Civic Intelligence

Shapell Manuscript Foundation

990PF • Fiscal year 2012 • EIN 20-2159043

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

9401 Wilshire Blvd Ste 120090212
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,449,991

Flat from 2012

Net Assets

$1,449,991

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,727,808

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,571,100Liabilities 2011: $0Net Assets 2011: $1,571,1002011Assets 2012: $1,449,991Liabilities 2012: $0Net Assets 2012: $1,449,9912012Assets 2012: $1,449,991Liabilities 2012: $12012Assets 2013: $1,379,070Liabilities 2013: $0Net Assets 2013: $1,379,0702013Assets 2014: $1,380,800Liabilities 2014: $0Net Assets 2014: $1,380,8002014Assets 2015: $1,529,767Liabilities 2015: $0Net Assets 2015: $1,529,7672015Assets 2016: $1,606,764Liabilities 2016: $0Net Assets 2016: $1,606,7642016Assets 2017: $1,937,534Liabilities 2017: $0Net Assets 2017: $1,937,5342017Assets 2018: $1,780,327Liabilities 2018: $0Net Assets 2018: $1,780,3272018Assets 2019: $1,723,858Liabilities 2019: $0Net Assets 2019: $1,723,8582019Assets 2020: $1,714,613Liabilities 2020: $0Net Assets 2020: $1,714,6132020Assets 2021: $1,711,574Liabilities 2021: $0Net Assets 2021: $1,711,5742021Assets 2022: $1,634,287Liabilities 2022: $0Net Assets 2022: $1,634,2872022Assets 2023: $1,606,053Liabilities 2023: $0Net Assets 2023: $1,606,0532023Assets 2024: $1,474,964Liabilities 2024: $0Net Assets 2024: $1,474,9642024

Highlighted filing

2012

Assets$1,449,991
Liabilities$0
Net Assets$1,449,991

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,048,2472011Expenses 2012: $1,727,8082012Revenue 2012: $1,606,699Expenses 2012: $1,727,808Net Income 2012: -$121,1092012Revenue 2013: $1,948,539Expenses 2013: $2,019,460Net Income 2013: -$70,9212013Revenue 2014: $2,002,161Expenses 2014: $2,000,431Net Income 2014: $1,7302014Revenue 2015: $2,336,953Expenses 2015: $2,165,037Net Income 2015: $171,9162015Revenue 2016: $1,767,399Expenses 2016: $1,690,402Net Income 2016: $76,9972016Revenue 2017: $2,189,235Expenses 2017: $1,858,465Net Income 2017: $330,7702017Revenue 2018: $1,704,983Expenses 2018: $1,862,190Net Income 2018: -$157,2072018Revenue 2019: $1,607,055Expenses 2019: $1,663,524Net Income 2019: -$56,4692019Revenue 2020: $1,637,624Expenses 2020: $1,646,869Net Income 2020: -$9,2452020Revenue 2021: $1,663,093Expenses 2021: $1,666,132Net Income 2021: -$3,0392021Revenue 2022: $1,414,195Expenses 2022: $1,491,482Net Income 2022: -$77,2872022Revenue 2023: $1,441,245Expenses 2023: $1,469,479Net Income 2023: -$28,2342023Revenue 2024: $1,398,686Expenses 2024: $1,529,775Net Income 2024: -$131,0892024

Highlighted filing

2012

Revenue-
Expenses$1,727,808
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN SHAPELLPresidentPT$0--
JOE MADDALENACFOPT$0--
ROBERT ENDERSSecretary-$0--
STAN KUBRINAssistant Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE B SHAPELL'S FAMILY MANUSCRIPT AMUTA RARESEARCH OF HISTORICAL DOCUMENTSFOREIGN CHARITYHERZLIYA PITUAH, IS$1,050,000
Filing and Contact Details

Filer

EIN
20-2159043
Raw XML AppendixShowing 400 of 504 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DepreciationSchedule/Depreciation/DateAcquired02008-11-13
DepreciationSchedule/Depreciation/DateAcquired12012-09-25
DepreciationSchedule/Depreciation/DescriptionOfProperty0FURNITURE
DepreciationSchedule/Depreciation/DescriptionOfProperty1EQUIPMENT
DepreciationSchedule/Depreciation/Life07.000000000000
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GeneralExplanationAttachment/GeneralExplanation/Explanation0REGULATION SECTION 53.4945-5 (D) STATEMENTTHE FOUNDATION MADE GRANTS TO A FOREIGN CHARITY (THEBENJAMIN SHAPELL FAMILY MANUSCRIPT AMUTA - R.A.)DESIGNATED FOR HISTORICAL DOCUMENT RESEARCH. THESE GRANTSAND THE RELATIONHSIP OF THE AMUTA WERE DESCRIBED IN THEAPPLICATION FOR TAX-EXEMPTION AND SUBSEQUENT REQUESTS FORINFORMATION AND EXPLANATIONS. THE FOUNDATION RECEIVED TAX-EXEMPT STATUS FROM THE IRS IN A LETTER DATED MARCH 1, 2006.EFFECTIVE DECEMBER 17, 2004.THE GRANTS MADE TO THE AMUTA IN 2012 WERE:01/17/12 $100,00003/05/12 $100,00004/05/12 $100,00005/16/12 $150,00007/06/12 $200,00009/04/12 $150,00011/15/12 $150,00012/20/12 $100,000TOTAL GRANTS IN 2012 = $1,050,000.THE AMOUNT OF GRANTS FOR RESEARCH OF HISTORICAL DOCUMENTSEXPENDED IN 2012 WERE $1,045,699.THE AMOUNT OF UNEXPENDED IN 2011, EXPENDED IN 2012: $49,574THE AMOUNT OF UNEXPENDED GRANTS AS OF 12/31/12 ARE $53,875.THE AMOUNTS EXPENDED REPORTED HERE ARE BASED UPON ACCOUNTING REPORTS RECEIVED FROM THE FOREIGN CHARITY PROVIDED TO DETERMINE THE USE OF GRANTS AND AMOUNTS EXPENDED FOR THIS FOUNDATION'S EXPENDITURE RESPONSIBILITY REPORTING.
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10JOHNATHAN D SARNA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine11SARA WILLEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine12ADRIENNE USHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine13JOHN ROBERT SELLERS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0RESEARCH CONSULTING
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BENJAMIN SHAPELL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE B SHAPELL'S FAMILY MANUSCRIPT AMUTA RA
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40764068
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50363651
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IRS990PF/UndistributedIncome/ExcessFromYear30681395
IRS990PF/UndistributedIncome/ExcessFromYear40764068
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0150000
IRS990ScheduleB/ContributorInfo/AggregateContributions1200000
IRS990ScheduleB/ContributorInfo/AggregateContributions2100000
IRS990ScheduleB/ContributorInfo/AggregateContributions350000
IRS990ScheduleB/ContributorInfo/AggregateContributions448309
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IRS990ScheduleB/ContributorInfo/AggregateContributions648793
IRS990ScheduleB/ContributorInfo/AggregateContributions748794
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine129401 WILSHIRE BLVD STE 1200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine139401 WILSHIRE BLVD STE 1200
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine159401 WILSHIRE BLVD STE 1200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine169401 WILSHIRE BLVD STE 1200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine179401 WILSHIRE BLVD STE 1200
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine189401 WILSHIRE BLVD STE 1200
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1109401 WILSHIRE BLVD STE 1200
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City3BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City4BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City5BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City6BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City7BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City8BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City9BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City10BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City11BEVERLY HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State3CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State4CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State5CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State6CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State7CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State8CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State9CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State10CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State11CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode090212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode190212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode290212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode390212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode490212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode590212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode690212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode790212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode890212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode990212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode1090212
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode1190212
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10THE DAVID & FELA SHAPELL LEAD UNITRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine11THE DAVID & FELA SHAPELL LEAD UNITRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine12THE DAVID & FELA SHAPELL LEAD UNITRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine13THE DAVID & FELA SHAPELL LEAD UNITRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine14DAVID SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine15FELA SHAPELL 2009 CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0BENJAMIN SHAPELL
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1BENJAMIN SHAPELL
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2DAVID FELA SHAPELL FAMILY FOUNDATIO
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3BENJAMIN SHAPELL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.40$1.53$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.44$1.47$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.41$1.49$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.66$1.67$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.64$1.65$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.61$1.66$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.70$1.86$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$2.19$1.86$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.77$1.69$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.34$2.17$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.00$2.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.95$2.02$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.73
2012Summary only. Only limited summary data is available for this year.$1.45$0.00$1.61$1.73$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.05