GEORGE IGNATIUS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE IGNATIUS FOUNDATION (EIN 51-0198566)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-27
- IRS object ID
- 202012409349100621
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-27T16:08:02-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954288446 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald S Litvak & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 Wilshire Blvd Ste 880 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 East Benwood Street | AddressLine1Txt |
| City | Covina | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael R Amerian | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald S Litvak CPA | PreparerPersonNm |
| PTIN | P00180033 | PTIN |
| Phone | 3238520200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,620,023 | 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 | $1,729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,729 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,595 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,216 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,486 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,730 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,496 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,748 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,748 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,772 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,190 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $113,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,167 | CashBOYAmt |
| Cash EOY | $1,244 | CashEOYAmt |
| Cash EOYFMV | -$2,756 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,667 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,192,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,137,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,616,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,286,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,145,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,620,023 | 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 | $3,136,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,995,180 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,286,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,145,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,286,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,145,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,286,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,288 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,145,181 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,145,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 483.26 Wells Fargo Special Mid Cap Value Fund | P | 2018-01-01 | 2019-03-15 | $18,113 | $18,017 | $96 | $96 |
| 33 Ishares Core S&P 500 ETF | P | 2018-01-01 | 2019-03-15 | $9,366 | $7,883 | $1,483 | $1,483 |
| 189 Technology Select Sector SPDR Fund | P | 2018-01-01 | 2019-03-15 | $13,831 | $9,980 | $3,851 | $3,851 |
| 643.27 JPMorgan US Equity Fund Cl R6 | P | 2018-01-01 | 2019-07-15 | $10,517 | $9,968 | $549 | $549 |
| 192.24 Wells Fargo Special Mid Cap Value Fund | P | 2018-01-01 | 2019-07-15 | $7,691 | $7,167 | $524 | $524 |
| 98 Ishares Core S&P 500 ETF | P | 2018-01-01 | 2019-07-15 | $29,618 | $23,458 | $6,160 | $6,160 |
| 134 Technology Select Sector SPDR Fund | P | 2018-01-01 | 2019-07-15 | $10,890 | $7,095 | $3,795 | $3,795 |
| 6,747.91 JPMorgan Core Plus Bond Fund | P | 2018-01-01 | 2019-10-10 | $57,560 | $55,488 | $2,072 | $2,072 |
| 70.12 Wells Fargo Special Mid Cap Value Fund | P | 2018-01-01 | 2019-10-10 | $2,806 | $2,614 | $192 | $192 |
| 1,737.08 Federated Institutional High Yield Bond | P | 2018-01-01 | 2019-03-15 | $16,832 | $17,413 | -$581 | -$581 |
| 283.62 JPMorgan US Equity Fund Cl R6 | P | 2018-01-01 | 2019-03-15 | $4,337 | $4,395 | -$58 | -$58 |
| 9,087.23 JPMorgan Core Plus Bond Fund | P | 2018-01-01 | 2019-03-15 | $74,152 | $74,548 | -$396 | -$396 |
| 2,560.20 Oakmark International Fund Class Instit | P | 2018-01-01 | 2019-07-15 | $58,859 | $60,467 | -$1,608 | -$1,608 |
| 710.46 Federated Institutional High Yield Bond | P | 2018-01-01 | 2019-10-10 | $6,920 | $7,116 | -$196 | -$196 |
| Disallowed Wash Sales | P | 2018-01-01 | 2019-12-31 | $148 | $148 | $148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,414,518 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,344 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,583,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,309,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04410 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $195,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,689,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $200,094 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,705,800 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05400 | DistributionYr5Rt |
| Total Distribution | 0.245267 | TotalDistributionRt |
| Average Distribution | 0.049053 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,378,681 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $811 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $166,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $213,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $811 | SubtotalAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $5,183 | OverpaymentAmt |
| Applied To ES Tax | $5,183 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | Michael Amerian | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136809522 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 Benwood Street | 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 North June Street | Los Angeles | CA | 900041001 | Chairman | 0.25 | $17,072 |
| Walter J Karabian | ||||||
| 305 East Benwood Street | Covina | CA | 917222815 | Trustee | 0.10 | $17,072 |
| Michael R Amerian | ||||||
| 10424 Bloomfield Street | Toluca Lake | CA | 916022811 | Trustee | 0.10 | $17,072 |
| 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 | $3,381,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,430,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,430,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,378,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $811 | TotalTaxAmt |
| Distributable Before Adj | $168,123 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $168,123 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $168,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $213,068 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $811 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $212,257 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,522 | UndistributedIncomePYAmt |
| Qualifying Distributions | $213,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,522 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,546 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $122,577 | UndistributedIncomeCYAmt |
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 East Benwood Street | 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 considered 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St John Garabed Armenian Church | |||||||
| 1201 Vine Street | Los Angeles | CA | 90038 | None | PC | Charitable Activities | $3,000 |
| Organization For Istanbul Armenians | |||||||
| 19726 Sherman Way | Winnetka | CA | 91306 | None | PC | Charitable Activities | $10,000 |
| Ferrahian Holy Martyrs High School | |||||||
| 5300 White Oak Ave | Encino | CA | 91316 | None | PC | Charitable Activities | $13,000 |
| Armenian Relief Society | |||||||
| 517 West Glenoaks Blvd | Glendale | CA | 91202 | None | PC | Charitable Activities | $4,000 |
| House of Hope - Mer Hooys | |||||||
| PO Box 8507 | Calabasas | CA | 91327 | None | PC | Charitable Activities | $5,000 |
| Armenian Professional Society | |||||||
| PO Box 10134 | Glendale | CA | 91209 | None | PC | Charitable Activities | $250 |
| Camp Arev | |||||||
| 1701 Darling Ave | Frazier Park | CA | 93225 | None | PC | Charitable Activities | $10,000 |
| Armenian Bar Association | |||||||
| PO Box 29111 | Los Angeles | CA | 90029 | None | PC | Charitable Activities | $1,500 |
| UCI Foundation | |||||||
| 100 Theory Ste 250 | Irvine | CA | 92617 | None | PC | Charitable Activities | $1,000 |
| ANCA-WR Karabian Fellowship | |||||||
| 104 N Belmont St Ste 200 | Glendale | CA | 91206 | None | PC | Charitable Activities | $10,000 |
| United Armenian Congregational Chur | |||||||
| 3480 Cahuenga Blvd W | Los Angeles | CA | 90068 | None | PC | Charitable Activities | $1,000 |
| USC Gould School of Law | |||||||
| 699 W Exposition Blvd | Los Angeles | CA | 90089 | None | PC | Charitable Activities | $100,000 |
| CSUF Armenian Studies Program | |||||||
| 5245 N Backer Ave | Fresno | CA | 93740 | None | PC | Charitable Activities | $3,500 |
| Armenian Eye Care Project | |||||||
| 729 W 16th Street A4 | Costa Mesa | CA | 92627 | None | PC | Charitable Activities | $2,500 |
| Holy Martyrs Armenian Apostolic Chu | |||||||
| 5300 White Oak Ave | Encino | CA | 91316 | None | PC | Charitable Activities | $500 |
| UC Regents | |||||||
| 1111 Franklin St 12th Floor | Oakland | CA | 94607 | None | PC | Charitable Activities | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,729 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $148 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $141,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $148 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,595 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hratch Karakachian, CPA | CategoryTxt |
| Amt | $10,680 | Amt |
| Net Investment Income | $5,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,340 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Benjamin Karabian, Esq | CategoryTxt |
| Legal Fees | $15,496 | LegalFeesAmt |
| Net Investment Income | $7,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,748 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor Fees | CategoryTxt |
| Amt | $25,772 | Amt |
| Net Investment Income | $25,772 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Paid | $1,190 | $1,190 |
| Franchise Tax Board | $10 | |
| Registry of Charitable Trusts | $50 | |
| United States Treasury | $9,219 |
Comments