Max A Shacknai Foundation

Santa Barbara, CA
Tax-exempt since Feb. 1998
EIN: 86-0887816

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Museum, Museum Activities (NTEE)

Donations to this organization are tax deductible.

Revenue

$75.7k (2023)

Expenses

$215k (2023)

Total Assets

$837k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$75,720

Expenses

$215,415

Net Income

-$139,695

Net Assets

$837,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	39.6%
Interest Revenue	$0
Dividends	$29,461	38.9%
Sales of Assets	$16,259	21.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,500	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$837,093
Total Liabilities	$0
Net Assets	$837,093

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Lily B Phillips (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$47,536

Expenses

$107,743

Net Income

-$60,207

Net Assets

$976,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,718	73.0%
Sales of Assets	$12,818	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,500	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$976,724
Total Liabilities	$0
Net Assets	$976,724

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Lily B Phillips (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$85,183

Expenses

$131,818

Net Income

-$46,635

Net Assets

$1,037,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,235	49.6%
Sales of Assets	$42,948	50.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,500	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,505
Total Liabilities	$0
Net Assets	$1,037,505

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Lily B Phillips (Secretary Treasurer)	$0	$0

990-PF

Filed on May 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$140,825

Expenses

$160,256

Net Income

-$19,431

Net Assets

$1,084,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,308	9.5%
Interest Revenue	$0
Dividends	$25,096	17.8%
Sales of Assets	$102,421	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,000	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,084,523
Total Liabilities	$1
Net Assets	$1,084,522

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Lily B Phillips (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$65,671

Expenses

$281,726

Net Income

-$216,055

Net Assets

$1,103,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,402	61.5%
Sales of Assets	$25,269	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,750	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,103,939
Total Liabilities	$1
Net Assets	$1,103,938

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$75,633

Expenses

$13,985

Net Income

$61,648

Net Assets

$1,319,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,676	59.1%
Sales of Assets	$30,957	40.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,920	20.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,319,994
Total Liabilities	$0
Net Assets	$1,319,994

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$92,226

Expenses

$325,077

Net Income

-$232,851

Net Assets

$1,258,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,375	13.4%
Interest Revenue	$0
Dividends	$33,772	36.6%
Sales of Assets	$46,079	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$312,300	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,258,346
Total Liabilities	$0
Net Assets	$1,258,346

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$28,687

Expenses

$314,813

Net Income

-$286,126

Net Assets

$1,491,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,835	> 100%
Interest Revenue	$0
Dividends	$36,703	> 100%
Sales of Assets	-$41,851
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,610	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,491,405
Total Liabilities	$205
Net Assets	$1,491,200

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$119,845

Expenses

$121,861

Net Income

-$2,016

Net Assets

$1,777,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,900	40.0%
Sales of Assets	$71,885	60.0%
Other Income	$60	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,315	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,777,326
Total Liabilities	$0
Net Assets	$1,777,326

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$112,845

Expenses

$591,347

Net Income

-$478,502

Net Assets

$1,779,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,190	53.3%
Sales of Assets	$52,514	46.5%
Other Income	$141	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$578,120	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,779,342
Total Liabilities	$0
Net Assets	$1,779,342

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$185,698

Expenses

$285,432

Net Income

-$99,734

Net Assets

$2,257,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	53.9%
Interest Revenue	$0
Dividends	$61,758	33.3%
Sales of Assets	$23,940	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,229	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,257,844
Total Liabilities	$0
Net Assets	$2,257,844

Compensation

Key Employees and Officers	Compensation	Other
Jonah Shacknai (Pres. & Director)	$0	$0
Howard J Luber Md (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,185,665

Expenses

$167,841

Net Income

$1,017,824

Net Assets

$2,357,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,013,000	85.4%
Interest Revenue	$0
Dividends	$33,066	2.8%
Sales of Assets	$139,599	11.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,374	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,357,578
Total Liabilities	$1
Net Assets	$2,357,577

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$104,633

Expenses

$56,822

Net Income

$47,811

Net Assets

$954,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.5%
Interest Revenue	$0
Dividends	$32,598	31.2%
Sales of Assets	$71,535	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,224	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$954,595
Total Liabilities	$0
Net Assets	$954,595

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Max A Shacknai Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $75.7k (2023)

Expenses $215k (2023)

Total Assets $837k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$75.7k (2023)

Expenses

$215k (2023)

Total Assets

$837k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001