JHM CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JHM CHARITABLE FOUNDATION (EIN 45-6821340)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201541339349101919
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:52:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902122907 | 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 | 456821340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHM CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JHMC | BusinessNameControlTxt |
| Phone | 3105509911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 WILSHIRE BLVD NO 1106 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY W HAMPAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3105509911 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL GLUCOFT | PreparerPersonNm |
| PTIN | P00292755 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,627,225 | 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 | $4,240,675 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $296,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $242,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,522,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $220 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,878 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,878 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $637,029 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $637,029 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $735,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,764,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,842,372 | CashBOYAmt |
| Cash EOY | $834,492 | CashEOYAmt |
| Cash EOYFMV | $834,492 | CashEOYFMVAmt |
| Pledges Rcvbl BOY | $5,003 | PledgesRcvblBOYAmt |
| US Government Obligations BOY | $2,462,977 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,562,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,648,979 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $5,304,960 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,348,787 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,547,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $595,954 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $595,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,615,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,342,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,627,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,615,312 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,342,133 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,615,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,342,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,615,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,342,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,615,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,764,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,379,888 | SubtotalAmt |
| Other Decreases | $37,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,342,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| RIO TINTO FRANCE (USA) LIMITED | 2012-05-02 | 2014-05-01 | $100,000 | $100,000 | $0 | $0 | |
| AMERICAN EXPRESS COMPANY 7.25% | 2012-05-30 | 2014-05-20 | $125,000 | $125,000 | $0 | $0 | |
| CVS CAREMARK CORPORATION 5.75% | 2012-04-23 | 2014-09-08 | $25,902 | $25,302 | $600 | $600 | |
| AMERICAN TOWER CORPORATION 3.5% | 2014-02-20 | 2014-09-24 | $71,765 | $71,177 | $588 | $588 | |
| CATERPILLAR FINANCIAL SERVICES | 2012-05-30 | 2014-12-15 | $125,000 | $125,000 | $0 | $0 | |
| CONTINENTIAL RESOURCES INC. | 2014-05-09 | 2014-12-17 | $93,600 | $105,678 | -$12,078 | -$12,078 | |
| 1915 THE MOVIE LLC K-1 ACTIVITY | $4,046 | -$4,046 | -$4,046 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,936 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $815,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,904,242 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $648,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,506,943 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $439,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,316,315 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.334121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $160,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $320,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.501679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $295,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.507614 | DistributionYr5Rt |
| Total Distribution | 1.546189 | TotalDistributionRt |
| Average Distribution | 0.309238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,991,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,708,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,710,478 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $735,601 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,590 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,590 | TotalPaymentsAndCreditsAmt |
| Overpayment | $92 | OverpaymentAmt |
| Applied To ES Tax | $92 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY W HAMPAR | IndividualWithBooksNm |
| Phone | 3105509911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 WILSHIRE BLVD SUITE 1106 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| GARY W HAMPAR | ||||||||
| 9701 WILSHIRE BLVD 1106 | BEVERLY HILLS | CA | 90212 | SECRETARY/DIRECTOR | 7.00 | $24,000 | $0 | $0 |
| LYSA GRIGORIAN | ||||||||
| 9701 WILSHIRE BLVD 1106 | BEVERLY HILLS | CA | 90212 | PRESIDENT/DIRECTOR | 7.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,866,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,307,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,174,117 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,174,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,991,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $599,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $599,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,498 | TotalTaxAmt |
| Distributable Before Adj | $595,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $595,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $595,077 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $735,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $735,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $735,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $595,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,033 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $160,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $358,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $424,558 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,298,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $735,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $595,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,524 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,438,676 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $95,033 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,343,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,600 | ExcessFromYear4Amt |
| Excess From Year3 | $358,563 | ExcessFromYear3Amt |
| Excess From Year2 | $259,398 | ExcessFromYear2Amt |
| Excess From Year1 | $424,558 | ExcessFromYear1Amt |
| Excess From Current Year | $140,524 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARARAT HOME OF LOS ANGELES | ||||||||||
| 15105 MISSION HILLS ROAD | MISSION HILLS | CA | 91345 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $27,965 | ||||
| ARMENIAN EYE CARE PROJECT | ||||||||||
| PO BOX 5630 | NEWPORT BEACH | CA | 92662 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | ||||
| ARMENIAN INTERNATIONAL WOMEN'S ASSOCIATION | ||||||||||
| 65 MAIN STREET 3A | WATERTOWN | MA | 02472 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $37,500 | ||||
| ARMENIA TREE PROJECT | ||||||||||
| 65 MAIN STREET 3A | WATERTOWN | MA | 02472 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | ||||
| CATALINA ISLAND MUSEUM | ||||||||||
| 1 CASINO WAY CASINO BUILDING | AVALON | CA | 90704 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $96,334 | ||||
| CATALINA MEDICAL CENTER | ||||||||||
| 1919 S CATALINA AVE | REDONDO BEACH | CA | 90277 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $12,500 | ||||
| CHARLIE KEYAN ARMENIAN COMMUNITY SCHOOL | ||||||||||
| 108 NORTH VILLA AVE | CLOVIS | CA | 93612 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| CONVALESENT AID SOCIETY | ||||||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| HARBOR INTERFAITH SERVICES | ||||||||||
| 670 W 9TH STREET | SAN PEDRO | CA | 90731 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | ||||
| IMAGINE LA | ||||||||||
| 5455 WILSHIRE BLVD 1001 | LOS ANGELES | CA | 90036 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| LES AMIESCHILDREN'S INSTITUTE | ||||||||||
| 10880 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90024 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| MANHATTAN BEACH EDUCATION FOUNDATION | ||||||||||
| 325 SOUTH PECK AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 | ||||
| MIDNIGHT MISSION | ||||||||||
| 601 S SAN PREDRO STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| NATURE OF WILDWORKS | ||||||||||
| PO BOX 109 | TOPANGA | CA | 90290 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| OPCC | ||||||||||
| 1751 CLOVERFIELD BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| OPERATION SCHOOL BELL | ||||||||||
| 1360 ST ANDREWS PL N | LOS ANGELES | CA | 90028 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| ORRAN | ||||||||||
| NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | FIRST YEKMALYAN STREET 6 | YEREVAN ARMENIA | 0002 YEREVAN | AM | ||||
| PIH HEALTH FOUNDATION | ||||||||||
| 12401 WASHINGTON BLVD | WHITTIER | CA | 90602 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| SOUTH CENTRAL SCHOLARS | ||||||||||
| 29000 S WESTERN AVENUE 207 | RANCHO PALOS VERDES | CA | 90275 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| THE ROADHOUSE AQUARIUM | ||||||||||
| 2 MANHATTAN BEACH BLVD | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $630 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||
| 127 W 127TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $70,000 | ||||
| UCLA - ARMENIAN STUDIES | ||||||||||
| 378 HUMANITIES BOX 151105 | LOS ANGELES | CA | 90095 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,600 | ||||
| UNION RESCUE MISSION | ||||||||||
| 5465 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| UNITED CEREBRAL PALSY OF LOS ANGELES VENTURA & SANTA BARBARA COUNTIES | ||||||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91637 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| USC INSTITUTE FOR ARMENIA | ||||||||||
| 3551 TROUSDALE PKWY ADM 304 | LOS ANGELES | CA | 90089 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | ||||
| WWAST | ||||||||||
| 2121 EISENHOWER AVENUE 300 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $637,029 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,717 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $281,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,781 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JASMINE MGRDICHIAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 KINGSFORD STREET | AddressLine1Txt |
| City | MONTEREY PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,202,920 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,400 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - CORPORATE | BondNm |
| EOY Book Value | $9,348,787 | EOYBookValueAmt |
| EOYFMV | $9,547,800 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,562,900 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,648,979 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $595,954 | BookValueAmt |
| EOYFMV | $595,954 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $37,755 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $74 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,279 | Amt |
| Net Investment Income | $12,279 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $5,000 | $0 | $0 |
| STATE TAXES AND FILING FEES | $220 | $0 | $220 |
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