GEORGE IGNATIUS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE IGNATIUS FOUNDATION (EIN 51-0198566)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202411989349100011
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T11:17:02-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800143419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California CPA Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5850 Canoga Ave 302 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510198566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George Ignatius Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2136809522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E Benwood St | AddressLine1Txt |
| City | Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Amerian | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Michael | PersonFirstNm |
| Person Last | Amerian | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert A Bianchi | PreparerPersonNm |
| PTIN | P00241133 | PTIN |
| Phone | 8182060868 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,821,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,407 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,407 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $82,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,320 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $82,320 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$84,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,101 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,727 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $86,727 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,610 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $23,610 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,610 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,804 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,804 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,804 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,804 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,628 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,628 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $12,628 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,628 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,630 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,630 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $24,630 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,630 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,834 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,834 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,834 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $70,606 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $70,606 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $463,937 | CashBOYAmt |
| Cash EOY | $246,969 | CashEOYAmt |
| Cash EOYFMV | $246,969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $86,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,847 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,811,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,795,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,493,686 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,362,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,123,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,821,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $150,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,001 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,212,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,973,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,362,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,123,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,362,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,123,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,362,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,901 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,123,463 | SubtotalAmt |
| Other Decreases | $310 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,123,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 522 Federated HRMS Instl HYD | P | 2017-02-24 | 2023-03-17 | $4,349 | $5,175 | -$826 | -$826 |
| 756 Harris Assoc Invt TR Oakmark | P | 2017-02-27 | 2023-03-17 | $18,455 | $16,178 | $2,277 | $2,277 |
| 2887 JPMorgan TR II Core Plus | P | 2017-02-27 | 2023-03-17 | $21,136 | $23,898 | -$2,762 | -$2,762 |
| 289 Allspring Special Mid Cap Value | P | 2017-02-17 | 2023-03-17 | $12,314 | $10,872 | $1,442 | $1,442 |
| 1 Statum Systems | P | 2021-06-17 | 2023-11-15 | $100,000 | -$100,000 | -$100,000 | |
| Capital Gain Dividends | $15,847 | ||||||
| Wash Sale | $1,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$82,991 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $224 | SubtotalAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,741 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,741 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,517 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,517 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maria Aparicio | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136809812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E Benwood St | AddressLine1Txt |
| City | Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917222815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| George R Phillips Sr | ||||||
| 417 N June St | Los Angeles | CA | 900041001 | Chairman | 0.00 | $7,870 |
| Walter J Karabian | ||||||
| 305 E Benwood St | Covina | CA | 917222815 | Trustee | 0.00 | $7,870 |
| Michael R Amerian | ||||||
| 10424 Bloomfield St | Toluca Lake | CA | 916022811 | Trustee | 0.00 | $7,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224 | TotalTaxAmt |
| Distributable Before Adj | $224 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $224 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,606 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $115,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,606 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $241,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $579,906 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $579,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $115,300 | ExcessFromYear2Amt |
| Excess From Year1 | $223,000 | ExcessFromYear1Amt |
| Excess From Current Year | $241,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Maria Aparicio | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 E Benwood St | AddressLine1Txt |
| City | Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917222815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136809212 | RecipientPhoneNum |
| Form And Info And Materials | Requests for grants should be made in the form of a brief letter outlining the purpose of the grant, the amount requested and the amount of grants expected to be received from other sources for this purpose. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | The Foundation does not have any deadline for submissions. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation is principally dedicated to promoting Armenian history, culture and religion. Requests for grants for other purposes would be considering of secondary importance. The Foundation makes grants to exempt organizations only and requests a copy of the organization exemption ruling letter and the present status of the exempt organization. Grants to individuals will not be considered. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Holy Martyrs Ferrahian High School | ||||||
| 5300 White Oak Ave | Encino | CA | 91316 | None | Charitable Activities | $25,000 |
| Aid Beyond Borders | ||||||
| 4104 1/2 Ocean View Blvd | Montrose | CA | 91020 | None | Charitable Activities | $5,000 |
| Ararat Home of Los Angeles Westside | ||||||
| 5105 Mission Hills Rd | Mission Hills | CA | 91345 | None | Charitable Activities | $5,000 |
| USC Gould School of Law | ||||||
| 699 W Exposition Blvd | Los Angeles | CA | 90089 | None | Charitable Activities | $25,000 |
| Armenian Bar Association | ||||||
| PO Box 29111 | Los Angeles | CA | 90029 | None | Charitable Acitivites | $2,500 |
| Armenian Church Western Diocese | ||||||
| 3325 N Glenoaks Blvd | Burbank | CA | 91504 | None | Charitable Acitivites | $10,000 |
| Camp Arev | ||||||
| 3376 Central Blvd | Hudsonville | MI | 49426 | None | Charitable Acitivites | $20,000 |
| Merdinian School | ||||||
| 13330 Riverside Dr | Sherman Oaks | CA | 91423 | None | Charitable Acitivites | $10,000 |
| United Armenian Congregational Chur | ||||||
| 3480 Cahuenga Blvd W | Los Angeles | CA | 90068 | None | Charitable Acitivites | $20,000 |
| Western Diocese Hye Camp | ||||||
| 3325 N Glenoaks Blvd | Burbank | CA | 91504 | None | Charitable Acitivites | $2,500 |
| Mer Hooys - House of Hope | ||||||
| PO Box 8507 | Calabasas | CA | 91327 | None | Charitable Acitivites | $10,000 |
| Armenian Film Foundation | ||||||
| 17328 Ventura Blvd Suite 123 | Encino | CA | 91316 | None | Charitable Activities | $2,000 |
| Armenian Relief Society of Western | ||||||
| 517 W Glenoaks Blvd | Glendale | CA | 91202 | None | Charitable Activities | $5,000 |
| Armenian Studies Program | ||||||
| 5245 N Backer Ave M/S PB4 | Fresno | CA | 93740 | None | Charitable Activities | $2,500 |
| LA Trex Fraternity | ||||||
| PO Box 7782 | Fresno | CA | 93747 | None | Charitable Activities | $500 |
| Mashdots College | ||||||
| 117 S Louise St | Glendale | CA | 91205 | None | Charitable Activities | $25,000 |
| National Association for Armenian S | ||||||
| 395 Concord Ave | Belmont | MA | 02478 | None | Charitable Activities | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,407 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$84,022 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,705 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping | $2,000 | $2,000 | $2,000 | $2,000 |
| California CPA Group | $10,628 | $10,628 | $10,628 | $10,628 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Statum Systems | AT COST | ||
| JPMorgan Securities | AT COST | $2,795,337 | $3,493,686 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Karabian Law Firm | CategoryTxt |
| Legal Fees | $5,804 | LegalFeesAmt |
| Net Investment Income | $5,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,804 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,804 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Tax Penalty (non-deductible) | $130 |
| Investment Income and Expenses in Transit at Year-end | $180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG Registry of Charitable Trusts | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor Fees | CategoryTxt |
| Amt | $24,630 | Amt |
| Net Investment Income | $24,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,630 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,630 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Taxes | CategoryTxt |
| Amt | $3,834 | Amt |
| Net Investment Income | $3,834 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,834 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,834 | DisbursementsCharitablePrpsAmt |
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