2017-11-14T20:32:31-06:00 2016-12-31 MICHAEL TAI 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 990PF 2016-01-01 486394885 DECLARATION OF TRUST OF THE RAY R IRANI FOUNDATION % ASPIRIANT DECL 3108064000 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 KENNETH J ANDERSON Co-Trustee 2017-11-15 true MICHAEL TAI P01236887 3108064000 2017-11-15 38.140.128.10 96367920173185000007 2017-11-14 P 5B613D6E736D5C44B222E2FE5BB2C21BEF8204AF EC98320CD62682BCD5FCC838DC91A1994FE6EBA5 2016 2021-01-29 14:40:06Z X 12374150 X 8389592 11 11 243014 243000 37027 25991726 4432339 8669644 4675350 0 11074 11074 6514 3617 134 134 17722 14691 134 2549700 2549700 2567422 14691 2549834 6102222 4660659 123347 13513 13513 167468 84855 84855 21302 18405 18405 5268544 8093447 8093447 619414 4163930 4163930 6200075 12374150 12374150 0 0 X 6200075 12374150 6200075 12374150 6200075 12374150 6200075 6102222 71853 12374150 12374150 PUBLICLY TRADED SECURITIES P 14845168 14608987 236181 236181 PUBLICLY TRADED SECURITIES D 1679927 1930658 -250731 -250731 PUBLICLY TRADED SECURITIES - UBS D 4500000 4495528 4472 4472 PUBLICLY TRADED SECURITIES - UBS D 4954320 524214 4430106 4430106 CAPITAL GAIN DIVIDENDS P 12311 4432339 false 10463551 15658906 0.668217 420685 17486987 0.024057 259724 11711161 0.022177 821505 7521994 0.109214 564177 7320710 0.077066 0.900731 0.180146 8994131 1620257 46607 1666864 2549834 X 46607 46607 46607 18405 45000 63405 X 679 16119 16119 false false false false false false false true true CA true false true false false true N/A ASPIRIANT 3108064000 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 false false false false false false false false false false false false false false false false false false DR RAY R IRANI 10877 WILSHIRE BLVD SUITE 1402 LOS ANGELES CA 90024 CO-TRUSTEE 0 0 0 0 KENNETH J ANDERSON 11100 SANTA MONICA BLVD SUITE 600 LOS ANELES CA 90025 CO-TRUSTEE 0 0 0 0 8437199 693898 0 9131097 0 9131097 136966 8994131 449707 449707 46607 46607 403100 403100 403100 2549834 0 0 0 0 2549834 46607 2503227 403100 2014 2013 2012 129928 468355 9686400 10284683 2549834 403100 2146734 12431417 0 129928 12301489 468355 9686400 2146734 DR RAY R IRANI X USC University of Southern California UNIVERSITY PARK CAMPUS LOS ANGELES CA 900894017 None PC Unrestricted 2000000 HOUSE OF LEBANON INC 4800 WILSHIRE BLVD LOS ANGELES CA 90010 none PC unrestricted 25000 America-Mideast educational & training services 1730 M St Nw Ste 1100 Washington DC 200364500 none PC unrestricted 2000 Care 151 ELLIS STREET ATLANTA GA 30303 none PC unrestricted 200 Children's Institute Inc 2121 West Temple Street Los Angeles CA 90026 none PC unrestricted 15000 Exceptional Children's Foundation 5350 MACHADO ROAD Culver City CA 90230 none PC unrestricted 1500 FIRST STAR INC 2049 Century Park East Suite 4300 Los Angeles CA 90067 none PC unrestricted 5000 Ford Theatre Foundation 2580 Cahuenga Blvd Los Angeles CA 90068 none PC unrestricted 25000 International Medical Corps 12400 Wilshire Blvd Suite 1500 Los Angeles CA 90025 none PC unrestricted 2000 Islamic Center of Claremont 3641 N Garey Ave Pomona CA 91767 none PC unrestricted 35000 King Hussein Foundation PO BOX 749 NEW YORK NY 10150 none PC unrestricted 15000 LOS ANGELES BALLET INC 11755 Exposition Boulevard Los Angeles CA 90064 none PC unrestricted 30000 NATIONAL ACADEMY OF ENGINEERING 2101 Constitution Ave NW Washington DC 20418 none PC unrestricted 2000 NEW HORIZON EDUCATIONAL FOUNDATION 1 TRUMAN ST IRVINE CA 92620 none PC unrestricted 20000 Operation Smile Inc 3641 Faculty Boulevard Virginia Beach VA 23453 none PC unrestricted 10000 RAND Corporation 1776 Main Street PO Box 2138 Santa Monica CA 90407 none PC unrestricted 20000 St Jude Children's Research Hospital 101 EAST VALENCIA MESA DRIVE FULLERTON CA 92835 none PC unrestricted 1000 The UCLA Foundation 10920 Wilshire Boulevard Suite 900 LOS ANGELES CA 90024 none PC unrestricted 250000 United States Fund for UNICEF 125 Maiden Lane New York NY 10038 none PC unrestricted 25000 VETERANS PARK CONSERVANCY 11661 San Vicente Blvd 204 Los Angeles CA 90049 none PC unrestricted 1000 LA Promise Fund 202 W 1st Street Suite 160 Los Angeles CA 90012 none PC unrestricted 10000 The Transplantation Society 505 Boulevard Rene-Levesque Ouest Montreal Quebec CA H2Z 1Y7 none PC unrestricted 30000 Brent Shapiro Foundation 10250 Constellation Blvd 18th Floo Los Angeles CA 90067 none PC unrestricted 25000 2549700 14 11 14 243000 18 4432339 4675350 4675350 false false false false false false false false false false X X 1 RAY IRANI CHARITABLE LEAD ANNUITY T 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 80000 X 2 DR RAY R IRANI 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 8309592 X X 2 PUBLICLY TRADED SECURITIES 4919525 2016-05-24 2 PUBLICLY TRADED SECURITIES 3390067 2016-12-27 DOUBLELINE TOTAL RETURN 1267471 1267471 JPMORGAN HIGH YIELD FD 874113 874113 METROPOLITAN WEST TOTAL 460847 460847 VANGUARD INFLATION 444438 444438 VANGUARD TOTAL BOND 1117061 1117061 FIDELITY FLOATING RATE LOOMIS SAYLES CORE PLUS ASPIRIANT DEFENSIVE 2159170 2159170 ASPIRIANT RISK MGD GLBL 744785 744785 DIAMOND HILL SMALL CAP 92884 92884 ISHARES CORE MSCI 107611 107611 SPDR MSCI EMRG MRKTS 46334 46334 UBS E TRACS ALERIAN MLP 126595 126595 UBS ETRACS ALERIAN MLP 49854 49854 VANGUARD TOTAL BOND 956876 956876 OCCIDENTAL PETROLEUM CRP 3350089 3350089 PUTNAM SHORT DURATION INC. FD 459249 459249 COHEN & STEERS DFA EMERGING MARKETS DFA INTERNATIONAL COR EQTY DFA INTL SMALL CAP VALUE HARBOR INTERNATIONAL WHV INTL EQTY FD CL ISHARES CORE US VALUE ISHARES RUSSELL 1000 SPDR DOW JONES INTL 2015 CA FTB 199 FEE 10 10 2015 CA AG RRF-1 FEE 75 75 BANK CHARGES 49 49 UNREALIZED GAIN 71853 INVESTMENT MANAGEMENT FEES 11074 11074 FOREIGN TAXES PAID 3617 3617 IRS 990-PF EXCISE TAX 2897