STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103660
- Schema version
- 2018v3.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- 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 | 2019-11-14T16:58:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330490888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTELT JAYNES AND VAN PELT APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926146681 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237029751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN PHILIBOSIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 7605683920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46-930 W ELDORADO DR | AddressLine1Txt |
| City | INDIAN WELLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS JOYCE P STEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7605683920 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE D VAN PELT | PreparerPersonNm |
| PTIN | P00980741 | PTIN |
| Phone | 9497537555 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.95.189.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 16:58:27 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 868F1154E1682460164CF8D6994FA3A122A8A845 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 868F1154E1682460164CF8D6994FA3A122A8A845 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,674,351 | 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 | $33,747 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,747 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $33,747 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $156,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,745 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $156,745 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,764,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $317,665 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $418 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $418 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $508,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $508,157 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $190,910 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,910 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,232 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $389 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $657,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$188,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $468,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $190,910 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,133 | CashBOYAmt |
| Cash EOY | $42,873 | CashEOYAmt |
| Cash EOYFMV | $42,873 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,492 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,444,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,261,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,629,224 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,038,426 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,102,857 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,094,310 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,566,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,508,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,715,873 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $125,579 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $125,579 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,226,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,107,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,674,351 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,956,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,956,367 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,270,218 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,150,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,226,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,107,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,226,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,107,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,226,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$188,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,397 | OtherIncreasesAmt |
| Subtotal | $5,111,781 | SubtotalAmt |
| Other Decreases | $4,781 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,107,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HAVERFORD 7049 - SEE ATTACHED | P | $107,485 | $115,718 | -$8,233 | -$8,233 |
| HAVERFORD 7049 - SEE ATTACHED | P | $1,656,657 | $1,330,759 | $325,898 | $325,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $317,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $867,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,630,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113654 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $616,067 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,449,623 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $624,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,883,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $643,081 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,335,566 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $676,848 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,045,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084123 | DistributionYr5Rt |
| Total Distribution | 0.436900 | TotalDistributionRt |
| Average Distribution | 0.087380 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,355,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $642,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $647,436 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $657,165 | 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 | $4,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,685 | SubtotalAmt |
| Tax Based On Investment Income | $4,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,315 | OverpaymentAmt |
| Applied To ES Tax | $1,315 | 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 |
| Org Report Or Register State | PA | 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 |
| Individual With Books | JOYCE STEIN | IndividualWithBooksNm |
| Phone | 7605683920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46-930 W EL DORADO DRIVE | AddressLine1Txt |
| City | INDIAN WELLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92210 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MRS JOYCE P STEIN | ||||||||
| 46-930 W ELDORADO DRIVE | INDIAN WELLS | CA | 92210 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MR THOMAS MOMJIAN | ||||||||
| 111 PRESIDENTIAL BLVD SUITE 233 | BALA CYNWOOD | PA | 19004 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MRS RICHARD DANELIAN | ||||||||
| 10417 BAINBRIDGE AVENUE | LOS ANGELES | CA | 90024 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MRS STEPHANIE LANDES | ||||||||
| 46-650 E ELDORADO DRIVE | INDIAN WELLS | CA | 92210 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MR GEORGE PHILLIPS | ||||||||
| 800 WILSHIRE BLVD 15TH FLOOR | LOS ANGELES | CA | 90017 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,300,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,467,828 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,467,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,355,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,685 | TotalTaxAmt |
| Distributable Before Adj | $363,106 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $363,106 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $363,106 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $657,165 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $657,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $652,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,106 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $281,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $239,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $234,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,924 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $491,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,497,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $657,165 | QualifyingDistributionsAmt |
| Applied To Current Year | $363,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,791,374 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $281,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,510,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $239,086 | ExcessFromYear4Amt |
| Excess From Year3 | $234,856 | ExcessFromYear3Amt |
| Excess From Year2 | $250,924 | ExcessFromYear2Amt |
| Excess From Year1 | $491,223 | ExcessFromYear1Amt |
| Excess From Current Year | $294,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| (AKA IGLESIA BAUTISTA FUNDEMENTAL) | ||||||||||
| 942 S FORD | LOS ANGELES | CA | 90022 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| ACADEMY OF PALM DESERT COMMUNITY PR | ||||||||||
| 47-321 HWY 74 | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,200 | ||||
| ACT FOR MS | ||||||||||
| 73-710 FRED WARING STE 11 | PALM DESERT | CA | 92260 | 501(C)3 | MISC/HEALTH | $250 | ||||
| ALLIANCE OF CONFESSING EVANGELICALS | ||||||||||
| 600 EDEN ROAD | LANCASTER | PA | 17601 | 501(C)3 | RELIGIOUS | $500 | ||||
| AMAA ORPHAN CHILD CARE FUND | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $16,500 | ||||
| AMERICAN ARMENIAN ROSE FLOAT | ||||||||||
| BOX 70548 | PASADENA | CA | 91117 | 501(C)3 | ARTS/CULTURAL | $5,000 | ||||
| AMERICAN UNIVERSITY OF ARMENIA | ||||||||||
| 8300 LAKESIDE DR | OAKLAND | CA | 94612 | 501(C)3 | EDUCATION | $1,000 | ||||
| ANNENBERG F&T AT SUNNYLANDS | ||||||||||
| 70117 HWY 11 | RANCHO MIRAGE | CA | 92770 | 501(C)3 | SOCIAL SERVICES | $952 | ||||
| ANNENBERG FOUNDATION AND TRUST | ||||||||||
| 1231 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | EDUCATION | $2,153 | ||||
| ARARAT HOME OF LOS ANGELES | ||||||||||
| 15105 MISSION HILLS RD | MISSION HILLS | CA | 91345 | 501(C)3 | SOCIAL SERVICE | $3,900 | ||||
| ARMENIAN APOSTOLIC CHURCH | ||||||||||
| 38900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92770 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN ASSEMBLY | ||||||||||
| 734 15TH ST NW | WASHINGTON | DC | 200778411 | 501(C)3 | SOCIAL SERVICE | $18,500 | ||||
| ARMENIAN CILICIA EVANGELICAL CHURCH | ||||||||||
| 339 S SANTA ANITA AVE | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $1,100 | ||||
| ARMENIAN CONGREGATIONAL CHURCH | ||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAK | MI | 48073 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| ARMENIAN EDUCATIONAL FOUNDATION | ||||||||||
| 600 W BROADWAY ST 130 | GLENDALE | CA | 91204 | 501(C)3 | EDUCATION | $1,000 | ||||
| ARMENIAN EVANGELICAL COLLEGE (ALUM) | ||||||||||
| BOX 27068 | LOS ANGELES | CA | 90027 | 501(C)3 | EDUCATION | $1,000 | ||||
| ARMENIAN EVANGELICAL UNION | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91205 | 501(C)3 | RELIGIOUS | $6,000 | ||||
| ARMENIAN EVANGELICAL WORLD COUNCIL | ||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $3,000 | ||||
| ARMENIAN GENERAL BENEVOLENCE UNION | ||||||||||
| 2495 E MOUNTAIN | PASADENA | CA | 91104 | 501(C)3 | MISSION | $1,500 | ||||
| ARMENIAN INTERNATIONAL WOMEN ASSOC | ||||||||||
| 65 MAIN ST 3A | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $1,250 | ||||
| ARMENIAN MARTYRS CONG CHURCH | ||||||||||
| 100 EDMONDS RD | HAVERTOWN | PA | 19083 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN MESRUBIAN SCHOOL | ||||||||||
| 8420 BEVERLY BLVD | PICO RIVERA | CA | 90660 | 501(C)3 | EDUCATION | $1,000 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 W CENTURY RD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $147,250 | ||||
| ARMENIAN PRESBYTERIAN CHURCH | ||||||||||
| 140 FOREST AVE | PARAMUS | NJ | 07652 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN PROFESSIONAL SOCIETY | ||||||||||
| 9938 GAVIOTA | NORTH HILLS | CA | 91343 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| ARMENIAN SISTERS ACADEMY | ||||||||||
| 440 UPPER SULPH RD | RADNOR | PA | 19087 | 501(C)3 | EDUCATION | $5,000 | ||||
| ARMENIAN TREE PROJECT | ||||||||||
| 400 WEST CUMMINGS PARK ST | WOBURN | MA | 01801 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ATHLETES IN ACTION | ||||||||||
| 53540 WINDJAMMER | COLORADO SPRINGS | CO | 80920 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| AURORA HUMANITARIAN INTIATIVE FOUND | ||||||||||
| 1900 K ST NW | WASHINGTON | DC | 200061102 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| BARBARA SINATRA CHILDRENS CENTER | ||||||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | 501(C)3 | SOCIAL SERVICE | $1,650 | ||||
| BLUE RIBBON | ||||||||||
| 135 N GRAND | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,500 | ||||
| CAMP AREV | ||||||||||
| 1701 DARLING AVE | FRAZIER PARK | CA | 93255 | 501(C)3 | EDUCATION | $1,500 | ||||
| CAMPUS CRUSADE FOR CHRIST (CRU) | ||||||||||
| BOX 628222 | ORLANDO | FL | 328628222 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| CHRIST CHAPEL BIBLE CHURCH | ||||||||||
| 3701 BIRCHMAN AVE | FPRT WPRTH | TX | 76107 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| COAHELLA VALLEY RESUCUE MISSION | ||||||||||
| BOX 10660 | INDIO | CA | 92202 | 501(C)3 | MISSION | $8,000 | ||||
| COLLEAGUES | ||||||||||
| 712 SO NEW HANPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| COMMUNITY BIBLE CHURCH SAN ANTONIO | ||||||||||
| 2477 TX-1604 LOOP | SAN ANTONIO | TX | 78232 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| CULTURAL EXCHANGE FOUNDATION | ||||||||||
| 7242 LA JOLLA BLVD | SAN DIEGO | CA | 92037 | 501(C)3 | SOCIAL SERVICE | $3,000 | ||||
| DESERT CHRISTIAN ACADEMY | ||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $12,105 | ||||
| DESERT COMMUNITY FOUNDATION | ||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $3,350 | ||||
| DESERT FORUM INC | ||||||||||
| 45200 CLUB DR STE C | INDIAN WELLS | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $650 | ||||
| DESERT TOWN HALL | ||||||||||
| 45-200 CLUB DR SUITE B | INDIAN WELLS | CA | 92210 | 501(C)3 | ARTS/CULTURAL | $2,400 | ||||
| DIOCESE OF AMER APOSTOLIC CHURCH | ||||||||||
| 3325 N GLENOAKS | BURBANK | CA | 91504 | 501(C)3 | RELIGIOUS | $500 | ||||
| EISENHOWER HOSPITAL FOUNDATION | ||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $7,000 | ||||
| ESPOIR POUR ARMENIE | ||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | 4 RUE PAUL | DIDAY | DIDAY | FR | ||||
| FIRST LIBERTY INSTITUTE | ||||||||||
| 2001 W PLANO PKWY STE 160 | PLANO | TX | 75075 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| FOREST HOME MINISTRIES | ||||||||||
| 40000 VALLEY OF THE FALLS | FOREST FALLS | CA | 92339 | 501(C)3 | RELIGIOUS | $500 | ||||
| FRIENDS OF THE SMITHSONIAN | ||||||||||
| BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | 501(C)3 | EDUCATION | $155 | ||||
| HAIGAZAIAN ALUMNI COMMITTEE | ||||||||||
| 1724 CAPISTRANO CIRCLE | GLENDALE | CA | 91208 | 501(C)3 | EDUCATION | $500 | ||||
| HAIGAZIAN UNIVERSITY | ||||||||||
| 501(C)3 | EDUCATION | $25,000 | PO BOX 11-1748 | BEIRUT | BEIRUT | LE | ||||
| HAIGAZIAN UNIVERSITY WOMENS AUX | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $1,500 | ||||
| HOUSE OF HOPE | ||||||||||
| MER MOOYS BOX 8507 | CALABASAS | CA | 91327 | 501(C)3 | MISSION | $500 | ||||
| HUGUENOT FELLOWSHIP | ||||||||||
| BOX 877 | GLENSIDE | PA | 18038 | 501(C)3 | MISSION | $500 | ||||
| IGLESIA BAUTISTE FUNDEMENTAL | ||||||||||
| 842 S FORD BLVD | LOS ANGELES | CA | 90022 | 501(C)3 | RELIGIOUS | $7,000 | ||||
| IMMANUAL ARMENIAN CONGREGATIONAL CH | ||||||||||
| 9516 DOWNEY AVE | DOWNEY | CA | 90240 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| INTERNATIONAL CLASSICAL CONCERTS | ||||||||||
| PO BOX 1227 | LA QUINTA | CA | 92253 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| JOSLYN CENTER | ||||||||||
| 73750 CATALINA WAY | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICES | $500 | ||||
| K U S C | ||||||||||
| BOX 80354 | LOS ANGELES | CA | 90074 | 501(C)3 | ARTS/CULTURAL | $700 | ||||
| KAPPA ALPHA THETA FOUNDATION | ||||||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| KAUFFMAN CTR FOR THE PERFORMING ART | ||||||||||
| 1601 BROADWAY BLVD | KANSAS CITY | MO | 64108 | 501(C)3 | ARTS/CULTURAL | $4,000 | ||||
| KINGS SCHOOL | ||||||||||
| 67675 BOLERO RD | PALM SPRINGS | CA | 92264 | 501(C)3 | EDUCATION | $840 | ||||
| LA COUNTY MUSEUM OF ART | ||||||||||
| 905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | ARTS/CULTURAL | $2,500 | ||||
| LARK MUSIC SOCIETY INC - AMAA | ||||||||||
| 542 ARDEN | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $10,000 | ||||
| LIVING DESERT | ||||||||||
| 47-900 PORTOLA AVENUE | PALM DESERT | CA | 92260 | 501(C)3 | MISSION | $3,188 | ||||
| LOREN ZACHERY SOCIETY | ||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $1,700 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $7,900 | ||||
| LOS ANGELES PET MEMORIAL PARK | ||||||||||
| 5068 OLD SCANDIA LANE | CALABASAS | CA | 91302 | 501(C)3 | MISSION | $5,000 | ||||
| LOS ANGELES PHILHARMONIC | ||||||||||
| 135 N GRAND | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $13,644 | ||||
| MCCALLUM THEATER | ||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $7,500 | ||||
| MERDINIAN ARMENIAN EVANG SCHOOL | ||||||||||
| 13330 RIVERSIDE DRIVE | SHERMAN OAKS | CA | 91423 | 501(C)3 | ARTS CULTURAL | $2,300 | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| BOX 5228 | NEW YORK | NY | 102774400 | 501(C)3 | ARTS/CULTURAL | $1,600 | ||||
| METROPOLITAN OPERA ASSOCIATION | ||||||||||
| 30 LINCOL CENTER | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $15,500 | ||||
| METROPOLITAN OPERA GUILD | ||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $5,000 | ||||
| MUSEUM OF THE BIBLE | ||||||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | 501(C)3 | RELIGIOUS | $5,000 | ||||
| MUSIC CENTER | ||||||||||
| BOX 8497-42 | LOS ANGELES | CA | 90084 | 501(C)3 | ARTS/CULTURAL | $400 | ||||
| MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,500 | ||||
| MUSIC CENTER FOUNDERS | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| NATIONAL CHRISTIAN FOUNDATION | ||||||||||
| 11625 RAINWATER DR 500 | ALPHARETTA | GA | 30009 | 501(C)3 | RELIGIOUS | $20,000 | ||||
| NEAR EAST FOUNDATION | ||||||||||
| 110 LAYETTE ST 710 | SYRACUSE | NY | 13202 | 501(C)3 | MISSION | $500 | ||||
| NOTRE DAME HIGH SCHOOL | ||||||||||
| 13645 RIVERSIDE DR | SHERMAN OAKS | CA | 91423 | 501(C)3 | EDUCATION | $7,550 | ||||
| ONE FUTURE COACHELLA VALLEY | ||||||||||
| 41550 ECELCTIC ST 200 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $1,050 | ||||
| PALM DESERT COMMUNITY PRESBYTERIAN | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $16,700 | ||||
| PALM DESERT PRESBYTERIAN CH ACADEMY | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,800 | ||||
| PALM DESERT PRESBYTERIAN CHURCH | ||||||||||
| 47-32 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,500 | ||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | ||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $7,356 | ||||
| PEOPLE CONCERN | ||||||||||
| 2116 ARLINGTON AVE 100 | LOS ANGELES | CA | 90018 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| PHIL ORCHESTRA RETIREES & FRIENDS | ||||||||||
| 1102 CROMWELL ROAD | WYNDMOOR | PA | 19038 | 501(C)3 | ARTS/CULTURAL | $150 | ||||
| PHILIDELPHIA ORCHESTRA PORF | ||||||||||
| 1 S BROAD ST 14TH FLOOR | PHILIDELPHIA | PA | 19107 | 501(C)3 | ARTS/CULTURAL | $5,460 | ||||
| PROJECT SAVE | ||||||||||
| BOX 236 | WATERTOWN | MA | 02471 | 501(C)3 | MISSION | $1,500 | ||||
| SACRED HEART CATHOLIC CHURCH | ||||||||||
| 43775 DEEP CANYON | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $600 | ||||
| SACRED HEART CATHOLIC SCHOOL | ||||||||||
| 43776 DEEP CANYON RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $7,400 | ||||
| SALVATION ARMY | ||||||||||
| 30-400 LANDAN BLVD | CATHEDRAL CITY | CA | 92234 | 501(C)3 | MISSION | $1,000 | ||||
| SHAMLIAN - TATIKIAN SCHOOL | ||||||||||
| 1850 SAMARKAND PL | GLENDALE | CA | 91208 | 501 (C)3 | EDUCATION | $500 | ||||
| SMITHSONIAN INSTITUTION | ||||||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20002 | 501(C)3 | EDUCATION | $5,000 | ||||
| ST GARABED ARMENIAN APOSTOLIC CH | ||||||||||
| 3900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $2,500 | ||||
| ST ANDREWS PRESBYTARIAN CHURCH | ||||||||||
| 600 ST ANDREWS RD | NEWPORT BEACH | CA | 93663 | 501(C)3 | RELIGIOUS | $3,000 | ||||
| ST MICHEAL & GABRIEL ROMANIAN APOS | ||||||||||
| 590 S VELLA RD | PALM SPRINGS | CA | 92264 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| ST THERESA SCHOOL | ||||||||||
| 455 S COMPADRE RD | PALM SPRINGS | CA | 92262 | 501(C)3 | EDUCATION | $6,092 | ||||
| ST THOMAS SCHOOL | ||||||||||
| 2-2800 RAMON RD | PALM SPRINGS | CA | 92264 | 501(C)3 | EDUCATION | $1,920 | ||||
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||||
| BOX 70259 | PHILIDELPHIA | PA | 19176 | 501(C)3 | EDUCATION | $100 | ||||
| UNITED ARMENIAN CONGREGATIONAL CHU | ||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 900681330 | 501(C)3 | RELIGIOUS | $8,000 | ||||
| VINTAGE CHURCH | ||||||||||
| 1015 CALIFORNIA AVE | SANTA MONICA | CA | 90403 | 501(C)3 | RELIGIOUS | $500 | ||||
| WARING INTL PIANO COMPETITION | ||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| WESTERN DIOCESE OF THE ARM CHURCH | ||||||||||
| 3325 N GLENOAKS BLVD | BURBANK | CA | 91504 | 501(C)3 | RELIGIOUS | $200 | ||||
| WORLD AFFAIRS COUNCIL OF THE DESERT | ||||||||||
| BOX 3031 | PALM DESERT | CA | 92261 | 501(C)3 | SOCIAL SERVICE | $220 | ||||
| WORSHIP PLANET | ||||||||||
| PO BOX 898 | DIVIDE | CO | 80714 | 501(C)3 | MISSION | $600 | ||||
| YOUTH FOR CHRIST INTERNATIONAL | ||||||||||
| BOX 4555 | ENGLEWOOD | CO | 801534555 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $19,428 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $16,897 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $20,512 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $42,651 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $25,212 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,747 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $317,665 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CLASS ACTION PROCEEDS | $316 |
| COST BASIS ADJ PRIOR YEAR | $102 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $190,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $318,083 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $508,575 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,910 | Amt |
| Net Investment Income | $4,910 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 AMAZON INC. | $48,447 | $48,903 |
| 65,000 AMERICAN EXPRESS CREDIT | $65,985 | $62,881 |
| 50,000 APPLE INC. | $47,509 | $48,347 |
| 25,000 BAXTER INTL | $23,434 | $22,821 |
| 100,000 BURLINGTON NORTH SANTA FE | $100,005 | $100,981 |
| 50,000 CVS CAREMARK | ||
| 50,000 DIGITAL REALTY TRUST LP | $51,619 | $51,631 |
| 25,000 MONSANTO CO | ||
| 50,000 MORGAN STANLEY | $50,164 | $49,997 |
| 75,000 GE CAPITAL CORP | $74,238 | $69,983 |
| 60,000 VERIZON | $59,013 | $59,177 |
| 100,000 HOME DEPOT | $100,139 | $101,632 |
| 50,000 JPM CHASE FLOAT | $50,087 | $50,021 |
| 35,000 US BANCORP | $35,050 | $34,483 |
| FG POOL G04477 08/01/38 | $1,305 | $1,426 |
| FG POOL G08279 | $2,442 | $2,655 |
| FGMLC POOLA81144 | $2,180 | $2,374 |
| GOLDMAN SACHS GROUP | $74,404 | $76,677 |
| MONTGOMERY CNTY PA 9/1/25 | $51,763 | $51,122 |
| PENNSYLVANIA BUILD AMERICA BONDS | $76,433 | $76,671 |
| US TREASURY NB 1.625% | $114,129 | $107,650 |
| US TREAS NB 1.375% | $74,511 | $74,878 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $26,607 | $98,707 |
| AIR PRODS & CHEMS INC | $47,999 | $57,618 |
| ALTRIA GROUP | $24,515 | $49,390 |
| AMERICAN ELECTRIC POWER | ||
| AMERICAN TOWER CORPORATION | $64,459 | $70,395 |
| ANHEUSER-BUSCH INBEV | ||
| APPLE INC | $41,626 | $103,320 |
| AUTOMATIC DATA PROCESSING | $40,445 | $131,120 |
| BAXTER INT'L | $60,261 | $106,958 |
| BB&T CORP | $74,849 | $60,431 |
| BECTON DICKINSON & CO | $33,350 | $95,761 |
| BLACKROCK | $49,298 | $107,240 |
| CHEVRON | $43,976 | $71,801 |
| CISCO SYS INC | $84,667 | $107,242 |
| COCA-COLA, CO. | $40,501 | $92,333 |
| COMCAST CORP NEW CL A | $71,835 | $93,638 |
| CVS | $55,345 | $78,624 |
| DISNEY | $29,766 | $90,461 |
| DUPONT EL NEMOUR | $24,702 | $63,374 |
| EATON CORP | $59,959 | $80,676 |
| EMERSON ELECTRIC | $61,102 | $49,891 |
| EXXON MOBIL CORP | $31,811 | $51,143 |
| FEDEX | $52,890 | $32,266 |
| GAP INC. DEL COM | $72,695 | $68,135 |
| GENUINE PARTS CO | $50,188 | $93,620 |
| GLAXOSMITHKLINE | ||
| HONEYWELL INT'L INC | $34,750 | $33,030 |
| INTEL CORPORATION | ||
| JOHNSON & JOHNSON | $63,180 | $146,859 |
| JOHNSON CONRTOLS, INC | $57,140 | $44,475 |
| JPMORGAN CHASE | $61,268 | $144,966 |
| KIMBERLY CLARK | $22,710 | $42,728 |
| KRAFT FOODS | ||
| LOWES COS INC | $77,426 | $83,124 |
| MASTERCARD INC CLASS A | $45,943 | $123,566 |
| MEDTRONIC | $79,881 | $97,782 |
| MERCK & CO | $37,454 | $79,466 |
| MICROSOFT | $43,329 | $179,576 |
| MODELEZ INTERNATIONAL | ||
| NIKE | ||
| ORACLE CORP | $59,958 | $71,563 |
| PFIZER | ||
| PHILIP MORRIS INTERNATIONAL | $64,256 | $53,408 |
| PROCTOR & GAMBLE CO | ||
| QUALCOMM INC | $75,261 | $66,585 |
| ROYAL DUTCH SHELL PLC | $63,327 | $52,448 |
| SCHLUMBERGER LTD | ||
| STARBUCKS CORP | $40,013 | $45,080 |
| TAPESTRY INC. | $28,790 | $23,625 |
| TJX COS INC | $28,644 | $53,688 |
| UNITED PARCEL SERVICE | $59,564 | $78,024 |
| UNITED TECHNOLOGIES CORP | $53,087 | $98,494 |
| UNITEDHEALTH GROUP | $36,460 | $158,191 |
| US BANCORP DEL | $43,667 | $36,560 |
| VERIZON | $42,142 | $61,842 |
| WELLS FARGO & CO | ||
| WW GRAINGER INC |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,045 ISHARE S&P MIDCAP 400 | AT COST | $70,318 | $173,533 |
| 9,378 ISHARES CORE MSCI EMERGING | AT COST | $472,357 | $442,173 |
| 800 ISHARES MSCI EMERGING MARKETS | AT COST | ||
| 1365 VANGUARD FTSE ALL WORLD | AT COST | $134,653 | $129,238 |
| 5,038 ISHARES S&P SMALLCAP 600 | AT COST | $180,113 | $349,234 |
| 2000 VANGUARD FTSE EUROPE ETF | AT COST | ||
| 9,650 ISHARES CORE MSCI EAFE ETF | AT COST | $559,161 | $530,750 |
| 1500 VANGUARD FTSE PACIFIC ETF | AT COST | $91,501 | $90,945 |
| JPMORGAN ALERIAN MLP INDEX | AT COST |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIVIDENDS RECEIVABLE | $139 | $139 |
| STOCK SALE RECEIVABLE | $125,440 | $125,440 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID AND REFUND | $4,263 |
| PRIOR PERIOD ADJ | $518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $135 | $135 |
| COMPUTER EXPENSES | $1,905 | $1,905 |
| MEETINGS | $468 | $468 |
| OFFICE EXPENSES | $8,841 | $8,841 |
| POSTAGE | $765 | $765 |
| TELEPHONE | $2,086 | $2,086 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $316 | $316 |
| COST BASIS ADJ PRIOR YEAR | $102 | $102 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV DIFFERENCE DONATED STOCKS | $73,396 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY | $2,920 | $2,920 | |
| INVESTMENT FEES | $34,312 | $34,312 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $389 | $389 | |
| CA FEES | $10 | $10 |
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