STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349102670
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T16:03:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTELT JAYNES AND VAN PELT APAC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4590 MACARTHUR BLVD STE 680 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 926602076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46-930 W ELDORADO DR | AddressLine1 |
| City | INDIAN WELLS | City |
| State | CA | State |
| ZIP Code | 92210 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOYCE STEIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHELLE D VAN PELT | PreparerPersonNm |
| PTIN | P00980741 | PTIN |
| Phone | 9497537555 | PhoneNum |
| Preparation | 2014-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,454,349 | 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 | $65,480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,480 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $65,480 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $190,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,590 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $190,590 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,166,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,750 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16,791 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $483 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $483 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $372,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $372,303 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $273,344 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $43,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,711 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,282 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,417 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $656,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $656,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $720,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $680,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$347,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $273,344 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,628 | CashBOYAmt |
| Cash EOY | $71,741 | CashEOYAmt |
| Cash EOYFMV | $71,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,632 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,632 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,124 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $2,998,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,019,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,597,787 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,591,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,313,718 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,359,779 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,909,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,911,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,406,410 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,688,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,334,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,454,349 | 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 | $3,731,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,378,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,688,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,334,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,688,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,334,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,688,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$347,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $6,340,119 | SubtotalAmt |
| Other Decreases | $5,617 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,334,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON CORP | P | 2012-12-04 | 2013-01-08 | $62,398 | $58,112 | $4,286 | $4,286 |
| DELL INC | P | 2008-04-15 | 2013-01-25 | $25,899 | $24,870 | $1,029 | $1,029 |
| FG POOL G04477 | P | 2008-08-11 | 2013-02-15 | $595 | $594 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-05-15 | $709 | $726 | -$17 | -$17 |
| MALLINCKRODT PLC | P | 2012-11-14 | 2013-07-11 | $38 | $36 | $2 | $2 |
| DUPONT EL NEMOUR | P | 2008-08-07 | 2013-07-15 | $65,000 | $65,601 | -$601 | -$601 |
| FG POOL G04477 | P | 2008-08-11 | 2013-03-15 | $680 | $679 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-06-17 | $17 | $18 | -$1 | -$1 |
| MALLINCKRODT PLC | P | 2012-11-14 | 2013-10-31 | $880 | $855 | $25 | $25 |
| FG POOL G08279 | P | 2008-08-12 | 2013-01-15 | $431 | $432 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2013-04-15 | $601 | $600 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-07-15 | $348 | $356 | -$8 | -$8 |
| NORFOLK SOUTHERN CORP | P | 2012-12-05 | 2013-07-25 | $70,137 | $58,746 | $11,391 | $11,391 |
| FG POOL G08279 | P | 2008-08-12 | 2013-02-15 | $558 | $559 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2013-05-15 | $736 | $735 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-08-15 | $395 | $405 | -$10 | -$10 |
| QUEST DIAGNOSTICS INC | P | 2012-07-10 | 2013-02-13 | $35,531 | $37,832 | -$2,301 | -$2,301 |
| FG POOL G08279 | P | 2008-08-12 | 2013-03-15 | $610 | $611 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2013-06-17 | $633 | $632 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-09-16 | $360 | $369 | -$9 | -$9 |
| TIFFANY & CO | P | 2012-05-30 | 2013-03-26 | $20,448 | $17,060 | $3,388 | $3,388 |
| FG POOL G08279 | P | 2008-08-12 | 2013-04-15 | $552 | $554 | -$2 | -$2 |
| FG POOL G04477 | P | 2008-08-11 | 2013-07-15 | $680 | $678 | $2 | $2 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-10-15 | $669 | $686 | -$17 | -$17 |
| MALLINCKRODT PLC | P | 2012-02-29 | 2013-10-31 | $5,241 | $4,742 | $499 | $499 |
| FG POOL G08279 | P | 2008-08-12 | 2013-05-15 | $776 | $778 | -$2 | -$2 |
| FG POOL G04477 | P | 2008-08-11 | 2013-08-15 | $678 | $678 | ||
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-11-15 | $17 | $17 | ||
| ALTRIA GROUP | P | 2010-12-31 | 2013-08-20 | $71,214 | $51,481 | $19,733 | $19,733 |
| FG POOL G08279 | P | 2008-08-12 | 2013-06-17 | $597 | $599 | -$2 | -$2 |
| FG POOL G04477 | P | 2008-08-11 | 2013-09-16 | $700 | $699 | $1 | $1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-12-16 | $496 | $508 | -$12 | -$12 |
| APACHE CORP | P | 2011-02-08 | 2013-08-06 | $28,696 | $41,157 | -$12,461 | -$12,461 |
| FG POOL G08279 | P | 2008-08-12 | 2013-07-15 | $510 | $511 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2013-10-15 | $428 | $428 | ||
| FANNI MAE 4.625% | P | 2008-04-07 | 2013-05-01 | $25,000 | $25,524 | -$524 | -$524 |
| APACHE CORP | P | 2011-02-21 | 2013-08-06 | $22,547 | $24,462 | -$1,915 | -$1,915 |
| FG POOL G08279 | P | 2008-08-12 | 2013-08-15 | $681 | $683 | -$2 | -$2 |
| FG POOL G04477 | P | 2008-08-11 | 2013-11-15 | $349 | $349 | ||
| HEINZ H J | P | 2011-09-29 | 2013-04-02 | $59,497 | $42,348 | $17,149 | $17,149 |
| BEOING CAPITAL CORP | P | 2008-08-15 | 2013-01-15 | $85,000 | $89,350 | -$4,350 | -$4,350 |
| FG POOL G08279 | P | 2008-08-12 | 2013-09-16 | $549 | $550 | -$1 | -$1 |
| FG POOL G04477 | P | 2008-08-11 | 2013-12-16 | $183 | $182 | $1 | $1 |
| ISHARES S & P GLOBAL | P | 2010-10-05 | 2013-04-29 | $87,448 | $97,094 | -$9,646 | -$9,646 |
| BRISTOL MYERS SQUIBB COM | P | 2010-12-31 | 2013-05-16 | $100,350 | $61,526 | $38,824 | $38,824 |
| FG POOL G08279 | P | 2008-08-12 | 2013-10-15 | $350 | $351 | -$1 | -$1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-01-15 | $1,322 | $1,355 | -$33 | -$33 |
| KIMBERLY CLARK CORP | P | 2010-12-31 | 2013-05-22 | $56,397 | $34,741 | $21,656 | $21,656 |
| COCA COLA | P | 2011-02-16 | 2013-11-12 | $100,000 | $98,392 | $1,608 | $1,608 |
| FG POOL G08279 | P | 2008-08-12 | 2013-11-15 | $217 | $218 | -$1 | -$1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-02-15 | $858 | $879 | -$21 | -$21 |
| TENN VALLEY AUTHORITY | P | 2006-07-11 | 2013-03-15 | $100,000 | $103,057 | -$3,057 | -$3,057 |
| CONOCOPHILLIPS | P | 2009-11-17 | 2013-01-17 | $100,423 | $69,256 | $31,167 | $31,167 |
| FG POOL G08279 | P | 2008-08-12 | 2013-12-16 | $372 | $373 | -$1 | -$1 |
| FGLMC POOL A81144 | P | 2008-08-18 | 2013-03-15 | $834 | $855 | -$21 | -$21 |
| CREDIT SUISSE NEW YORK | P | 2008-05-06 | 2013-05-15 | $25,000 | $24,987 | $13 | $13 |
| FG POOL G04477 | P | 2008-08-11 | 2013-01-15 | $654 | $653 | $1 | $1 |
| FGMLC POOL A81144 | P | 2008-08-18 | 2013-04-15 | $407 | $417 | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,750 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,791 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $607,379 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,669,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $671,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,853,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085499 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $639,103 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,728,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082694 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $657,734 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,559,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $703,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,819,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079758 | DistributionYr5Rt |
| Total Distribution | 0.414155 | TotalDistributionRt |
| Average Distribution | 0.082831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,045,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $666,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $669,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $680,185 | 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 | $3,337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,337 | SubtotalAmt |
| Tax Based On Investment Income | $3,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,436 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $901 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,337 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $25 | 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 | AddressLine1 |
| City | INDIAN WELLS | City |
| State | CA | State |
| ZIP Code | 92210 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $8,022,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,168,442 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,168,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,045,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,337 | TotalTaxAmt |
| Distributable Before Adj | $398,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $398,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $398,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $680,185 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $680,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $676,848 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $398,959 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $276,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $257,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,817 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,666 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,337,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $680,185 | QualifyingDistributionsAmt |
| Applied To Current Year | $398,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,226 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,618,328 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $276,744 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,341,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,772 | ExcessFromYear4Amt |
| Excess From Year3 | $257,103 | ExcessFromYear3Amt |
| Excess From Year2 | $289,817 | ExcessFromYear2Amt |
| Excess From Year1 | $228,666 | ExcessFromYear1Amt |
| Excess From Current Year | $281,226 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF PALM DESERT COMMUNITY PR | ||||||||||
| 47-321 HWY 74 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $1,328 | ||||
| ACADEMY OF VOCAL ARTS | ||||||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | 501(C)3 | ARTS CULTURAL | $500 | ||||
| ACT FOR MS | ||||||||||
| 73-710 FRED WARING DR 118 | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $2,050 | ||||
| AMAA ORPHAN CHILD CARE FUND | ||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $1,800 | ||||
| AMAA SPREAD | ||||||||||
| 125 LOUISE STREET | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION,SOCIAL SERVICE, MISSIONS | $67,500 | ||||
| AMERICAN UNIVERSITY OF ARMENIA | ||||||||||
| 8300 LAKESIDE DR | OAKLAND | CA | 94612 | 501(C)3 | EDUCATION | $2,000 | ||||
| APOSTOLIC CHURCH OF THE DESERT | ||||||||||
| 38-900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARARAT CONGREGATIONAL CHURCH | ||||||||||
| 2 SALEM STREET | SALEM | NH | 03079 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN ASSEMBLY | ||||||||||
| 122 C STREET NW 350 | WASHINGTON | DC | 20001 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| ARMENIAN EVANGELICAL CHUR | ||||||||||
| 4950 FRANKLIN AVE | LOS ANGELES | CA | 90027 | 501(C)3 | RELIGIOUS | $500 | ||||
| ARMENIAN EVANGELICAL UNION | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91205 | 501(C)3 | RELIGIOUS | $1,200 | ||||
| ARMENIAN EVANGELICAL WOMEN OF EAST | ||||||||||
| 411 E ACACIA ST 200 | GLENDALE | CA | 91205 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| ARMENIAN GENERAL BENEVOLENCE UNION | ||||||||||
| 2495 E MOUNTAIN ST | PASADENA | CA | 91104 | 501(C)3 | SOCIAL SERVICE | $325 | ||||
| ARMENIAN INTERNATIONAL WOMEN | ||||||||||
| 65 MAIN ST | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $1,750 | ||||
| ARMENIAN EVANGELICAL WORLD COUNCIL | ||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $13,000 | ||||
| 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 | $36,000 | ||||
| ARMENIAN SISTERS ACADEMY | ||||||||||
| 2361 FLORENCITA DR | MONTROSE | CA | 91020 | 501(C)3 | EDUCATION | $5,000 | ||||
| ASEMBLEA CHRISTINA DEL VALLE | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $32,000 | ||||
| BEHIND A MIRACLE | ||||||||||
| 255 PALOWET DR | PALM DESERT | CA | 92260 | 501(C)3 | MISSION | $500 | ||||
| BERKELEY HALL SCHOOL | ||||||||||
| 16000 MULHOLLAND DR | LOS ANGELES | CA | 90049 | 501(C)3 | EDUCATION | $23,000 | ||||
| BETTY FORD FOUNDATION | ||||||||||
| 41990 COOK S ST C-301 | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| BRANDYWINE CONSERVANCY | ||||||||||
| PO BOX 141 | CHADDSFORD | PA | 19317 | 501(C)3 | ARTS/CULTURAL | $8,075 | ||||
| C EVERT KOOP GRADUATE RESEARCH | ||||||||||
| INDIANA UNIV FD BOX 500 | BLOOMINGTON | IN | 47402 | 501(C)3 | EDUCATION | $5,500 | ||||
| CAMP AREV | ||||||||||
| PO BOX 11145 | GLENDALE | CA | 91226 | 501(C)3 | EDUCATION | $1,000 | ||||
| CANCER CARE NETWORK FOUNDATION | ||||||||||
| 4005 VERDUGO | LOS ANGELES | CA | 90065 | 501(C)3 | HEALTH | $500 | ||||
| CARNEGIE HALL FRIENDS | ||||||||||
| 881 7TH AVENUE AT 57TH ST | NEW YORK | NY | 10019 | 501(C)3 | ARTS/CULTURAL | $650 | ||||
| CATHEDRAL CITY HIGHSCHOOL | ||||||||||
| 69956 BLUE GRASS WAY | CATHEDRAL CITY | CA | 92234 | 501(C)3 | EDUCATION | $1,000 | ||||
| CHAMLIAN ARMENIAN SCHOOL | ||||||||||
| 4444 LOWELL AVENUE | GLENDALE | CA | 91214 | 501(C)3 | EDUCATION | $1,000 | ||||
| CHILDRENS HOSPITAL | ||||||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 501(C)3 | MISC HEALTH | $3,100 | ||||
| CHOOKASINAN ARMENIAN CONCERT ENSEMB | ||||||||||
| 2511 BROWNING AVE | FRESNO | CA | 93711 | 501(C)3 | ARTS/CULTURAL | $1,000 | ||||
| CHRISTIAN ASSEMBLY OF THE VALLEY | ||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $41,940 | ||||
| COACHELLA VALLEY ALUMNAE PANHELLENI | ||||||||||
| 49-105 QUERCUS LANE | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $500 | ||||
| COACHELLA VALLEY SYMPHONY | ||||||||||
| PO BOX 10727 | PALM DESERT | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $250 | ||||
| COLBY SAWYER COLLEGE | ||||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | 501(C)3 | EDUCATION | $1,000 | ||||
| COLGATE UNIVERSITY | ||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | 501(C)3 | EDUCATION | $5,000 | ||||
| COLLEAGUE HELPERS IN PHIL | ||||||||||
| 710 SO NEW HAMPSHIRE | LOS ANGELES | CA | 90005 | 501(C)3 | SOCIAL SERVICE | $5,000 | ||||
| COLLEGE OF THE DESERT FOUNDATION | ||||||||||
| 43-500 MONTEREY AVE | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $600 | ||||
| COOPER HOSPITAL | ||||||||||
| 3 COOPER PLAZA 220 | CAMDEN | NJ | 08103 | 501(C)3 | MISC HEALTH | $5,000 | ||||
| CRU CAMPUS CRUSADE FOR CHRIST | ||||||||||
| BOX 628222 | ORLANDO | FL | 32862 | 501(C)3 | RELIGIOUS | $1,700 | ||||
| DESERT CHRISTIAN ACADEMY | ||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $14,800 | ||||
| DESERT COMMUNITY FOUNDATION | ||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $4,450 | ||||
| DESERT TOWN HALL | ||||||||||
| 44-950 EL DORADE DR | INDIAN WELLS | CA | 92210 | 501(C)3 | ARTS/CULTURAL | $4,000 | ||||
| DEVELOPMENTAL SERVICES FOR ARMENIA | ||||||||||
| BOX 660849 | ARCADIA | CA | 91006 | 501(C)3 | MISSION | $250 | ||||
| EISENHOWER HOSPITAL FOUNDATION | ||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $16,000 | ||||
| EISENHOWER MEDICAL CTR | ||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $5,000 | ||||
| ESPOIR POUR L'ARMONIE | ||||||||||
| 501(C)3 | MISSION | $1,000 | LYON | LYON | LYON | FR | ||||
| FOREST HOME MINISTRIES | ||||||||||
| 40000 VALLEY OF THE FALLS | FOREST FALLS | CA | 92339 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| FOUNDERS THE MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| FRIENDS OF OPHELIA | ||||||||||
| 73555 SAN GORGONIO WAY | PALM DESERT | CA | 92260 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| FRIENDS OF THE SMITHSONIAN | ||||||||||
| BOX 9016 | PITTSFIELD | MA | 01202 | 501(C)3 | EDUCATION | $50 | ||||
| FULLER THEOLOGICAL SEMINARY | ||||||||||
| 700 LOCUST STREET | PASADENA | CA | 91101 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| GEORGE W BUSH PRESIDENTIAL CTR | ||||||||||
| PO BOX 600610 | DALLAS | TX | 75360 | 501(C)3 | ARTS CULTURAL | $5,000 | ||||
| GOOD NEWS JAIL AND PRISON MINISTRY | ||||||||||
| 2230 E PARHAM RD | RICHMOND | VA | 23228 | 501(C)3 | ARTS CULTURAL | $500 | ||||
| GOOD SHEPHERD CATHOLIC CHURCH | ||||||||||
| 505 N BEDFORD DR | BEVERLY HILLS | CA | 90210 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| GRAIN OF WHEAT | ||||||||||
| BOX 341 | SUWANKK | GA | 30024 | 501(C)3 | MISSION | $500 | ||||
| HAIGAZIAN UNIVERSITY | ||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $12,000 | ||||
| HOUSE OF ARMENIA | ||||||||||
| 100 W GLENOAKS | GLENDALE | CA | 91202 | 501(C)3 | ARTS/CULTURAL | $5,000 | ||||
| IGLESIA BAUTISTE FUNDAMEN | ||||||||||
| 942 S FORD BLVD | LOS ANGELES | CA | 90022 | 501(C)3 | MISSION | $3,000 | ||||
| INNER CITY ARTS | ||||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | 501(C)3 | ARTS CULTURAL | $5,000 | ||||
| INTERNATIONAL HOUSE OF PHILADELPHIA | ||||||||||
| 3701 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | SOCIAL SERVICES | $2,500 | ||||
| LA MUSEUM OF ART | ||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | ARTS CULTURAL | $2,500 | ||||
| LA MUSIC CENTER | ||||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $3,100 | ||||
| LARK MUSIC SOCIETY INC - AMAA | ||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $9,000 | ||||
| LIBERTY INSTITUTE | ||||||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $700 | ||||
| LOREN ZACHERY SOCIETY | ||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $5,800 | ||||
| LOS ANGELES OPERA AMAA ORPHAN CARE | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $807 | ||||
| LOS ANGELES OPERA | ||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $22,399 | ||||
| LOS ANGELES PHILHARMONIC COMMITTEE | ||||||||||
| 19400 ROMAR ST | NORTHRIDGE | CA | 91324 | 501(C)3 | ARTS CULTURAL | $7,250 | ||||
| LOS ANGELES PHILHARMONIC | ||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $6,268 | ||||
| LOYOLA LAW SCHOOL | ||||||||||
| 919 ALBANY ST | LOS ANGELES | CA | 90015 | 501(C)3 | EDUCATION | $5,000 | ||||
| MCCALLUM THEATER | ||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $3,240 | ||||
| MEDSEND | ||||||||||
| PO BOX 1098 | ORANGE | CT | 06477 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| MERDINIAN SCHOOL | ||||||||||
| 13330 RIVERSIDE DRIVE | SHERMAN OAKS | CA | 91423 | 501(C)3 | ARTS CULTURAL | $2,000 | ||||
| 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 | $23,040 | ||||
| MISSION ME | ||||||||||
| 4840 N ADAMS RD STE 418 | ROCHESTER | MI | 48306 | 501(C)3 | MISSION | $1,000 | ||||
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | 501(C)3 | ARTS/CULTURAL | $500 | ||||
| MUSIC CENTER | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $6,500 | ||||
| MUSIC CENTER FOUNDERS | ||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,700 | ||||
| NATL ETHNIC COALITION OF ORG | ||||||||||
| 12 E 33RD ST 12TH FL | NEW YORK | NY | 10016 | 501(C)3 | SOCIAL SERVICE | $9,000 | ||||
| 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 | $12,525 | ||||
| OLD ROMAN CATHOLIC AND | ||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90012 | 501(C)3 | MISSION/CHARITIES | $81,440 | ||||
| PALM DESERT COMMUNITY PRESBYTERIAN | ||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $8,540 | ||||
| PALM DESERT HIGH SCHOOL | ||||||||||
| 74910 AZTEC RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $1,100 | ||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | ||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $4,000 | ||||
| PET RESCUE CENTER | ||||||||||
| 83496 AVENUE 51 | COACHELLA | CA | 92236 | 501(C)3 | SOCIAL SERVICE | $500 | ||||
| PEPPERDINE UNIVERSITY | ||||||||||
| 24255 PACIFIC COAST HIGHW | MALIBU | CA | 90265 | 501(C)3 | EDUCATION | $1,500 | ||||
| PHILADELPHIA ORCH CENTRAL COMMITTEE | ||||||||||
| 5103 CONVENT LANE 306 | PHILADELPHIA | PA | 19114 | 501(C)3 | ARTS/CULTURAL | $600 | ||||
| PHILADELPHIA ORCHESTRA | ||||||||||
| 1102 CROMWELL RD | WYNDMUR | PA | 19038 | 501(C)3 | ARTS/CULTURAL | $350 | ||||
| PHILADELPHIA ORCHESTRA | ||||||||||
| 260 BROAD STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | ARTS/CULTURAL | $100 | ||||
| PILGRIM ARMENIAN CONGREGATIONAL CHU | ||||||||||
| 3673 N 1ST ST | FRESNO | CA | 93726 | 501(C)3 | RELIGIOUS | $5,000 | ||||
| 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 | $7,400 | ||||
| ST GREGORY ARMENIAN APOS CHURCH | ||||||||||
| 2215 E COLORADO | PASADENA | CA | 91107 | 501(C)3 | SOCIAL SERVICE | $250 | ||||
| ST MICHAEL & GABRIEL ROMANIAN APOS | ||||||||||
| 590 S VELLA RD | PALM SPRINGS | CA | 92264 | 501(C)3 | RELIGIOUS | $1,000 | ||||
| STEINWAY SOCIETY | ||||||||||
| BOX 3015 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | ARTS/CULTURAL | $700 | ||||
| STUART SAKS MINISTRIES | ||||||||||
| 10 DONNA LANE | WAYNE | PA | 19087 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| TEEN LINE | ||||||||||
| 8730 ALDEN DRIVE | LOS ANGELES | CA | 90048 | 501(C)3 | EDUCATION | $2,755 | ||||
| TOOLS FOR TOMORROW | ||||||||||
| 75-105 MERLE DR | PALM DESERT | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $750 | ||||
| UCLA DEVT ART OF THE BRAIN | ||||||||||
| 10920 WILSHIRE 1400 | LOS ANGELES | CA | 90024 | 501(C)3 | MISC HEALTH | $3,400 | ||||
| UCLA FOUNDATION MEMORIAL FUND | ||||||||||
| BOX 1372 | GLENDALE | CA | 91209 | 501(C)3 | SOCIAL SERVICE | $2,500 | ||||
| UCLA JONSSON CANCER CENTER FOUNDATI | ||||||||||
| BOX 951781 | LOS ANGELES | CA | 90095 | 501(C)3 | EDUCATION | $5,000 | ||||
| UNITED ARMENIAN CONGREGAT | ||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | RELIGIOUS | $7,000 | ||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | EDUCATION | $100 | ||||
| USO GREATER LA AREA | ||||||||||
| 203 WORLD WAY | LOS ANGELES | CA | 90045 | 501(C)3 | SOCIAL SERVICE | $100 | ||||
| VINTAGE CHURCH | ||||||||||
| 1045 BROXTON AVE | WESTWOOD | CA | 90024 | 501(C)3 | RELIGIOUS | $500 | ||||
| WARING INTL PIANO COMPETI | ||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $17,000 | ||||
| WARING INTL PIANO COMPETI | ||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $14,500 | ||||
| WESTSIDE ARARAT GUILD | ||||||||||
| 17080 TIMBER RIDGE DR | GRANADA HILLS | CA | 91344 | 501(C)3 | SOCIAL SERVICE | $1,000 | ||||
| WESTSIDE GUILD FOR CHILDRENS HOSP | ||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)3 | MISC/HEALTH | $175 | ||||
| YOUTH FOR CHRIST INTERNATIONAL | ||||||||||
| BOX 4555 | ENGLEWOOD | CO | 80153 | 501(C)3 | RELIGIOUS | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $656,057 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,480 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,750 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $256,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,303 | 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 | $1,500 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| MRS JOYCE P STEIN |
| MR ALBERT MOMJIAN |
| MRS RICHARD DANELIAN |
| MRS STEPHANIE LANDES |
| MR GEORGE PHILLIPS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 65,000 AMERICAN EXPRESS CREDIT | $67,613 | $67,917 |
| 15,000 COSTCO | $15,644 | $16,849 |
| 25,000 CREDIT SUISSE NY | ||
| 25,000 DELL, INC | ||
| 25,000 MONSANTO CO | $25,160 | $28,042 |
| 35,000 MORGAN STANLEY | $35,379 | $40,953 |
| 75,000 GE CAPITAL CORP | $74,238 | $71,157 |
| 50,000 UNITED TECHNOLOGIES | $50,547 | $52,840 |
| 65,000 DUPONT EI NEMOUR | ||
| 75,000 BOTTLING GROUP, LLC | $82,933 | $78,662 |
| 75,000 PRIVATE EXPORT FUNDING | $81,694 | $79,352 |
| 75,000 VERIZON | $74,049 | $82,022 |
| 85,000 BOEING | ||
| 100,000 BURLINGTON NORTH SANTA FE | $100,008 | $101,444 |
| 100,000 COCA COLA | ||
| 100,000 HOME DEPOT | $100,237 | $106,689 |
| CISCO SYSTEMS | $74,120 | $82,510 |
| FANNIE MAE | $49,344 | $50,438 |
| FANNIE MAE 05/01/13 | ||
| FANNIE MAE 06/12/07 | $75,369 | $85,763 |
| FEDERAL FARM CREDIT 10/20/14 | $74,323 | $77,771 |
| FG POOL G04477 08/01/38 | $8,045 | $8,882 |
| FG POOL G08279 | $8,157 | $8,973 |
| FGMLC POOLA81144 | $11,759 | $12,805 |
| GOLDMAN SACHS GROUP | $74,404 | $83,410 |
| MONTGOMERY CNTY PA 9/1/25 | $53,209 | $52,316 |
| PENNSYLVANIA BUILD AMERICA BONDS | $77,896 | $78,515 |
| TENN VALLEY AUTHORITY | ||
| US TREASURY NB 1.75% | $99,590 | $92,469 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $38,010 | $82,220 |
| ALTRIA GROUP | $29,418 | $46,068 |
| AMERICAN EXPRESS CO | $30,414 | $36,292 |
| APACHE | ||
| APPLE INC | $140,195 | $171,111 |
| AT&T | $41,170 | $49,224 |
| AUTOMATIC DATA PROCESSING | $46,191 | $80,799 |
| BECTON DICKINSON & CO | $52,967 | $74,581 |
| BLACKROCK | $99,489 | $188,300 |
| BRISTOL MYERS | ||
| CANADIAN IMPERIAL BANK | $47,538 | $51,246 |
| CHEVRON | $85,953 | $118,665 |
| CISCO SYS INC | $24,651 | $33,645 |
| COCA-COLA, CO. | $49,848 | $99,144 |
| CONOCO PHILLIPS | ||
| COVIDIEN PLC | $56,739 | $80,018 |
| CVS | $64,338 | $127,037 |
| DARDEN RESTAURANTS | $56,104 | $62,526 |
| DISNEY | $65,689 | $137,520 |
| DUPONT EL NEMOUR | $80,266 | $165,674 |
| EATON CORP | $127,846 | $188,397 |
| EXXON MOBIL CORP | $41,355 | $98,670 |
| GENERAL ELECTRIC | $62,272 | $92,499 |
| GENUINE PARTS CO | $60,533 | $97,748 |
| GLAXOSMITHKLINE | $78,252 | $106,780 |
| HEINZ | ||
| IBM | $65,879 | $79,717 |
| INTEL CORPORATION | $64,638 | $88,247 |
| JOHNSON & JOHNSON | $99,150 | $157,993 |
| JPMORGAN CHASE | $106,641 | $146,200 |
| KIMBERLY CLARK | $41,057 | $67,899 |
| KRAFT FOODS | $34,357 | $40,433 |
| M&T BK CORP | $56,039 | $75,673 |
| MATTEL INC | $63,249 | $80,886 |
| MCDONALDS | $121,526 | $164,951 |
| MERCK & CO | $86,433 | $120,120 |
| MICROSOFT | $77,671 | $118,777 |
| NORFOLK SOUTHERN | ||
| NOVARTIS A G | $55,294 | $90,428 |
| PHILIP MORRIS INTERNATIONAL | $42,453 | $43,565 |
| PROCTOR & GAMBLE CO | $58,964 | $105,833 |
| QUALCOMM | $76,816 | $100,238 |
| QUEST | ||
| ROYAL DUTCH PETROLEUM | $26,593 | $110,469 |
| SANOFI-AVENTIS ADR | $26,095 | $37,541 |
| SCHLUMBERGER LTD | $60,255 | $39,835 |
| TIFFANY & CO NEW | ||
| TJX COS INC | $28,644 | $38,238 |
| TOTAL FINA ELF S A | $90,585 | $104,159 |
| UNION PACIFIC | $36,356 | $117,600 |
| UNITED PARCEL SERVICE | $67,174 | $94,572 |
| UNITED TECHNOLOGIES CORP | $45,064 | $96,730 |
| UNITEDHEALTH GROUP | $54,039 | $65,888 |
| VERIZON | $32,250 | $44,226 |
| WASTE MANAGEMENT | $73,729 | $89,740 |
| WELLS FARGO & CO | $49,000 | $89,665 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7500 ISHARES DOW JONES EPAC | AT COST | $220,125 | $284,550 |
| 3000 ISHARES MCSI CANADA INDEX | AT COST | $76,769 | $87,480 |
| 1,950 ISHARES CORE MSCI EMERGING | AT COST | $99,177 | $97,130 |
| 1500 ISHARES S&P GLOBAL MATERIALS | AT COST | ||
| 1,900 ISHARE S&P MIDCAP 400 | AT COST | $127,851 | $254,239 |
| 2,600 ISHARES S&P SMALLCAP 600 | AT COST | $132,646 | $283,738 |
| JPMORGAN ALERIAN MLP INDEX | AT COST | $124,754 | $176,130 |
| 1850 VANGUARD FTSE ALL WORLD | AT COST | $182,496 | $190,439 |
| 12250 VANGUARD EMERG MARKET | AT COST | $502,688 | $503,965 |
| 10800 VANGUARD EUROPE PACIFIC | AT COST | $322,564 | $386,707 |
| 2200 VANGUARD REIT ETF | AT COST | $122,152 | $142,032 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL TAXES PAID | $4,493 |
| MISCELLANEOUS | $1,124 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| COMPUTER EXPENSES | $1,635 | $1,635 |
| POSTAGE | $1,732 | $1,732 |
| INSURANCE | $2,010 | $2,010 |
| OFFICE SUPPLIES | $5,603 | $5,603 |
| TELEPHONE | $5,437 | $5,437 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $483 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $483 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $483 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $5 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SECRETARY | $6,950 | $6,950 | |
| BOOKKEEPING | $761 | $761 | |
| INVESTMENT FEES | $35,305 | $35,305 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,282 | Amt |
| Net Investment Income | $3,282 | NetInvestmentIncomeAmt |
Comments