BETA

JHM CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JHM CHARITABLE FOUNDATION (EIN 45-6821340)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-15
IRS object ID
201422279349100902
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-15T13:01:29-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952399533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NSBN LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19454 WILSHIRE BLVD 4TH FLOORAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code902122907ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456821340EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JHM CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJHMCBusinessNameControlTxt
Phone3105509911PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19701 WILSHIRE BLVD NO 1106AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY W HAMPARPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3105509911PhoneNum
Signature2014-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL GLUCOFTPreparerPersonNm
PTINP00292755PTIN
Phone3102732501PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,747,336FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,499,097ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,480DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,480DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,519,577TotalRevAndExpnssAmt
Total Net Invst Incm$20,480TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,519,577ExcessRevenueOverExpensesAmt
Net Investment Income$20,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,000CashBOYAmt
Cash EOY$2,842,372CashEOYAmt
Cash EOYFMV$2,842,372CashEOYFMVAmt
Pledges Rcvbl$5,003PledgesRcvblAmt
Pledges Rcvbl EOY$5,003PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$5,003PledgesRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,462,977USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,508,632USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$5,304,960CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,391,329CorporateBondsEOYFMVAmt
Total Assets BOY$1,000TotalAssetsBOYAmt
Total Assets EOY$10,615,312TotalAssetsEOYAmt
Total Assets EOYFMV$10,747,336TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,000UnrestrictedBOYAmt
Unrestricted EOY$10,615,312UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,615,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,615,312TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,519,577ExcessRevenueOverExpensesAmt
Other Increases$7,094,735OtherIncreasesAmt
Subtotal$10,615,312SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,615,312TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$648,303AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,506,943NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.099633DistributionYr1Rt
Adjusted Qlfy Distri Yr2$439,809AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,316,315NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.334121DistributionYr2Rt
Adjusted Qlfy Distri Yr3$160,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$320,125NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.501679DistributionYr3Rt
Adjusted Qlfy Distri Yr4$150,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$295,500NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.507614DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$275,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.098182DistributionYr5Rt
Total Distribution1.541229TotalDistributionRt
Average Distribution0.308246AverageDistributionRt
Net Vl Noncharitable Assets$1,647,546NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$507,849AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$205NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$508,054AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$410InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$410SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Overpayment$4,590OverpaymentAmt
Applied To ES Tax$4,590AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY W HAMPARIndividualWithBooksNm
Phone3105509911PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19701 WILSHIRE BLVD SUITE 1106AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY W HAMPAR
9701 WILSHIRE BLVD 1106BEVERLY HILLSCA90212SECRETARY/DIRECTOR5.00$0$0$0
LYSA GRIGORIAN
9701 WILSHIRE BLVD 1106BEVERLY HILLSCA90212PRESIDENT/DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,315,577AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$357,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,672,636TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,672,636AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,647,546NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Total Tax$410TotalTaxAmt
Distributable Before Adj$81,967DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$81,967DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$81,967DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,967DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$27,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$150,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$160,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$358,563ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$259,398ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$955,561TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$424,558RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$81,967ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$81,967ExcessDistributionCyovAppCYAmt
Total Corpus$1,298,152TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,298,152ExcessDistriCyovToNextYrAmt
Excess From Year4$95,033ExcessFromYear4Amt
Excess From Year3$160,600ExcessFromYear3Amt
Excess From Year2$358,563ExcessFromYear2Amt
Excess From Year1$259,398ExcessFromYear1Amt
Excess From Current Year$424,558ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,480ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,480ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,480TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJASMINE MGRDICHIANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1333 KINGSFORD STREETAddressLine1
CityMONTEREY PARKCity
StateCAState
ZIP Code91754ZIPCode
FieldValueIRS element (for citing)
Total Contributions$3,499,097TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierIRC 507(B)(2) ASSET TRANSFERIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART V AND PART VIIIFormAndLineReferenceDesc
Medium ExplanationJMH CHARITABLE FOUNDATION IS THE TRANFEREE FOUNDATION IN A IRC 507(B)(2) ASSET TRANSFER FROM JOHN AND HASMIK FOUNDATION 91-2157009.PART V AND PART VIII OF THIS TAX RETURN CONTAINS HISTORICAL INFORMATION FROM 2008 TO 2012 FROM JOHN AND HASMIK FOUNDATION. EXCESS DISTRIBUTIONS CARRYOVER OF $1,380,119 FROM THE JOHN AND HASMIK FOUNDATION WILL BE UTILIZED TO SATISFY THE DISTRIBUTABLE AMOUNT FOR 2013 FOR THE JHM CHARITABLE FOUNDATION AND WILL BE CARRIED OVER TO THE 2014 990-PF OF THE JHM CHARITABLE FOUNDATION.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$5,304,960EOYBookValueAmt
EOYFMV$5,391,329EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,462,977StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,508,632StateLocalSecEOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionIRC 507(B)(2) ASSET TRANSFER FROM JOHN AND HASMIK FOUNDATION 91-2157009Description
Amount$7,094,735Amount

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