STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201303169349100305
- Schema version
- 2012v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T18:36:48-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTELT JAYNES AND VAN PELT APAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237029751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEPHEN PHILIBOSIAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE STEIN | Name |
| Title | OFFICER | Title |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHELLE D VAN PELT | Name |
| Phone | 9497537555 | Phone |
| Date Prepared | 2013-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7766994 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 80798 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 80798 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 80798 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 191355 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 191355 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 191355 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 232218 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1466545 | GrossSalesPrice |
| Other Income Rev And Expnss | 24 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 24 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 24 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 504395 | TotalRevenueAndExpenses |
| Total Net Investment Income | 272177 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 272177 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 4300 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 41250 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33712 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7538 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3085 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 3085 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 365 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 365 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 17857 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 17857 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 66857 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 33712 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 28845 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 578534 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 578534 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 645391 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 33712 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 607379 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -140996 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 238465 | NetInvestmentIncome |
| Adjusted Net Income | 272177 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 81272 | CashBOY |
| Cash EOY | 90628 | CashEOY |
| Cash EOYFMV | 90628 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 83612 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 96912 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 96912 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1124 | AccountsReceivable |
| Accounts Receivable BOY | 1124 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1124 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1124 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 3082947 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2998792 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3714021 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1783347 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1591488 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1705207 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1802921 | InvestmentsOtherBOY |
| Investments Other EOY | 1909139 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2159102 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6835223 | TotalAssetsBOY |
| Total Assets EOY | 6688083 | TotalAssetsEOY |
| Total Assets EOYFMV | 7766994 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2956367 | CapitalStockBOY |
| Capital Stock EOY | 2956367 | CapitalStockEOY |
| Retained Earnings BOY | 3878856 | RetainedEarningsBOY |
| Retained Earnings EOY | 3731716 | RetainedEarningsEOY |
| Total Net Assets BOY | 6835223 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6688083 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6835223 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6688083 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6835223 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -140996 | ExcessOfRevenueOverExpenses |
| Subtotal | 6694227 | Subtotal |
| Other Decreases | 6144 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6688083 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 671457 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7853435 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.085499 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 639103 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7728515 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.082694 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 657734 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7559200 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.087011 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 703445 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8819691 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.079758 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 759173 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10662658 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071199 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.406161 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081232 | AverageDistributionRatio |
| Net Noncharitable Assets | 7669647 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 623021 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2385 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 625406 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 607379 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4769 | InvestmentIncomeExciseTax |
| Subtotal | 4769 | Subtotal |
| Tax Based On Investment Income | 4769 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2800 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2050 | TaxPaidWithExtension |
| Total Credits And Payments | 4850 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 45 | PenaltyForUnderpayment |
| Overpayment | 36 | Overpayment |
| Amount Credited To Next Year | 36 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOYCE STEIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7605683920 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7641199 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 145245 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7786444 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7786444 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 116797 | CashDeemedCharitable |
| Net Noncharitable Assets | 7669647 | NetNoncharitableAssets |
| Minimum Investment Return | 383482 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 383482 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4769 | TaxBasedOnInvestmentIncome |
| Total Tax | 4769 | TotalTax |
| Distributable Amount Before Adj | 378713 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 378713 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 378713 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 607379 | ExpensesAndContributions |
| Qualifying Distributions | 607379 | QualifyingDistributions |
| Adj Qualifying Distributions | 607379 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 378713 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 233245 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 276744 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 284772 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 257103 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 289817 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1341681 | TotalExcessDistriCarryover |
| Qualifying Distributions | 607379 | QualifyingDistributions |
| Applied To Current Year | 378713 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 228666 | RemainingDistriFromCorpus |
| Total Corpus | 1570347 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 233245 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1337102 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 276744 | ExcessFromYear4 |
| Excess From Year3 | 284772 | ExcessFromYear3 |
| Excess From Year2 | 257103 | ExcessFromYear2 |
| Excess From Year1 | 289817 | ExcessFromYear1 |
| Excess From Current Year | 228666 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (126 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACT FOR MS | |||||||||||
| 73-710 FRED WARING DR 118 | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $600 | |||||
| ADRDA ALZHEIMERS ASSOCIATION | |||||||||||
| 225 W MICHIGAN AVE FL 17 | CHICAGO | IL | 60681 | 501(C)3 | HEALTH | $500 | |||||
| AEUNA | |||||||||||
| 411 E ACACIA AVE 208 | GLENDALE | CA | 91205 | 501(C)3 | SOCIAL SERVICES | $3,000 | |||||
| ALPHA NORTH AMERICA | |||||||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77098 | 501(C)3 | MISSION | $10,000 | |||||
| AMAA ORPHAN CHILD CARE FUND | |||||||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | 501(C)3 | SOCIAL SERVICE | $2,750 | |||||
| AMAA SPREAD | |||||||||||
| 125 LOUISE STREET | GLENDALE | CA | 91205 | 501(C)3 | EDUCATION,SOCIAL SERVICE, MISSIONS | $53,400 | |||||
| AMERICAN FRIENDS OF THE ISRAEL PHIL | |||||||||||
| 11110 OHIO AVE | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS CULTURAL | $6,000 | |||||
| APOSTOLIC CHURCH OF THE DESERT | |||||||||||
| 38-900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $3,000 | |||||
| ARARAT GUILD OF SAN GABRIEL | |||||||||||
| 521 S SANTA ANITA | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $500 | |||||
| ARDELIAN FOUNDATION | |||||||||||
| 74-991 VELIE WAY 1 | PALM DESERT | CA | 92210 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| ARMENIAN AMERICAN CULTURAL ASSOC | |||||||||||
| 1300 CRYSTAL DRIVE SUITE | ARLINGTON | VA | 22202 | 501(C)3 | ARTS CULTURAL | $500 | |||||
| ARMENIAN ASSEMBLY | |||||||||||
| 122 C STREET NW 350 | WASHINGTON | DC | 20001 | 501(C)3 | SOCIAL SERVICE | $11,000 | |||||
| ARMENIAN BONE MARROW DONOR | |||||||||||
| 881 W STOCKER 208 | GLENDALE | CA | 91202 | 501(C)3 | HEALTH | $200 | |||||
| ARMENIAN CILICIA CHURCH | |||||||||||
| 339 S STA ANITA AVE | PASADENA | CA | 91107 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| ARMENIAN CONGREGATIONAL C | |||||||||||
| 26210 W 12 MILE RD | SOUTHFIELD | MI | 48034 | 501(C)3 | RELIGIOUS | $2,000 | |||||
| ARMENIAN CTR FOR NATL INTL STUDIES | |||||||||||
| 15456 VALLEY VISTA | SHERMAN OAKS | CA | 91403 | 501(C)3 | EDUCATION | $500 | |||||
| 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 | $12,500 | |||||
| ARMENIAN EVANGELICAL WOMENS FOUND | |||||||||||
| 40 KHOSHIFIAC | WALTHERM | MA | 02451 | 501(C)3 | RELIGIOUS | $500 | 135 LINCOLN WOODS RD | ||||
| ARMENIAN INTERNATIONAL COMMITTEE | |||||||||||
| 104 N BELMONT ST 200 | GLENDALE | CA | 91206 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| ARMENIAN INTERNATIONAL WOMEN | |||||||||||
| 65 MAIN ST | WATERTOWN | MA | 02472 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| ARMENIAN INTERNATIONAL WORLD | |||||||||||
| 3922 YORBA LINDA BLVD | ROYAL OAKS | MI | 48073 | 501(C)3 | MISSION | $3,000 | |||||
| ARMENIAN MARTYRS CHURCH | |||||||||||
| 100 N EDMONDS | HAVERTOWN | PA | 19083 | 501(C)3 | RELIGIOUS | $2,500 | |||||
| ARMENIANAPOSTOLIC CHURCH LADIES SOC | |||||||||||
| 38-900 VISTA DUNES RD | RANCHO MIRAGE | CA | 92270 | 501(C)3 | RELIGIOUS | $100 | |||||
| ARTISTS FOR ARMENIAN KIDS | |||||||||||
| BOX 3904 | GLENDALE | CA | 91221 | 501(C)3 | ARTS CULTURAL | $500 | |||||
| ASEMBLEA CHRISTINA DEL VA | |||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $23,000 | |||||
| ATHLETES IN ACTION CAMPU | |||||||||||
| 5801 N UNION BLVD SUITE | COLORADO SPRINGS | CO | 80918 | 501(C)3 | MISSION/CHARITIES | $500 | |||||
| BALLET THEATER FOUNDATION | |||||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | 501(C)3 | ARTS/CULTURAL | $1,000 | |||||
| BERKELEY HALL SCHOOL | |||||||||||
| 16000 MULHOLLAND DR | LOS ANGELES | CA | 90049 | 501(C)3 | EDUCATION | $46,500 | |||||
| BEVERLY HILLS PRESBYTERIA | |||||||||||
| 505 N RODEO | BEVERLY HILLS | CA | 90210 | 501(C)3 | RELIGIOUS | $1,500 | |||||
| BILLY GRAHAM LIBRARY | |||||||||||
| 4330 WESTMONT DR | CHARLOTTE | NC | 28217 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| BRANDYWINE CONSERVANCY | |||||||||||
| PO BOX 141 | CHADDSFORD | PA | 19317 | 501(C)3 | ARTS/CULTURAL | $2,800 | |||||
| CAMP AREV | |||||||||||
| PO BOX 11145 | GLENDALE | CA | 91226 | 501(C)3 | EDUCATION | $1,500 | |||||
| CARNEGIE HALL SOCIETY | |||||||||||
| 881 7TH AVENUE AT 57TH ST | NEW YORK | NY | 10019 | 501(C)3 | ARTS/CULTURAL | $250 | |||||
| CENTER THEATER GROUP | |||||||||||
| 601 WEST TEMPLE ST | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $1,298 | |||||
| CHAMLIAN ARMENIAN SCHOOL | |||||||||||
| 4444 LOWELL AVENUE | GLENDALE | CA | 91214 | 501(C)3 | EDUCATION | $1,000 | |||||
| CHILD DEVELOPMENT INSTITUE | |||||||||||
| 6340 VARIEL AVE A | WOODLAND HILLS | CA | 91367 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| CHILDRENS HOSPITAL | |||||||||||
| 34TH ST CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 501(C)3 | MISC HEALTH | $3,800 | |||||
| CHRISTIAN ASSEMBLY OF THE | |||||||||||
| BOX 128 | COACHELLA VALLEY | CA | 92236 | 501(C)3 | MISSION/CHARITIES | $39,500 | |||||
| COLBY SAWYER COLLEGE | |||||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | 501(C)3 | EDUCATION | $100 | |||||
| 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 | |||||
| COOPER HOSPITAL | |||||||||||
| 3 COOPER PLAZA 220 | CAMDEN | NJ | 08103 | 501(C)3 | MISC HEALTH | $5,000 | |||||
| DESERT CANCER FOUNDATION | |||||||||||
| 74091 LARREA STREET | PALM DESERT | CA | 92260 | 501(C)3 | HEALTH | $1,000 | |||||
| DESERT CHRISTIAN ACADEMY | |||||||||||
| 40700 YUCCA LANE | BERMUDA DUNES | CA | 92203 | 501(C)3 | EDUCATION | $20,010 | |||||
| DESERT COMMUNITY FOUNDATION | |||||||||||
| 75-105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | 501(C)3 | SOCIAL SERVICE | $2,675 | |||||
| EISENHOWER MEDICAL CTR | |||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $10,000 | |||||
| EISENHOWER MEDICAL CTR | |||||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 501(C)3 | MISC HEALTH | $13,000 | |||||
| EL DORADO SCHOLARSHIP FUND | |||||||||||
| 46000 FAIRWAY DR | INDIAN WELLS | CA | 92210 | 501(C)3 | EDUCATION | $500 | |||||
| ESPOIR POUR L'ARMONIE | |||||||||||
| 501(C)3 | MISSION | $1,000 | LYON | LYON | LYON | FR | |||||
| FIRST ARMENIAN EVANGELICAL CHURCH | |||||||||||
| 501(C)3 | RELIGIOUS | $4,000 | 11455 RUE DROURT | MONTREAL | QUEBEC | CA | |||||
| 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 | $1,350 | |||||
| FRACTURED ATLAS | |||||||||||
| 248 W 35TH 19TH FL | NEW YORK | NY | 10001 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| FULLER THEOLOGICAL SEMINARY | |||||||||||
| 700 LOCUST STREET | PASADENA | CA | 91101 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| GEFFEN PLAYHOUSE | |||||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | 501(C)3 | ARTS CULTURAL | $500 | |||||
| GEORGE FOX UNIVERSITY | |||||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | 501(C)3 | EDUCATION | $1,000 | |||||
| GEORGE W BUSH PRESIDENTIAL CTR | |||||||||||
| PO BOX 600610 | DALLAS | TX | 75360 | 501(C)3 | ARTS CULTURAL | $5,000 | |||||
| GRIEVING TEENS OF THE DESERT | |||||||||||
| BOX 14370 | PALM DESERT | CA | 92255 | 501(C)3 | SOCIAL SERVICE | $500 | |||||
| HAIGAZIAN ALUMNI COMMITTEE | |||||||||||
| 1724 CAPISTRANO CIRCLE | GLENDALE | CA | 91202 | 501(C)3 | EDUCATION | $500 | |||||
| HAIGAZIAN UNIVERSITY | |||||||||||
| 31 W CENTURY BLVD | PARAMUS | NJ | 07652 | 501(C)3 | EDUCATION | $2,200 | |||||
| HAIGAZIAN UNIVERSITY AUXILIARY | |||||||||||
| 1724 CAPISTRANO CIRCLE | GLENDALE | CA | 91202 | 501(C)3 | EDUCATION | $1,000 | |||||
| HORIZONS INTL | |||||||||||
| BOX 18478 | BOULDER | CO | 80608 | 501(C)3 | ARTS CULTURAL | $500 | |||||
| HOUSE OF ARMENIA | |||||||||||
| 100 W GLENOAKS | GLENDALE | CA | 91202 | 501(C)3 | ARTS/CULTURAL | $5,000 | |||||
| HOUSE OF HOPE | |||||||||||
| BOX 8507 | CALABASAS | CA | 91372 | 501(C)3 | EDUCATION | $600 | |||||
| IGLESIA BAUTISTE FUNDAMEN | |||||||||||
| 942 S FORD BLVD | LOS ANGELES | CA | 90022 | 501(C)3 | MISSION | $3,500 | |||||
| IMMANUAL ARMENIAN CONGR | |||||||||||
| 9516 DOWNEY AVE | DOWNEY | CA | 90240 | 501(C)3 | RELIGIOUS | $500 | |||||
| INNER CITY ARTS | |||||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | 501(C)3 | ARTS CULTURAL | $7,600 | |||||
| INTERNATIONAL CLASSICAL CONCERTS | |||||||||||
| PO BOX 1227 | LA QUINTA | CA | 92253 | 501(C)3 | ARTS/CULTURAL | $200 | |||||
| JUNIOR LEAGUE | |||||||||||
| 630 N LARCHMONT | LOS ANGELES | CA | 90004 | 501(C)3 | SOCIAL SERVICE | $350 | |||||
| KAPPA ALPHA THETA FOUNDATION | |||||||||||
| 8740 FOUNDERS RD | INDIANAPOLIS | IN | 46268 | 501(C)3 | SOCIAL SERVICE | $250 | |||||
| KUSC | |||||||||||
| PO BOX 77913 | LOS ANGELES | CA | 90007 | 501(C)3 | EDUCATION | $1,264 | |||||
| LA MUSIC CENTER | |||||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $2,275 | |||||
| LARK CHORUS & ORCHESTRA | |||||||||||
| 411 E ACACIA AVE | GLENDALE | CA | 91203 | 501(C)3 | ARTS CULTURAL | $6,000 | |||||
| LIBERTY INSTITUTE | |||||||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| LIBRARY FOUNDATION OF LOS | |||||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | 501(C)3 | EDUCATION | $5,400 | |||||
| LOREN ZACHERY SOCIETY | |||||||||||
| 2250 GLOAMING WAY | BEVERLY HILLS | CA | 90210 | 501(C)3 | ARTS/CULTURAL | $1,500 | |||||
| LOS ANGELES COUNTY MUSEUM | |||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | ARTS/CULTURAL | $2,500 | |||||
| LOS ANGELES OPERA | |||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $3,804 | |||||
| LOS ANGELES OPERA | |||||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $4,608 | |||||
| LOS ANGELES PHILHARMONIC | |||||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $15,533 | |||||
| MCCALLUM THEATER | |||||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $3,065 | |||||
| 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 | $100 | |||||
| METROPOLITAN OPERA ASSOCI | |||||||||||
| 88 W END AVENUE | NEW YORK | NY | 10023 | 501(C)3 | ARTS/CULTURAL | $12,580 | |||||
| MISSION AMERICA | |||||||||||
| BOX 13920 | PALM DESERT | CA | 92255 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| MUSIC CENTER | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $7,095 | |||||
| MUSIC CENTER FOUNDERS | |||||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | 501(C)3 | ARTS/CULTURAL | $600 | |||||
| NATL ETHNIC COALITION OF ORG | |||||||||||
| 12 E 33RD ST 12TH FL | NEW YORK | NY | 10016 | 501(C)3 | SOCIAL SERVICE | $17,500 | |||||
| NEAR EAST FOUNDATION | |||||||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| OLD ROMAN CATHOLIC AND | |||||||||||
| LOS ANGELES | LOS ANGELES | CA | 90012 | 501(C)3 | MISSION/CHARITIES | $73,867 | |||||
| PALM DESERT COMMUNITY PRESBYTERIAN | |||||||||||
| 47-321 HIGHWAY 74 | PALM DESERT | CA | 92260 | 501(C)3 | RELIGIOUS | $7,550 | |||||
| PALM DESERT HIGH SCHOOL | |||||||||||
| 74910 AZTEC RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $3,000 | |||||
| PALM SPRINGS FRIENDS OF THE PHILHAR | |||||||||||
| BOX 12770 | PALM SPRINGS | CA | 92255 | 501(C)3 | ARTS/CULTURAL | $4,900 | |||||
| PALM SPRINGS OPERA GUILD | |||||||||||
| 2150 E TAQUITZ CANYON 6 | PALM SPRINGS | CA | 92262 | 501(C)3 | ARTS/CULTURAL | $1,000 | |||||
| PEPPERDINE ASSOCIATION | |||||||||||
| 24255 PACIFIC COAST HIGHW | MALIBU | CA | 90265 | 501(C)3 | EDUCATION | $3,000 | |||||
| PHILADELPHIA ORCHESTRA | |||||||||||
| 260 BROAD STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | ARTS/CULTURAL | $200 | |||||
| PHILADELPHIA ORCHESTRA | |||||||||||
| 260 BROAD STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | ARTS/CULTURAL | $750 | |||||
| PROJECT SAVE | |||||||||||
| BOX 236 | WATERTOWN | MA | 02471 | 501(C)3 | MISSION | $1,500 | |||||
| RANCHO MIRAGE PUBLIC LIBRARY | |||||||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | EDUCATION | $450 | |||||
| RURAL CENTER FOR AIDSSTD PREVENTIO | |||||||||||
| BOX 500 | BLOOMINGTON | IN | 47402 | 501(C)3 | HEALTH | $5,000 | |||||
| SACRED HEART CATHOLIC CHURCH | |||||||||||
| 43776 DEEP CANYON RD | PALM DESERT | CA | 92260 | 501(C)3 | RELIGION | $600 | |||||
| SACRED HEART CATHOLIC SCHOOL | |||||||||||
| 43776 DEEP CANYON RD | PALM DESERT | CA | 92260 | 501(C)3 | EDUCATION | $6,200 | |||||
| SALVATION ARMY | |||||||||||
| 30-400 LANDAN BLVD | CATHEDRAL CITY | CA | 92234 | 501(C)3 | MISSION/CHARITIES | $4,200 | |||||
| SHARE INC | |||||||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| SMITHSONIAN INSTITUTION | |||||||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | 501(C)3 | EDUCATION | $50 | |||||
| ST JOHNS HEALTH CNETER FOUNDATION | |||||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501(C)3 | HEALTH | $1,000 | |||||
| STEINWAY SOCIETY | |||||||||||
| BOX 3015 | RANCHO MIRAGE | CA | 92270 | 501(C)3 | ARTS/CULTURAL | $100 | |||||
| STUART SAKS MINISTRIES | |||||||||||
| 10 DONNA LANE | WAYNE | PA | 19087 | 501(C)3 | SOCIAL SERVICE | $1,000 | |||||
| TCA ARSHAG DICKRANIAN SCHOOL | |||||||||||
| 1200 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | 501(C)3 | EDUCATION | $1,000 | |||||
| TEEN LINE | |||||||||||
| 8730 ALDEN DRIVE | LOS ANGELES | CA | 90048 | 501(C)3 | EDUCATION | $3,300 | |||||
| TUSCARONA INN AND CONFERENCE CENTER | |||||||||||
| 3300 RIVER ROAD | MT BETHEL | PA | 18343 | 501(C)3 | RELIGIOUS | $500 | |||||
| UCLA ARMENIAN LANGUAGE & CULTURAL | |||||||||||
| BOX 1372 | GLENDALE | CA | 91209 | 501(C)3 | EDUCATION | $500 | |||||
| UCLA FOUNDATION | |||||||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | 501(C)3 | EDUCATION | $1,000 | |||||
| UCLA FOUNDATION DAVIDIAN FUND | |||||||||||
| BOX 1372 | GLENDALE | CA | 91209 | 501(C)3 | SOCIAL SERVICE | $1,500 | |||||
| UNITED ARMENIAN CONGREGAT | |||||||||||
| 3480 CAHUENGA BLVD | LOS ANGELES | CA | 90036 | 501(C)3 | RELIGIOUS | $1,000 | |||||
| UNITED FRIENDS OF THE CHILDREN | |||||||||||
| 1055 WILSHIRE BLVD STE 19 | LOS ANGELES | CA | 90017 | 501(C)3 | SOCIAL SERVICE | $2,910 | |||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | EDUCATION | $100 | |||||
| USC FRIENDS OF ARMENIAN MUSIC | |||||||||||
| USC | LOS ANGELES | CA | 90089 | 501(C)3 | ARTS/CULTURAL | $1,000 | |||||
| VINTAGE CHURCH | |||||||||||
| 1045 BROXTON AVE | WESTWOOD | CA | 90024 | 501(C)3 | RELIGIOUS | $2,300 | |||||
| WALLACE ANNENNBERG CTR | |||||||||||
| 991 W PICO | LOS ANGELES | CA | 90025 | 501(C)3 | ARTS/CULTURAL | $10,000 | |||||
| WARING INTL PIANO COMPETI | |||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $2,000 | |||||
| WARING INTL PIANO COMPETI | |||||||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | 501(C)3 | ARTS/CULTURAL | $3,500 | |||||
| WEST LA FOR THE TRADITIONAL CHINESE | |||||||||||
| 12340 SANTA MONICA | LOS ANGELES | CA | 90025 | 501(C)3 | HEALTH | $200 | |||||
| WESTSIDE GUILD FOR CHILDRENS HOSP | |||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | 501(C)3 | MISC/HEALTH | $500 | |||||
| WORSHIP PLANET | |||||||||||
| PO BOX 818M | DIVIDE | CO | 80814 | 501(C)3 | MISSION/CHARITIES | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 578534 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $80,798 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $191,355 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 232218 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $272,177 | ExclusionAmount |
| Related Or Exempt Function Income | 232218 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 504395 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $4,300 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| MRS JOYCE P STEIN |
| MR ALBERT MOMJIAN |
| MRS RICHARD DANELIAN |
| MRS STEPHANIE LANDES |
| MR GEORGE PHILLIPS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (69 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| EATON | 2012-06 | PURCHASE | 2012-12 | 67152 | 51361 | 15791 |
| JOHNSON CONTROLS | 2011-09 | PURCHASE | 2012-07 | 8029 | 9025 | -996 |
| NYSE EURONEXT | 2012-01 | PURCHASE | 2012-09 | 19246 | 20750 | -1504 |
| NYSE EURONEXT | 2012-01 | PURCHASE | 2012-12 | 70980 | 84382 | -13402 |
| NORFOLK SOUTHER CORP | 2011-03 | PURCHASE | 2012-01 | 50537 | 42970 | 7567 |
| ABBOTT | 2008-03 | PURCHASE | 2012-12 | 31532 | 30082 | 1450 |
| ABBOTT | 2004-10 | PURCHASE | 2012-10 | 55754 | 35317 | 20437 |
| AIR PRODS & CHEM | 2009-09 | PURCHASE | 2012-02 | 54340 | 45600 | 8740 |
| BRISTOL MYERS | 2010-12 | PURCHASE | 2012-01 | 5693 | 4631 | 1062 |
| CATERPILLAR | 2009-07 | PURCHASE | 2012-07 | 57808 | 23638 | 34170 |
| CHEVRON | 2009-03 | PURCHASE | 2012-01 | 18808 | 11260 | 7548 |
| CONSOLIDATED EDISON | 2010-12 | PURCHASE | 2012-09 | 76927 | 64464 | 12463 |
| EATON | 2010-12 | PURCHASE | 2012-12 | 5166 | 5056 | 110 |
| EATON | 2011-09 | PURCHASE | 2012-12 | 20662 | 16201 | 4461 |
| EATON. | 2010-04 | PURCHASE | 2012-12 | 92979 | 70799 | 22180 |
| EXXON MOBIL | 2004-03 | PURCHASE | 2012-01 | 44681 | 22271 | 22410 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-01 | 1063 | 1066 | -3 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-02 | 974 | 976 | -2 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-03 | 542 | 543 | -1 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-04 | 753 | 755 | -2 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-05 | 1347 | 1350 | -3 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-06 | 1185 | 1187 | -2 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-07 | 941 | 943 | -2 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-08 | 760 | 762 | -2 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-09 | 628 | 629 | -1 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-10 | 669 | 670 | -1 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-11 | 632 | 633 | -1 |
| FG POOL G08279 | 2008-08 | PURCHASE | 2012-12 | 612 | 613 | -1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-01 | 583 | 582 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-02 | 727 | 727 | |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-03 | 631 | 631 | |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-04 | 736 | 735 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-05 | 837 | 836 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-06 | 693 | 692 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-07 | 987 | 986 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-08 | 567 | 566 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-09 | 709 | 708 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-10 | 703 | 702 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-11 | 686 | 685 | 1 |
| FG POOL G04477 | 2008-08 | PURCHASE | 2012-12 | 523 | 523 | |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-01 | 811 | 831 | -20 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-02 | 2489 | 2550 | -61 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-03 | 353 | 362 | -9 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-04 | 427 | 437 | -10 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-05 | 2071 | 2122 | -51 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-06 | 32 | 33 | -1 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-07 | 878 | 900 | -22 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-08 | 1312 | 1344 | -32 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-09 | 982 | 1006 | -24 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-10 | 2904 | 2976 | -72 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-11 | 425 | 436 | -11 |
| FGLMC POOL A81144 | 2008-08 | PURCHASE | 2012-12 | 1249 | 1280 | -31 |
| FANNIE MAE | 2008-04 | PURCHASE | 2012-08 | 75000 | 78830 | -3830 |
| GE CAPITAL | 2008-05 | PURCHASE | 2012-06 | 50000 | 50168 | -168 |
| HOME DEPOT | 2010-12 | PURCHASE | 2012-06 | 94560 | 62541 | 32019 |
| INTEL | 2010-12 | PURCHASE | 2012-09 | 27694 | 25198 | 2496 |
| INTEL | 2006-04 | PURCHASE | 2012-09 | 13847 | 11407 | 2440 |
| JOHNSON CONTROLS | 2010-10 | PURCHASE | 2012-07 | 46169 | 54948 | -8779 |
| KRAFT FOODS | 2010-12 | PURCHASE | 2012-01 | 56708 | 47259 | 9449 |
| METLIFE | 2011-03 | PURCHASE | 2012-05 | 27535 | 42233 | -14698 |
| NYSE EURONEXT | 2009-09 | PURCHASE | 2012-09 | 3208 | 3486 | -278 |
| NYSE EURONEXT | 2009-09 | PURCHASE | 2012-09 | 30793 | 33463 | -2670 |
| PHILLIPS 66 | 2009-11 | PURCHASE | 2012-05 | 25712 | 21838 | 3874 |
| SEMPRA | 2000-12 | PURCHASE | 2012-11 | 90145 | 28921 | 61224 |
| TARGET | 2008-08 | PURCHASE | 2012-03 | 65000 | 67613 | -2613 |
| VANGUARD MSCI | 2010-12 | PURCHASE | 2012-05 | 45249 | 54742 | -9493 |
| WALMART | 2009-11 | PURCHASE | 2012-04 | 4399 | 4004 | 395 |
| WALMART | 2006-05 | PURCHASE | 2012-04 | 58655 | 46700 | 11955 |
| WELLS FARGO | 2002-04 | PURCHASE | 2012-05 | 39156 | 30392 | 8764 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (31 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 65,000 AMERICAN EXPRESS CREDIT | 67613 | 68773 |
| 15,000 COSTCO | 15644 | 17684 |
| 25,000 CREDIT SUISSE NY | 24987 | 25412 |
| 25,000 DELL, INC | 24870 | 28987 |
| 25,000 MONSANTO CO | 25160 | 29704 |
| 30,000 ABBOTT LABS | ||
| 35,000 MORGAN STANLEY | 35379 | 41250 |
| 50,000 GE CAPITAL CORP | ||
| 50,000 UNITED TECHNOLOGIES | 50547 | 54908 |
| 65,000 DUPONT EI NEMOUR | 65601 | 66612 |
| 65,000 TARGET | ||
| 75,000 BOTTLING GROUP, LLC | 82932 | 81329 |
| 75,000 PRIVATE EXPORT FUNDING | 81694 | 82437 |
| 75,000 VERIZON | 74049 | 85406 |
| 85,000 BOEING | 89350 | 85147 |
| 100,000 BURLINGTON NORTH SANTA FE | 100008 | 108306 |
| 100,000 COCA COLA | 98392 | 100448 |
| 100,000 HOME DEPOT | 100237 | 114495 |
| CISCO SYSTEMS | 74120 | 85729 |
| FANNIE MAE | 49344 | 51550 |
| FANNIE MAE 05/01/13 | 25524 | 25370 |
| FANNIE MAE 06/12/07 | 75369 | 90186 |
| FANNIE MAE 08/01/12 | ||
| FEDERAL FARM CREDIT 10/20/14 | 74323 | 81082 |
| FG POOL G04477 08/01/38 | 14951 | 16292 |
| FG POOL G08279 | 14375 | 15609 |
| FGMLC POOLA81144 | 18349 | 20392 |
| GOLDMAN SACHS GROUP | 74404 | 85952 |
| MONTGOMERY CNTY PA 9/1/25 | 53209 | 56783 |
| PENNSYLVANIA BUILD AMERICA BONDS | 78000 | 84195 |
| TENN VALLEY AUTHORITY | 103057 | 101169 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (61 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | ||
| ACCENTURE PLC | 38010 | 66500 |
| AIR PRODS & CHEMS INC | ||
| ALTRIA GROUP | 80899 | 103752 |
| APACHE | 65619 | 49063 |
| APPLE INC | 14309 | 13304 |
| AT&T | 41170 | 47194 |
| AUTOMATIC DATA PROCESSING | 46190 | 56930 |
| BECTON DICKINSON & CO | 52967 | 52778 |
| BLACKROCK | 99489 | 122992 |
| BRISTOL MYERS | 61526 | 75772 |
| CANADIAN IMPERIAL BANK | 39706 | 40305 |
| CATERPILLAR INC | ||
| CHEVRON | 35389 | 59477 |
| CISCO SYS INC | 24651 | 29474 |
| COCA-COLA, CO. | 49848 | 87000 |
| CONOCO PHILLIPS | 69256 | 98583 |
| CONSOLIDATED EDISON INC | ||
| COVIDIEN PLC | 62372 | 67845 |
| CVS | 64338 | 85821 |
| DISNEY | 65689 | 89622 |
| DUPONT EL NEMOUR | 80266 | 114695 |
| EATON CORP | 185958 | 195048 |
| EXXON MOBIL CORP | 41355 | 84386 |
| GENERAL ELECTRIC | 62272 | 69267 |
| GENUINE PARTS CO | 60533 | 74707 |
| GLAXOSMITHKLINE | 78252 | 86940 |
| HEINZ | 42348 | 47586 |
| HOME DEPOT | ||
| IBM | 65879 | 81409 |
| INTEL CORPORATION | 64638 | 70108 |
| JOHNSON & JOHNSON | 99150 | 120923 |
| JOHNSON CONTROLS | ||
| JPMORGAN CHASE | 106641 | 109923 |
| KIMBERLY CLARK | 75798 | 101316 |
| KRAFT FOODS | ||
| M&T BK CORP | 56039 | 64006 |
| MATTEL INC | 29408 | 32958 |
| MCDONALDS | 121526 | 149957 |
| MERCK & CO | 86433 | 98256 |
| METLIFE | ||
| MICROSOFT | 77671 | 84803 |
| NORFOLK SOUTHERN | 58746 | 58748 |
| NOVARTIS A G | 55294 | 71213 |
| NYSE EURONEXT | ||
| PROCTOR & GAMBLE CO | 58964 | 88257 |
| QUALCOMM | 76816 | 83510 |
| QUEST | 37832 | 36419 |
| ROYAL DUTCH PETROLEUM | 26593 | 106873 |
| SANOFI-AVENTIS ADR | 26095 | 33166 |
| SCHLUMBERGER LTD | 39688 | 36382 |
| SEMPRA ENERGY | ||
| TIFFANY & CO NEW | 17060 | 17202 |
| TOTAL FINA ELF S A | 90585 | 88417 |
| UNION PACIFIC | 36356 | 88004 |
| UNITED PARCEL SERVICE | 29125 | 29492 |
| UNITED TECHNOLOGIES CORP | 45064 | 69709 |
| VERIZON | 32250 | 38943 |
| WAL-MART | ||
| WASTE MANAGEMENT | 73729 | 67480 |
| WELLS FARGO & CO | 49000 | 67506 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 7500 ISHARES DOW JONES EPAC | AT COST | 220125 | 252525 |
| 3000 ISHARES MCSI CANADA INDEX | AT COST | 76769 | 85200 |
| 1500 ISHARES S&P GLOBAL MATERIALS | AT COST | 97094 | 93675 |
| 2200 ISHARE S&P MIDCAP 400 | AT COST | 127851 | 193230 |
| 4100 ISHARES S&P SMALLCAP 600 | AT COST | 132646 | 203060 |
| JPMORGAN ALERIAN MLP INDEX | AT COST | 124754 | 146148 |
| 1850 VANGUARD FTSE ALL WORLD | AT COST | 182496 | 168147 |
| 10250 VANGUARD EMERG MARKET | AT COST | 502688 | 545493 |
| 10800 VANGUARD EUROPE PACIFIC | AT COST | 322564 | 326864 |
| 2200 VANGUARD REIT ETF | AT COST | 122152 | 144760 |
| 2200 WISDOMTREE DEFA FUND | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES PAID | Description |
| Amount | $6,144 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| COMPUTER EXPENSES | 1940 | 1940 |
| POSTAGE | 1569 | 1569 |
| INSURANCE | 2060 | 2060 |
| OFFICE SUPPLIES | 4866 | 4866 |
| TELEPHONE | 4633 | 4633 |
| FUNDRAISING EXPENSES | 2789 | 2789 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Revenue And Expenses Per Books | 24 | RevenueAndExpensesPerBooks |
| Net Investment Income | 24 | NetInvestmentIncome |
| Adjusted Net Income | 24 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SECRETARY | $6,450 | 6450 | |
| BOOKKEEPING | $1,088 | 1088 | |
| INVESTMENT FEES | $33,712 | 33712 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CA FILING FEES | $10 | 10 |
| FOREIGN TAXES | $3,075 | 3075 |
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