THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349110345
- Schema version
- 2021v4.2
- 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
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T20:05:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953169005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARABEDIAN HALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD SUITE 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954652179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID WILLIAM UPHAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2133807130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A HARABEDIAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2133807130 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HARABEDIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN J FREIMAN | PreparerPersonNm |
| PTIN | P00167269 | PTIN |
| Phone | 2133807130 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,108,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $72,083,501 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,796 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,796 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,796 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $491,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $491,228 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $491,228 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,911,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,810 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $44,866 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,046 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,046 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $73,488,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,404,880 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $545,936 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,375 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,498 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,318 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,066 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $119,095 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $988 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,611 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $782,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $782,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,131,121 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $925,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,357,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,229,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $545,936 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $559,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,960 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,000,000 | GrantsReceivableBOYAmt |
| Other Investments BOY | $705,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,942,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,942,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,265,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,108,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,108,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,265,218 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,108,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,265,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,108,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,265,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,108,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,265,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,357,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,485,641 | OtherIncreasesAmt |
| Subtotal | $78,108,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,108,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-02-10 | $12 | $15 | -$3 | -$3 |
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-02-10 | $74 | $87 | -$13 | -$13 |
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-02-10 | $124 | $145 | -$21 | -$21 |
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-02-10 | $1,028 | $1,205 | -$177 | -$177 |
| DESIGNER BRANDS INC | P | 2020-04-15 | 2021-03-29 | $1,294 | $395 | $899 | $899 |
| DESIGNER BRANDS INC | P | 2020-04-15 | 2021-03-29 | $3,950 | $1,207 | $2,743 | $2,743 |
| NORDSTROM, INC. | P | 2020-02-27 | 2021-01-11 | $1,748 | $1,752 | -$4 | -$4 |
| NORDSTROM, INC. | P | 2020-04-15 | 2021-01-11 | $210 | $111 | $99 | $99 |
| NORDSTROM, INC. | P | 2020-04-15 | 2021-01-11 | $1,539 | $816 | $723 | $723 |
| NORDSTROM, INC. | P | 2020-04-15 | 2021-01-25 | $3,900 | $1,855 | $2,045 | $2,045 |
| NORDSTROM, INC. | P | 2020-04-15 | 2021-03-15 | $4,248 | $1,752 | $2,496 | $2,496 |
| ALLIANCE DATA SYSTEM | P | 2020-01-15 | 2021-05-06 | $1,860 | $1,705 | $155 | $155 |
| ALLIANCE DATA SYSTEM | P | 2020-02-07 | 2021-05-06 | $1,240 | $1,057 | $183 | $183 |
| DESIGNER BRANDS INC | P | 2020-01-15 | 2021-02-10 | $805 | $1,011 | -$206 | -$206 |
| DESIGNER BRANDS INC | P | 2020-02-07 | 2021-02-10 | $433 | $536 | -$103 | -$103 |
| DESIGNER BRANDS INC | P | 2020-02-07 | 2021-02-10 | $1,238 | $1,530 | -$292 | -$292 |
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-03-09 | $165 | $160 | $5 | $5 |
| DESIGNER BRANDS INC | P | 2020-02-10 | 2021-03-09 | $1,332 | $1,292 | $40 | $40 |
| DESIGNER BRANDS INC | P | 2020-02-27 | 2021-03-09 | $2,994 | $2,652 | $342 | $342 |
| DESIGNER BRANDS INC | P | 2020-02-27 | 2021-03-29 | $1,748 | $1,326 | $422 | $422 |
| KURA SUSHI USA INC | P | 2020-01-15 | 2021-02-10 | $2,210 | $1,999 | $211 | $211 |
| KURA SUSHI USA INC | P | 2020-02-07 | 2021-02-10 | $390 | $338 | $52 | $52 |
| KURA SUSHI USA INC | P | 2020-02-07 | 2021-02-22 | $435 | $338 | $97 | $97 |
| KURA SUSHI USA INC | P | 2020-02-07 | 2021-02-22 | $2,465 | $1,914 | $551 | $551 |
| VERIZON COMMUNICATIONS | P | 2020-05-11 | 2021-03-09 | $905 | $906 | -$1 | -$1 |
| AT&T | P | 2020-01-08 | 2021-06-02 | $1,596 | $2,126 | -$530 | -$530 |
| APPLE INC | P | 2020-01-08 | 2021-01-15 | $1,531 | $894 | $637 | $637 |
| APPLE INC | P | 2020-01-08 | 2021-03-09 | $2,302 | $1,416 | $886 | $886 |
| BRISTOL MEYERS SQUIBB CO COM | P | 2019-09-18 | 2021-07-15 | $135,457 | $100,427 | $35,030 | $35,030 |
| BRISTOL MEYERS SQUIBB CO COM | P | 2020-01-08 | 2021-07-15 | $1,280 | $1,223 | $57 | $57 |
| ECOLAB INC | P | 2020-01-08 | 2021-05-24 | $428 | $374 | $54 | $54 |
| HOME DEPOT INC COM | P | 2020-01-08 | 2021-02-04 | $1,115 | $881 | $234 | $234 |
| INTERNATIONAL BUSINESS MACHS CORP COM | P | 2019-09-18 | 2021-11-23 | $86,540 | $100,394 | -$13,854 | -$13,854 |
| INTERNATIONAL BUSINESS MACHS CORP COM | P | 2020-01-08 | 2021-11-23 | $819 | $901 | -$82 | -$82 |
| INTERNATIONAL BUSINESS MACHS CORP COM | P | 2020-01-31 | 2021-11-23 | $702 | $825 | -$123 | -$123 |
| INTERNATIONAL BUSINESS MACHS CORP COM | P | 2020-01-31 | 2021-11-23 | $44,790 | $52,644 | -$7,854 | -$7,854 |
| JP MORGAN CHASE & CO | P | 2020-01-08 | 2021-05-24 | $490 | $410 | $80 | $80 |
| JOHNSON & JOHNSON | P | 2019-09-18 | 2021-10-26 | $185,121 | $145,301 | $39,820 | $39,820 |
| JOHNSON & JOHNSON | P | 2020-01-08 | 2021-10-26 | $1,820 | $1,590 | $230 | $230 |
| KYNDRYL HLDGS INC | P | 2020-01-31 | 2021-11-08 | $5 | $6 | -$1 | -$1 |
| KYNDRYL HLDGS INC | P | 2019-09-18 | 2021-11-23 | $3 | $6 | -$3 | -$3 |
| KYNDRYL HLDGS INC | P | 2019-09-18 | 2021-11-23 | $2,552 | $4,395 | -$1,843 | -$1,843 |
| KYNDRYL HLDGS INC | P | 2020-01-08 | 2021-11-23 | $3 | $6 | -$3 | -$3 |
| KYNDRYL HLDGS INC | P | 2020-01-08 | 2021-11-23 | $21 | $34 | -$13 | -$13 |
| KYNDRYL HLDGS INC | P | 2020-01-31 | 2021-11-23 | $1,319 | $2,302 | -$983 | -$983 |
| KYNDRYL HLDGS INC | P | 2020-01-31 | 2021-11-23 | $3 | $6 | -$3 | -$3 |
| KYNDRYL HLDGS INC | P | 2020-01-31 | 2021-11-23 | $17 | $30 | -$13 | -$13 |
| MICROSOFT CORP COM | P | 2020-01-08 | 2021-01-15 | $1,707 | $1,266 | $441 | $441 |
| MICROSOFT CORP COM | P | 2020-01-08 | 2021-03-09 | $2,343 | $1,583 | $760 | $760 |
| MORGAN STANLEY COM | P | 2019-09-18 | 2021-07-15 | $74,107 | $35,315 | $38,792 | $38,792 |
| MORGAN STANLEY COM | P | 2020-01-08 | 2021-07-15 | $1,384 | $770 | $614 | $614 |
| ORGANON & CO COM | P | 2018-08-13 | 2021-06-07 | $24 | $22 | $2 | $2 |
| ORGANON & CO COM | P | 2018-08-13 | 2021-07-15 | $3,170 | $3,488 | -$318 | -$318 |
| ORGANON & CO COM | P | 2018-08-13 | 2021-07-15 | $1,061 | $1,167 | -$106 | -$106 |
| ORGANON & CO COM | P | 2018-08-13 | 2021-07-15 | $288 | $317 | -$29 | -$29 |
| ORGANON & CO COM | P | 2018-08-13 | 2021-07-15 | $288 | $317 | -$29 | -$29 |
| ORGANON & CO COM | P | 2019-09-18 | 2021-07-15 | $72 | $99 | -$27 | -$27 |
| ORGANON & CO COM | P | 2020-01-08 | 2021-07-15 | $49 | $72 | -$23 | -$23 |
| PFIZER INC COM | P | 2019-09-18 | 2021-08-23 | $126,335 | $87,653 | $38,682 | $38,682 |
| PFIZER INC COM | P | 2020-01-08 | 2021-08-23 | $3,048 | $2,253 | $795 | $795 |
| PROCTOR & GAMBLE CO COM | P | 2020-01-08 | 2021-02-04 | $902 | $856 | $46 | $46 |
| TARGET CORP COM | P | 2020-01-08 | 2021-01-15 | $1,169 | $748 | $421 | $421 |
| UNITED PARCEL SVC IN C CL B | P | 2020-01-08 | 2021-04-14 | $1,239 | $814 | $425 | $425 |
| V F CORP COM | P | 2020-11-13 | 2021-12-17 | $133,176 | $146,771 | -$13,595 | -$13,595 |
| V F CORP COM | P | 2020-11-13 | 2021-12-17 | $1,438 | $1,585 | -$147 | -$147 |
| VERIZON COMMUNICATIONS | P | 2020-01-08 | 2021-03-09 | $1,414 | $1,493 | -$79 | -$79 |
| WATSCO INC | P | 2020-01-08 | 2021-02-04 | $1,698 | $1,243 | $455 | $455 |
| SALE OF NEWPORT TRAILER | P | 1968-01-01 | 2021-05-26 | $325,000 | $277,143 | $47,857 | $47,857 |
| UPHAM TRUST | P | 2020-12-01 | 2021-12-31 | $724,239 | $724,239 | $724,239 | |
| CAPITAL GAINS DIVIDENDS | P | $2,668 | $2,668 | $2,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,810 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,866 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $102 | EsPenaltyAmt |
| Overpayment | $7,808 | OverpaymentAmt |
| Applied To ES Tax | $7,808 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARABEDIAN HALL CO | IndividualWithBooksNm |
| Phone | 2133807130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD SUITE 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900102409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HARABEDIAN | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | DIRECTOR | 1.00 | $68,750 | $0 | $0 |
| WILLARD M REISZ | ||||||||
| 3224 DONA EMILIA DRIVE | STUDIO CITY | CA | 91436 | DIRECTOR | 1.00 | $68,750 | $0 | $0 |
| SUSAN E BENDER | ||||||||
| 3550 WILSHIRE BLVD SUITE 840 | LOS ANGELES | CA | 900102409 | SECRETARY | 4.00 | $36,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,763,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,840,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,090,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,090,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $946,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,143,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,107,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,107,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,090 | TotalTaxAmt |
| Distributable Before Adj | $3,090,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,090,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,090,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $925,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $925,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,090,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,957 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $10,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,718 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,732 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $925,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $925,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,732 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,732 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,135,314 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-11-03 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN DIEGO ZOOLOGICAL SOCIETY | |||||||
| 2920 ZOO DRIVE | SAN DIEGO | CA | 92101 | NOT APPLICABLE | EXEMPT | TO SUPPORT AMBASSADOR PROGRAMTO SUPPORT AMBASSADOR PROGRAM | $20,000 |
| CENTER THEATER GROUP | |||||||
| 691 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO SUPPORT THEATER COMMUNITY OUTREACHTO SUPPORT COMMUNITY OUTREACH | $25,000 |
| BOYS AND GIRLS CLUB OF SAN FERNANDO VALLEY | |||||||
| 11251 GLENOAKS BLVD | PACOIMA | CA | 91601 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY OUTREACH | $30,000 |
| SMALL WONDERS FOUNDATION | |||||||
| PO BOX 480185 | LOS ANGELES | CA | 90048 | NOT APPLICABLE | EXEMPT | TO SUPPORT FUNDING FOR SURGERIES FOR CHILDRENTO SUPPORT SURGERIES FOR CHILDREN | $25,000 |
| LUPUS LA FOUNDATION | |||||||
| 16000 VENTURA BLVD SUITE 520 | ENCINO | CA | 91436 | NOT APPLICABLE | EXEMPT | TO SUPPORT LUPUS RESEARCHTO SUPPORT LUPUS RESEARCH | $20,000 |
| LA FAMILY HOUSING FOUNDATION | |||||||
| 7843 LANKERSHIM BLVD | HOLLYWOOD | CA | 91605 | NOT APPLICABLE | EXEMPT | TO SUPPORT HOUSING FOR HOMELESS & POOR | $20,000 |
| GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL | |||||||
| 426 ENCINAL STREET | SANTA CRUZ | CA | 95060 | NOT APPLICABLE | EXEMPT | TO SUPPORT EDUCATIONAL SERVICES | $10,000 |
| KENYON COLLEGE | |||||||
| 106 COLLEGE PARK DRIVE | GAMBIER | OR | 43022 | NOT APPLICABLE | EXEMPT | TO SUPPPORT EDUCATIONAL SERVICES | $10,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NOT APPLICABLE | EXEMPT | TO PROVIDE FOOD DELIVERY FOR THE ILL | $15,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NOT APPLICABLE | EXEMPT | TO SUPPPORT SUICIDE PREVENTATIONTO SUPPORT SUICIDE PREVENTION | $10,000 |
| JEWISH FAMILY SERVICE OF LA | |||||||
| 330 N FAIRFAX | LOS ANGELES | CA | 90036 | NOT APPLICABLE | EXEMPT | TO SUPPPORT COMMUNITY OUTREACH | $20,000 |
| THE OSCAR LITWAK FOUNDATION | |||||||
| 256 26TH STREET | SANTA MONICA | CA | 90402 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR HOSPITALIZED CHILDREN THROUGH PLAY & ENTERTAINMENT | $10,000 |
| LOS ANGELES PHILAHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY SUPPORT | $10,000 |
| LACBA COUNSEL FOR JUSTICE | |||||||
| PO BOX 55020 | LOS ANGELES | CA | 90055 | NOT APPLICABLE | EXEMPT | TO PROVIDE LEGAL SUPPORT FOR VETERANS | $25,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY OUTREACH | $10,000 |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | NOT APPLICABLE | EXEMPT | TO SUPPORT CHILDRENS CANCER RESEARCH | $10,000 |
| DISABLED SPORTS EASTERN SIERRA | |||||||
| PO BOX 7275 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR DISABLED ATHLETES | $20,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||||
| 17461 DERIAN AVE SUITE 114 | IRVINE | CA | 92614 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH DEVELOPMENTAL DELAYS | $20,450 |
| LIVE LIKE JOJO FOUNDATION | |||||||
| 22 ALCOTT PLACE | LAGUNA NIGUEL | CA | 92677 | NOT APPLICABLE | EXEMPT | TO PROVIDE SUPPORT FOR CHILDREN WITH CHRONIC HEALTH ISSUES | $8,000 |
| MAMMOTH MOUNTAIN SKI PATROL ALUMNI ASSOCIATION | |||||||
| PO BOX 319 | MAMMOTH LAKES | CA | 93546 | NOT APPLICABLE | EXEMPT | TO PROVIDE COMMUNITY SUPPORT | $5,000 |
| LAKEWOOD MEALS ON WHEELS | |||||||
| 5510 CLARK STREET | LAKEWOOD | CA | 90712 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS FOR THE HOUSEBOUND | $8,000 |
| NEWPORTMESA PROLITERACY | |||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY LITERACY INITIATIVES | $10,000 |
| POSITIVE COACHING ALLIANCE | |||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NOT APPLICABLE | EXEMPT | TO SUPPORT COMMUNITY OUTREACH IN CREATING A POSITIVE YOUTH SPORTS CULTURE | $10,000 |
| REDONDO UNION HIGH SCHOOL ASB | |||||||
| ONE SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NOT APPLICABLE | EXEMPT | TO SUPPORT THE GIRLS BASKETBALL PROGRAM | $5,000 |
| SKYHAWK BASEBALL BOOSTER CLUB | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT SKYHAWK BASEBALL | $5,000 |
| SOUTH TAMARIND ELEMENTARY SCHOOL | |||||||
| 8561 TAMARIND AVENUE | FONTANA | CA | 92335 | NOT APPLICABLE | EXEMPT | TO SUPPORT FIRST GRADE STEM EDUCATION | $5,000 |
| SUMMIT HIGH SCHOOL ASB - GIRLS VOLLEYBALL | |||||||
| 15551 SUMMIT AVENUE | FONTANA | CA | 92336 | NOT APPLICABLE | EXEMPT | TO SUPPORT GIRLS VOLLEYBALL | $6,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NOT APPLICABLE | EXEMPT | TO PROVIDE MEALS TO COMMUNITIES AFEECTED BY NATURAL DISASTERS | $10,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NOT APPLICABLE | EXEMPT | TO SUPPORT MEDICAL CARE FOR CHILDREN | $50,000 |
| LOS ANGELES RESIDENTIAL COMMUNITY FOUNDATION | |||||||
| 29890 NORTH BOUQUET CANYON ROAD | SAUGUS | CA | 91390 | NOT APPLICABLE | EXEMPT | TO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTSTO SUPPORT RESIDENTIAL CARE FOR CHALLENGED ADULTS | $25,000 |
| THE MASTER'S SEMINARY | |||||||
| 21726 PLACERITA CANYON ROAD | SANTA CLARITA | CA | 91321 | NOT APPLICABLE | EXEMPT | TO SUPPORT MINISTRY TRAINING | $250,000 |
| MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | NOT APPLICABLE | EXEMPT | TO SUPPORT PASTOR TRAINING PASTOR-TEACHERS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $782,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,796 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $491,228 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $901,142 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $901,142 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,404,880 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | TO PROVIDE SUFFICIENT FUNDS FOR MAKING GIFTS AND GRANTS TO FOSTER AND SUPPORT QUALIFIED CHARITABLE AND EDUCATIONAL ORGANIZATIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WILLIAM UPHAM TRUST OF 2018 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3550 WILSHIRE BLVD 840 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $72,083,501 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | PART VIII OF FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | ROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO., WHICH PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $15,331 DURING THE YEAR. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT ACCOUNT | FMV | $75,429,242 | $75,429,242 |
| UPHAM TRUST | FMV | $1,115,056 | $1,115,056 |
| XANTHUS | FMV | $1,397,861 | $1,397,861 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $150 | $0 | $0 | $0 |
| INSURANCE - BUSINESS OWNERS | $1,753 | $0 | $0 | $0 |
| INSURANCE - UMBRELLA | $2,500 | $0 | $0 | $0 |
| INSURANCE - WORKERS' COMP | $653 | $0 | $0 | $0 |
| PAYROLL SERVICES EXPENSE | $1,317 | $329 | $0 | $988 |
| INVESTMENT FEES | $118,776 | $118,766 | $0 | $0 |
| OFFICE EXPENSE | $570 | $0 | $0 | $0 |
| XANTHUS | $6,737 | $0 | $0 | $0 |
| ENTERPRISE | $17 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UPHAM TRUST | Desc |
| Revenue And Expenses Per Books | $6,046 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,046 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ON INVESTMENTS | $3,421,550 |
| BOOK ADJUSTMENTS | $64,091 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT | CategoryTxt |
| Amt | $15,331 | Amt |
| Net Investment Income | $3,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,498 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $958 | $0 | $0 | $0 |
| PAYROLL TAXES | $3,090 | $0 | $0 | $0 |
| FEDERAL TAXES | $9,066 | $9,066 | $0 | $0 |
| FOREIGN TAXES | $11,935 | $0 | $0 | $0 |
Comments