STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201632259349101213
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T17:44:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-12 | 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 | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,558,547 | 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 | $43,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,810 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43,810 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $181,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,032 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,032 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,533,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,742 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,141 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $350 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $350 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $245,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,584 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $227,333 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,175 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $39,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,604 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $590,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $590,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $667,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $624,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$421,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $227,333 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,880 | CashBOYAmt |
| Cash EOY | $42,258 | CashEOYAmt |
| Cash EOYFMV | $42,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,431 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,044,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,923,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,328,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,214,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,140,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,180,055 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,880,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,613,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,856,107 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,325,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,871,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,558,547 | 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 | $3,368,764 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,914,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,325,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,871,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,325,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,871,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,325,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$421,353 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,903,778 | SubtotalAmt |
| Other Decreases | $32,441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,871,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MEDTRONIC INC COM | P | 2014-11-21 | 2015-01-29 | $67,604 | $65,463 | $2,141 | $2,141 |
| FG POOL G08279 | P | 2008-08-12 | 2015-08-17 | $289 | $290 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2015-11-15 | $85 | $85 | ||
| HAYLARD HEALTH | P | 2010-12-31 | 2015-03-06 | $3,698 | $1,688 | $2,010 | $2,010 |
| UNITED TECHNOLOGIES INC | P | 2008-01-28 | 2015-05-01 | $50,000 | $50,547 | -$547 | -$547 |
| BOTTLING GROUP LLC | P | 2010-11-10 | 2015-06-15 | $75,000 | $82,933 | -$7,933 | -$7,933 |
| FG POOL G08279 | P | 2008-08-12 | 2015-09-15 | $65 | $66 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2015-12-15 | $151 | $151 | ||
| ISHARES MCSI CANADA | P | 2012-05-25 | 2015-04-09 | $84,208 | $76,769 | $7,439 | $7,439 |
| VANGUARD MSCI EUROPE | P | 2010-12-31 | 2015-12-14 | $71,417 | $71,143 | $274 | $274 |
| CDK GLOBAL INC | P | 2010-12-31 | 2015-03-06 | $15,258 | $5,740 | $9,518 | $9,518 |
| FG POOL G08279 | P | 2008-08-12 | 2015-10-15 | $136 | $137 | -$1 | -$1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2015-01-15 | $12 | $12 | ||
| ISHARES DOW JONES | P | 2011-11-29 | 2015-08-19 | $229,605 | $220,125 | $9,480 | $9,480 |
| VANGUARD MSCI EUROPE | P | 2010-04-19 | 2015-12-14 | $10,832 | $10,474 | $358 | $358 |
| CANADIAN IMPERIAL BANK | P | 2012-09-20 | 2015-04-01 | $36,166 | $39,706 | -$3,540 | -$3,540 |
| FG POOL G08279 | P | 2008-08-12 | 2015-11-16 | $68 | $68 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-02-17 | $686 | $703 | -$17 | -$17 |
| KRAFT FOODS | P | 2014-01-08 | 2015-07-07 | $34,270 | $29,216 | $5,054 | $5,054 |
| VANGUARD MSCI EUROPE | P | 2009-09-10 | 2015-12-14 | $198,580 | $186,997 | $11,583 | $11,583 |
| CANADIAN IMPERIAL BANK | P | 2013-05-22 | 2015-04-01 | $7,233 | $7,832 | -$599 | -$599 |
| FG POOL G08279 | P | 2008-08-12 | 2015-12-15 | $11 | $11 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-03-16 | $11 | $11 | ||
| KRAFT FOODS | P | 2013-01-08 | 2015-07-07 | $12,462 | $9,162 | $3,300 | $3,300 |
| VANGUARD FTSE ALL WORLD EX-U | P | 2011-03-11 | 2015-12-14 | $44,292 | $47,844 | -$3,552 | -$3,552 |
| CHEMOURS CO | P | 2009-05-08 | 2015-10-06 | $1,542 | $1,255 | $287 | $287 |
| FG POOL G04477 | P | 2008-08-11 | 2015-01-15 | $97 | $97 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-04-15 | $12 | $12 | ||
| KRAFT FOODS | P | 2013-01-08 | 2015-07-07 | $38,291 | $25,195 | $13,096 | $13,096 |
| WALT DISNEY | P | 2010-04-19 | 2015-08-27 | $10,125 | $3,608 | $6,517 | $6,517 |
| FG POOL G04477 | P | 2008-08-11 | 2015-02-17 | $196 | $196 | ||
| FGLMC POOL A81144 | P | 2008-08-18 | 2015-05-15 | $14 | $14 | ||
| LEDGETT & PLATT | P | 2014-05-07 | 2015-08-21 | $79,986 | $55,810 | $24,176 | $24,176 |
| EGSHARES EM CONSUMER | P | 2014-01-29 | 2015-12-14 | $169,654 | $192,956 | -$23,302 | -$23,302 |
| FG POOL G04477 | P | 2008-08-11 | 2015-03-16 | $154 | $154 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-06-15 | $12 | $13 | -$1 | -$1 |
| MATTEL | P | 2013-08-20 | 2015-04-01 | $18,282 | $33,264 | -$14,982 | -$14,982 |
| FG POOL G08279 | P | 2008-08-12 | 2015-01-15 | $224 | $224 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-04-15 | $100 | $100 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-07-15 | $343 | $352 | -$9 | -$9 |
| MATTEL | P | 2012-02-29 | 2015-04-01 | $20,567 | $28,112 | -$7,545 | -$7,545 |
| FG POOL G08279 | P | 2008-08-12 | 2015-02-17 | $149 | $149 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-05-15 | $165 | $165 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-08-17 | $319 | $327 | -$8 | -$8 |
| PRIVATE EXPORT FUNDING | P | 2010-05-06 | 2015-05-15 | $75,000 | $81,694 | -$6,694 | -$6,694 |
| FG POOL G08279 | P | 2008-08-12 | 2015-03-16 | $159 | $159 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-06-15 | $69 | $69 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-09-15 | $11 | $11 | ||
| QUALCOMM | P | 2012-11-14 | 2015-01-29 | $12,625 | $12,417 | $208 | $208 |
| FG POOL G08279 | P | 2008-08-12 | 2015-04-15 | $87 | $87 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-07-15 | $226 | $226 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-10-15 | $320 | $328 | -$8 | -$8 |
| QUALCOMM | P | 2011-04-29 | 2015-01-29 | $15,781 | $14,438 | $1,343 | $1,343 |
| FG POOL G08279 | P | 2008-08-12 | 2015-05-15 | $159 | $159 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-08-17 | $274 | $274 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-11-16 | $11 | $11 | ||
| QUALCOMM | P | 2011-04-29 | 2015-08-24 | $26,244 | $27,433 | -$1,189 | -$1,189 |
| FG POOL G08279 | P | 2008-08-12 | 2015-06-15 | $93 | $93 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-09-15 | $193 | $193 | ||
| FGLMC POOL A11844 | P | 2008-08-18 | 2015-12-15 | $507 | $520 | -$13 | -$13 |
| QUALCOMM | P | 2011-10-20 | 2015-08-24 | $23,482 | $22,528 | $954 | $954 |
| FG POOL G08279 | P | 2008-08-12 | 2015-06-15 | $200 | $200 | ||
| FG POOL G04477 | P | 2008-08-11 | 2015-10-15 | $98 | $98 | ||
| GRAINGER | P | 2014-10-29 | 2015-12-14 | $9,594 | $12,170 | -$2,576 | -$2,576 |
| TOTAL FINA ELF | P | 2010-12-31 | 2015-03-09 | $86,107 | $90,585 | -$4,478 | -$4,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,742 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,141 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $643,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,335,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $676,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,045,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084123 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $607,379 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,669,647 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079193 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $671,457 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,853,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085499 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $639,103 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,728,515 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082694 | DistributionYr5Rt |
| Total Distribution | 0.408658 | TotalDistributionRt |
| Average Distribution | 0.081732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,883,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $644,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $646,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $624,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,064 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,064 | SubtotalAmt |
| Tax Based On Investment Income | $4,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $15,418 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $10,418 | RefundAmt |
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 | 40.00 | $0 | $0 | $0 |
| MR ALBERT MOMJIAN | ||||||||
| 1600 MARKET STREET | PHILADELPHIA | PA | 19103 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| MRS RICHARD DANELIAN | ||||||||
| 10417 BAINBRIDGE AVENUE | LOS ANGELES | CA | 90024 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| MRS STEPHANIE LANDES | ||||||||
| 46-650 E ELDORADO DRIVE | INDIAN WELLS | CA | 92210 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| MR GEORGE PHILLIPS | ||||||||
| 800 WILSHIRE BLVD 15TH FLOOR | LOS ANGELES | CA | 90017 | TRUSTEE | 40.00 | $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 | $7,819,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,003,327 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,003,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,883,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $394,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,064 | TotalTaxAmt |
| Distributable Before Adj | $390,100 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $390,100 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $390,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $624,956 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $624,956 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $624,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,100 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $257,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $289,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $228,666 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,295,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $624,956 | QualifyingDistributionsAmt |
| Applied To Current Year | $390,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,856 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,530,754 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $257,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,273,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $289,817 | ExcessFromYear4Amt |
| Excess From Year3 | $228,666 | ExcessFromYear3Amt |
| Excess From Year2 | $281,226 | ExcessFromYear2Amt |
| Excess From Year1 | $239,086 | ExcessFromYear1Amt |
| Excess From Current Year | $234,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF PALM DESERT COMMUNITY PR | ||||||||||
| 47-321 HWY 74 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $4,800 | ||||
| ACT FOR MS | ||||||||||
| 73-710 FRED WARING DR 118 | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $2,500 | ||||
| AEUNA | ||||||||||
| 411 E ACACIA AVE 200 | GLENDALE | CA | 91205 | 501(C)3 | MISSION | $2,500 | ||||
| AMAA ORPHAN CHILD CARE FUND | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $1,800 | ||||
| AMAA SPREAD | ||||||||||
| 125 LOUISE STREET | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION,SOCIAL SERVICE, MISSIONS | $37,500 | ||||
| ANI AND NAROD MEMORIAL FUND | ||||||||||
| 450 NORTH BRAND BOULEVARD | GLENDALE | CA | 91203 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ARARAT GUILD OF SAN GABRIEL | ||||||||||
| 15105 MISSION HILLS RD | MISSION HILLS | CA | 91345 | 501(C)3 | RELIGIOUS | $700 | ||||
| ARARAT HOME OF LOS ANGELES | ||||||||||
| 15105 MISSION HILLS RD | MISSION HILLS | CA | 91345 | 501(C)3 | SOCIAL SERVICE | $100 | ||||
| ARMENIAN AMERICAN CULTURAL ASSOC | ||||||||||
| 1300 CRYSTAL DRIVE SUITE | ARLINGTON | VA | 22202 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| ARMENIAN ASSEMBLY | ||||||||||
| 122 C STREET NW 350 | WASHINGTON | DC | 20001 | 501(C)3 | SOCIAL SERVICE | $2,000 | ||||
| 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 | $500 | ||||
| ARMENIAN EVANGELICAL BRETHREN | ||||||||||
| E WASHINGTON BLVD | PASADENA | CA | 91104 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN EVANGELICAL CH NEW YORK | ||||||||||
| 152 E 34TH ST | NEW YORK | NY | 10016 | 501(C)3 | RELIGIOUS | $400 | ||||
| ARMENIAN EVANGELICAL UNION | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91205 | 501(C)3 | RELIGIOUS | $2,500 | ||||
| ARMENIAN EVANGELICAL WORLD COUNCIL | ||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $3,000 | ||||
| ARMENIAN INTERNATIONAL WOMEN | ||||||||||
| 65 MAIN ST | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $5,100 | ||||
| ARMENIAN MARTYRS CHURCH | ||||||||||
| 100 N EDMONDS | HAVERTOWN | PA | 19083 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN MEMORIAL CHURCH | ||||||||||
| 32 BIGELOW AVE | WATERTOWN | MA | 02472 | 501(C)3 | MISSION | $1,000 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 W CENTURY RD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $35,000 | ||||
| ARMENIAN NATIONAL COMMITTEE | ||||||||||
| 104 N BELMONT ST 200 | GLENDALE | CA | 91206 | 501(C)3 | SOCIAL SERVICE | $2,500 | ||||
| ARMENIAN TREE PROJECT | ||||||||||
| 400 WEST CUMMINGS PARK ST | WOBURN | MA | 01801 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| ASEMBLEA CHRISTINA DEL VALLE | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $18,500 | ||||
| ATHLETES IN ACTION CAMPUS CRUSADE | ||||||||||
| 5801 N UNION BLVD STE 201 | COLORADO SPRINGS | CO | 80918 | 501(C)3 | MISSION | $1,000 | ||||
| BERKELEY HALL SCHOOL | ||||||||||
| 16000 MULHOLLAND DR | LOS ANGELES | CA | 90049 | 501(C)3 | EDUCATION | $28,500 | ||||
| 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 | $3,000 | ||||
| CAMP AREV | ||||||||||
| PO BOX 11145 | GLENDALE | CA | 91226 | 501(C)3 | EDUCATION | $1,000 | ||||
| CAMPUS CRUSADE FOR CHRIST | ||||||||||
| BOX 628222 | ORLANDO | FL | 32862 | 501(C)3 | MISSION | $500 | ||||
| CENTER THEATER GROUP | ||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| CENTER THEATER GROUP | ||||||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $264 | ||||
| CHILDRENS HOSPITAL | ||||||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 501(C)3 | MISC HEALTH | $2,500 | ||||
| CHRISTIAN ASSEMBLY OF THE VALLEY | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $44,000 | ||||
| COACHELLA VALLEY RESCUE MISSION | ||||||||||
| 47470 VAN BUREN ST | INDIO | CA | 92201 | 501(C)3 | SOCIAL SERVICE | $3,200 | ||||
| COLLEAGUES | ||||||||||
| 710 SO NEW HAMPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| COLLEGE OF THE DESERT FOUNDATION | ||||||||||
| 43-500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,000 | ||||
| COOPER MED SCHOOL ROWAN UNIV | ||||||||||
| 401 BROADWAY | CAMDEN | NJ | 08103 | 501(C)3 | MISC HEATLH | $2,500 | ||||
| DESERT CHRISTIAN ACADEMY | ||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $14,800 | ||||
| DESERT COMMUNITY FOUNDATION | ||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $3,700 | ||||
| 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 | $10,000 | ||||
| ESPOIR L ARMENIE | ||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | 4 RUE DU DOCTEUR PAUL DID | LYON | LYON | FR | ||||
| FULLER THEOLOGICAL SEMINARY | ||||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91101 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| GEORGE W BUSH FOUNDATION | ||||||||||
| PO BOX 600610 | DALLAS | TX | 75360 | 501(C)3 | ARTS/CULTURAL | $10,000 | ||||
| GOOD NEWS JAIL AND PRISON MINISTRY | ||||||||||
| 2230 E PARHAM RD | RICHMOND | VA | 23228 | 501(C)3 | MISSION | $500 | ||||
| HAIGAZAN ALUMNI COMMITTEE | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $500 | ||||
| HAIGAZIAN UNIVERSITY | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $10,500 | ||||
| HAIGAZIAN UNIVERSITY WOMENS AUX | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $1,000 | ||||
| HORIZONS INTERNATIONAL | ||||||||||
| 100 W GLENOAKS | GLENDALE | CA | 91202 | 501(C)3 | ARTS/CULTURAL | $2,000 | ||||
| HUMANITARIAN AID RELIEF TRUST | ||||||||||
| 501(C)3 | SOCIAL SERVICE | $1,000 | 144-146 SLOUGH LANE | LONDON | LONDON | UK | ||||
| IGLESIA BAUTISTE FUNDAMEN | ||||||||||
| 942 S FORD BLVD | LOS ANGELES | CA | 90022 | 501(C)3 | MISSION | $1,000 | ||||
| KAPPA ALPHA THETA FOUNDATION | ||||||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| KCET | ||||||||||
| 2900 WEST ALAMEDA AVE | BURBANK | CA | 91505 | 501(C)3 | ARTS/CULTURAL | $200 | ||||
| KUSC | ||||||||||
| P O BOX 7913 | LOS ANGELES | CA | 90007 | 501(C)3 | EDUCATION | $500 | ||||
| LADIES AUXILIARY - WESTERN DIOCESE | ||||||||||
| 10807 LAUREL ST | RANCHO CUCAMONGA | CA | 91730 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| LARK MUSIC SOCIETY INC - AMAA | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $1,500 | ||||
| LIBERTY INSTITUTE | ||||||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $1,200 | ||||
| LIFE WITHOUT LIMBS | ||||||||||
| 5701 LINDERO CYN RD 202 | WESTLAKE VILLAGE | CA | 91362 | 501(C)3 | MISC HEALTH | $7,500 | ||||
| LOREN ZACHERY SOCIETY | ||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,500 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $12,700 | ||||
| LOS ANGELES PHILHARMONIC | ||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $12,683 | ||||
| LOS ANGELES PHILHARMONIC 260577 | ||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS CULTURAL | $345 | ||||
| MCCALLUM THEATER | ||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $6,000 | ||||
| MEDSEND | ||||||||||
| 999 ORONOQUE LN | STRATFORD | CT | 06614 | 501(C)3 | MISC HEALTH | $1,000 | ||||
| MERDINIAN SCHOOL | ||||||||||
| 13330 RIVERSIDE DRIVE | SHERMAN OAKS | CA | 91423 | 501(C)3 | ARTS CULTURAL | $1,600 | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | 501(C)3 | ARTS/CULTURAL | $145 | ||||
| METROPOLITAN OPERA ASSOCIATION | ||||||||||
| 88 W END AVENUE | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $16,500 | ||||
| MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,823 | ||||
| MUSIC CENTER BLUE RIBBON | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,500 | ||||
| MUSIC CENTER FOUNDERS | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,677 | ||||
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||||
| 1145 17TH ST | WASHINGTON | DC | 20036 | 501(C)3 | EDUCATION | $266 | ||||
| NOTRE DAME HIGH SCHOOL | ||||||||||
| 2851 OVERLAND AVE | LOS ANGELES | CA | 90064 | 501(C)3 | EDUCATION | $14,000 | ||||
| OCEAN PARK COMMUNITY CENTER | ||||||||||
| 1614 OCEAN AVE | SANTA MONICA | CA | 90401 | 501(C)3 | SOCIAL SERVICE | $1,500 | ||||
| OLD ROMAN CATHOLIC AND | ||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90012 | 501(C)3 | MISSION/CHARITIES | $136,648 | ||||
| OPHELIA PROJECT | ||||||||||
| 718 NEVADA DR | ERIE | PA | 16505 | 501(C)3 | SOCIAL SERVICE | $700 | ||||
| PALM DESERT COMMUNITY PRESBYTERIAN | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $7,975 | ||||
| PALM DESERT PRESBYTERIAN CH ACADEMY | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $600 | ||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | ||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $4,160 | ||||
| PALM SPRINGS OPERA GUILD | ||||||||||
| 2150 E TAHQUITZ CANYON | PALM SPRINGS | CA | 92262 | 501(C)3 | ARTS/CULTURAL | $600 | ||||
| PET RESCUE | ||||||||||
| 83-496 AVENUE 51 | COACHELLA | CA | 92236 | 501(C)3 | SOCIAL SERVICE | $100 | ||||
| PHILADELPHIA ORCH CENTRAL COMMITTEE | ||||||||||
| 5103 CONVENT LANE 306 | PHILADELPHIA | PA | 19114 | 501(C)3 | ARTS/CULTURAL | $5,000 | ||||
| PROJECT SAVE | ||||||||||
| BOX 236 | WATERTOWN | MA | 02471 | 501(C)3 | MISSION | $1,000 | ||||
| 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 | $4,000 | ||||
| SHAMLIAN - TATIKIAN SCHOOL | ||||||||||
| 2592 CALLE VILLANAO CIRCL | DUARTE | CA | 91010 | 501(C)3 | EDUCATION | $500 | ||||
| ST GARABED ARMENIAN APOSTOLIC CH | ||||||||||
| 38905 MONTEREY AVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| ST GREGORY ARMENIAN APOS CHURCH | ||||||||||
| 2215 E COLORADO | PASADENA | CA | 91107 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| ST ILLUMINATOR ARMENIAN APOS CHURCH | ||||||||||
| 221 E 27TH ST | NEW YORK | NY | 10016 | 501(C)3 | RELIGIOUS | $2,500 | ||||
| STEINWAY SOCIETY | ||||||||||
| BOX 3015 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| TRINITY EPISCOPAL CHURCH | ||||||||||
| 6587 UPPER YORK RD | SOLEBURY | PA | 18963 | 501(C)3 | RELIGIOUS | $1,500 | ||||
| TUFENKIAN ARMENIAN SCHOOL | ||||||||||
| 1200 E CARLTON DR | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION | $1,000 | ||||
| UCLA FOUND DAVIDIAN FUND | ||||||||||
| BOX 1372 | GLENDALE | CA | 91209 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| UNITED ARMENIAN CONGREGAT | ||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | RELIGIOUS | $5,000 | ||||
| UNIVERSITY OF SOUTH FLORIDA | ||||||||||
| 4202 E FOWLER AVE CPR 107 | TAMPA | FL | 33620 | 501(C)3 | EDUCATION | $1,000 | ||||
| WALLACE ANNENBERG CTR FOR PERFORM | ||||||||||
| 991 W PICO | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS/CULTURAL | $6,000 | ||||
| WARING INTL PIANO COMPETI | ||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $18,500 | ||||
| WESTERN DIOCESE CHURCH | ||||||||||
| 3325 N GLENOAKS BLVD | BURBANK | CA | 91504 | 501(C)3 | RELIGIOUS | $1,500 | ||||
| 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 | $590,486 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,810 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,742 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Related Or Exempt Function Incm | $350 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $224,842 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,092 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,934 | 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) |
|---|---|---|
| Amt | $3,175 | Amt |
| Net Investment Income | $3,175 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 AMAZON INC. | $48,447 | $48,373 |
| 65,000 AMERICAN EXPRESS CREDIT | $67,031 | $65,828 |
| 50,000 APPLE INC. | $47,509 | $48,719 |
| 100,000 BURLINGTON NORTH SANTA FE | $100,007 | $104,227 |
| 15,000 COSTCO | $15,563 | $15,789 |
| 50,000 CVS CAREMARK | $50,858 | $50,242 |
| 25,000 MONSANTO CO | $25,142 | $26,705 |
| 35,000 MORGAN STANLEY | $35,337 | $38,379 |
| 75,000 GE CAPITAL CORP | $74,238 | $76,126 |
| 50,000 UNITED TECHNOLOGIES | ||
| 75,000 BOTTLING GROUP, LLC | ||
| 75,000 PRIVATE EXPORT FUNDING | ||
| 60,000 VERIZON | $59,013 | $59,262 |
| 100,000 BURLINGTON NORTH SANTA FE | ||
| 100,000 HOME DEPOT | $100,214 | $107,951 |
| CISCO SYSTEMS | $74,120 | $75,479 |
| FANNIE MAE 06/12/07 | $75,326 | $79,656 |
| FG POOL G04477 08/01/38 | $3,624 | $4,089 |
| FG POOL G08279 | $4,861 | $5,474 |
| FGMLC POOLA81144 | $6,142 | $6,826 |
| GOLDMAN SACHS GROUP | $74,404 | $82,391 |
| MONTGOMERY CNTY PA 9/1/25 | $52,367 | $53,902 |
| PENNSYLVANIA BUILD AMERICA BONDS | $77,084 | $81,446 |
| US TREASURY NB .250% | $99,859 | $99,992 |
| US TREASURY NB 1.75% | $49,312 | $49,199 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $38,011 | $104,500 |
| ALTRIA GROUP | $29,418 | $69,852 |
| AMERICAN EXPRESS CO | $107,798 | $90,415 |
| AMERISOURCEBERGEN CORP | $63,534 | $64,819 |
| ANHEUSER-BUSCH INBEV | $77,647 | $90,625 |
| APPLE INC | $39,624 | $66,840 |
| AUTOMATIC DATA PROCESSING | $40,445 | $84,720 |
| BECTON DICKINSON & CO | $52,967 | $104,011 |
| BLACKROCK | $99,489 | $202,609 |
| CANADIAN IMPERIAL BANK | ||
| CDK GLOBAL, INC. | ||
| CHEVRON | $105,469 | $107,952 |
| COCA-COLA, CO. | $59,985 | $113,844 |
| COMCAST CORP NEW CL A | $61,136 | $67,716 |
| CVS | $28,538 | $78,216 |
| DISNEY | $33,374 | $97,199 |
| DUPONT EL NEMOUR | $24,719 | $61,605 |
| EATON CORP | $70,165 | $71,555 |
| EXXON MOBIL CORP | $63,471 | $99,386 |
| GENERAL ELECTRIC | $63,619 | $104,353 |
| GENUINE PARTS CO | $60,533 | $100,921 |
| GLAXOSMITHKLINE | $78,252 | $80,700 |
| HAYLARD HEALTH | ||
| INTEL CORPORATION | $35,646 | $64,594 |
| JOHNSON & JOHNSON | $99,150 | $177,192 |
| JPMORGAN CHASE | $106,641 | $165,075 |
| KIMBERLY CLARK | $39,364 | $82,745 |
| KRAFT FOODS | $63,573 | $94,588 |
| LEDGETT & PLATT INC | ||
| M&T BK CORP | $56,039 | $78,767 |
| MASTERCARD INC CLASS A | $56,114 | $77,888 |
| MATTEL INC | ||
| MEDTRONIC | $79,881 | $82,689 |
| MERCK & CO | $86,433 | $126,768 |
| MICROSOFT | $77,671 | $176,149 |
| ORACLE CORP | $101,696 | $94,978 |
| PHILIP MORRIS INTERNATIONAL | $106,709 | $114,283 |
| PROCTOR & GAMBLE CO | $58,964 | $103,233 |
| QUALCOMM | ||
| SANOFI-AVENTIS ADR | $26,095 | $29,855 |
| SCHLUMBERGER LTD | $60,255 | $54,056 |
| TARGET CORP | $65,709 | $79,871 |
| TJX COS INC | $28,644 | $42,546 |
| TOTAL FINA ELF S A | ||
| TWENTY FIRST CENTURY FOX B | $65,543 | $50,376 |
| UNION PACIFIC | $36,356 | $109,480 |
| UNITED PARCEL SERVICE | $67,174 | $86,607 |
| UNITED TECHNOLOGIES CORP | $63,785 | $98,472 |
| UNITEDHEALTH GROUP | $54,039 | $102,935 |
| VERIZON | $71,820 | $78,574 |
| WASTE MANAGEMENT | $73,729 | $106,740 |
| WELLS FARGO & CO | $49,000 | $107,361 |
| WW GRAINGER INC | $95,511 | $81,036 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,900 ISHARE S&P MIDCAP 400 | AT COST | $127,851 | $264,708 |
| 6,950 ISHARES CORE MSCI EMERGING | AT COST | $328,062 | $273,761 |
| 800 ISHARES MSCI EMERGING MARKETS | AT COST | $38,165 | $38,928 |
| 1365 VANGUARD FTSE ALL WORLD | AT COST | $134,653 | $126,768 |
| 2,600 ISHARES S&P SMALLCAP 600 | AT COST | $132,646 | $286,286 |
| 2000 VANGUARD FTSE EUROPE ETF | AT COST | $105,508 | $99,760 |
| 2200 VANGUARD REIT ETF | AT COST | $120,314 | $175,406 |
| 3000 ISHARES MCSI CANADA INDEX | AT COST | ||
| 7000 ISHARES CORE MSCI EAFE ETF | AT COST | $375,516 | $380,660 |
| 7500 ISHARES DOW JONES EPAC | AT COST | ||
| 7778 VANGUARD EUROPE PACIFIC | AT COST | ||
| 8000 EGSHARES EM CONSUMER ETF | AT COST | ||
| JPMORGAN ALERIAN MLP INDEX | AT COST | $250,740 | $209,830 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $32,358 |
| ROUNDING | $4 |
| PENALTIES | $79 |
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 | $2,963 | $2,963 | |
| POSTAGE | $2,430 | $2,430 | |
| INSURANCE | $2,021 | $2,021 | |
| OFFICE EXPENSES | $8,265 | $8,295 | |
| TELEPHONE | $3,621 | $3,621 | |
| MEETINGS | $750 | $750 | |
| FUNDRAISING EXPENSES | $1,049 | $1,049 | |
| TRAVEL | $9,727 | $9,727 | |
| INCOME DESIGNATED AS TAXABLE | $4 | $4 | |
| COST BASIS ADJUSTMENT HAVERFO | $852 | $852 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $350 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $350 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY | $3,000 | $3,000 | |
| BOOKKEEPING | $604 | $604 | |
| INVESTMENT FEES | $36,390 | $36,390 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,913 | $1,913 | |
| CA FEES | $10 | $10 |
Comments