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Nonprofiteer
← BERNARD AND RENA SHAPIRO FAMILY SUPPORT ORGANIZATION

Form 990 for tax year 2023

Filed by BERNARD AND RENA SHAPIRO FAMILY SUPPORT ORGANIZATION.

Totals

Total revenue
$698,662
Total expenses
$1,436,222
Contributions and grants received
$0
Grants paid
$1,429,664
Program service revenue
$0
Investment income
$698,662
Other revenue
$0
Total assets, end of year
$13,998,780
Total liabilities, end of year
$2,570,794
Net assets or fund balances, end of year
$11,427,986
Program services expenses (Part IX)
$1,429,664
Management and general expenses
$6,558
Fundraising expenses
$0
Program service expenses (Part III)
$1,429,664

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $210,613 · excluded $210,613

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $491,756 · other assets $3,074

  • 7b · Less cost or other basis and sales expenses

    securities $6,781

  • 7c · Gain or loss

    securities $484,975 · other assets $3,074

  • 7d · Net gain or loss

    total $488,049 · excluded $488,049

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $254,664 · program services $254,664

  • 3 · Grants to foreign organizations and individuals

    total $1,175,000 · program services $1,175,000

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 11c · Fees: accounting

    total $3,900 · management and general $3,900

  • 11f · Fees: investment management

    total $658 · management and general $658

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $1,900 · management and general $1,900

  • 24a · Other expenses: TAXES AND FEES

    total $100 · management and general $100

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,009,669 · end of year $841,679

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $13,442,238 · end of year $13,157,101

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $3,520,000 · end of year $2,460,000

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $113,030 · end of year $110,794

  • 27 · Net assets without donor restrictions

    beginning of year $10,818,877 · end of year $11,427,986

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE BERNARD AND RENA SHAPIRO FAMILY SUPPORT ORGANIZATION'S GIVING IS DIRECTED TO THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE.

  • CHARITABLE GIVING

    Expenses $1,429,664 · Grants $1,429,664

As filed on the 2023 return.

Listed in Part VII

  • ALAN SHAPIRO

    VICE PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ELLEN ROSEN

    ASSISTANT SECRETARY/Director

    Total calculated
    $258,997
    From this org
    $0
    From related orgs
    $223,125
    Other
    $35,872
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,125 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $22,100 related
    Nontaxable benefits
    $0 + $13,772 related
    Filer's total
    $0 + $258,997 related

  • GAYLE PLESSNER

    VICE PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MARVIN I SCHOTLAND

    SECRETARY/DIRECTOR

    Total calculated
    $173,764
    From this org
    $0
    From related orgs
    $149,307
    Other
    $24,457
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $49,307 related
    Bonus
    $0
    Other
    $0 + $100,000 related
    Deferred
    $0 + $18,158 related
    Nontaxable benefits
    $0 + $6,299 related
    Filer's total
    $0 + $173,764 related

  • RENA SHAPIRO

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • LAWRENCE RAUCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.8 related

  • LORIN M FIFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • DEBORAH JOHNSTON

    TREASURER (start 8/2023)

    Total calculated
    $336,152
    From this org
    $0
    From related orgs
    $324,221
    Other
    $11,931
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,221 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,931 related
    Filer's total
    $0 + $336,152 related

  • LINDA MANASEE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

  • ROBERT AVERY

    Treasurer (Term 8/2023)

    Total calculated
    $299,384
    From this org
    $0
    From related orgs
    $267,255
    Other
    $32,129
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,571 related
    Bonus
    $0 + $14,684 related
    Other
    $0
    Deferred
    $0 + $12,350 related
    Nontaxable benefits
    $0 + $19,779 related
    Filer's total
    $0 + $299,384 related

  • SUSAN GESUNDHEIT

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349308819

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