LAZARIAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LAZARIAN FOUNDATION INC (EIN 95-4740552)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201422169349100327
- Schema version
- 2013v3.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T15:52:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | 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 | 954740552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAZARIAN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAZA | BusinessNameControlTxt |
| Phone | 6267443221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 E FOOTHILL BLVD SUITE 200 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN LAZARIAN | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 6267443221 | PhoneNum |
| Signature | 2014-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2014-07-18 | 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 | $1,084,443 | 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 | $46,655 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,201 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,817 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,879 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3,648 | CashBOYAmt |
| Cash EOY | $22,492 | CashEOYAmt |
| Cash EOYFMV | $22,492 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $411,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $304,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $304,035 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $640,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $770,441 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $757,916 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,047,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,096,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,084,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,047,751 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,096,968 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,047,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,047,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,096,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,047,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,634 | OtherIncreasesAmt |
| Subtotal | $1,096,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LONG-TERM SECURITIES | P | $171,685 | $138,304 | $33,381 | $33,381 |
| CAPITAL GAINS DIVIDENDS | P | $436 | $436 | $436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,061,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,487 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,034,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,016,541 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061181 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,597 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,043,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,772 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,153,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074389 | DistributionYr5Rt |
| Total Distribution | 0.374748 | TotalDistributionRt |
| Average Distribution | 0.074950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $817,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,299 | 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 | $789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,667 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $865 | OverpaymentAmt |
| Applied To ES Tax | $865 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267443221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 E FOOTHILL BLVD SUITE 200 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN H LAZARIAN | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | CEO-DIRECTOR | 10.00 | $0 | $0 | $0 |
| IRIS LAZARIAN | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| STEPHEN H LAZARIAN JR | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | V.P.-DIRECTOR | 2.00 | $0 | $0 | $0 |
| DIANA L LAZARIAN | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | SECRETARY-DIRECTOR | 2.00 | $0 | $0 | $0 |
| STANLEY R LAZARIAN | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | CFO-DIRECTOR | 2.00 | $0 | $0 | $0 |
| NANCY ROSE | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DARLENE D LAZARIAN | ||||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | DIRECTOR | 1.00 | $0 | $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 | $688,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $830,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $830,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $817,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $789 | TotalTaxAmt |
| Distributable Before Adj | $40,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,299 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $789 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,794 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $187,911 | 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 | $28,817 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,794 | ExcessFromYear4Amt |
| Excess From Year3 | $11,769 | ExcessFromYear3Amt |
| Excess From Year2 | $13,654 | ExcessFromYear2Amt |
| Excess From Year1 | $7,673 | ExcessFromYear1Amt |
| Excess From Current Year | $52,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS DONATION RECIPIENTS | |||||||
| 2650 E FOOTHILL BLVD SUITE 200 | PASADENA | CA | 91107 | NONE | 509(A)(1) | GENERAL SUPPORT | $9,399 |
| AMERICAN CENTER FOR LAW & JUSTICE | |||||||
| PO BOX 90555 | WASHINGTON | DC | 20090 | NONE | 509(A)(1) | GENERAL SUPPORT | $500 |
| AMERICAN RELIEF & DEVELOPMENT | |||||||
| PO BOX 5727 | PASADENA | CA | 91117 | NONE | 509(A)(1) | GENERAL SUPPORT | $55,500 |
| CHRISTIAN LEADERSHIP INTERNATIONAL | |||||||
| PO BOX 250673 | GLENDALE | CA | 91225 | NONE | 509(A)(1) | GENERAL SUPPORT | $1,050 |
| THE CHRISTIAN & MISSIONARY ALLIANCE | |||||||
| PO BOX 35000 | COLORADO SPRINGS | CO | 80935 | NONE | 509(A)(1) | GENERAL SUPPORT | $1,000 |
| DOOR OF HOPE | |||||||
| PO BOX 90455 | PASADENA | CA | 91109 | NONE | 509(A)(1) | GENERAL SUPPORT | $5,250 |
| HEART OF CABI | |||||||
| 18915 LAUREL PARK ROAD | RANCHO DOMINGUEZ | CA | 90220 | NONE | 509(A)(1) | GENERAL SUPPORT | $600 |
| JEWS FOR JESUS | |||||||
| 80 HAIGHT STREET | SAN FRANCISCO | CA | 94102 | NONE | 509(A)(1) | GENERAL SUPPORT | $1,750 |
| LAKE AVENUE CHURCH | |||||||
| 393 N LAKE AVE | PASADENA | CA | 91101 | NONE | 509(A)(1) | GENERAL SUPPORT | $12,500 |
| LIVING WELL PREGNANCY CENTER | |||||||
| 2010 N TUSTIN ST SUITE D | ORANGE | CA | 92865 | NONE | 509(A)(1) | GENERAL SUPPORT | $500 |
| WALTER HOVING HOME | |||||||
| 127 S EL MOLINO AVE | PASADENA | CA | 91101 | NONE | 509(A)(1) | GENERAL SUPPORT | $750 |
| YOUNG LIFE | |||||||
| 2275 HUNTINGTON DR 173 | PASADENA | CA | 91108 | NONE | 509(A)(1) | GENERAL SUPPORT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,299 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,201 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,425 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEVE AND IRIS LAZARIAN | |||||||
| 1 | 2650 E FOOTHILL BLVD | PASADENA | CA | 91107 | $36,000 | Yes (X) | |
| STEVE AND IRIS LAZARIAN | |||||||
| 2 | 2650 E FOOTHILL BLVD | PASADENA | CA | 91107 | $10,655 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 500 SH INVESCO COMSTOCK C (ACSYX) | NoncashPropertyDesc |
| Fair Market Value | $10,655 | FairMarketValueAmt |
| Received | 2013-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,930 | Amt |
| Net Investment Income | $1,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $297,880 | $304,308 |
| MUTUAL FUNDS | AT COST | $303,650 | $290,378 |
| ETFS AND CEFS | AT COST | $168,911 | $163,230 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $20 | $0 | $0 |
| MISCELLANEOUS | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCES | Description |
| Amount | $17,634 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $163 | Amt |
| Net Investment Income | $81 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments