JHM CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JHM CHARITABLE FOUNDATION (EIN 45-6821340)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349102457
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2018-11-13T18:33:22-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 FL 16 | 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 | 2017-01-01 | 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 | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA M DENNIS | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
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 | 2018-11-09 | IPDt |
| IP Tm | 18:06:54 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C59E52D2F3F610FBF6C7A8A1238A48691E15E634 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $157,961,722 | 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 | $66,976,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,528,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,523,059 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $594,871 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $594,871 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $32,421 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,071,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,924,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,169,840 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,887,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,928,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $87,058,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,216,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $100,024 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,024 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,613 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,613 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125,495 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,187 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,938 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $75,938 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,441 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,056,299 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $80,265 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $56,927 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $97,475 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $76,794 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,681 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $59,835 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,092 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,942,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $768,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $381,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,100,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,100,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,043,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $768,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,482,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,015,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,448,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,454,188 | CashBOYAmt |
| Cash EOY | $1,433,063 | CashEOYAmt |
| Cash EOYFMV | $1,433,063 | 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 | $8,673,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,327,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,770,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $30,168,953 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $54,550,344 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,084,838 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,083,032 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $90,295 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $27,049,664 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $26,992,737 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $26,992,737 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,662,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,573,881 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,595,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,302,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,345 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,267,817 | LandBOYAmt |
| Land EOY | $1,244,479 | LandEOYAmt |
| Land EOYFMV | $1,244,479 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,158,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,158,356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,959,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,963,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,961,722 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $69,200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $87,450 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $69,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,450 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $74,889,859 | UnrestrictedBOYAmt |
| Unrestricted EOY | $155,875,643 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,889,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,875,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,959,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,963,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,889,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,015,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $155,905,191 | SubtotalAmt |
| Other Decreases | $29,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $155,875,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP | 2017-12-31 | $5,651,723 | $5,528,294 | $123,429 | $123,429 |
| MORGAN STANLEY | 2017-12-31 | $6,472,844 | $6,389,600 | $83,244 | $83,244 |
| UBS | 2017-12-31 | $1,303,263 | $1,283,909 | $19,354 | $19,354 |
| GOLDMAN SACHS | 2017-12-31 | $5,266,810 | $4,322,997 | $943,813 | $943,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,169,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,103,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,322,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099316 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,061,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,236,565 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.182638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $735,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,991,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $815,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,904,242 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $648,303 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,506,943 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099633 | DistributionYr5Rt |
| Total Distribution | 0.546073 | TotalDistributionRt |
| Average Distribution | 0.109215 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,187,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,453,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $144,482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,598,353 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,624,828 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $288,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $288,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $288,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $391,583 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $391,583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $493 | EsPenaltyAmt |
| Overpayment | $102,127 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $102,127 | 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 |
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 | $30,000 | $21,600 | $0 |
| LYSA GRIGORIAN | ||||||||
| 1300 HIGHLAND AVENUE SUITE 215 | MANHATTAN BEACH | CA | 90266 | TRUSTEE | 35.00 | $30,000 | $26,507 | $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 | $100,024 | CompensationAmt |
| Employee Benefits | $26,506 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT IN ARENI HOLDINGS LLC AND LOAN TO HISTORIC HOTEL LLC TO SUPPORT ECONOMIC DEVELOPMENT IN THE SURROUNDING CITIES BY PROVIDING TOURISM RELATED JOBS. | Description1Txt |
| Expenses1 | $8,000,000 | Expenses1Amt |
| Description2 | PURCHASE OF LAND IN YEREVAN ARMENIA TO BE LEASED BELOW MARKET RATE FOR USE AS A SCHOOL. | Description2Txt |
| Expenses2 | $142,800 | Expenses2Amt |
| Total | $8,142,800 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,873,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,424,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,765,632 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,062,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,062,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,875,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,187,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,159,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,159,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $288,963 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $968,302 | IncomeTaxAmt |
| Total Tax | $1,257,265 | TotalTaxAmt |
| Distributable Before Adj | $4,902,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,902,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,902,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,482,028 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $8,142,800 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,624,828 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,624,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,902,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $259,398 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $424,558 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,186,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,343,244 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,354,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,624,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,902,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,722,741 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,077,388 | 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 | $259,398 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,817,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $424,558 | ExcessFromYear4Amt |
| Excess From Year3 | $140,524 | ExcessFromYear3Amt |
| Excess From Year2 | $3,186,923 | ExcessFromYear2Amt |
| Excess From Year1 | $2,343,244 | ExcessFromYear1Amt |
| Excess From Current Year | $6,722,741 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 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 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,300 | ||||
| ARARAT HOME OF LOS ANGELES INC | |||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $188,333 | ||||
| ARARAT ESKIJIAN MUSEUM | |||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| AREKUNI FOUNDATION | |||||||||||
| 1100 WILSHIRE BOULEVARD SUITE 3305 | LOS ANGELES | CA | 90017 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $45,000 | ||||
| ARMENIA ARTSAKH FUND INC | |||||||||||
| 17200 BALLINGER ST | NORTHRIDGE | CA | 91325 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200,000 | ||||
| ARMENIAN EYE CARE PROJECT | |||||||||||
| PO BOX 5630 | NEWPORT BEACH | CA | 92662 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $110,000 | ||||
| ARMENIAN WOMEN'S ARCHIVES | |||||||||||
| PO BOX 9267 NORTH BERKELEY STATION | BERKELEY | CA | 94709 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| BOYS AND GIRLS CLUB - SAN JUAN CAPISTRANO | |||||||||||
| ONE VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| CATALINA ISLAND MUSEUM | |||||||||||
| 217 METROPOLE AVENUE | AVALON | CA | 90704 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | ||||
| CHARLIE KEYAN ARMENIAN COMMUNITY SCHOOL | |||||||||||
| 108 N VILLA AVENUE | CLOVIS | CA | 93612 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| CITY OF MANHATTAN BEACH | |||||||||||
| 1400 HIGHLAND AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $19,847 | ||||
| CIVILITAS FOUNDATION | |||||||||||
| 315 ARDEN AVENUE NO 1 | GLENDALE | CA | 91203 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| CONVALESENT AID SOCIETY | |||||||||||
| 3255 EAST FOOTHILL BOULEVARD | PASADENA | CA | 91107 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| CREATIVE ARMENIA | |||||||||||
| 2355 WESTWOOD BOULEVARD 333 | LOS ANGELES | CA | 90064 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250,000 | ||||
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| FAMILY PROMISE OF SAN GABRIEL VALLEY | |||||||||||
| 1005 E LAS TUNAS DRIVE 525 | SAN GABRIEL | CA | 91776 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| JUNIOR ACHIEVEMENT WORLDWIDE INC | |||||||||||
| 177 MILK STREET SUITE 100 | BOSTON | MA | 02109 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $225,000 | ||||
| LA FAMILY HOUSING | |||||||||||
| 7843 LANKERSHIM BOULEVARD | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| LES AMIESCHILDREN'S INSTITUTE | |||||||||||
| 10880 WILSHIRE BOULEVARD SUITE 800 | LOS ANGELES | CA | 90024 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| LITTLE FREE LIBRARY ARMENIA | |||||||||||
| 573 CO ROAD A SUITE 106 | HUDSON | WI | 54016 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | ||||
| LOS ANGELES REGIONAL FOOD BANK | |||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| MASHDOTS COLLEGE | |||||||||||
| PO BOX 250063 | GLENDALE | CA | 91225 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $13,260 | ||||
| MANHATTAN BEACH POLICE OFFICERS' ASSOCIATION | |||||||||||
| PO BOX 3542 | MANHATTAN BEACH | CA | 90266 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 | ||||
| MIDNIGHT MISSION | |||||||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| MONTEBELLO-COMMERCE YMCA | |||||||||||
| 2000 WEST BEVERLY BOULEVARD | MONTEBELLO | CA | 90640 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| NATURE OF WILDWORKS | |||||||||||
| PO BOX 109 | TOPANGA | CA | 90290 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| OCEANOGRAPHIC TEACHING STATIONS | |||||||||||
| PO BOX 1 | MANHATTAN BEACH | CA | 90267 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $21,000 | ||||
| ONE ARMENIA INC | |||||||||||
| C/O WEWORK 520 BROADWAY | SANTA MONICA | CA | 90401 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $9,000 | ||||
| OCEAN PARK COMMUNITY CENTER | |||||||||||
| 2116 ARLINGTON AVENUE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| OPERATION SCHOOL BELL | |||||||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| SIMONIAN EDUCATIONAL FOUNDATION | |||||||||||
| NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000,000 | HALABYAN 16 STREET | YEREVAN | AM | |||||
| SOUTH CENTRAL SCHOLARS FOUNDATION | |||||||||||
| 1414 S GRAND AVENUE SUITE 410 | LOS ANGELES | CA | 90015 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | 4524 | |||
| TUFENKIAN FOUNDATION | |||||||||||
| 20 CAPITOL DRIVE | MOONACHIE | NJ | 07074 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $400,670 | ||||
| UNION RESCUE MISSION | |||||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | 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 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| USC INTSTITUTE FOR ARMENIA STUDIES | |||||||||||
| 3551 TROUSDALE PARKWAY ADM 304 | LOS ANGELES | CA | 90089 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | ||||
| WESTSIDE FAMILY YMCA | |||||||||||
| 1466 S WESTGATE AVENUE | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | ||||
| YOUNG LIFE ARMENIA | |||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,100,610 | 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 | $2,528,059 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $32,421 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,887,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,071,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,519,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,519,981 | 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 | $66,976,379 | 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 | $75,938 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,938 | 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 | $25,287 | 39.000000000000 |
| FURNITURE - 1300 HIGHLAND | 2015-07-01 | $45,357 | SL | $6,480 | $0 | $9,720 | 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 | $18,182 | 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 | $8,178 | 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 | $5,647 | 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 | $1,361 | 27.500000000000 |
| $2,595,600 | L | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MURTHORN PROPERTIES | AssetDesc |
| How Acquired | DONATED | HowAcquiredTxt |
| Sold | 2017-12 | SoldDt |
| Gross Sales Price | $230,106 | GrossSalesPriceAmt |
| Basis | $328,079 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$97,973 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $54,550,344 | EOYBookValueAmt |
| EOYFMV | $55,084,838 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $14,327,633 | EOYBookValueAmt |
| EOYFMV | $15,770,307 | 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 | $36,364 | $463,636 |
| 3312 MAPLE AVE. - LAND | $1,780,000 | $0 | $1,780,000 |
| 3312 MAPLE AVE. - BUILDING | $449,806 | $24,535 | $425,271 |
| 333 21ST STREET - LAND | $1,400,000 | $0 | $1,400,000 |
| 333 21ST STREET - BUILDING | $465,902 | $22,589 | $443,313 |
| 2717 & 2821 CREST DRIVE - LAND | $4,741,972 | $0 | $4,741,972 |
| 2717 & 2821 CREST DRIVE - BUILDING | $149,752 | $6,807 | $142,945 |
| $2,595,600 | $0 | $2,595,600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $47,370,417 | $47,374,858 |
| CERTIFICATES OF DEPOSIT | AT COST | $1,203,464 | $1,220,484 |
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 | $42,145 | $615,322 |
| FURNITURE - 1300 HIGHLAND | $45,357 | $16,200 | $29,157 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125,495 | LegalFeesAmt |
| Net Investment Income | $20,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HISTORIC HOTEL - PROGRAM RELATED INVESTMENT | $8,015,556 | $8,015,556 |
| YEREVAN LAND - PROGRAM RELATED INVESTMENT | $142,800 | $142,800 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $29,548 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $14,852 | $0 | $17,039 |
| INSURANCE | $1,228 | $0 | $1,228 |
| PAYROLL PROCESSING | $1,825 | $0 | $1,825 |
| LICENSE FEE | $1,500 | $0 | $0 |
| INSURANCE | $10,648 | $10,648 | $0 |
| COMMISSION | $12,113 | $12,113 | $0 |
| INSURANCE | $1,094 | $1,094 | $0 |
| INSURANCE | $1,413 | $1,413 | $0 |
| COMMISSIONS | $1,185 | $1,185 | $0 |
| INSURANCE | $625 | $625 | $0 |
| OFFICE EXPENSES | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JASMINE MGRDICHIAN TRUST K-1 INCOME | $11,076,657 | $11,076,657 | $11,076,657 |
| CALIFORNIA COMMERCE CLUB K-1 | $5,047,808 | $0 | $5,047,808 |
| SAN CANYON PLAZA LLC | $17,473 | $28,198 | $17,473 |
| HISTORIC HOTEL INTEREST (PRI) | $15,556 | $15,556 | $15,556 |
| OLD WEST INCOME FUND | -$251,751 | -$243,084 | -$251,751 |
| SACRAMENTO FBI LLC | -$10,315 | $59,354 | -$10,315 |
| PSH HOLDEN LLC | -$8,249 | -$8,249 | -$8,249 |
| MISC. INCOME | $455 | $455 | $455 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENNANT SECURITY DEPOSITS | Desc |
| BOY Book Value | $69,200 | BOYBookValueAmt |
| EOY Book Value | $87,450 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $112,328 | $112,328 | $0 |
| CONSULTANTS | $50,000 | $50,000 | $0 |
| TRANSLATORS | $4,113 | $4,113 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,400,000 | $0 | $0 |
| STATE TAXES | $250,000 | $0 | $0 |
| FILING FEES | $235 | $0 | $235 |
| FOREIGN TAXES | $4,413 | $4,413 | $0 |
| REAL ESTATE TAXES | $242,233 | $242,233 | $0 |
| REAL ESTATE TAXES | $25,759 | $25,759 | $0 |
| REAL ESTATE TAXES | $20,310 | $20,310 | $0 |
| REAL ESTATE TAXES | $84,504 | $84,504 | $0 |
| REAL ESTATE TAXES | $28,845 | $28,845 | $0 |
| TAXES | $0 | $0 | $0 |
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