Nonprofit · EIN 68-0666992
EDWARD A AND AI O SHAY FAMILY FOUNDATION
Tax-exempt · LOS ANGELES, CA 90017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,724,614 | $2,260,755 | -$536,141 | $40,129,825 | $1,293,242 | $38,836,583 |
| December 31, 2023 | 990-PF | $5,168,388 | $1,757,483 | $3,410,905 | $37,812,197 | $1,121,444 | $36,690,753 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $749,495
- Net gain from sales of assets
- $948,369
- Other income
- $26,750
Expenses
- Grants and similar amounts paid
- $1,797,420
- Disbursements for charitable purposes
- $1,729,750
- Excise tax on investment income
- $18,885
Balance sheet and other
- Total assets, start of year
- $37,812,197
- Total assets, end of year
- $40,129,825
- Total liabilities, end of year
- $1,293,242
- Net assets, end of year
- $38,836,583
- Fair market value of assets
- $40,129,825
- Qualifying distributions
- $1,729,750
- Net investment income
- $1,697,894
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOREN ROTHSCHILD 10461 REVUELTA WAY, LOS ANGELES, CA 90077 | Trustee | 0.5 | $0 |
| PAUL H NANKIVELL II 800 WEST 6TH STREET 1200, LOS ANGELES, CA 90017 | Trustee | 0.5 | $0 |
| ALLEN E SHAY 888 S FIGUEROA ST 2150, LOS ANGELES, CA 90017 | CO-TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOREN ROTHSCHILD 10461 REVUELTA WAY, LOS ANGELES, CA 90077 | Trustee | 0.5 | $0 |
| PAUL H NANKIVELL II 800 WEST 6TH STREET 1200, LOS ANGELES, CA 90017 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 888 S FIGUEROA ST STE 710, LOS ANGELES, CA 90017-5456
- In care of
- % AL O SHAY
- Signed the 990-PF
- PAUL H NANKIVELL II, Trustee
- Phone
- (213) 228-8121
- Return prepared by
- FRIEDMAN MINSK COLE & FASTOVSKY
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0666992 or by the name EDWARD A AND AI O SHAY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-0666992
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $40,129,825
- Income (IRS master file)
- $10,104,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,724,614 | $2,260,755 | $40,129,825 | XML |
| 990-PF | December 2023 | $5,168,388 | $1,757,483 | $37,812,197 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0666992).
Questions about EDWARD A AND AI O SHAY FAMILY FOUNDATION
- What is the EIN of EDWARD A AND AI O SHAY FAMILY FOUNDATION?
- The employer identification number (EIN) of EDWARD A AND AI O SHAY FAMILY FOUNDATION is 68-0666992.
- Is EDWARD A AND AI O SHAY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to EDWARD A AND AI O SHAY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD A AND AI O SHAY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD A AND AI O SHAY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD A AND AI O SHAY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EDWARD A AND AI O SHAY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does EDWARD A AND AI O SHAY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,724,614, expenses of $2,260,755 and total assets of $40,129,825 at year end.
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