TUMO FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TUMO FOUNDATION (EIN 45-2130686)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-02
IRS object ID
201730619349100403
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)
Return2017-03-02T10:10:46-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Brorson & Associates PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 N Central Expwy Ste 750AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75206ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452130686EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAM AND SYLVA SIMONIAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMABusinessNameControlTxt
Phone9727137129PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15423 WILLOW WOOD LNAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75252ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAM SIMONIANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM LEWIS THOMAS JRPreparerPersonNm
PTINP00047438PTIN
Phone2143698824PhoneNum
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$51,906FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,595,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$168InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$168InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$2,595,168TotalRevAndExpnssAmt
Total Net Invst Incm$168TotalNetInvstIncmAmt
Total Adj Net Incm$168TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,375AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$33,831TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$33,831TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$75,000OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$75,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$110,206TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$110,206TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,466,326ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,466,326ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,576,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,576,532TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,636ExcessRevenueOverExpensesAmt
Net Investment Income$168NetInvestmentIncomeAmt
Adjusted Net Income$168AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,270CashBOYAmt
Cash EOY$51,906CashEOYAmt
Cash EOYFMV$51,906CashEOYFMVAmt
Total Assets BOY$33,270TotalAssetsBOYAmt
Total Assets EOY$51,906TotalAssetsEOYAmt
Total Assets EOYFMV$51,906TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$33,270CapitalStockBOYAmt
Capital Stock EOY$51,906CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$33,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,906TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,636ExcessRevenueOverExpensesAmt
Subtotal$51,906SubtotalAmt
Tot Net Ast Or Fund Balances EOY$51,906TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 Line1SAM SIMONIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9727137129PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15423 WILLOW WOOD DRAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75252ZIPCd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SAM SIMONIAN
18208 PRESTON ROAD STE D9-11DALLASTX75252President4.00$0
SYLVA SIMONIAN
18208 PRESTON ROAD STE D9-11DALLASTX75252Secretary1.00$0
AIDA KANTZABEDIAN NANIKIAN
18208 PRESTON ROAD STE D9-11DALLASTX75252Director0.00$0
WILLIAM MINA
18208 PRESTON ROAD STE D9-11DALLASTX75252Director0.00$0
BOGHOS KIRAZIAN
18208 PRESTON ROAD STE D9-11DALLASTX75252Director0.00$0
ANNIE GHANNOUM
18208 PRESTON RD STE D9-11DALLASTX75252Director0.00$0
SEVAHN SIMONIAN
18208 PRESTON RD STE D9-D11DALLASTX75252Director0.00$0
ZAPUR OHANIAN
18208 PRESTON RD STE D9-11DALLASTX75252Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonNELLY SIMONIANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15423 WILLOW WOOD LNAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75252ZIPCd
FieldValueIRS element (for citing)
Service TypeMEDIA COMMUNICATIONSServiceTypeTxt
Compensation$75,000CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MAKING GRANTS TO CHARITABLE ORGANIZATIONS THAT EDUCATE CHILDREN, TEACHERS AND ENTREPENEURS IN THE AREAS OF COMPUTERS, BUSINESS AND BASIC ENGLISH.Description1Txt
Expenses1$2,193,326Expenses1Amt
Description2CHARITABLE DONATIONS TO EXEMPT ORGANIZATIONS THAT PROMOTE THE RELIEF AND CULTURAL HERITAGE OF THE ARMENIAN PEOPLE.Description2Txt
Expenses2$270,000Expenses2Amt
Description3ST. SARKIS ARMENIAN CHURCHDescription3Txt
Expenses3$3,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$3DistributableBeforeAdjAmt
Distributable Before Ded$3DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,576,532ExpensesAndContributionsAmt
Qualifying Distributions$2,576,532QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,576,532AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,218,979ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,512,454ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,268,608ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,299,660ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,299,701TotalExcessDistributionCyovAmt
Qualifying Distributions$2,576,532QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$2,576,532RemainingDistriFromCorpusAmt
Total Corpus$10,876,233TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,876,233ExcessDistriCyovToNextYrAmt
Excess From Year4$2,218,979ExcessFromYear4Amt
Excess From Year3$1,512,454ExcessFromYear3Amt
Excess From Year2$2,268,608ExcessFromYear2Amt
Excess From Year1$2,299,660ExcessFromYear1Amt
Excess From Current Year$2,576,532ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAM SIMONIANContributingManagerNm
Contributing ManagerSYLVA SIMONIANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxt
SIMONIAN EDUCATION FOUNDATION
16 HALABYAN STYEREVANOC0038FOREIGNEDUCATION OF ARMENIAN YOUTH IN BUSINESS, COMPUTER AND ENGLISH$2,193,326
ARMENIAN GENERAL BENEVOLENT UNION
501(C)3CHARITABLE GIFT$150,00055 EAST 59TH STNEW YORKNY10022N/A
ST SARKIS CHURCH
CHURCHCHARITABLE GIFT$3,0001805 RANDOM ROADCARROLLTONTX75006
AMERICAN UNIVERSITY OF ARMENIA
40 Marshal Baghramyan AveYEREVANAM0019501(c)(3)EDUCATION$50,000
100 LIVES FOUNDATION
501(c)(3)ETHNIC AWARENESS$70,0001155 AVE OF THE AMERICASNEW YORKNY10036
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,466,326TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$168RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$168RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$168TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSAM SYLVA SIMONIANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line118208 PRESTON ROAD STE D9-11AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75252ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,595,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAXCategoryTxt
Amt$1,375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,375DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMEDIA & COMMUNICATIONSDesc
Revenue And Expenses Per Books$75,000RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$75,000DisbursementsCharitablePrpsAmt

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