MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC (EIN 95-4619031)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349102298
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T17:38:44-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821853384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YSR CPA Group PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12529 Foothill Blvd Suite 212AddressLine1Txt
CityLa CrescentaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91214ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954619031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINA & HACOB SHIRVANIAN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINABusinessNameControlTxt
Phone8189560423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVAHAK PETROSSIANPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVAHAKPersonFirstNm
Person LastPETROSSIANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMIN SHAHBAZIANPreparerPersonNm
PTINP01761638PTIN
Phone8183309752PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,419,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,369DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,100NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$117,657GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,100CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,469TotalRevAndExpnssAmt
Total Net Invst Incm$25,469TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$910TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$12,975TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$12,975TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$27OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,362TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,362TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,893ExcessRevenueOverExpensesAmt
Net Investment Income$25,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,322CashBOYAmt
Cash EOY$11,411CashEOYAmt
Cash EOYFMV$11,411CashEOYFMVAmt
Corporate Stock BOY$735,223CorporateStockBOYAmt
Corporate Stock EOY$726,968CorporateStockEOYAmt
Corporate Stock EOYFMV$1,407,803CorporateStockEOYFMVAmt
Corporate Bonds BOY$66,438CorporateBondsBOYAmt
Total Assets BOY$822,983TotalAssetsBOYAmt
Total Assets EOY$738,379TotalAssetsEOYAmt
Total Assets EOYFMV$1,419,214TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$822,983RetainedEarningBOYAmt
Retained Earning EOY$738,379RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$822,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$738,379TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$822,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$738,379TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$822,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,893ExcessRevenueOverExpensesAmt
Other Increases$289OtherIncreasesAmt
Subtotal$738,379SubtotalAmt
Tot Net Ast Or Fund Balances EOY$738,379TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
450 BANK OF AMERICA CORPP2018-08-232022-09-21$14,987$13,878$1,109$1,109
157 BRITISHI AMERN TOB PLCP2018-08-232022-08-26$6,322$8,156-$1,834-$1,834
100 EXXON MOBIL CORPP2018-08-232022-08-26$9,732$7,908$1,824$1,824
70000 GOLDMAN SACHS GRP INCP2018-08-232022-04-21$65,408$66,438-$1,030-$1,030
231 ALTRIA GROUP INCP2018-08-232022-09-21$9,926$13,818-$3,892-$3,892
225 ALTRIA GROUP INCP2010-08-122022-10-24$10,014$5,037$4,977$4,977
40 EMBECTA CORPP2010-09-072022-08-26$1,268$322$946$946
FieldValueIRS element (for citing)
Capital Gain Net Income$2,100CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$354InvestmentIncomeExciseTaxAmt
Subtotal$354SubtotalAmt
Tax Based On Investment Income$354TaxBasedOnInvestmentIncomeAmt
Tax Due$354TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VAHAK PETROSSIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189560423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALICE PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206President2.00$0
CHRISTOPHER PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206Vice President2.00$0
VAHAK PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206Treasurer2.00$0
SHANT PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,573,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,590,127TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,590,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,852CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,566,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,314MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,314MinimumInvestmentReturnAmt
Tax Based On Investment Income$354TaxBasedOnInvestmentIncomeAmt
Total Tax$354TotalTaxAmt
Distributable Before Adj$77,960DistributableBeforeAdjAmt
Distributable Before Ded$77,960DistributableBeforeDedAmt
Distributable As Adjusted$77,960DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,975ExpensesAndContributionsAmt
Qualifying Distributions$107,975QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,960DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$55,650ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$96,878ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,270ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,952ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$241,750TotalExcessDistributionCyovAmt
Qualifying Distributions$107,975QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,960AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,015RemainingDistriFromCorpusAmt
Total Corpus$271,765TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$55,650ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$216,115ExcessDistriCyovToNextYrAmt
Excess From Year4$96,878ExcessFromYear4Amt
Excess From Year3$59,270ExcessFromYear3Amt
Excess From Year2$29,952ExcessFromYear2Amt
Excess From Current Year$30,015ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMINA HACOB SHIRVANIAN FAMILYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8189560423RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AMERICAN UNIVERSITY OF ARMENIA
117 S LOUISE ST STE 310GELNDALECA91205SOCIAL SERVICES$25,600
ARMENIAN CULTURAL FOUNDATION
104 N BELMONT ST 300GLENDALECA91206SOCIAL SERVICES$7,500
UNITED WORLD COLLEGES USA
SOCIAL SERVICES$10,0007 GETPNYA ST 3903DILIJANDILIJANAM
ARMENIIAN NATIONAL COMMITTEE WESTER
104 N BELMONT ST 300GLENDALECA91206SOCIAL SERVICES$7,500
TEACH FOR ARMENIA
501 GLENOAKS BLVDGLENDALECA91202SOCIAL SERVICES$5,000
ARMENIAN INTL WOMENS ASSOCIATION
65 MAIN STREET 3AWATERTOWNMA02472SOCIAL SERVICES$1,150
ARMENIAN WOUNDED HEROES FUND
466 FOOTHILL BLVD 240LA CANADACA91011SOCIAL SERVICES$26,250
ONE ARMENIA
3801 COLLINS AVENUE 1002MIAMIFL33140SOCIAL SERVICES$10,000
HOLY MARTYRS CHURCH
5300 WHITE OAK AVEENCINOCA91316SOCIAL SERVICES$500
ARPA INSTITUTE
18106 MIRANDA STTARZANACA91356SOCIAL SERVICES$500
DEVELOPMENT SERVICES FOR ARMENIA
PO BOX 660849ARCADIACA91006SOCIAL SERVICES$500
GLENDALE COMMUNITY COLLEGE
1500 N VERDUGO RDGLENDALECA91208SOCIAL SERVICES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,369ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,100RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,369ExclusionAmt
Related Or Exempt Function Incm$2,100RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,469TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPERATION FEECategoryTxt
Amt$1,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR FEES$2$2
DEPARTMENT OF JUSTICE$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECONCILIATION OF FMV TO COSTDesc
Amt$289Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$910Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.