Nonprofit · EIN 92-1136861
LARRY AND JO SHUPNICK FAMILY FOUNDATION
Tax-exempt · SN LUIS OBISP, CA 93406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $273,876 | $806,576 | -$532,700 | $2,986,017 | $0 | $2,986,017 |
| December 31, 2024 | 990-PF | $105,835 | $157,636 | -$51,801 | $3,518,717 | $0 | $3,518,717 |
| December 31, 2023 | 990-PF | $105,010 | $35,000 | $70,010 | $3,570,518 | $0 | $3,570,518 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Interest
- $73,876
Expenses
- Grants and similar amounts paid
- $805,000
- Disbursements for charitable purposes
- $805,000
- Excise tax on investment income
- $1,027
Balance sheet and other
- Total assets, start of year
- $3,518,717
- Total assets, end of year
- $2,986,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,986,017
- Fair market value of assets
- $2,986,017
- Qualifying distributions
- $805,000
- Net investment income
- $73,876
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE M SHUPNICK PO BOX 2436, AVILA BEACH, CA 93424 | PRESIDENT | 5 | $0 |
| JO SHUPNICK PO BOX 2436, AVILA BEACH, CA 93424 | SECRETARY | 5 | $0 |
| WYATT MELLO PO BOX 14010, SAN LUIS OBISPO, CA 93406 | CFO | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lawrence M Shupnick PO Box 2436, Avila Beach, CA 93424 | President | 5 | $0 |
| Jo Shupnick PO Box 2436, Avila Beach, CA 93424 | Secretary | 5 | $0 |
| Wyatt Mello PO Box 14010, San Luis Obispo, CA 93406 | CFO | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE M SHUPNICK PO BOX 2436, 166 VILLAGE CREST, AVILA BEACH, CA 93424 | PRESIDENT | 5 | $0 |
| JO SHUPNICK PO BOX 2436, 166 VILLAGE CREST, AVILA BEACH, CA 93424 | SECRETARY | 5 | $0 |
| WYATT MELLO PO BOX 14010, SAN LUIS OBISPO, CA 93406 | CFO | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1368, SN LUIS OBISP, CA 93406-1368
- In care of
- % LAWRENCE M SHUPNICK
- Signed the 990-PF
- LAWRENCE M SHUPNICK, PRESIDENT
- Phone
- (805) 801-0404
- Return prepared by
- OMS CPA & Tax Services LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 92-1136861 or by the name LARRY AND JO SHUPNICK 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 | 990-PF 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
- 92-1136861
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,986,017
- Income (IRS master file)
- $273,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $273,876 | $806,576 | $2,986,017 | XML |
| 990-PF | December 2024 | $105,835 | $157,636 | $3,518,717 | XML |
| 990-PF | December 2023 | $105,010 | $35,000 | $3,570,518 | XML |
| 990-PF | December 2022 | – | – | – | 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 92-1136861).
Questions about LARRY AND JO SHUPNICK FAMILY FOUNDATION
- What is the EIN of LARRY AND JO SHUPNICK FAMILY FOUNDATION?
- The employer identification number (EIN) of LARRY AND JO SHUPNICK FAMILY FOUNDATION is 92-1136861.
- Is LARRY AND JO SHUPNICK FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to LARRY AND JO SHUPNICK FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LARRY AND JO SHUPNICK FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LARRY AND JO SHUPNICK FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LARRY AND JO SHUPNICK FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LARRY AND JO SHUPNICK FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LARRY AND JO SHUPNICK FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $273,876, expenses of $806,576 and total assets of $2,986,017 at year end.
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