S J Ungar J-shapiro Family Foundation

KIHEI, HI EIN: 99-0275249

S J Ungar J-shapiro Family Foundation is a private foundation, based in KIHEI, HI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

-11.8% YoY

Annual Giving

$11K

-79.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-79.9% YoY

Under IRS private-foundation payout rules, S J Ungar J-shapiro Family Foundation reported a distributable amount of $84K for 2024 — the minimum it must pay out in qualifying distributions.

About S J Ungar J-shapiro Family Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $144K (100%)

States

New York

Cities

AttachedMelville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,486,671	$1,684,651	$1,755,855
Revenue	$-112,386	$42,011	$17,124
Expenses	$81,350	$121,991	$72,162
Qualifying Distributions	$34,498	$76,924	$33,796
Net Investment Income	$17,820	$12,173	$8,846
Distributable Amount	$84,382	$84,553	$55,327

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Schedule Attached ($11,102).

Recipient	Purpose	Amount
SCHEDULE ATTACHED MELVILLE, NY	GENERAL	$11,102

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOAN SHAPIRO	DIRECTOR	10	—
ILANA HARRIS	DIRECTOR	10	$15,000

Frequently Asked Questions

How large is S J Ungar J-shapiro Family Foundation?

As of 2024, S J Ungar J-shapiro Family Foundation holds $1.5M in total assets with $-112,386 in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does S J Ungar J-shapiro Family Foundation operate?

S J Ungar J-shapiro Family Foundation has awarded grants in New York.

What size grants does S J Ungar J-shapiro Family Foundation award?

In 2024, S J Ungar J-shapiro Family Foundation awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is S J Ungar J-shapiro Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, S J Ungar J-shapiro Family Foundation reported a distributable amount of $84K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is S J Ungar J-shapiro Family Foundation's EIN?

S J Ungar J-shapiro Family Foundation's EIN (Employer Identification Number) is 99-0275249. IRS Form 990 filing data is available on this page for 2020–2024.