IRANI FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- IRANI FAMILY FOUNDATION (EIN 95-4634159)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201543169349100944
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T14:24:20-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900253392 | 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 | 954634159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAN | BusinessNameControlTxt |
| Phone | 3108064000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LILLIAN MUELLER | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 3108064000 | PhoneNum |
| Signature | 2015-10-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND EDWARDS | PreparerPersonNm |
| PTIN | P00106630 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Preparation | 2015-11-04 | PreparationDt |
| 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 | $1,184,898 | 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 |
| Dividends Rev And Expnss | $32,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $962,732 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,096,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $962,732 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $994,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $994,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $480 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $876,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $994,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,440 | CashBOYAmt |
| Cash EOY | $57,829 | CashEOYAmt |
| Cash EOYFMV | $57,829 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $169,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,566 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $6,557 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $2,370 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,298 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,298 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $126,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $968,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $898,329 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $24,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $228,101 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $223,876 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $382,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,259,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,184,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $382,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,259,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $382,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $382,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,259,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $382,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $876,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $1,259,620 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,259,620 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,092,264 | GrossSalesPriceAmt |
| Cost Or Other Basis | $133,489 | CostOrOtherBasisAmt |
| Gain Or Loss | $958,775 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $958,775 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $962,732 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $958,775 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,465 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,228,008 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,250,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,680 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,386,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,215,889 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055305 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,756 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,053,377 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058627 | DistributionYr5Rt |
| Total Distribution | 0.256777 | TotalDistributionRt |
| Average Distribution | 0.051355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,223,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,840 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,944 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,784 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $115,560 | 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 | $9,944 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,944 | SubtotalAmt |
| Tax Based On Investment Income | $9,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,298 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $13,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,298 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,354 | OverpaymentAmt |
| Applied To ES Tax | $5,354 | 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 |
| 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 |
| 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 | ASPIRIANT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD SUITE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RAY R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | PRES/CHAIRMA | 0.00 | $0 | $0 | $0 |
| GLENN R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | V.P./DIRECTO | 0.00 | $2,000 | $0 | $0 |
| LILLIAN MUELLER | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | V.P./CFO/DIR | 0.00 | $2,500 | $0 | $0 |
| MARTIN R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | SECTY/DIRECT | 0.00 | $2,500 | $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 | $1,036,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,242,271 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,242,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,944 | TotalTaxAmt |
| Distributable Before Adj | $51,238 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,238 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,238 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,560 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,944 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,616 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,238 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $22,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $115,560 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,238 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,322 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,303 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $22,981 | ExcessFromYear1Amt |
| Excess From Current Year | $64,322 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY R IRANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| THE BUCKLEY SCHOOL | |||||||
| 3900 STANSBURY AVE | SHERMAN OAKS | CA | 91423 | NONE | 501 (C)(3) | UNRESTRICTED | $30,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 44983 KNOLL SQUARE 251 | ASHBURN | VA | 20147 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 |
| UCONN FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | NONE | 501 (C)(3) | UNRESTRICTED | $2,500 |
| THE ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | 501 (C)(3) | UNRESTRICTED | $3,000 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | STUDIO CITY | CA | 91604 | NONE | 501 (C)(3) | UNRESTRICTED | $30,000 |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | NONE | 501 (C)(3) | UNRESTRICTED | $30,000 |
| EVERYCHILD FOUNDATION | |||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | 501 (C)(3) | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $962,732 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $994,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $994,892 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN | $124,101 | $122,461 |
| VANGUARD INFLATION-PROTECTED SECS AD | $21,000 | $20,323 |
| VANGUARD TOTAL BOND MARKET INDEX ADM | $47,000 | $47,257 |
| FIDELITY FLOATING RATE | $12,000 | $11,539 |
| JPMORGAN HIGH YIELD FD | $24,000 | $22,296 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHS - OCCIDENTAL PETROLEUM | ||
| DFA GLOBAL EQUITY | ||
| COHEN & STEERS INSTL REALTY | $33,795 | $35,646 |
| GOLDMAN SACHS CONNECT S&P | $46,757 | $33,099 |
| SPDR DOW JONES INTL | $34,562 | $33,422 |
| ISHARE CORE US VALUE | $247,769 | $255,646 |
| UBS E-TRACS ALERIAN MLP | $84,943 | $78,764 |
| AQR FDS EMG DEF EQ I | $39,000 | $34,491 |
| DFA EMERGING MARKETS CORE EQUITY I | $118,000 | $106,083 |
| DFA INTL CORE EQUITY I | $169,000 | $150,504 |
| DFA INTL SMALL CAP VALUE | $32,000 | $27,313 |
| DIAMOND HILL SML CAP FUND CI I | $23,000 | $21,330 |
| HARBOR INTERNATIONAL | $76,000 | $68,010 |
| WHV INTL EQTY FD CI I | $64,000 | $54,021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| FRANCHISE TAX BOARD FEE | $10 | $10 |
| ATTORNEY GENERAL | $50 | $50 |
| FTB - PENALTY | $50 | |
| FED - UNDERPAYMENT PENALTY | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $480 | $480 |
| 2013 FEDERAL EXCISE TAX | $2,070 |
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