THE ARAM AND MARGIE KEITH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE ARAM AND MARGIE KEITH FAMILY FOUNDATION (EIN 59-3824853)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-26
- IRS object ID
- 201721469349100812
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-26T14:50:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PARK PLAZA STE 450 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 | 593824853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARAM AND MARGIE KEITH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARAM | BusinessNameControlTxt |
| Phone | 9496799312 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MONARCH BAY DRIVE | AddressLine1Txt |
| City | MONARCH BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARAM KEITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9496799312 | PhoneNum |
| Signature | 2017-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J ROBERTS | PreparerPersonNm |
| PTIN | P01489269 | PTIN |
| Phone | 9498854550 | PhoneNum |
| Preparation | 2017-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.194.90.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-19 | IPDt |
| IP Tm | 12:21:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 86E3F453F2019865CD1058799E75D8FE40AEDCF8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 210A861489A6C63F3FD03ECF1E59073196055CD9 | 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 | $4,440,550 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $60,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$301 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,127 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,127 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,642 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $93 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,082 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,137 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,193 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,000,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,870,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,423,754 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,180 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,021,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,887,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,440,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,021,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,887,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,021,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,021,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,887,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,021,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $192 | OtherIncreasesAmt |
| Subtotal | $1,887,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,887,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #69503 | P | $109,383 | $134,855 | -$25,472 | -$25,472 |
| MORGAN STANLEY #69503 | P | $95,982 | $105,641 | -$9,659 | -$9,659 |
| FROM K-1 - KKR & CO. L.P. | P | -$8 | -$8 | ||
| FROM K-1 - KKR & CO. L.P. | P | $26 | $26 | ||
| FROM K-1 - KKR FINANCIAL HOLDINGS LLC | P | -$3 | -$3 | ||
| FROM K-1 - MAGELLAN MIDSTREAM PARTNERS L.P. | P | $5 | $5 | ||
| FROM K-1 - THE BLACKSTONE GROUP L.P. | P | $15 | $15 | ||
| FROM K-1 - THE BLACKSTONE GROUP L.P. | P | -$1 | -$1 | ||
| FROM K-1 - THE BLACKSTONE GROUP L.P. | P | $5 | $5 | ||
| CUM. BASIS ADJ. ON PTP DISPOSITIONS - S/T | P | $2,084 | $2,084 | $0 | $0 |
| CUM. BASIS ADJ. ON PTP DISPOSITIONS - L/T | P | $79 | $79 | $0 | $0 |
| ORDINARY GAIN ADJ. ON PTP DISPOSITIONS - S/T | P | $160 | $160 | $160 | |
| CAPITAL GAINS DIVIDENDS | P | $170 | $170 | $170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,762 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,857 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,628,689 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042962 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,102 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,615,937 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,556,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,558 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,320,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,044 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,095,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026182 | DistributionYr5Rt |
| Total Distribution | 0.188570 | TotalDistributionRt |
| Average Distribution | 0.037714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,273,921 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,137 | 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 | $422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,504 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,082 | OverpaymentAmt |
| Applied To ES Tax | $4,082 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | ARAM KEITH | IndividualWithBooksNm |
| Phone | 9496799312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 MONARCH BAY DRIVE | AddressLine1Txt |
| City | MONARCH BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92629 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ARAM H KEITH | ||||||||
| 420 MONARCH BAY DRIVE | MONARCH BEACH | CA | 92629 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| KIMBERLY DAWN KIHM | ||||||||
| 31232 OLD SAN JUAN ROAD | SAN JUAN CAPISTRANO | CA | 92675 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERICA JOY NORTON | ||||||||
| 19 BEACON | LADERA RANCH | CA | 92694 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARGIE R KEITH | ||||||||
| 420 MONARCH BAY DRIVE | MONARCH BEACH | CA | 92629 | SECRETARY AND CFO | 4.00 | $0 | $0 | $0 |
| RYAN DERRICK KEITH | ||||||||
| 420 MONARCH BAY DRIVE | MONARCH BEACH | CA | 92629 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,312,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,339,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,339,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,273,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $422 | TotalTaxAmt |
| Distributable Before Adj | $213,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,274 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,274 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $177,137 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $422 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $156,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $156,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $192,567 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARAM H KEITH | ContributingManagerNm |
| Contributing Manager | MARGIE R KEITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOUL SHEPHERDING | |||||||
| 4000 BARRANCA PARKWAY SUITE 250 | IRVINE | CA | 92604 | NONE | PC | TO PROVIDE SPIRITUAL MINISTRY TO PASTORS, LEADERS AND OTHER CHRISTIANS THROUGH VARIOUS PROGRAMS. | $6,000 |
| INSTITUTE OF DISCIPLESHIP | |||||||
| 24040 CAMINO DEL AVION A101 | DANA POINT | CA | 92629 | NONE | PC | TO PROVIDE RESOURCES FOR CHRISTIANS WHO DESIRE TO THRIVE IN THEIR RELATIONSHIP WITH JESUS CHRIST. | $40,000 |
| CONCORDIA UNIVERSITY IRVINE | |||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PC | TO RAISE RESOURCES FOR THE GLORY OF GOD TO ADVANCE THE MISSION OF CONCORDIA UNIVERSITY IRVINE. | $23,000 |
| OPERATION INTEGRITY | |||||||
| 24040 CAMINO DEL AVION A115 | MONARCH BEACH | CA | 92629 | NONE | PC | TO HELP PEOPLE RECOVER FROM ADDICTION BY DEVELOPING RECOVERY AND PEER SUPPORT FELLOWSHIPS. | $15,000 |
| SADDLEBACK COMMUNITY CHURCH | |||||||
| 1 SADDLEBACK PKWY | LAKE FOREST | CA | 92630 | NONE | PC | TO SPONSOR CHURCH RELATED PROGRAMS. | $70,000 |
| BOY WITH A BALL MINISTRIES | |||||||
| 5225 MCCULLOUGH AVE | SAN ANTONIO | TX | 78212 | NONE | PC | TO DEVELOP PROGRAMS FOR LOCAL AT-RISK YOUTH, FAMILY, AND COMMUNITIES. | $15,000 |
| THE CHANG FAMILY FOUNDATION | |||||||
| 30242 ESPERANZA | RANCHO SANTA MARGARITA | CA | 92688 | NONE | PF | TO INTRODUCE THE GOOD NEWS OF JESUS CHRIST TO THE WORLD THROUGH LOCAL AND INT'L PROGRAMS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,000 | 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 | $60,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,432 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ARAM KEITH | ||||||
| 1 | 420 MONARCH BAY DRIVE | MONARCH BEACH | CA | 92614 | $30,000 | Yes (X) |
| ARAM KEITH | ||||||
| 2 | 420 MONARCH BAY DRIVE | MONARCH BEACH | CA | 92614 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $16,253 | Amt |
| Net Investment Income | $8,127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,127 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ISV REIMBURSEMENT | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART II, LINE 15 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2015, THE ARAM & MARGIE KEITH FAMILY FOUNDATION (THE "FOUNDATION") MADE GRANTS TO A VALID 501(C)(3) ORGANIZATION IN THE AMOUNT OF $5,180 THAT THE FOUNDATION SUBSEQUENTLY DISCOVERED WERE NOT USED FOR CHARITABLE PURPOSES. WHEN IT WAS DISCOVERED IN 2016 THAT THE GRANTS WERE NOT USED FOR CHARITABLE PURPOSES, THE FOUNDATION PRESIDENT, ARAM KEITH, REIMBURSED THE FOUNDATION FOR THE AMOUNT OF THE GRANTS IN ORDER TO PUT THE FOUNDATION IN THE SAME POSITION IT WOULD HAVE BEEN IF THE GRANTS WERE NEVER MADE. GOING FORWARD, THE FOUNDATION WILL CONFIRM THAT ANY GRANTS TO VALID 501(C)(3) ORGANIZATIONS WILL BE USED FOR CHARITABLE PURPOSES BEFORE MAKING THE GRANT. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 162,000 SHARES STANTEC INC. | $1,577,901 | $4,090,500 |
| MORGAN STANLEY #69503 | $292,846 | $333,254 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ISV REIMBURSEMENT | Desc |
| BOY Book Value | $5,180 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH ADJUSTMENT | Desc |
| Amt | $192 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,642 | Amt |
| Net Investment Income | $1,642 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8,082 | $8,082 | $0 |
| STATE FRANCHISE TAX FILING FEE | $10 | $0 | $10 |
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