LAZARIAN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LAZARIAN FOUNDATION INC (EIN 95-4740552)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-02
IRS object ID
201723069349101132
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-02T13:53:24-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Romberger Wilson & Beeson IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 NORTH CENTRAL AVE SUITE 325AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954740552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAZARIAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAZABusinessNameControlTxt
Phone6267443221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12650 E FOOTHILL BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTANLEY R LAZARIANPersonNm
Person TitleCFO / DIRECTORPersonTitleTxt
Signature2017-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGORDON P HOFFMAN CPAPreparerPersonNm
PTINP00161674PTIN
Phone8182408322PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$968,934FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$39,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,460DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,460DividendsAdjNetIncmAmt
Total Rev And Expnss$39,467TotalRevAndExpnssAmt
Total Net Invst Incm$39,467TotalNetInvstIncmAmt
Total Adj Net Incm$39,467TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,360AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$270TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$144OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,774TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,993ExcessRevenueOverExpensesAmt
Net Investment Income$39,467NetInvestmentIncomeAmt
Adjusted Net Income$39,467AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$737CashBOYAmt
Cash EOY$383CashEOYAmt
Cash EOYFMV$383CashEOYFMVAmt
Sav And Temp Cash Invst BOY$68,577SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,711SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,711SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,004,088OtherInvestmentsBOYAmt
Other Investments EOY$1,037,301OtherInvestmentsEOYAmt
Other Investments EOYFMV$927,840OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,073,402TotalAssetsBOYAmt
Total Assets EOY$1,078,395TotalAssetsEOYAmt
Total Assets EOYFMV$968,934TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,073,402UnrestrictedBOYAmt
Unrestricted EOY$1,078,395UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,073,402TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,078,395TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,073,402TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,078,395TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,073,402TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,993ExcessRevenueOverExpensesAmt
Subtotal$1,078,395SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,078,395TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$982,052NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01181DistributionYr1Rt
Adjusted Qlfy Distri Yr2$80,706AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$953,547NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08464DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,510AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$817,673NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11192DistributionYr3Rt
Adjusted Qlfy Distri Yr4$59,891AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,061,010NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05645DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,487AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,034,241NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06235DistributionYr5Rt
Total Distribution0.327164TotalDistributionRt
Average Distribution0.065433AverageDistributionRt
Net Vl Noncharitable Assets$919,664NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,176AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$395NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$60,571AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$789InvestmentIncomeExciseTaxAmt
Subtotal$789SubtotalAmt
Tax Based On Investment Income$789TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$803TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267443221PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12650 E FOOTHILL BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHEN H LAZARIAN
2650 E FOOTHILL BLVD SUITE 200PASADENACA91107CEO / DIRECTOR10.00$0
STAN LAZARIAN
2668 E FOOTHILL BLVD SUITE 200PASADENACA91107CFO / DIRECTOR10.00$0
STEPHEN H LAZARIAN JR
2650 E FOOTHILL BLVD SUITE 200PASADENACA91107VP / DIRECTOR2.00$0
DARLENE LAZARIAN WARD
2650 E FOOTHILL BLVD SUITE 200PASADENACA91107SECRETARY / DIR2.00$0
KRISTEN LAZARIAN
2650 E FOOTHILL BLVD SUITE 200PASADENACA91107Director2.00$0
SEAN LAZARIAN
2668 E FOOTHILL BLVD SUITE 200PASADENACA91107Director1.00$0
JEREMY ROSE
2650 E FOOTHILL BLVD SUITE 200PASADENACA91107Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$865,097AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$933,669TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$933,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,005CashDeemedCharitableAmt
Net Vl Noncharitable Assets$919,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$789TaxBasedOnInvestmentIncomeAmt
Total Tax$789TotalTaxAmt
Distributable Before Adj$45,194DistributableBeforeAdjAmt
Distributable Before Ded$45,194DistributableBeforeDedAmt
Distributable As Adjusted$45,194DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,700ExpensesAndContributionsAmt
Qualifying Distributions$30,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,194DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$48,269ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,217ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$82,486TotalExcessDistributionCyovAmt
Qualifying Distributions$30,700QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,700AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,494ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,494ExcessDistributionCyovAppCYAmt
Total Corpus$67,992TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$67,992ExcessDistriCyovToNextYrAmt
Excess From Year3$33,775ExcessFromYear3Amt
Excess From Year2$34,217ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUALALA BAPTIST CHURCH
37300 CHURCH STGUALALACA95445NONEPCGENERAL SUPPORT$1,200
ARMENIA RELIEF AND DEVELOPMENT
PO BOX 5727PASADENACA91107NONEPCGENERAL SUPPORT$19,500
DOOR OF HOPE
PO BOX 90455PASADENACA91109NONEPCGENERAL SUPPORT$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,460ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,467ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,467TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$3,360Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIESAT COST$309,206$243,876
MUTUAL FUNDSAT COST$353,035$353,673
ETFS AND CEFSAT COST$375,060$330,291

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$144RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL$210
STATE$60

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