JHM CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JHM CHARITABLE FOUNDATION (EIN 45-6821340)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349104654
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:39:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 456821340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHM CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHMC | BusinessNameControlTxt |
| Phone | 3105509911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HIGHLAND AVENUE NO 215 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY W HAMPAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3105509911 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA DENNIS | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 13:09:54 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4FD406AA3BD9720B7D0B6C862F458DE88E33DF9 | 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 | $187,599,012 | 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 | $12,673,481 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,875,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,870,237 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $657,029 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $657,029 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $259,671 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$148,628 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,082,545 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,251 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,139,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,542,517 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $559,992 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $139,998 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $279,996 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $106,024 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,024 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $77,061 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,800 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,295 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $483,008 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,800 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,158 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $60,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,542,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $313,117 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $335 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $80,265 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $56,927 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,518 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,615 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,903 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,249 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,036 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,200,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $719,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $616,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,968,347 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,968,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,168,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $719,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,585,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,971,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,823,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,433,063 | CashBOYAmt |
| Cash EOY | $5,174,111 | CashEOYAmt |
| Cash EOYFMV | $5,174,111 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $682,600 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $682,600 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $682,600 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $682,600 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,327,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,141,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,060,044 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $54,550,344 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $57,288,245 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,736,884 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,034,582 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $147,222 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $26,992,737 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $26,887,360 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $26,887,360 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $48,573,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,632,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,924,060 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,302,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,683 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,244,479 | LandBOYAmt |
| Land EOY | $1,221,141 | LandEOYAmt |
| Land EOYFMV | $1,221,141 | LandEOYFMVAmt |
| Other Assets BOY | $8,158,356 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,912,812 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,912,812 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $155,963,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,939,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,599,012 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $87,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $92,750 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $87,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,750 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $155,875,643 | UnrestrictedBOYAmt |
| Unrestricted EOY | $177,846,867 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,875,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,846,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,963,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,939,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,875,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,971,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $177,846,867 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,846,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MORGAN STANLEY | 2018-12-31 | $92,195 | -$92,195 | -$92,195 |
| UBS | 2018-12-31 | $29,313 | -$29,313 | -$29,313 |
| GOLDMAN SACHS | 2018-12-31 | $27,120 | -$27,120 | -$27,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$148,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,624,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $123,187,030 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,103,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,322,252 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,061,237 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,236,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.182638 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $735,601 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,991,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061344 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $815,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,904,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103142 | DistributionYr5Rt |
| Total Distribution | 0.540807 | TotalDistributionRt |
| Average Distribution | 0.108161 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,186,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,191,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,219,480 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,327,643 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $143,531 | OverpaymentAmt |
| Applied To ES Tax | $75,000 | AppliedToESTaxAmt |
| Refund | $68,531 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY W HAMPAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105509911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HIGHLAND AVENUE NO 215 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GARY W HAMPAR | ||||||||
| 1300 HIGHLAND AVENUE SUITE 215 | MANHATTAN BEACH | CA | 90266 | TRUSTEE | 25.00 | $279,996 | $21,600 | $0 |
| LYSA GRIGORIAN | ||||||||
| 1300 HIGHLAND AVENUE SUITE 215 | MANHATTAN BEACH | CA | 90266 | TRUSTEE | 35.00 | $279,996 | $19,933 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRISCILLA KIRKLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HIGHLAND AVENUE | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $106,024 | CompensationAmt |
| Employee Benefits | $19,933 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER & MILLIKEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 S FLOWER STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $457,050 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT IN ARENI HOLDINGS LLC TO SUPPORT ECONOMIC DEVELOPMENT IN THE SURROUNDING CITIES BY PROVIDING TOURISM RELATED JOBS. | Description1Txt |
| Expenses1 | $742,500 | Expenses1Amt |
| Total | $742,500 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $138,192,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,936,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,619,395 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,747,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $170,747,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,561,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,186,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,409,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,409,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,469 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,695,451 | IncomeTaxAmt |
| Total Tax | $1,751,920 | TotalTaxAmt |
| Distributable Before Adj | $6,657,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,657,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,657,417 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,585,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $742,500 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,327,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,327,643 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,657,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $424,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,524 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,186,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,343,244 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,643,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,738,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,327,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,327,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $329,774 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $329,774 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,408,729 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $94,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,313,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,524 | ExcessFromYear4Amt |
| Excess From Year3 | $3,186,923 | ExcessFromYear3Amt |
| Excess From Year2 | $2,343,244 | ExcessFromYear2Amt |
| Excess From Year1 | $6,643,254 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMENIAN CENTER FOR CONTEMPORARY EXPERIMENTAL ART INC | |||||||||||
| 81 MURRAY STREET SUITE 1 | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | ||||
| AGBU-ICAE | |||||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| ARARAT HOME OF LOS ANGELES INC | |||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $88,333 | ||||
| ARARAT ESKIJIAN MUSEUM | |||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 | ||||
| AREKUNI FOUNDATION | |||||||||||
| 1100 WILSHIRE BOULEVARD SUITE 3305 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $45,000 | ||||
| ARMENIA ARTSAKH FUND INC | |||||||||||
| 17200 BALLINGER ST | NORTHRIDGE | CA | 91325 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 | ||||
| ARMENIAN CENTER FOR NATIONAL & INTERNATIONAL STUDIES | |||||||||||
| PO BOX 57666 | SHERMAN OAKS | CA | 91413 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| ARMENIAN EYE CARE PROJECT | |||||||||||
| PO BOX 5630 | NEWPORT BEACH | CA | 92662 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | ||||
| ARMENIAN MUSEUM OF FRESNO | |||||||||||
| 550 E SHAW AVENUE SUITE 130 | FRESNO | CA | 93710 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| ARMENIAN WOMEN'S ARCHIVES | |||||||||||
| PO BOX 9267 NORTH BERKELEY STATION | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| ARS SHOUSHI CHAPTER OF LAS VEGAS | |||||||||||
| 1020 NEW CREEK AVENUE | HENDERSON | NV | 89015 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | ||||
| CATALINA ISLAND MUSEUM | |||||||||||
| 217 METROPOLE AVENUE | AVALON | CA | 90704 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| CHILDREN OF ARMENIA FUND | |||||||||||
| 149 FIFTH AVENUE SUITE 500 | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $110,000 | ||||
| CHILDREN'S DIABETES FOUNDATION | |||||||||||
| 4380 SYRACUSE STREET SUITE 430 | DENVER | CO | 80237 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| CIVILITAS FOUNDATION | |||||||||||
| 315 ARDEN AVENUE NO 1 | GLENDALE | CA | 91203 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $175,000 | ||||
| COLLINS & KATZ FAMILY YMCA | |||||||||||
| 1466 S WESTGATE AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| CONVALESENT AID SOCIETY | |||||||||||
| 3255 EAST FOOTHILL BOULEVARD | PASADENA | CA | 91107 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| CREATIVE ARMENIA | |||||||||||
| 2355 WESTWOOD BOULEVARD 333 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 | ||||
| CULTURAL IMPACT FOUNDATION INC | |||||||||||
| 2259 SAINT CHARLES DRIVE | CLEARWATER | FL | 33764 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $38,000 | ||||
| FAMILY PROMISE OF SAN GABRIEL VALLEY | |||||||||||
| 1005 E LAS TUNAS DRIVE 525 | SAN GABRIEL | CA | 91776 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| FRIENDS OF TEACH FOR ARMENIA | |||||||||||
| 501 WEST GLENOAKS | GLENDALE | CA | 91202 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $51,223 | ||||
| JUNIOR ACHIEVEMENT WORLDWIDE INC | |||||||||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $225,000 | ||||
| LA FAMILY HOUSING | |||||||||||
| 7843 LANKERSHIM BOULEVARD | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| LES AMIESCHILDREN'S INSTITUTE | |||||||||||
| 10880 WILSHIRE BOULEVARD SUITE 800 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| MASHDOTS COLLEGE | |||||||||||
| PO BOX 250063 | GLENDALE | CA | 91225 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| MONTEBELLO-COMMERCE YMCA | |||||||||||
| 2000 WEST BEVERLY BOULEVARD | MONTEBELLO | CA | 90640 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| NATURE OF WILDWORKS | |||||||||||
| PO BOX 109 | TOPANGA | CA | 90290 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| ROUNDHOUSE AQUARIUM TEACHING CENTER | |||||||||||
| PO BOX 1 | MANHATTAN BEACH | CA | 90267 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $13,000 | ||||
| SAM & SYLVA SIMONIAN FOUNDATION | |||||||||||
| 18484 PRESTON ROAD SUITE 102 | DALLAS | TX | 75252 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,230 | ||||
| SHERIFF'S YOUTH FOUNDATION | |||||||||||
| 211 WEST TEMPLE STREET 8TH FLOOR | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 | ||||
| SIMONIAN EDUCATIONAL FOUNDATION | |||||||||||
| NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,325,000 | HALABYAN 16 STREET | YEREVAN | AM | |||||
| SMITHSONIAN INSTITUTION | |||||||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $85,000 | ||||
| SOUTH CENTRAL SCHOLARS FOUNDATION | |||||||||||
| 1414 S GRAND AVENUE SUITE 410 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| THE GENOCIDE EDUCATION PROJECT | |||||||||||
| 51 COMMONWEALTH AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| THE PEACE CORPS | |||||||||||
| 1111 20TH STREET NW | WASHINGTON | DC | 20526 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $561 | ||||
| THE PEOPLE CONCERN | |||||||||||
| 2116 ARLINGTON AVENUE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $35,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $75,000 | 4524 | |||
| TUFENKIAN FOUNDATION | |||||||||||
| 20 CAPITOL DRIVE | MOONACHIE | NJ | 07074 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $352,000 | ||||
| UC REGENTS | |||||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | ||||
| UNION RESCUE MISSION | |||||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| UNITED CEREBRAL PALSY OF LOS ANGELES VENTURA AND SANTA BARBARA COUNTIES | |||||||||||
| 6430 INDEPENDENCE AVENUE | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| UNITED NATIONS WOMEN'S GUILD | |||||||||||
| 420 EAST 58TH STREET 3B | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | ||||
| USC INTSTITUTE FOR ARMENIA STUDIES | |||||||||||
| 3518 TROUSDALE PARKWAY VKC 351 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | MC0043 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,968,347 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,875,390 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $259,671 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,082,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$148,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,068,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,068,978 | TotalIncomeProducingActyAmt |
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 | JASMINE MGRDICHIAN ADMINISTRATIVE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 WILSHIRE BLVD 1106 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,673,481 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $64,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| 1300 HIGHLAND LAND | 2015-07-01 | $600,000 | L | $0 | $0 | ||
| 1300 HIGHLAND BUILDING | 2015-07-01 | $657,467 | SL | $16,858 | $0 | $42,145 | 39.000000000000 |
| FURNITURE - 1300 HIGHLAND | 2015-07-01 | $45,357 | SL | $6,480 | $0 | $16,200 | 7.000000000000 |
| 1712 THE STRAND - LAND | 2016-01-01 | $15,000,000 | L | $0 | $0 | ||
| 1712 THE STRAND - BUILDING | 2016-01-01 | $500,000 | SL | $18,182 | $18,182 | $36,364 | 27.500000000000 |
| 3312 MAPLE AVE. - LAND | 2016-07-01 | $1,780,000 | L | $0 | $0 | ||
| 3312 MAPLE AVE. - BUILDING | 2016-07-01 | $449,806 | SL | $16,357 | $16,357 | $24,535 | 27.500000000000 |
| 333 21ST STREET - LAND | 2016-09-01 | $1,400,000 | L | $0 | $0 | ||
| 333 21ST STREET - BUILDING | 2016-09-01 | $465,902 | SL | $16,942 | $16,942 | $22,589 | 27.500000000000 |
| 2717 & 2821 CREST DRIVE - LAND | 2016-10-01 | $4,741,972 | L | $0 | $0 | ||
| 2717 & 2821 CREST DRIVE - BUILDING | 2016-10-01 | $149,752 | SL | $5,446 | $5,446 | $6,807 | 27.500000000000 |
| $2,547,150 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $57,288,245 | EOYBookValueAmt |
| EOYFMV | $55,736,884 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $15,141,290 | EOYBookValueAmt |
| EOYFMV | $15,060,044 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 1712 THE STRAND - LAND | $15,000,000 | $0 | $15,000,000 |
| 1712 THE STRAND - BUILDING | $500,000 | $54,546 | $445,454 |
| 3312 MAPLE AVE. - LAND | $1,780,000 | $0 | $1,780,000 |
| 3312 MAPLE AVE. - BUILDING | $449,806 | $40,892 | $408,914 |
| 333 21ST STREET - LAND | $1,400,000 | $0 | $1,400,000 |
| 333 21ST STREET - BUILDING | $465,902 | $39,531 | $426,371 |
| 2717 & 2821 CREST DRIVE - LAND | $4,741,972 | $0 | $4,741,972 |
| 2717 & 2821 CREST DRIVE - BUILDING | $149,752 | $12,253 | $137,499 |
| $2,547,150 | $0 | $2,547,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $61,912,058 | $73,218,270 |
| CERTIFICATES OF DEPOSIT | AT COST | $720,000 | $705,790 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 1300 HIGHLAND LAND | $600,000 | $0 | $600,000 |
| 1300 HIGHLAND BUILDING | $657,467 | $59,003 | $598,464 |
| FURNITURE - 1300 HIGHLAND | $45,357 | $22,680 | $22,677 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $483,008 | LegalFeesAmt |
| Net Investment Income | $14,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,158 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HISTORIC HOTEL - PROGRAM RELATED INVESTMENT | $8,015,556 | $8,013,462 | $8,013,462 |
| ARENI HOLDINGS LLC - PROGRAM RELATED INVESTMENT | $742,500 | $742,500 | |
| YEREVAN LAND - PROGRAM RELATED INVESTMENT | $142,800 | $142,800 | $142,800 |
| ARTWORK | $14,050 | $14,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $18,721 | $0 | $18,721 |
| COMPUTER EXPENSE | $1,510 | $0 | $1,510 |
| INSURANCE | $942 | $0 | $942 |
| PAYROLL PROCESSING | $1,863 | $0 | $1,863 |
| LICENSE FEE | $1,500 | $0 | $0 |
| INSURANCE | $9,860 | $9,860 | $0 |
| COMMISSION | $3,690 | $3,690 | $0 |
| INSURANCE | $1,182 | $1,182 | $0 |
| INSURANCE | $1,613 | $1,613 | $0 |
| INSURANCE | $1,496 | $1,496 | $0 |
| COMMISSIONS | $0 | $0 | $0 |
| INSURANCE | $625 | $625 | $0 |
| OFFICE EXPENSES | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ACME PLAYER SERVICES LLC | $6,007,491 | -$12,472 | $6,007,491 |
| CALIFORNIA COMMERCE CLUB K-1 | $10,031,890 | $0 | $10,031,890 |
| SAN CANYON PLAZA LLC | -$2,602 | -$2,602 | -$2,602 |
| BROAD STREET RE CR.P. | $26,504 | $26,504 | $26,504 |
| OLD WEST INCOME FUND | $9,805 | $9,805 | $9,805 |
| SACRAMENTO FBI LLC | $15,441 | $0 | $15,441 |
| PSH HOLDEN LLC | -$602 | -$602 | -$602 |
| 1915 THE MOVIE LLC | $2,617 | $2,617 | $2,617 |
| CHINA-US INDUSTRIAL | -$8,059 | -$8,059 | -$8,059 |
| MISC. INCOME | $60 | $60 | $60 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENNANT SECURITY DEPOSITS | Desc |
| BOY Book Value | $87,450 | BOYBookValueAmt |
| EOY Book Value | $92,750 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $146,324 | $146,324 | $0 |
| CONSULTANTS | $0 | $0 | $0 |
| TRANSLATORS | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,098,411 | $0 | $0 |
| STATE TAXES | $1,135,175 | $5,000 | $35 |
| FILING FEES | $300 | $0 | $300 |
| FOREIGN TAXES | $4,767 | $4,767 | $0 |
| REAL ESTATE TAXES | $169,424 | $169,424 | $0 |
| REAL ESTATE TAXES | $26,476 | $26,476 | $0 |
| REAL ESTATE TAXES | $20,923 | $20,923 | $0 |
| REAL ESTATE TAXES | $57,000 | $57,000 | $0 |
| REAL ESTATE TAXES | $29,527 | $29,527 | $0 |
| TAXES | $0 | $0 | $0 |
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