40,000 CITIZENS COMMUNICATIONS CO | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS HUDSON CITY BANCORP INC | $10,995 | $9,430 |
| 3,000 SHS PENGROWTH ENERGY TRUST | $21,158 | $18,600 |
| 1,000 SHS ENERPLUS CORP | $23,795 | $18,180 |
| 1,500 SHS GAMCO RES GOLD & INCOME TR | $20,371 | $15,030 |
| 4,000 SHS FRONTIER COMMUNICATIONS CORP | $31,427 | $18,600 |
| 1,000 SHS BARRICK GOLD CORP | $26,715 | $17,630 |
| 500 SHS INTEL CORP COM | $9,945 | $12,978 |
| 500 SHS PUBLIC SVC ENTERPRISE GROUP | $14,790 | $16,020 |
| 1,500 SHS CAPITAL PRODUCT PARTNERS LP | $13,206 | $15,705 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $205,730 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $209,922 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $500 | $0 | $0 |
| MANAGEMENT FEES | $35 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $637 | $0 | $0 |
| FEDERAL EXCISE TAXES | $475 | $0 | $0 |
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