RALPH ERMOIAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RALPH ERMOIAN FOUNDATION (EIN 77-0544278)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349102844
- Schema version
- 2015v2.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:00:27-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIKORIAN & COMPANY ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 N FINE AVE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 937271616 | 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 | 770544278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ralph Ermoian Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 5592521800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 N Fine Ave | AddressLine1Txt |
| City | Fresno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Raymond S Doumanian | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Krikorian CPA | PreparerPersonNm |
| PTIN | P00740185 | PTIN |
| Phone | 5592521800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,607,089 | 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 | $105,586 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,370 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,370 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,861 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $45 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $176,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,305 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,444 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,630 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,293 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,857 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,444 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $169,234 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,589 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $501 | AcctRcvblAmt |
| Acct Rcvbl EOY | $501 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $501 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,148,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,265,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,459,999 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,317,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,412,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,317,301 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,412,912 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,317,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,317,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,412,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,317,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,412,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,412,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 950.903 Eaton Vance Glb Mcro Abs Reti | P | 2001-01-01 | 2015-04-06 | $8,929 | $9,082 | -$153 | -$153 |
| 20.015 Eaton Vance Glb Mcro Abs Reti | P | 2015-01-01 | 2015-04-06 | $188 | $187 | $1 | $1 |
| 61 First Trust Hlth Care Alpha | P | 2011-08-05 | 2015-04-06 | $4,076 | $1,548 | $2,528 | $2,528 |
| 53 First Trust Consumr Staples | P | 2001-01-01 | 2015-04-06 | $2,400 | $1,163 | $1,237 | $1,237 |
| 34 First Trust Consumer Discret | P | 2011-08-03 | 2015-04-06 | $1,277 | $696 | $581 | $581 |
| 45 First Trust Fncl Alphadex | P | 2013-01-29 | 2015-04-06 | $1,069 | $760 | $309 | $309 |
| 10 First Trust Mtrls Alphadex | P | 2011-08-05 | 2015-04-06 | $319 | $209 | $110 | $110 |
| 70 First Trust Tecfh Alpha | P | 2011-08-03 | 2015-04-06 | $2,502 | $1,484 | $1,018 | $1,018 |
| 22 First Trust Utlts Alphadex | P | 2011-08-05 | 2015-04-06 | $533 | $355 | $178 | $178 |
| 10 Ishares Select Dividend | P | 2010-09-16 | 2015-04-06 | $791 | $461 | $330 | $330 |
| 11 Ishares US Industrials | P | 2011-08-05 | 2015-04-06 | $1,195 | $651 | $544 | $544 |
| 29.276 Salient MLP & Energy | P | 2013-11-04 | 2015-04-06 | $391 | $339 | $52 | $52 |
| 36 Ishares MSCI Asia Ex-Japan | P | 2001-01-01 | 2015-06-19 | $2,318 | $2,051 | $267 | $267 |
| 75 Ishares MSCI Canada | P | 2001-01-01 | 2015-06-19 | $2,068 | $2,105 | -$37 | -$37 |
| 10 Ishares MSCI Canada | P | 2015-04-06 | 2015-06-19 | $276 | $280 | -$4 | -$4 |
| 81 SPDR Gold Tr Gold | P | 2015-04-06 | 2015-06-19 | $9,332 | $9,467 | -$135 | -$135 |
| 474.417 Brandes Emerging Mkts Val | P | 2001-01-01 | 2015-11-13 | $3,188 | $4,559 | -$1,371 | -$1,371 |
| 320 First Trust Utlts Alphadex | P | 2001-01-01 | 2015-11-13 | $7,163 | $5,698 | $1,465 | $1,465 |
| 642.038 Goldman Sachs Strategic | P | 2001-01-01 | 2015-11-13 | $6,369 | $6,768 | -$399 | -$399 |
| 694.34 Prudential Absolute Ret | P | 2001-01-01 | 2015-11-13 | $6,575 | $6,833 | -$258 | -$258 |
| 538.872 Salient MLP & Energy | P | 2001-01-01 | 2015-11-13 | $4,446 | $6,280 | -$1,834 | -$1,834 |
| 129.324 Brandes Emerging Mkts Val | P | 2015-01-01 | 2015-11-13 | $869 | $1,043 | -$174 | -$174 |
| 66.53 Goldman Sachs Strategic | P | 2015-04-06 | 2015-11-13 | $660 | $670 | -$10 | -$10 |
| 39.56 Prudential Absolute Ret | P | 2015-04-06 | 2015-11-13 | $375 | $385 | -$10 | -$10 |
| 101 Ishares Short Treasury Bd Fd | P | 2015-11-30 | 2015-12-17 | $11,128 | $11,135 | -$7 | -$7 |
| Capital Gain Dividends | $39,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,861 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$339 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,432,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03490 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,014,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04437 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $902,530 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $913,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04695 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $865,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04508 | DistributionYr5Rt |
| Total Distribution | 0.221446 | TotalDistributionRt |
| Average Distribution | 0.044289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,431,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,119 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,500 | 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 | $713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $713 | SubtotalAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,247 | OverpaymentAmt |
| Applied To ES Tax | $4,247 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krikorian & Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5592521800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 N Fine Ave | AddressLine1Txt |
| City | Fresno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93727 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ralph P Ermoian | ||||||
| 1715 N Fine Ave | Fresno | CA | 93727 | CEO | 0.00 | $0 |
| Dr Raymond S Doumanian | ||||||
| 2726 W Menlo | Fresno | CA | 93711 | CFO & Secretary | 0.00 | $0 |
| Ben Krikorian | ||||||
| 1715 N Fine St | Fresno | CA | 93727 | Director | 0.00 | $0 |
| Kevin M Murphy | ||||||
| 4231 F Street | Sacramento | CA | 95819 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,282,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,453,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,453,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,431,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $70,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,502 | UndistributedIncomePYAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,502 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,998 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $68,871 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NPH USA | ||||||
| 134 N La Salle Street Suite 500 | Chicago | IL | 60602 | N/A | NPH USA is dedicated to improving the lives of orphaned, abandoned and disadvantaged children through the support of the Nuestros Pequeos Hermanos (NPH, Spanish for "Our Little Brothers and Sisters") network of homes in Latin America and the Caribbean. | $20,000 |
| Fresno Philharmonic | ||||||
| 7170 N Financial Drive 135 | Fresno | CA | 93720 | N/A | The mission of the Fresno Philharmonic is to enrich and transform the lives of residents of Central San Joaquin Valley through performances of great music. | $2,500 |
| FCC Dental Hygiene Ultrasonic Fund | ||||||
| 1101 E University Ave | Fresno | CA | 93741 | N/A | The purpose of Dental Hygiene program is to provide dental health education and encourage the preventative aspects of dental care. | $5,000 |
| San Joaquin Valley Town Hall | ||||||
| PO Box 5149 | Fresno | CA | 93755 | N/A | The San Joaquin Valley Town Hall was established to boost intellectual and cultural life by providing a venue for "thinking adults to become better informed." | $10,000 |
| UCSF Foundation | ||||||
| UCSF Box 0248 | San Francisco | CA | 94143 | N/A | The UCSF Foundation is responsible for maintaining excellence in academic, research, and clinical care, as government appropriations have diminished over time. | $25,000 |
| CSU Fresno Foundation | ||||||
| 4910 N Chestnut Ave | Fresno | CA | 93726 | N/A | The CSU Fresno Foundation is responsible for grant and contract administration, gift and donation management, oversight of foundation investments, and fiscal agent of trust accounts to support university programs. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,370 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,228 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,228 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,305 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Ralph P Ermoian | ||||||
| 1 | 1715 N Fine | Fresno | CA | 93727 | $65,065 | Yes (X) |
| Ralph P Ermoian | ||||||
| 2 | 1715 N Fine | Fresno | CA | 93727 | $51,672 | Yes (X) |
| Ralph P Ermoian | ||||||
| 3 | 1715 N Fine | Fresno | CA | 93727 | $147,316 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 450 shares of Boeing Co | $65,065 | 2015-12-29 |
| 2 | 1,200 shares of Southwest Airlines | $51,672 | 2015-12-29 |
| 3 | 5,425 shares of Cisco Systems | $147,316 | 2015-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,630 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Investment expenses | $2,782 |
| Licenses and fees | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal tax on investment income | $8,283 |
| State franchise tax | $10 |
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