STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201701299349101630
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2017-05-09T13:09:38-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE D VAN PELT | PreparerPersonNm |
| PTIN | P00980741 | PTIN |
| Phone | 9497537555 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F29DA6C7291F4E8890AD04904F1FDBA439FE6CDF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F29DA6C7291F4E8890AD04904F1FDBA439FE6CDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,648,140 | 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 | $39,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,610 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,610 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $176,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,212 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $176,212 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,259,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,891 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $44 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $405,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $405,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $215,866 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $38,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,425 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,733 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $797 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $590,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $590,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $658,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,736 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$252,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $215,866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,258 | CashBOYAmt |
| Cash EOY | $48,057 | CashEOYAmt |
| Cash EOYFMV | $48,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,877 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,923,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,842,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,493,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,140,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,109,479 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,133,404 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,613,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,548,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,892,566 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,871,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,628,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,648,140 | 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 | $2,914,970 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,672,597 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,871,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,628,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,871,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,628,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,871,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$252,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,418 | OtherIncreasesAmt |
| Subtotal | $5,628,967 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,628,964 | 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 | $147,695 | $153,489 | -$5,794 | -$5,794 |
| HAVERFORD 7049 - SEE ATTACHED | P | $1,112,088 | $916,403 | $195,685 | $195,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,891 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $624,956 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,883,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079276 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $643,081 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,335,566 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077149 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $676,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,045,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $607,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,669,647 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079193 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $671,457 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,853,435 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085499 | DistributionYr5Rt |
| Total Distribution | 0.405240 | TotalDistributionRt |
| Average Distribution | 0.081048 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,449,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $603,777 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $607,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $619,736 | 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 | $3,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,669 | SubtotalAmt |
| Tax Based On Investment Income | $3,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,331 | OverpaymentAmt |
| Applied To ES Tax | $1,331 | 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 |
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 | 20.00 | $0 | $0 | $0 |
| MR THOMAS MOMJIAN | ||||||||
| 111 PRESIDENTIAL BLVD SUITE 233 | BALA CYNWOOD | PA | 19004 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MRS RICHARD DANELIAN | ||||||||
| 10417 BAINBRIDGE AVENUE | LOS ANGELES | CA | 90024 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MRS STEPHANIE LANDES | ||||||||
| 46-650 E ELDORADO DRIVE | INDIAN WELLS | CA | 92210 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| MR GEORGE PHILLIPS | ||||||||
| 800 WILSHIRE BLVD 15TH FLOOR | LOS ANGELES | CA | 90017 | TRUSTEE | 20.00 | $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 | $7,405,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,563,069 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,563,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,449,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,669 | TotalTaxAmt |
| Distributable Before Adj | $368,812 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $368,812 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $368,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,736 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $619,736 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,669 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $616,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,812 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $289,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $228,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $281,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,273,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $619,736 | QualifyingDistributionsAmt |
| Applied To Current Year | $368,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $250,924 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,524,575 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $289,817 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,234,758 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $228,666 | ExcessFromYear4Amt |
| Excess From Year3 | $281,226 | ExcessFromYear3Amt |
| Excess From Year2 | $239,086 | ExcessFromYear2Amt |
| Excess From Year1 | $234,856 | ExcessFromYear1Amt |
| Excess From Current Year | $250,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 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 | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF PALM DESERT COMMUNITY PR | |||||||||||
| 47-321 HWY 74 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $1,200 | |||||
| ACT FOR MS | |||||||||||
| 73-710 FRED WARING DR 118 | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $2,700 | |||||
| ADOPT FIRE STATION 71 | |||||||||||
| 100 BEL AIR RD | LOS ANGELES | CA | 90077 | 501(C)3 | HEALTH | $1,000 | |||||
| AMAA ORPHAN CHILD CARE FUND | |||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $3,500 | |||||
| AMAA SPREAD | |||||||||||
| 125 LOUISE STREET | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION,SOCIAL SERVICE, MISSIONS | $5,620 | |||||
| AMERICAN UNIVERSITY OF ARMENIA | |||||||||||
| 8300 LAKESIDE DR | OAKLAND | CA | 94612 | 501(C)3 | EDUCATION | $5,000 | |||||
| ANNENBERG FOUNDATION AND TRUST | |||||||||||
| 71-234 TAMARISK LANE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | EDUCATION | $500 | |||||
| APOSTOLIC CHURCH OF THE DESERT | |||||||||||
| 38-900 VISTA DUNES | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $500 | |||||
| ARMENIAN AMERICAN CULTURAL ASSOC | |||||||||||
| 1300 CRYSTAL DRIVE SUITE | ARLINGTON | VA | 22202 | 501(C)3 | ARTS/CULTURAL | $500 | |||||
| ARMENIAN AMERICAN ROSE FLOAT ASSOC | |||||||||||
| BOX 60005 | PASADENA | CA | 91116 | 501(C)3 | ARTS/CULTURAL | $500 | |||||
| ARMENIAN ASSEMBLY | |||||||||||
| 122 C STREET NW 350 | WASHINGTON | DC | 20001 | 501(C)3 | SOCIAL SERVICE | $2,500 | |||||
| ARMENIAN BONE MARROW DONOR | |||||||||||
| 6-337 W STOCKER | GLENDALE | CA | 91202 | 501(C)3 | HEALTH | $100 | |||||
| ARMENIAN CILICIA EVANGELICAL CHURCH | |||||||||||
| 339 S SANTA ANITA AVE | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| ARMENIAN CONGREGATIONAL CHURCH | |||||||||||
| 26210 W 12 MILE RD | SOUTHFIELD | MI | 48037 | 501(C)3 | RELIGIOUS | $2,000 | |||||
| ARMENIAN EDUCATIONAL FOUNDATION | |||||||||||
| 600 W BROADWAY 130 | GLENDALE | CA | 91204 | 501(C)3 | EDUCATON | $5,000 | |||||
| ARMENIAN EVANGELICAL CH CHICAGO | |||||||||||
| 905 W GOLF RD | MT PROSPECT | IL | 60096 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| ARMENIAN EVANGELICAL CH NEW YORK | |||||||||||
| 152 E 34TH ST | NEW YORK | NY | 10016 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| ARMENIAN EVANGELICAL UNION | |||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91205 | 501(C)3 | RELIGIOUS | $7,000 | |||||
| ARMENIAN EVANGELICAL WORLD COUNCIL | |||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $3,000 | |||||
| ARMENIAN INT'L WOMEN - LA | |||||||||||
| 1215 FLINTRIDGE AVE | LA CANADA FLINTRIDGE | CA | 91011 | 501(C)3 | SOCIAL SERVICE | $5,500 | |||||
| ARMENIAN INTERNATIONAL WOMEN | |||||||||||
| 65 MAIN ST | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $5,000 | |||||
| ARMENIAN MARTYRS CHURCH | |||||||||||
| 100 N EDMONDS | HAVERTOWN | PA | 19083 | 501(C)3 | RELIGIOUS | $500 | |||||
| ARMENIAN MISSIONARY ASSOCIATION | |||||||||||
| 31 W CENTURY RD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $171,000 | |||||
| ARMENIAN NURSING AND REHAB CENTER | |||||||||||
| 70 MAIN ST | EMERSON | NJ | 07630 | 501(C)3 | HEALTH | $500 | |||||
| ARMENIAN PRESBYTERIAN CHURCH | |||||||||||
| 140 FOREST AVE | PARAMUS | NJ | 07652 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| ARMENIAN TREE PROJECT | |||||||||||
| 400 WEST CUMMINGS PARK ST | WOBURN | MA | 01801 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| ASEMBLEA CHRISTIAN DEL VALLE | |||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $27,500 | |||||
| ATHLETES IN ACTION CAMPUS CRUSADE | |||||||||||
| 5801 N UNION BLVD STE 201 | COLORADO SPRINGS | CO | 80918 | 501(C)3 | MISSION | $500 | |||||
| BEVERLY HILLS PRESBYTERIAN CHURCH | |||||||||||
| 505 N RODEO | BEVERLY HILLS | CA | 90210 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| BILLY GRAHAM EVANGELICAL ASSOC | |||||||||||
| BOX 19223 | ASHVILLE | NC | 28815 | 501(C)3 | RELIGIOUS | $5,000 | |||||
| BOYS AND GIRLS CLUB | |||||||||||
| 42600 COOK ST420 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| BRANDYWINE MUSEUM | |||||||||||
| P O BOX 141 | CHADDSFORD | PA | 19317 | 501(C)3 | ARTS/CULTURAL | $6,000 | |||||
| CAL STATE UNIV SAN BERNARDINO | |||||||||||
| 37500 COOK ST | PALM DESERT | CA | 92211 | 501(C)3 | EDUCATION | $500 | |||||
| CAMP AREV | |||||||||||
| PO BOX 11145 | GLENDALE | CA | 91226 | 501(C)3 | EDUCATION | $1,000 | |||||
| CHILDREN'S DIABETES FOUNDATION | |||||||||||
| 4380 S SYRACUSE ST 430 | DENVER | CO | 80237 | 501(C)3 | HEALTH | $5,000 | |||||
| CHRISTIAN ASSEMBLY OF THE VALLEY | |||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $42,500 | |||||
| COACHELLA VALLEY RESCUE MISSION | |||||||||||
| 47470 VAN BUREN ST | INDIO | CA | 92201 | 501(C)3 | SOCIAL SERVICE | $700 | |||||
| CHILDREN'S INST FOR COLLEAGUES CHIP | |||||||||||
| 711 SO NEW HAMPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| COLBY SAWYER COLLEGE | |||||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | 501(C)3 | EDUCATION | $1,000 | |||||
| COLLEAGUES | |||||||||||
| 712 SO NEW HANPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $5,000 | |||||
| COMMUNITY BIBLE STUDY | |||||||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | 501(C)3 | RELIGIOUS | $500 | |||||
| COMMUNITY MUSIC CENTER | |||||||||||
| 544 CAPP ST | SAN FRANCISCO | CA | 94110 | 501(C)3 | ARTS/CULTURAL | $250 | |||||
| DESERT CHRISTIAN ACADEMY | |||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $5,250 | |||||
| DESERT COMMUNITY FOUNDATION | |||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $5,300 | |||||
| DESERT TOWN HALL | |||||||||||
| 45-200 CLUB DR SUITE B | INDIAN WELLS | CA | 92210 | 501(C)3 | ARTS/CULTURAL | $4,000 | |||||
| EISENHOWER HOSPITAL FOUNDATION | |||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $6,050 | |||||
| ESPOIR L ARMENIE | |||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | 4 RUE DU DOCTEUR PAUL DID | LYON | LYON | FR | |||||
| FIRST CHURCH OF THE NAZARENE | |||||||||||
| 3700 SIERRA MADRE AVE | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $500 | |||||
| FIRST LIBERTY INSTITUTE | |||||||||||
| BOX 9078 | PUEBLO | CO | 81008 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| FOUNDERS THE MUSIC CENTER | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,300 | |||||
| FULLER THEOLOGICAL SEMINARY | |||||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91101 | 501(C)3 | SOCIAL SERVICE | $5,000 | |||||
| GRIEF HAVEN | |||||||||||
| 15332 ANTIOCH STREET 147 | PACIFIC PALISADES | CA | 90272 | 501(C)3 | SOCIAL SERVICE | $390 | |||||
| HAIGAZIAN UNIVERSITY | |||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $5,000 | |||||
| HAIGAZIAN UNIVERSITY WOMENS AUX | |||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $1,000 | |||||
| HOPE LIBRARY | |||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $192 | |||||
| HORIZONS INTERNATIONAL | |||||||||||
| PO BOX 18478 | BOULDER | CO | 80308 | 501(C)3 | ARTS/CULTURAL | $500 | |||||
| INDIAN WELLS ROTARY | |||||||||||
| 74-923 HIGHWAY 111 138 | INDIAN WELLS | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $1,500 | |||||
| INTEGRATED LEARNING INSTITUTE | |||||||||||
| 74020 ALESSANDRO DR A | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $200 | |||||
| JOHN FOX UNIVERSITY | |||||||||||
| 414 N MERIDIAN ST 6068 | NEWBERRY | OR | 97132 | 501(C)3 | EDUCATION | $2,000 | |||||
| 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 | $2,500 | |||||
| KUSC | |||||||||||
| P O BOX 7913 | LOS ANGELES | CA | 90007 | 501(C)3 | EDUCATION | $500 | |||||
| LA COUNTY MUSEUM OF ART | |||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | ARTS/CULTURAL | $2,500 | |||||
| LA MUSIC CENTER | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $800 | |||||
| LARK MUSIC SOCIETY INC - AMAA | |||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $3,500 | |||||
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $1,200 | |||||
| LOREN ZACHERY SOCIETY | |||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $2,200 | |||||
| LOS ANGELES OPERA | |||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $548 | |||||
| LOS ANGELES OPERA | |||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,642 | |||||
| LOS ANGELES PHILHARMONIC | |||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $14,287 | |||||
| MAMA'S HOUSE | |||||||||||
| BOX 1816 | PALM DESERT | CA | 92261 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| MCCALLUM THEATER | |||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $5,797 | |||||
| MEDSEND | |||||||||||
| 999 ORONOQUE LN | STRATFORD | CT | 06614 | 501(C)3 | MISC HEALTH | $500 | |||||
| MERDINIAN SCHOOL | |||||||||||
| 13330 RIVERSIDE DRIVE | SHERMAN OAKS | CA | 91423 | 501(C)3 | ARTS CULTURAL | $1,100 | |||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | 501(C)3 | ARTS/CULTURAL | $2,000 | |||||
| METROPOLITAN OPERA ASSOCIATION | |||||||||||
| 88 W END AVENUE | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $10,500 | |||||
| MUSIC CENTER | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $4,700 | |||||
| MUSIC CENTER FOUNDERS | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $200 | |||||
| NEAR EAST FOUNDATION | |||||||||||
| 430 CROUSE HINDS HALL | SYRACUSE | NY | 13244 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| NOTRE DAME HIGH SCHOOL | |||||||||||
| 2851 OVERLAND AVE | LOS ANGELES | CA | 90064 | 501(C)3 | EDUCATION | $32,500 | |||||
| OLD MISSION IN SANTA BARBARA | |||||||||||
| 2201 LAGUNO ST | SANTA BARBARA | CA | 93105 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| OLD ROMAN CATHOLIC AND | |||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90012 | 501(C)3 | MISSION/CHARITIES | $41,660 | |||||
| OTIS COLLEGE OF ART AND DESIGN | |||||||||||
| 9405 LINCOLN BLVD | LOS ANGELES | CA | 90045 | 501(C)3 | EDUCATION | $500 | |||||
| OUR LADY OF ARMENIA | |||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | 6 EGHISHE CHARENTS ST | ANI DISTRICT | GYUMRI | AM | 3126 | ||||
| PALM DESERT CHAMBER OF COMMERCE | |||||||||||
| 72559 HIGHWAY 111 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| PALM DESERT COMMUNITY PRESBYTERIAN | |||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $15,400 | |||||
| PALM DESERT PRESBYTERIAN CH ACADEMY | |||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,800 | |||||
| PALM DESERT TRIPLE X CHARITY | |||||||||||
| PO BOX 276 | COACHELLA | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $500 | |||||
| PALM SPRINGS AIR MUSEUM | |||||||||||
| 745 N GENE AUTRY TRAIL | PALM SPRINGS | CA | 92262 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | |||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $4,100 | |||||
| PALM SPRINGS OPERA GUILD | |||||||||||
| 2150 E TAHQUITZ CANYON | PALM SPRINGS | CA | 92262 | 501(C)3 | ARTS/CULTURAL | $1,700 | |||||
| PHILADELPHIA ORCH CENTRAL COMMITTEE | |||||||||||
| 5103 CONVENT LANE 306 | PHILADELPHIA | PA | 19114 | 501(C)3 | ARTS/CULTURAL | $6,700 | |||||
| PROJECT SAVE | |||||||||||
| BOX 236 | WATERTOWN | MA | 02471 | 501(C)3 | MISSION | $1,000 | |||||
| ROTARY CLUB OF INDIAN WELLS | |||||||||||
| 74923 HIGHWAY 111 | INDIAN WELLS | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $900 | |||||
| SACRED HEART CATHOLIC SCHOOL | |||||||||||
| 43776 DEEP CANYON RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $7,200 | |||||
| SAHAG & MESROP ARMENIAN SCHOOL | |||||||||||
| 2501 N MAIDEN LANE | ALTADENA | CA | 91001 | 501(C)3 | EDUCATION | $500 | |||||
| SALVATION ARMY | |||||||||||
| 30-400 LANDAN BLVD | CATHEDRAL CITY | CA | 92234 | 501(C)3 | MISSION | $5,000 | |||||
| ST GARABED ARMENIAN APOSTOLIC CH | |||||||||||
| 38905 MONTEREY AVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $2,000 | |||||
| ST THERESA CATHOLIC CHURHC | |||||||||||
| 2785 VIA VAGUARO RD | PALM SPRINGS | CA | 92262 | 501(C)3 | RELIGIOUS | $1,500 | |||||
| ST THERESA SCHOOL | |||||||||||
| 455 COMPADRE RD | PALM SPRINGS | CA | 92262 | 501(C)3 | EDUCATION | $2,450 | |||||
| ST THOMAS SCHOOL | |||||||||||
| 2800 RAMON RD | PALM SPRINGS | CA | 92264 | 501(C)3 | EDUCATION | $1,000 | |||||
| STAR SPORTS EDUCATION | |||||||||||
| 10117 JEFFERSON BLVD | CULVER CITY | CA | 90232 | 501(C)3 | EDUCATION | $1,215 | |||||
| STEINWAY SOCIETY | |||||||||||
| BOX 3015 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | ARTS/CULTURAL | $500 | |||||
| TEEN LINE | |||||||||||
| 8730 ALDEN DR | LOS ANGELES | CA | 90048 | 501(C)3 | SOCIAL SERVICE | $1,500 | |||||
| UCLA LANDER LIBRARY PROJECT | |||||||||||
| BOX 1372 | GLENDALE | CA | 91209 | 501(C)3 | EDUCATION | $395 | |||||
| UCLA LIBRARY | |||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90095 | 501(C)3 | MISCELLANEOUS | $550 | |||||
| UNITED ARMENIAN CONGREGAT | |||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | RELIGIOUS | $6,000 | |||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| UNIVERSITY OF PENN | PHILADELPHIA | PA | 19104 | 501(C)3 | EDUCATION | $50 | |||||
| USC INSTITUTE OF ARMENIAN STUDIES | |||||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | 501(C)3 | EDUCATION | $1,000 | |||||
| WALLACE ANNENBERG CTR FOR PERFORM | |||||||||||
| 991 W PICO | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS/CULTURAL | $15,000 | |||||
| WARING INTL PIANO COMPETITION | |||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $2,700 | |||||
| WARNER AVENUE SCHOOL FOUNDATION | |||||||||||
| 615 HOLMBY AVE | LOS ANGELES | CA | 90024 | 501(C)3 | EDUCATION | $2,500 | |||||
| WESTERN DIOCESE CHURCH | |||||||||||
| 3325 N GLENOAKS BLVD | BURBANK | CA | 91504 | 501(C)3 | RELIGIOUS | $500 | |||||
| WESTSIDE GUILD OF CHILDREN'S HOSP | |||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)3 | HEALTH | $3,747 | |||||
| WORLD SPORTS | |||||||||||
| BOX 2607 | BONITA SPRINGS | FL | 34133 | 501(C)3 | MISCELLANEOUS | $500 | |||||
| YOUTH FOR CHRIST INTERNATIONAL | |||||||||||
| BOX 4555 | ENGLEWOOD | CO | 80153 | 501(C)3 | RELIGIOUS | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $590,793 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,610 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,212 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $189,891 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $189,935 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,757 | 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 | $3,600 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 AMAZON INC. | $48,447 | $49,480 |
| 65,000 AMERICAN EXPRESS CREDIT | $66,447 | $64,000 |
| 50,000 APPLE INC. | $47,509 | $48,686 |
| 100,000 BURLINGTON NORTH SANTA FE | $100,007 | $104,736 |
| 15,000 COSTCO | $15,478 | $15,138 |
| 50,000 CVS CAREMARK | $50,577 | $50,439 |
| 25,000 MONSANTO CO | $25,124 | $26,008 |
| 35,000 MORGAN STANLEY | $35,292 | $37,014 |
| 75,000 GE CAPITAL CORP | $74,238 | $76,011 |
| 60,000 VERIZON | $59,013 | $59,807 |
| 100,000 HOME DEPOT | $100,190 | $106,358 |
| 50,000 JPM CHASE FLOAT | $49,587 | $50,141 |
| 35,000 US BANCORP | $35,089 | $35,080 |
| CISCO SYSTEMS | ||
| FANNIE MAE 06/12/07 | $75,280 | $76,538 |
| FG POOL G04477 08/01/38 | $2,412 | $2,728 |
| FG POOL G08279 | $3,665 | $4,131 |
| FGMLC POOLA81144 | $3,539 | $3,996 |
| GOLDMAN SACHS GROUP | $74,404 | $81,374 |
| MONTGOMERY CNTY PA 9/1/25 | $52,175 | $54,120 |
| PENNSYLVANIA BUILD AMERICA BONDS | $76,877 | $80,165 |
| US TREASURY NB .250% | ||
| US TREASURY NB 1.75% | ||
| US TREASURY NB 1.625% | $114,129 | $107,454 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $26,607 | $81,991 |
| AIR PRODS & CHEMS INC | $47,999 | $51,775 |
| ALTRIA GROUP | $29,418 | $81,144 |
| AMERICAN ELECTRIC POWER | $92,501 | $94,440 |
| AMERICAN EXPRESS CO | ||
| AMERISOURCEBERGEN CORP | ||
| ANHEUSER-BUSCH INBEV | $77,647 | $76,444 |
| APPLE INC | $66,654 | $104,817 |
| AUTOMATIC DATA PROCESSING | $40,445 | $102,780 |
| BAXTER INT'L | $60,261 | $72,053 |
| BECTON DICKINSON & CO | $41,196 | $86,914 |
| BLACKROCK | $99,489 | $226,421 |
| CHEVRON | $43,976 | $77,682 |
| COCA-COLA, CO. | $59,985 | $109,869 |
| COMCAST CORP NEW CL A | $81,005 | $105,301 |
| CVS | $28,538 | $63,128 |
| DISNEY | $33,374 | $96,404 |
| DUPONT EL NEMOUR | $24,719 | $67,895 |
| EATON CORP | $70,165 | $92,249 |
| EXXON MOBIL CORP | $54,256 | $103,799 |
| GENERAL ELECTRIC | $63,619 | $105,860 |
| GENUINE PARTS CO | $55,360 | $102,706 |
| GILEAD SCIENCES | $91,993 | $77,339 |
| GLAXOSMITHKLINE | $78,252 | $77,020 |
| INTEL CORPORATION | $35,646 | $68,006 |
| JOHNSON & JOHNSON | $99,150 | $198,737 |
| JPMORGAN CHASE | $106,641 | $215,725 |
| KIMBERLY CLARK | $29,372 | $55,348 |
| KRAFT FOODS | $63,573 | $113,516 |
| M&T BK CORP | ||
| MASTERCARD INC CLASS A | $56,114 | $82,600 |
| MEDTRONIC | $79,881 | $76,572 |
| MERCK & CO | $86,433 | $141,288 |
| MICROSOFT | $72,523 | $184,867 |
| MODELEZ INTERNATIONAL | $37,442 | $39,897 |
| NIKE | $51,589 | $50,830 |
| ORACLE CORP | $59,958 | $60,943 |
| PFIZER | $72,096 | $77,952 |
| PHILIP MORRIS INTERNATIONAL | $106,709 | $118,937 |
| PROCTOR & GAMBLE CO | $58,964 | $109,304 |
| SANOFI-AVENTIS ADR | ||
| SCHLUMBERGER LTD | $60,255 | $65,061 |
| TARGET CORP | $65,709 | $79,453 |
| TJX COS INC | $28,644 | $45,078 |
| TWENTY FIRST CENTURY FOX B | ||
| UNION PACIFIC | ||
| UNITED PARCEL SERVICE | $67,174 | $103,176 |
| UNITED TECHNOLOGIES CORP | $63,785 | $112,361 |
| UNITEDHEALTH GROUP | $54,039 | $140,035 |
| VERIZON | $71,820 | $90,746 |
| WASTE MANAGEMENT | ||
| WELLS FARGO & CO | $51,656 | $111,873 |
| WW GRAINGER INC | $95,511 | $92,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,900 ISHARE S&P MIDCAP 400 | AT COST | $127,851 | $314,146 |
| 6,950 ISHARES CORE MSCI EMERGING | AT COST | $328,062 | $295,028 |
| 800 ISHARES MSCI EMERGING MARKETS | AT COST | $38,165 | $39,128 |
| 1365 VANGUARD FTSE ALL WORLD | AT COST | $134,653 | $128,351 |
| 2,600 ISHARES S&P SMALLCAP 600 | AT COST | $132,646 | $357,552 |
| 2000 VANGUARD FTSE EUROPE ETF | AT COST | $105,508 | $95,880 |
| 2200 VANGUARD REIT ETF | AT COST | ||
| 7000 ISHARES CORE MSCI EAFE ETF | AT COST | $375,516 | $375,410 |
| 1000 VANGUARD FTSE PACIFIC ETF | AT COST | $55,267 | $58,120 |
| JPMORGAN ALERIAN MLP INDEX | AT COST | $250,740 | $228,951 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMPUTER EXPENSES | $4,106 | $4,106 | |
| POSTAGE | $1,112 | $1,112 | |
| INSURANCE | $2,118 | $2,118 | |
| OFFICE EXPENSES | $12,186 | $12,186 | |
| TELEPHONE | $2,814 | $2,814 | |
| MEETINGS | $1,217 | $1,217 | |
| FUNDRAISING EXPENSES | $750 | $750 | |
| TRAVEL | $897 | $897 | |
| INCOME DESIGNATED AS TAXABLE | $5 | $5 | |
| COST BASIS ADJUSTMENT HAVERFO | -$8 | -$8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $44 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUNDS | Desc |
| Amt | $10,418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY | $2,920 | $2,920 | |
| BOOKKEEPING | $813 | $813 | |
| INVESTMENT FEES | $34,425 | $34,425 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $787 | $787 | |
| CA FEES | $10 | $10 |
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