STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349102486
- Schema version
- 2014v5.0
- 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
- 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 | 2015-05-15T13:57:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 4590 MACARTHUR BLVD STE 680 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926602076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | JOYCE STEIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7605683920 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE D VAN PELT | PreparerPersonNm |
| PTIN | P00980741 | PTIN |
| Phone | 9497537555 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,460,763 | 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 | $54,825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,825 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $54,825 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $183,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,583 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $183,583 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $443,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,058,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $443,769 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,277 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,277 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,277 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $684,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,454 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $240,685 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $41,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,979 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,382 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,767 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,572 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $643,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $639,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $240,685 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,741 | CashBOYAmt |
| Cash EOY | $65,880 | CashEOYAmt |
| Cash EOYFMV | $65,880 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,019,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,044,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,650,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,313,718 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,214,805 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,255,403 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,911,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,880,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,369,095 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,334,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,325,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,460,763 | 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 | $3,378,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,368,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,334,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,325,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,334,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,325,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,334,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,445 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,326,057 | SubtotalAmt |
| Other Decreases | $926 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,325,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS | P | 2013-05-22 | 2014-04-01 | $15,378 | $16,082 | -$704 | -$704 |
| WALT DISNEY | P | 2010-04-19 | 2014-06-09 | $14,909 | $6,314 | $8,595 | $8,595 |
| FG POOL G04477 | P | 2008-08-11 | 2014-01-15 | $256 | $255 | $1 | $1 |
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-04-15 | $14 | $15 | -$1 | -$1 |
| MCDONALDS | P | 2012-09-21 | 2014-06-09 | $50,661 | $46,905 | $3,756 | $3,756 |
| US TREASURY N/B | P | 2013-05-22 | 2014-02-04 | $95,067 | $99,590 | -$4,523 | -$4,523 |
| DU PONT | P | 2010-12-31 | 2014-06-09 | $27,814 | $19,893 | $7,921 | $7,921 |
| FG POOL G04477 | P | 2008-08-11 | 2014-02-18 | $258 | $258 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-05-15 | $711 | $729 | -$18 | -$18 |
| MCDONALDS | P | 2010-01-07 | 2014-06-09 | $58,260 | $35,756 | $22,504 | $22,504 |
| COVIDIEN | P | 2012-11-14 | 2014-09-25 | $15,536 | $8,976 | $6,560 | $6,560 |
| DU PONT | P | 2009-05-08 | 2014-06-09 | $85,179 | $34,398 | $50,781 | $50,781 |
| FG POOL G04477 | P | 2008-08-11 | 2014-03-17 | $241 | $241 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-06-16 | $14 | $14 | ||
| MCDONALDS | P | 2010-01-07 | 2014-10-29 | $57,770 | $38,865 | $18,905 | $18,905 |
| COVIDIEN | P | 2012-02-29 | 2014-09-25 | $88,776 | $47,764 | $41,012 | $41,012 |
| FG POOL G08279 | P | 2008-08-12 | 2014-01-15 | $228 | $228 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-04-15 | $255 | $255 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-07-15 | $14 | $14 | ||
| NOVARTIS | P | 2005-07-18 | 2014-02-11 | $90,727 | $55,294 | $35,433 | $35,433 |
| EATON | P | 2012-12-04 | 2014-01-08 | $82,677 | $56,822 | $25,855 | $25,855 |
| FG POOL G08279 | P | 2008-08-12 | 2014-02-18 | $123 | $123 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-05-15 | $275 | $275 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-08-15 | $14 | $15 | -$1 | -$1 |
| ROYAL DUTCH | P | 1989-09-22 | 2014-01-08 | $109,157 | $26,593 | $82,564 | $82,564 |
| AT&T | P | 2010-12-31 | 2014-04-17 | $50,403 | $41,170 | $9,233 | $9,233 |
| FG POOL G08279 | P | 2008-08-12 | 2014-03-17 | $145 | $145 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-06-16 | $311 | $310 | $1 | $1 |
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-09-15 | $637 | $653 | -$16 | -$16 |
| VANGUARD MSCI EURO PACIFIC | P | 2010-12-31 | 2014-10-22 | $57,335 | $53,950 | $3,385 | $3,385 |
| APPLE | P | 2012-05-30 | 2014-07-08 | $16,728 | $14,309 | $2,419 | $2,419 |
| FG POOL G08279 | P | 2008-08-12 | 2014-04-15 | $157 | $157 | ||
| FG POOL G004477 | P | 2008-08-11 | 2014-07-15 | $152 | $152 | ||
| FGMLC P OOL A81144 | P | 2008-08-18 | 2014-10-15 | $15 | $15 | ||
| VANGUARD MSCI EMERGING MKT | P | 2010-12-31 | 2014-01-29 | $89,979 | $114,849 | -$24,870 | -$24,870 |
| APPLE | P | 2013-01-30 | 2014-07-08 | $78,862 | $54,295 | $24,567 | $24,567 |
| FG POOL G08279 | P | 2008-08-12 | 2014-05-15 | $117 | $117 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-08-15 | $179 | $179 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-11-17 | $369 | $378 | -$9 | -$9 |
| VANGUARD MSCI EMERGING MKT | P | 2011-08-17 | 2014-01-29 | $59,986 | $69,840 | -$9,854 | -$9,854 |
| APPLE | P | 2013-01-30 | 2014-08-29 | $23,013 | $14,808 | $8,205 | $8,205 |
| FG POOL G08279 | P | 2008-08-12 | 2014-06-16 | $147 | $147 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-09-15 | $154 | $154 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-12-15 | $393 | $403 | -$10 | -$10 |
| VANGUARD MSCI EMERGING MKT | P | 2010-04-19 | 2014-01-29 | $9,373 | $10,548 | -$1,175 | -$1,175 |
| APPLE | P | 2013-04-02 | 2014-08-29 | $28,127 | $17,160 | $10,967 | $10,967 |
| FG POOL G08279 | P | 2008-08-12 | 2014-07-15 | $122 | $122 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-10-15 | $95 | $94 | $1 | $1 |
| FED FARM CREDIT | P | 2007-05-10 | 2014-10-20 | $75,000 | $74,323 | $677 | $677 |
| VANGUARD MSCI EMERGING MKT | P | 2012-11-02 | 2014-01-29 | $74,983 | $84,191 | -$9,208 | -$9,208 |
| CDK GLOBAL | P | 2010-12-31 | 2014-10-16 | $9 | $6 | $3 | $3 |
| FG POOL G08279 | P | 2008-08-12 | 2014-08-15 | $227 | $227 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-11-17 | $313 | $312 | $1 | $1 |
| FANNIE MAE | P | 2009-07-28 | 2014-05-15 | $50,000 | $49,344 | $656 | $656 |
| VANGUARD MSCI EMERGING MKT | P | 2009-09-10 | 2014-01-29 | $224,949 | $223,260 | $1,689 | $1,689 |
| CVS HEALTH | P | 2011-08-02 | 2014-11-21 | $87,294 | $35,800 | $51,494 | $51,494 |
| FG POOL G08279 | P | 2008-08-12 | 2014-09-15 | $57 | $57 | ||
| FG POOL G04477 | P | 2008-08-11 | 2014-12-15 | $131 | $131 | ||
| HAYLARD HEALTH | P | 2010-12-31 | 2014-11-24 | $10 | $5 | $5 | $5 |
| VERIZON | P | 2006-09-21 | 2014-11-24 | $79,724 | $74,049 | $5,675 | $5,675 |
| CISCO SYSTEMS | P | 2012-05-30 | 2014-01-08 | $33,347 | $24,651 | $8,696 | $8,696 |
| FG POOL G08279 | P | 2008-08-12 | 2014-10-15 | $136 | $136 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-01-15 | $409 | $419 | -$10 | -$10 |
| INTEL | P | 2006-04-24 | 2014-08-29 | $53,058 | $28,992 | $24,066 | $24,066 |
| DARDEN RESTAURANTS | P | 2013-02-04 | 2014-04-01 | $43,570 | $40,022 | $3,548 | $3,548 |
| FG POOL G 08279 | P | 2008-08-12 | 2014-11-17 | $73 | $73 | ||
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-02-18 | $16 | $17 | -$1 | -$1 |
| IBM | P | 2012-09-21 | 2014-10-29 | $24,549 | $31,077 | -$6,528 | -$6,528 |
| WALT DISNEY | P | 2010-12-31 | 2014-06-09 | $51,115 | $22,393 | $28,722 | $28,722 |
| FG POOL G08279 | P | 2008-08-12 | 2014-12-15 | $115 | $116 | -$1 | -$1 |
| FGMLC POOL A81144 | P | 2008-08-18 | 2014-03-17 | $617 | $632 | -$15 | -$15 |
| IBM | P | 2010-09-07 | 2014-10-29 | $45,006 | $34,803 | $10,203 | $10,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $443,769 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,227 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $676,848 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,045,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $607,379 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,669,647 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079193 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $671,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,853,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085499 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $639,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,728,515 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $657,734 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,559,200 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087011 | DistributionYr5Rt |
| Total Distribution | 0.418520 | TotalDistributionRt |
| Average Distribution | 0.083704 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,335,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $697,720 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $704,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $643,081 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,783 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,783 | SubtotalAmt |
| Tax Based On Investment Income | $12,783 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $75 | EsPenaltyAmt |
| Tax Due | $12,858 | TaxDueAmt |
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 | $8,254,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,686 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,462,504 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,462,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,335,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,783 | TotalTaxAmt |
| Distributable Before Adj | $403,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $403,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $643,081 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $643,081 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $643,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $284,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $257,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,666 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $281,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,341,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $643,081 | QualifyingDistributionsAmt |
| Applied To Current Year | $403,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,086 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,580,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $284,772 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,295,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $257,103 | ExcessFromYear4Amt |
| Excess From Year3 | $289,817 | ExcessFromYear3Amt |
| Excess From Year2 | $228,666 | ExcessFromYear2Amt |
| Excess From Year1 | $281,226 | ExcessFromYear1Amt |
| Excess From Current Year | $239,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 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 | $4,075 | ||||
| ACT FOR MS | ||||||||||
| 73-710 FRED WARING DR 118 | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $500 | ||||
| ADOPT FIRE STATION 71 | ||||||||||
| 100 BEL-AIR RD | LOS ANGELES | CA | 90077 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| ALPHA NORTH AMERICA | ||||||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77098 | 501(C)3 | MISSION | $5,000 | ||||
| ALZHEIMERS ASSOCIATION | ||||||||||
| 5900 WILSHIRE SUITE 1100 | LOS ANGELES | CA | 90036 | 501(C)3 | HEALTH | $500 | ||||
| AMAA SPREAD | ||||||||||
| 125 LOUISE STREET | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION,SOCIAL SERVICE, MISSIONS | $67,500 | ||||
| AMERICAN ARMENIAN ROSE FLOAT | ||||||||||
| BOX 70548 | PASADENA | CA | 91117 | 501(C)3 | SOCIAL SERVICE | $2,500 | ||||
| AMERICAN CILICIA EVANGELICAL CHURCH | ||||||||||
| 339 S SANTA ANITA AVE | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $500 | ||||
| AMERICAN FRIENDS OF THE ISRAEL PHIL | ||||||||||
| 11110 OHIO AVE | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS/CULTURAL | $6,000 | ||||
| AMERICAN JEWISH COMMUNITY | ||||||||||
| 18881 VON KARMAN AVE 117 | IRVINE | CA | 92612 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| APOSTOLIC CHURCH OF THE DESERT | ||||||||||
| 38-900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARARAT HOME OF LOS ANGELES | ||||||||||
| 15105 MISSION HILLS RD | MISSION HILLS | CA | 91345 | 501(C)3 | SOCIAL SERVICE | $700 | ||||
| ARMENIAN ASSEMBLY | ||||||||||
| 122 C STREET NW 350 | WASHINGTON | DC | 20001 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| ARMENIAN CONGREGATIONAL CHURCH | ||||||||||
| 26210 W 12 MILE RD | SOUTHFIELD | MI | 48037 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| ARMENIAN DIKRANIAN SCHOOL | ||||||||||
| 1200 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | 501(C)3 | EDUCATION | $1,000 | ||||
| ARMENIAN EVANGELICAL CHUR | ||||||||||
| 4950 FRANKLIN AVE | LOS ANGELES | CA | 90027 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN EVANGELICAL CH CHICAGO | ||||||||||
| 905 W GOLF RD | MT PROSPECT | IL | 60096 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| ARMENIAN EVANGELICAL UNION | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91205 | 501(C)3 | RELIGIOUS | $1,700 | ||||
| ARMENIAN EVANGELICAL WOMEN EAST | ||||||||||
| 72 HILLSIDE DR | WATERSTOWN | MA | 02472 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN EVANGELICAL WOMEN OF EAST | ||||||||||
| 411 E ACACIA ST 200 | GLENDALE | CA | 91205 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ARMENIAN EVANGELICAL WORLD COUNCIL | ||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $3,000 | ||||
| ARMENIAN FUND | ||||||||||
| 24209 S SUMMIT RIDGE DR | CHATSWORTH | CA | 91314 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| ARMENIAN INTERNATIONAL WOMEN | ||||||||||
| 65 MAIN ST | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $5,350 | ||||
| ARMENIAN MARTYRS CHURCH | ||||||||||
| 100 N EDMONDS | HAVERTOWN | PA | 19083 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN MISSIONARY ASSOCIATION | ||||||||||
| 31 W CENTURY RD | PARAMUS | NJ | 07652 | 501(C)3 | MISSION | $11,800 | ||||
| ARMENIAN WORLD COUNCIL | ||||||||||
| 1600 MARKET SUITE 3600 | PHILADELPHIA | PA | 19103 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| ARTIST FOR ARMENIAN KIDS | ||||||||||
| BOX 3904 | GLENDALE | CA | 91221 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| ART FOR THE BRAIN | ||||||||||
| 710 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | 501(C)3 | HEALTH | $1,000 | ||||
| ASEMBLEA CHRISTINA DEL VALLE | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $16,500 | ||||
| ATHLETES IN ACTION CAMPUS CRUSADE | ||||||||||
| 5801 N UNION BLVD STE 201 | COLORADO SPRINGS | CO | 80918 | 501(C)3 | MISSION | $500 | ||||
| AVANT MINISTRIES | ||||||||||
| 1000 NO TRAFFIC WAY | KANSAS CITY | MO | 64155 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| BERKELEY HALL SCHOOL | ||||||||||
| 16000 MULHOLLAND DR | LOS ANGELES | CA | 90049 | 501(C)3 | EDUCATION | $26,000 | ||||
| BRANDYWINE MUSEUM | ||||||||||
| P O BOX 141 | CHADDSFORD | PA | 19317 | 501(C)3 | ARTS/CULTURAL | $1,400 | ||||
| BREVARD MUSIC CENTER | ||||||||||
| BOX 312 | BREVARD | NC | 28712 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| C EVERT KOOP GRADUATE RESEARCH | ||||||||||
| INDIANA UNIV FD BOX 500 | BLOOMINGTON | IN | 47402 | 501(C)3 | EDUCATION | $5,000 | ||||
| CAMP AREV | ||||||||||
| PO BOX 11145 | GLENDALE | CA | 91226 | 501(C)3 | EDUCATION | $500 | ||||
| CAMPUS CRUSADE FOR CHRIST | ||||||||||
| BOX 628222 | ORLANDO | FL | 32862 | 501(C)3 | MISSION | $2,000 | ||||
| CHILDRENS HOSPITAL | ||||||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 501(C)3 | MISC HEALTH | $500 | ||||
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | 501(C)3 | MISC HEALTH | $1,000 | ||||
| CHRISTIAN ASSEMBLY OF THE VALLEY | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $44,000 | ||||
| COACHELLA VALLEY ALUMNAE PANHELLENI | ||||||||||
| 49-105 QUERCUS LANE | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $325 | ||||
| COACHELLA VALLEY RESCUE MISSION | ||||||||||
| 47470 VAN BUREN ST | INDIO | CA | 92201 | 501(C)3 | SOCIAL SERVICE | $750 | ||||
| COACHELLA VALLEY SYMPHONY | ||||||||||
| PO BOX 10727 | PALM DESERT | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| COLGATE UNIVERSITY | ||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | 501(C)3 | EDUCATION | $2,500 | ||||
| COLLEAGUE HELPERS IN PHIL | ||||||||||
| 710 SO NEW HAMPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| DESERT CHRISTIAN ACADEMY | ||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $17,285 | ||||
| DESERT COMMUNITY FOUNDATION | ||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $8,600 | ||||
| DESERT FORUM | ||||||||||
| 45200 CLUB DR STE C | INDIAN WELLS | CA | 92210 | 501(C)3 | EDUCATION | $4,000 | ||||
| EISENHOWER HOSPITAL FOUNDATION | ||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $20,000 | ||||
| ELIZABETH TAYLOR AIDS FOUNDATION | ||||||||||
| 12400 WILSHIRE 1275 | LOS ANGELES | CA | 90025 | 501(C)3 | MISC HEALTH | $1,000 | ||||
| ETCHMIADZIN CHILDREN'S FUND | ||||||||||
| 3325 N GLEN OAKS BLVD | BURBANK | CA | 91504 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| FIRST ARMENIAN PRESBYTERIAN CHURCH | ||||||||||
| 430 S 1ST ST | FRESNO | CA | 93702 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| FOREST HOME MINISTRIES | ||||||||||
| 40000 VALLEY OF THE FALLS | FOREST FALLS | CA | 92339 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| FOUNDERS THE MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,000 | ||||
| FRIENDS OF THE CULTURAL CENTER | ||||||||||
| 7300 FRED WARING DR | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $1,554 | ||||
| FRIENDS OF THE FAMILY | ||||||||||
| 15350 SHERMAN WAY | VAN NUYS | CA | 91406 | 501(C)3 | SOCIAL SERVICE | $900 | ||||
| HAI BENEFITS CIRCLE | ||||||||||
| 2435 STAFFORD RD | THOUSAND OAKS | CA | 91361 | 501(C)3 | MISSION | $500 | ||||
| HAIGAZIAN UNIVERSITY WOMENS AUX | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $11,000 | ||||
| HAIGAZIAN UNIVERSITY | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $4,800 | ||||
| HOLY TRINITY ARMENIAN CHURCH | ||||||||||
| 11960 VICTORY BLVD | NORTH HOLLYWOOD | CA | 91606 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| HOPE LIBRARY | ||||||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $522 | ||||
| IGLESIA BAUTISTE FUNDAMEN | ||||||||||
| 942 S FORD BLVD | LOS ANGELES | CA | 90022 | 501(C)3 | MISSION | $3,000 | ||||
| IMMANUEL ARMENIAN CONGREGATIONAL CH | ||||||||||
| 9516 DOWNEY AVE | DOWNEY | CA | 90240 | 501(C)3 | RELIGIOUS | $500 | ||||
| INTERNATIONAL CLASSICAL CONCERTS | ||||||||||
| P O BOX 1227 | LA QUINTA | CA | 92253 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| JANE GUDALL INSTITUTE | ||||||||||
| 1595 SPRING HILL RD 550 | VIENNA | VA | 22182 | 501(C)3 | MISC HEALTH | $800 | ||||
| JUNIOR LEAGUE | ||||||||||
| 630 N LARCHMONT | LOS ANGELES | CA | 90004 | 501(C)3 | SOCIAL SERVICE | $250 | ||||
| KAPPA ALPHA THETA FOUNDATION | ||||||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| KUSC | ||||||||||
| P O BOX 7913 | LOS ANGELES | CA | 90007 | 501(C)3 | EDUCATION | $300 | ||||
| LARK MUSIC SOCIETY INC - AMAA | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $2,000 | ||||
| LEBANESE AMERICAN FOUNDATION | ||||||||||
| 4800 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| LIBERTY INSTITUTE | ||||||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | 501(C)3 | SOCIAL SERVICE | $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 | $3,595 | ||||
| LIFE WITHOUT LIMBS | ||||||||||
| 5701 LINDERO CYN RD 202 | WESTLAKE VILLAGE | CA | 91362 | 501(C)3 | MISC HEALTH | $3,000 | ||||
| LITTLE SISTERS OF THE IMMACULATE CO | ||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | VIA RAFFAELLO SARDIELLO 2 | ROME | ROME | IT | ||||
| LOREN ZACHERY SOCIETY | ||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $4,250 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $8,200 | ||||
| LOS ANGELES OPERA 8860 1994635 | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,610 | ||||
| LOS ANGELES PHILHARMONIC | ||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $8,535 | ||||
| LOS ANGELES PHILHARMONIC 260577 | ||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS CULTURAL | $5,535 | ||||
| MARYCREST MANOR | ||||||||||
| 10664 ST JAMES DR | CULVER CITY | CA | 90230 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| MARY COOPER COFFEE SCHOLARSHIP | ||||||||||
| 2403 MERWOOD LANE | HAVERSTON | PA | 19083 | 501(C)3 | EDUCATION | $1,000 | ||||
| MCCALLUM THEATER | ||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $10,950 | ||||
| MERDINIAN SCHOOL | ||||||||||
| 13330 RIVERSIDE DRIVE | SHERMAN OAKS | CA | 91423 | 501(C)3 | ARTS CULTURAL | $3,000 | ||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | 501(C)3 | ARTS/CULTURAL | $150 | ||||
| METROPOLITAN OPERA ASSOCIATION | ||||||||||
| 88 W END AVENUE | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $13,750 | ||||
| MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $7,900 | ||||
| MUSIC CENTER FOUNDERS | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| NATIONAL CATHOLIC COMM FOUNDATION | ||||||||||
| 1321 GENERALS HIGHWAY | CROWNSVILLE | MD | 21032 | 501(C)3 | RELIGIOUS | $2,000 | ||||
| NEAR EAST FOUNDATION | ||||||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| NOTRE DAME HIGH SCHOOL | ||||||||||
| 2851 OVERLAND AVE | LOS ANGELES | CA | 90064 | 501(C)3 | EDUCATION | $14,700 | ||||
| OLD ROMAN CATHOLIC AND | ||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90012 | 501(C)3 | MISSION/CHARITIES | $93,125 | ||||
| OPERATION SAFE HOUSE | ||||||||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ORRAN | ||||||||||
| 2217 OBSERVATORY AVE | LOS ANGELES | CA | 90027 | 501(C)3 | SOCIAL SERVICE | $1,500 | ||||
| OUR LADY QUEEN OF MARTYRS CHURCH | ||||||||||
| 1322 N PLEASANT AVE | LOS ANGELES | CA | 90033 | 501(C)3 | RELIGIOUS | $500 | ||||
| PALM DESERT COMMUNITY PRESBYTERIAN | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $3,600 | ||||
| PALM DESERT HIGH SCHOOL | ||||||||||
| 74910 AZTEC RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $8,429 | ||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | ||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $4,000 | ||||
| PEPPERDINE UNIVERSITY | ||||||||||
| 24255 PACIFIC COAST HIGHW | MALIBU | CA | 90265 | 501(C)3 | EDUCATION | $1,000 | ||||
| PHILADELPHIA ORCH CENTRAL COMMITTEE | ||||||||||
| 5103 CONVENT LANE 306 | PHILADELPHIA | PA | 19114 | 501(C)3 | ARTS/CULTURAL | $100 | ||||
| PILGRIM ARMENIAN CONGREGATIONAL CHU | ||||||||||
| 3673 N 1ST ST | FRESNO | CA | 93726 | 501(C)3 | RELIGIOUS | $1,500 | ||||
| PROJECT SAVE | ||||||||||
| BOX 236 | WATERTOWN | MA | 02471 | 501(C)3 | MISSION | $500 | ||||
| SACRED HEART CATHOLIC SCHOOL | ||||||||||
| 43776 DEEP CANYON RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $9,500 | ||||
| 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 | $11,000 | ||||
| SHARE INC | ||||||||||
| P O BOX 1342 | BEVERLY HILLS | CA | 90213 | 501(C)3 | SOCIAL SERVICE | $2,000 | ||||
| SMITHSONIAN INSTITUTION | ||||||||||
| P O BOX 37012 SI BLDG | WASHINGTON | DC | 20013 | 501(C)3 | EDUCATION | $84 | ||||
| ST GARABED ARMENIAN APOSTOLIC CH | ||||||||||
| 38905 MONTEREY AVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $5,000 | ||||
| ST GREGORY ARMENIAN APOS CHURCH | ||||||||||
| 2215 E COLORADO | PASADENA | CA | 91107 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ST JOHNS CATHEDRAL | ||||||||||
| 1350 WASHINTON ST | DENVER | CO | 80206 | 501(C)3 | RELIGIOUS | $500 | ||||
| STEINWAY SOCIETY | ||||||||||
| BOX 3015 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | ARTS/CULTURAL | $100 | ||||
| TOOLS FOR TOMORROW | ||||||||||
| 75-105 MERLE DR | PALM DESERT | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| UCLA FOUNDATION | ||||||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | 501(C)3 | EDUCATION | $2,500 | ||||
| UCLA FOUND VISIONARY BALL | ||||||||||
| 757 WESTWOOD PLAZA 6236 | LOS ANGELES | CA | 90095 | 501(C)3 | MISC HEALTH | $10,000 | ||||
| UNION OF ARMENIAN EVANGELICAL CH | ||||||||||
| 501(C)3 | RELIGIOUS | $1,000 | BOX 11-0377 RIAD EL SOLH | BEIRUT | BEIRUT | LE | ||||
| UNITED ARMENIAN CONGREGAT | ||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| USC INSTITUTE OF ARMENIAN STUDIES | ||||||||||
| 3601 WATT WAY GFS-315 | LOS ANGELES | CA | 90089 | 501(C)3 | EDUCATION | $5,000 | ||||
| WALLACE ANNENBERG CTR FOR PERFORM | ||||||||||
| 991 W PICO | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS/CULTURAL | $20,000 | ||||
| WARING INTL PIANO COMPETI | ||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $1,300 | ||||
| WESTSIDE GUILD FOR CHILDRENS HOSP | ||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)3 | MISC/HEALTH | $3,700 | ||||
| YMCA OF THE DESERT | ||||||||||
| 43930 SAN PABLO AVE | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $300 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,024 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,825 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $443,769 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,277 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $443,769 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $684,454 | 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) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 65,000 AMERICAN EXPRESS CREDIT | $67,613 | $66,912 |
| 50,000 APPLE INC. | $47,509 | $48,600 |
| 15,000 COSTCO | $15,644 | $16,415 |
| 25,000 MONSANTO CO | $25,160 | $27,666 |
| 35,000 MORGAN STANLEY | $35,379 | $39,866 |
| 75,000 GE CAPITAL CORP | $74,238 | $75,937 |
| 50,000 UNITED TECHNOLOGIES | $50,547 | $50,700 |
| 75,000 BOTTLING GROUP, LLC | $82,933 | $76,207 |
| 75,000 PRIVATE EXPORT FUNDING | $81,694 | $76,205 |
| 60,000 VERIZON | $59,013 | $58,950 |
| 100,000 BURLINGTON NORTH SANTA FE | $100,008 | $104,946 |
| 100,000 HOME DEPOT | $100,237 | $108,057 |
| CISCO SYSTEMS | $74,120 | $79,126 |
| FANNIE MAE | ||
| FANNIE MAE 06/12/07 | $75,369 | $82,918 |
| FEDERAL FARM CREDIT 10/20/14 | ||
| FG POOL G04477 08/01/38 | $5,430 | $6,147 |
| FG POOL G08279 | $6,504 | $7,339 |
| FGMLC POOLA81144 | $8,456 | $9,376 |
| GOLDMAN SACHS GROUP | $74,404 | $84,053 |
| MONTGOMERY CNTY PA 9/1/25 | $53,009 | $54,671 |
| PENNSYLVANIA BUILD AMERICA BONDS | $77,679 | $81,437 |
| US TREASURY NB 1.75% | $99,859 | $99,875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $38,010 | $89,310 |
| ALTRIA GROUP | $29,418 | $59,124 |
| AMERICAN EXPRESS CO | $75,101 | $83,736 |
| ANHEUSER-BUSCH INBEV | $74,893 | $78,624 |
| APPLE INC | $39,624 | $70,091 |
| AT&T | ||
| AUTOMATIC DATA PROCESSING | $40,445 | $83,370 |
| BECTON DICKINSON & CO | $52,967 | $93,933 |
| BLACKROCK | $99,489 | $212,748 |
| CANADIAN IMPERIAL BANK | $47,538 | $51,570 |
| CDK GLOBAL, INC. | $5,740 | $13,573 |
| CHEVRON | $85,953 | $106,571 |
| CISCO SYS INC | ||
| COCA-COLA, CO. | $49,848 | $101,328 |
| COMCAST CORP NEW CL A | $55,190 | $63,811 |
| COVIDIEN PLC | ||
| CVS | $28,538 | $77,048 |
| DARDEN RESTAURANTS | ||
| DISNEY | $36,982 | $96,545 |
| DUPONT EL NEMOUR | $25,974 | $68,395 |
| EATON CORP | $70,165 | $93,445 |
| EXXON MOBIL CORP | $41,355 | $90,139 |
| GENERAL ELECTRIC | $63,619 | $84,655 |
| GENUINE PARTS CO | $60,533 | $125,220 |
| GLAXOSMITHKLINE | $78,252 | $85,480 |
| HAYLARD HEALTH | $1,688 | $3,683 |
| IBM | ||
| INTEL CORPORATION | $35,646 | $68,044 |
| JOHNSON & JOHNSON | $99,150 | $180,383 |
| JPMORGAN CHASE | $106,641 | $156,450 |
| KIMBERLY CLARK | $39,364 | $75,101 |
| KRAFT FOODS | $63,573 | $81,458 |
| LEDGETT & PLATT INC | $55,810 | $72,437 |
| M&T BK CORP | $56,039 | $81,653 |
| MASTERCARD INC CLASS A | $56,114 | $68,928 |
| MATTEL INC | $61,377 | $52,607 |
| MCDONALDS | ||
| MEDTRONIC | $65,463 | $64,980 |
| MERCK & CO | $86,433 | $136,296 |
| MICROSOFT | $77,671 | $147,479 |
| NOVARTIS A G | ||
| ORACLE CORP | $101,696 | $116,922 |
| PHILIP MORRIS INTERNATIONAL | $42,453 | $40,725 |
| PROCTOR & GAMBLE CO | $58,964 | $118,417 |
| QUALCOMM | $76,816 | $100,346 |
| ROYAL DUTCH PETROLEUM | ||
| SANOFI-AVENTIS ADR | $26,095 | $31,927 |
| SCHLUMBERGER LTD | $60,255 | $66,193 |
| TARGET CORP | $65,709 | $83,501 |
| TJX COS INC | $28,644 | $41,148 |
| TOTAL FINA ELF S A | $90,585 | $87,040 |
| TWENTY FIRST CENTURY FOX B | $65,543 | $68,247 |
| UNION PACIFIC | $36,356 | $166,782 |
| UNITED PARCEL SERVICE | $67,174 | $100,053 |
| UNITED TECHNOLOGIES CORP | $63,785 | $117,875 |
| UNITEDHEALTH GROUP | $54,039 | $88,454 |
| VERIZON | $71,820 | $79,526 |
| WASTE MANAGEMENT | $73,729 | $102,640 |
| WELLS FARGO & CO | $49,000 | $108,270 |
| WW GRAINGER INC | $107,682 | $114,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8000 EGSHARES EM CONSUMER ETF | AT COST | $192,956 | $202,720 |
| 7500 ISHARES DOW JONES EPAC | AT COST | $220,125 | $252,675 |
| 3000 ISHARES MCSI CANADA INDEX | AT COST | $76,769 | $86,580 |
| 1,950 ISHARES CORE MSCI EMERGING | AT COST | $328,062 | $326,859 |
| 1500 ISHARES S&P GLOBAL MATERIALS | AT COST | ||
| 1,900 ISHARE S&P MIDCAP 400 | AT COST | $127,851 | $275,120 |
| 2,600 ISHARES S&P SMALLCAP 600 | AT COST | $132,646 | $296,556 |
| JPMORGAN ALERIAN MLP INDEX | AT COST | $124,754 | $174,610 |
| 1850 VANGUARD FTSE ALL WORLD | AT COST | $182,496 | $176,324 |
| 12250 VANGUARD EMERG MARKET | AT COST | ||
| 2000 VANGUARD FTSE EUROPE ETF | AT COST | $105,508 | $104,820 |
| 7778 VANGUARD EUROPE PACIFIC | AT COST | $268,614 | $294,631 |
| 2200 VANGUARD REIT ETF | AT COST | $120,314 | $178,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAID | Desc |
| Amt | $926 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| COMPUTER EXPENSES | $3,317 | $3,317 | |
| POSTAGE | $1,166 | $1,166 | |
| INSURANCE | $2,249 | $2,249 | |
| OFFICE EXPENSES | $9,854 | $9,854 | |
| TELEPHONE | $4,242 | $4,242 | |
| MEETINGS | $1,359 | $1,359 | |
| FUNDRAISING EXPENSES | $1,108 | $1,108 | |
| TRAVEL | $1,330 | $1,330 | |
| INCOME DESIGNATED AS TAXABLE | $4,572 | $4,572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $2,277 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,277 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY | $2,625 | $2,625 | |
| BOOKKEEPING | $757 | $757 | |
| INVESTMENT FEES | $37,979 | $37,979 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,767 | $2,767 | |
| CA FEES | $50 | $50 |
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