2025-12-11T14:10:45-08:00 2025-01-31 LOS ANGELES COUNTY FIRE 954011937 Michael John Klein 5743 Corsa Ave 118 Westlake Village CA 91362 990PF 2024-02-01 953887151 SHAPIRO FAMILY CHARITABLE FOUNDATION SHAP 8187070433 5737 KANAN ROAD 627 AGOURA HILLS CA 91301 PETER W SHAPIRO President 2025-12-11 true true Michael John Klein P00232187 8187070433 X 2024 2025-03-06 01:10:19Z X 19480969 X 40000 511 511 511 320834 320834 320834 551820 1368121 551820 913165 873165 321345 23032 12359 91621 127012 0 0 135660 135660 262672 0 135660 650493 873165 321345 342647 488395 488395 16795657 18992574 18992574 2622 17140926 19480969 19480969 9399 3616 9399 3616 X 17131527 19477353 17131527 19477353 17140926 19480969 17131527 650493 1695333 19477353 19477353 86 EMCOR GROUP INC P 2020-05-13 2024-03-07 28118 4770 23348 23348 166 ACUSHNET HLDGS CORP P 2020-03-19 2024-04-01 11021 3832 7189 7189 203 MANHATTAN ASSOCS INC P 2018-06-26 2024-04-16 46955 9739 37216 37216 25 MANHATTAN ASSOCS INC P 2020-01-14 2024-04-16 5783 2079 3704 3704 38 MANHATTAN ASSOCS INC P 2020-03-12 2024-04-16 8790 2121 6669 6669 71 EMCOR GROUP INC P 2020-05-13 2024-04-18 23857 3938 19919 19919 32 ATRION CORP XXX MANDATORY MERGER EFF: 08/2 P 2019-01-02 2024-08-22 14720 23430 -8710 -8710 298 EMCOR GROUP INC P 2020-05-13 2024-11-19 151512 16527 134985 134985 51 Clarivate Plc P 2021-08-23 2024-02-13 458 1231 -773 -773 480 Clarivate Plc P 2021-08-27 2024-02-13 4307 12101 -7794 -7794 85 APTIV PLC SHS P 2023-03-14 2024-02-13 6780 9584 -2804 -2804 25 Clarivate Plc P 2021-08-27 2024-02-27 180 630 -450 -450 1314 Clarivate Plc P 2022-02-28 2024-02-27 9438 19675 -10237 -10237 1545 Clarivate Plc P 2022-11-28 2024-02-27 11098 14789 -3691 -3691 543 Clarivate Plc P 2023-06-14 2024-02-27 3900 4885 -985 -985 713 Clarivate Plc P 2023-08-14 2024-02-27 5121 5155 -34 -34 546 Catalent Inc P 2023-07-20 2024-02-29 31474 26054 5420 5420 320 Catalent Inc P 2023-10-10 2024-02-29 18446 14287 4159 4159 147 Catalent Inc P 2024-01-31 2024-02-29 8474 7687 787 787 161 ALPHABET INC CLASS A P 2020-09-30 2024-03-01 22209 11938 10271 10271 103 ALPHABET INC CLASS A P 2020-09-30 2024-03-04 13668 7637 6031 6031 40 MARTIN MARIETTA MATLS IN P 2021-03-10 2024-03-08 23904 13504 10400 10400 97 APTIV PLC SHS P 2023-03-14 2024-04-22 6779 10937 -4158 -4158 130 APTIV PLC SHS P 2023-04-05 2024-04-22 9085 13621 -4536 -4536 61 APTIV PLC SHS P 2023-05-30 2024-04-22 4263 5581 -1318 -1318 151 APTIV PLC SHS P 2023-10-10 2024-04-22 10552 14882 -4330 -4330 27 APTIV PLC SHS P 2024-01-31 2024-04-22 1887 2242 -355 -355 51 EQUINIX INC P 2023-11-15 2024-04-24 38953 39691 -738 -738 10 EQUINIX INC P 2024-01-31 2024-04-24 7638 8367 -729 -729 27 EQUINIX INC P 2024-02-27 2024-04-24 20622 23604 -2982 -2982 539 PAYPAL HOLDINGS INC SHS P 2023-03-07 2024-05-23 33622 40738 -7116 -7116 80 SHERWIN WILLIAMS P 2022-08-12 2024-05-23 24379 20072 4307 4307 81 ENTEGRIS INC P 2022-11-04 2024-05-31 10063 5102 4961 4961 283 BALL ORD SHS P 2022-04-04 2024-06-25 17338 25478 -8140 -8140 223 BALL ORD SHS P 2022-04-04 2024-07-12 13662 20076 -6414 -6414 200 BALL ORD SHS P 2022-06-28 2024-07-12 12253 14136 -1883 -1883 182 BALL ORD SHS P 2022-07-13 2024-07-12 11150 12347 -1197 -1197 251 BALL ORD SHS P 2022-08-08 2024-07-12 15377 14462 915 915 25 BALL ORD SHS P 2023-06-14 2024-07-12 1532 1371 161 161 112 BALL ORD SHS P 2024-01-31 2024-07-12 6861 6261 600 600 124 PAYPAL HOLDINGS INC SHS P 2023-03-07 2024-07-22 7497 9372 -1875 -1875 126 PAYPAL HOLDINGS INC SHS P 2023-03-17 2024-07-22 7618 9234 -1616 -1616 164 PAYPAL HOLDINGS INC SHS P 2023-05-15 2024-07-22 9916 10196 -280 -280 41 PAYPAL HOLDINGS INC SHS P 2023-06-14 2024-07-22 2479 2625 -146 -146 57 PAYPAL HOLDINGS INC SHS P 2024-01-31 2024-07-22 3446 3563 -117 -117 840 SCHWAB CHARLES CORP NEW P 2024-01-04 2024-07-24 55237 56440 -1203 -1203 254 SCHWAB CHARLES CORP NEW P 2024-01-31 2024-07-24 16703 16162 541 541 26 IQVIA HLDGS INC COM P 2020-09-30 2024-09-13 6204 4068 2136 2136 33 PALO ALTO NETWORKS INC P 2020-09-30 2024-09-13 11485 2720 8765 8765 14 PALO ALTO NETWORKS INC P 2023-08-21 2024-09-13 4873 3391 1482 1482 191 IQVIA HLDGS INC COM P 2020-09-30 2025-01-02 37592 29885 7707 7707 43 IQVIA HLDGS INC COM P 2022-06-28 2025-01-02 8463 9216 -753 -753 8 IQVIA HLDGS INC COM P 2023-06-14 2025-01-02 1575 1713 -138 -138 1015 AMN HEALTHCARE SVCS INC P 2024-07-24 2025-01-02 25601 64702 -39101 -39101 403 AMN HEALTHCARE SVCS INC P 2024-09-13 2025-01-02 10165 18773 -8608 -8608 93 SHERWIN WILLIAMS P 2022-08-12 2025-01-07 31207 23334 7873 7873 23 SHERWIN WILLIAMS P 2022-10-31 2025-01-07 7718 5202 2516 2516 40 SHERWIN WILLIAMS P 2023-04-05 2025-01-07 13422 8861 4561 4561 205.443 AMERICAN GROWTH FUND OF AMERICA CLASS F3 P 2022-12-19 2024-04-17 14058 10268 3790 3790 193.753 AMERICAN GROWTH FUND OF AMERICA CLASS F3 P 2022-12-19 2024-07-17 14444 9684 4760 4760 192.323 AMERICAN GROWTH FUND OF AMERICA CLASS F3 P 2022-12-19 2024-10-17 15220 9612 5608 5608 103.36 AMERICAN GROWTH FUND OF AMERICA CLASS F3 P 2023-12-15 2025-01-17 7958 6430 1528 1528 101.094 AMERICAN GROWTH FUND OF AMERICA CLASS F3 P 2023-12-15 2025-01-17 7784 6289 1495 1495 Capital Gain Dividends 351227 551820 -51797 12137 12137 12137 8884 8884 X 363 3616 0 false false false false false false false true true CA true false false false false true peterwilliamshapiro@gmail.com SHAPIRO FAMILY CHARITABLE FDN 8187070433 5743 CORSA AVENUE STE 118 WESTLAKE VILLAGE CA 91362 false false false false false false false false false false false false false false false false false false false false false false PETER W SHAPIRO 5737 KANAN ROAD 627 AGOURA HILLS CA 91301 President 0.00 0 ALISON D SHAPIRO 5737 KANAN ROAD 627 AGOURA HILLS CA 91301 Secretary 0.00 0 NONE NONE N/A 0 N/A N/A N/A 18207727 394242 0 18601969 0 18601969 279030 18322939 916147 916147 12137 12137 904010 904010 904010 135660 135660 904010 3416101 1530020 132601 909358 50125 6038205 135660 0 135660 768350 768350 5269855 0 2647751 2622104 1530020 132601 909358 50125 PETER W SHAPIRO ALISON D SHAPIRO X AYUDA INC C/O JF KEARNEY ASSOC PO BOX 8537 GAITHERSBURG MD 20898 NONE PC GENERAL USE 1000 BAT CONSERVATION INTERNATIONAL 500 N CAPITAL OF TX HWY BLDG 8-225 AUSTIN TX 78746 NONE PC GENERAL USE 500 CALIFORNINA STATE PARKS FOUNDATION 33 NEW MONTGOMERY STREET SUITE 520 SAN FRANCISCO CA 94105 NONE PC GENERAL USE 500 CENTER FOR BIOLOGICAL DIVERSITY POBOX 710 TUCSON AZ 85702 NONE PC GENERAL USE 1000 CHARITIES AID FOUNDATION OF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 NONE PC FOR ALLOCATION TO JAPANCRAFT21. 150 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS ROAD ITHACA NY 14850 NONE PC GENERAL USE 2000 FROM THE TOP PO BOX 845429 BOSTON MA 02284 NONE PC GENERAL USE 500 GUARDIANS OF LOS ANGELES JEWISH HOM 10780 SANTA MONICA BLVD SUITE 225 LOS ANGLES CA 90025 NONE PC GENERAL USE 25000 KCRW 1900 PICO BLVD SANTA MONICA CA 90405 NONE PC GENERAL USE 1500 KUSC 1149 SOUTH HILL STREET SUITE H100 LOS ANGLES CA 90015 NONE PC GENERAL USE 1500 LEAGUE OF WOMEN VOTERS 500 CAPITOL MALL STE 2350-5001 SACRAMENTO CA 95814 NONE PC GENERAL USE 500 LOS ANGELES PARKS FOUNDATION 2650 N COMMONWEALTH AVENUE LOS ANGELES CA 90027 NONE PC GENERAL USE 1000 MOUNTAIN HUMANE PO BOX 1496 HAILEY ID 83333 NONE PC GENERAL USE 500 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH STREET NEW YORK NY 10011 NONE PC GENERAL USE 5000 OPICA 11759 MISSOURI AVENUE LOS ANGELES CA 90025 NONE PC GENERAL USE 2000 PACIFIC CREST TRAIL ASSOCIATION 2150 RIVER PLAZA DRIVE SUITE 155 SACRAMENTO CA 95833 NONE PC GENERAL USE 500 PBS SO CAL 3080 BRISTOL ST STE 100 COSTA MESA CA 92626 NONE PC GENERAL USE 2000 PLANNED PARENTHOOD 400 WEST 30TH STREET LOS ANGELES CA 90007 NONE PC GENERAL USE 1000 SIERRA CLUB FOUNDATION 1400 16TH ST NW SUITE 330 WASHINGTON DC 20036 NONE PC GENERAL USE 3000 TREE PEOPLE 12601 MULHOLLAND DRIVE BEVERLY HILLS CA 90210 NONE PC GENERAL USE 5000 TRUST FOR PUBLIC LAND 23 GEARY STREET SUITE 1000 SAN FRANCISCO CA 94108 NONE PC GENERAL USE 2000 UCLA FOUNDATION 10889 WILSHIRE BOULEVARD STE 1000 LOS ANGELES CA 90024 NONE PC GENERAL USE 51500 UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE 6TH FLOOR CAMBRIDGE MA 02138 NONE PC GENERAL USE 1000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE PC GENERAL USE 1000 VISTA DEL MAR CHILD FAMILY SERVICES 3200 MOTOR AVENUE LOS ANGELES CA 90034 NONE PC GENERAL USE 1000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 20090 NONE PC GENERAL USE 10 COLLINS KATZ FAMILY YMCA 1466 S WESTGATE AVENUE LOS ANGELES CA 90025 NONE PC GENERAL USE 2000 CONCERN FOUNDATION 11111 W OLYMPIC BLVD STE 214 LOS ANGELES CA 90064 NONE PC GENERAL USE 1000 FRIENDS OF THE LA RIVER 570 W AVENUE 26 250 LOS ANGELES CA 90065 NONE PC GENERAL USE 1000 LAFD FOUNDATION 1700 STADIUM WAY 100 LOS ANGELES CA 90012 NONE PC GENERAL USE 2000 THE COUNCIL OF THE LIBRARY FOUNDATI 630 WEST FIFTH STREET LOS ANGELES CA 90071 NONE PC GENERAL USE 1500 DRAVET SYNDROME FOUNDATION PO BOX 3026 CHERRY HILL NJ 08034 NONE PC GENERAL USE 10000 NATURAL HISTORY MUSEUM OF LOS ANGEL 900 EXPOSITION BOULEVARD LOS ANGELES CA 90007 NONE PC GENERAL USE 500 SOUTHERN CALIFORNIA PUBLIC RADIO 474 S RAYMOND AVENUE PASADENA CA 91105 NONE PC GENERAL USE 2000 SUSTAINABLE CONSERVATION 98 BATTERY STREET STE 302 SAN FRANCISCO CA 94111 NONE PC GENERAL USE 5000 135660 14 511 14 320834 551820 ROYALTIES 15 321345 551820 873165 false false false false false false false false false false X X 1 WILLIAM SUH 4646 BROCKTON AVENUE 201 RIVERSIDE CA 92506 10000 X 2 DANIEL KLEIN 5743 CORSA AVENUE STE 118 WESTLAKE VILLAGE CA 91362 30000 X ACCOUNTING FEES 23032 0 0 0 ANNUAL REGISTRATION FEES 200 INVESTMENT ADVISORS 90895 INVESTMENT EXPENSES 163 PENALTIES AND INTEREST 363 FEDERAL TAXES 12137 FOREIGN TAXES WITHHELD 222