IRANI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IRANI FAMILY FOUNDATION (EIN 95-4634159)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201313169349100556
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T15:52:47-06:00 | 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 | ASPIRIANT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900253392 | 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 | 954634159 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRANI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IRAN | NameControl |
| Phone | 3108064000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 600 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LILLIAN MUELLER | Name |
| Title | VICE PRESIDENT & CFO | Title |
| Phone | 3108064000 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE LEE | Name |
| Phone | 3108064000 | 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 | 1140108 | 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 |
| Dividends Rev And Expnss | 35715 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35713 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 28738 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 116750 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 28738 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 64453 | TotalRevenueAndExpenses |
| Total Net Investment Income | 64451 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 3500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 561 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 46 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 35 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4096 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3535 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59314 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59314 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63410 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 62849 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1043 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 64405 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 56618 | CashBOY |
| Cash EOY | 55450 | CashEOY |
| Cash EOYFMV | 55450 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 22767 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11747 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11747 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 6449 | AccountsReceivable |
| Accounts Receivable BOY | 800 | AccountsReceivableBOY |
| Accounts Receivable EOY | 6449 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 6449 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 1173 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1658 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1658 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 213065 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 238578 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1026115 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 53944 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 35528 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 38689 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 348367 | TotalAssetsBOY |
| Total Assets EOY | 349410 | TotalAssetsEOY |
| Total Assets EOYFMV | 1140108 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 348367 | RetainedEarningsBOY |
| Retained Earnings EOY | 349410 | RetainedEarningsEOY |
| Total Net Assets BOY | 348367 | TotalNetAssetsBOY |
| Total Net Assets EOY | 349410 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 348367 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 349410 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 348367 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1043 | ExcessOfRevenueOverExpenses |
| Subtotal | 349410 | Subtotal |
| Total Net Assets Fund Balances EOY | 349410 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (51 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 0.545-DFA INTERNATIONAL VALUE | P | 2012-03-08 | 2012-12-19 | 9 | 9 | ||
| 0.011-DFA INTERNATIONAL VALUE | P | 2007-12-19 | 2012-12-19 | ||||
| 0.784-DFA INTERNATIONAL VALUE | P | 2011-03-08 | 2012-12-19 | 13 | 15 | -2 | -2 |
| 48.496-DFA US SMALL CAP VALUE | P | 2002-12-16 | 2012-12-19 | 1264 | 761 | 503 | 503 |
| 5.639-DFA INTERNATIONAL VALUE | P | 2012-06-08 | 2012-12-19 | 93 | 78 | 15 | 15 |
| 1.914-DFA INTERNATIONAL VALUE | P | 2007-12-19 | 2012-12-19 | 31 | 45 | -14 | -14 |
| 4.684-DFA INTERNATIONAL VALUE | P | 2011-06-08 | 2012-12-19 | 77 | 86 | -9 | -9 |
| 1823.315-PIMCO TOTAL RETURN | P | 2011-01-01 | 2012-01-18 | 20000 | 18416 | 1584 | 1584 |
| 1.422-DFA INTERNATIONAL VALUE | P | 2012-09-10 | 2012-12-19 | 23 | 22 | 1 | 1 |
| 4.509-DFA INTERNATIONAL VALUE | P | 2007-12-19 | 2012-12-19 | 74 | 106 | -32 | -32 |
| 1.838-DFA INTERNATIONAL VALUE | P | 2011-09-08 | 2012-12-19 | 30 | 28 | 2 | 2 |
| 253.956-VANGUARD 500 FUND | P | 1950-01-01 | 2012-12-19 | 33764 | 31651 | 2113 | 2113 |
| 276.182-DFA EMERGING MARKETS | P | 2003-07-11 | 2012-12-19 | 7492 | 2843 | 4649 | 4649 |
| 0.287-DFA INTERNATIONAL VALUE | P | 2008-03-10 | 2012-12-19 | 5 | 6 | -1 | -1 |
| 2.914-DFA INTERNATIONAL VALUE | P | 2011-12-13 | 2012-12-19 | 48 | 42 | 6 | 6 |
| 328.122-VANGUARD TOTAL INTL STK | P | 2001-12-03 | 2012-12-19 | 9793 | 6084 | 3709 | 3709 |
| 59.5-DFA EMERGING MARKETS VALUE | P | 2007-01-09 | 2012-12-19 | 1730 | 1857 | -127 | -127 |
| 6.147-DFA INTERNATIONAL VALUE | P | 2008-06-10 | 2012-12-19 | 101 | 133 | -32 | -32 |
| 480.594-DFA INT'L SMALL COMPANY | P | 2003-07-11 | 2012-12-19 | 7583 | 4432 | 3151 | 3151 |
| 52.457-VANGUARD TOTAL INTL STK | P | 2001-12-28 | 2012-12-19 | 1566 | 972 | 594 | 594 |
| 151.699-DFA INTERNATIONAL VALUE | P | 2001-12-03 | 2012-12-19 | 2494 | 1554 | 940 | 940 |
| 1.617-DFA INTERNATIONAL VALUE | P | 2008-09-09 | 2012-12-19 | 27 | 29 | -2 | -2 |
| 153.211-DFA US LARGE CAP VALUE | P | 2001-12-03 | 2012-12-19 | 3499 | 2605 | 894 | 894 |
| 62.028-VANGUARD TOTAL INTL STK | P | 2002-12-27 | 2012-12-19 | 1851 | 941 | 910 | 910 |
| 7.465-DFA INTERNATIONAL VALUE | P | 2001-12-17 | 2012-12-19 | 123 | 73 | 50 | 50 |
| 1.869-DFA INTERNATIONAL VALUE | P | 2008-12-10 | 2012-12-19 | 31 | 23 | 8 | 8 |
| 537.533-DFA US SMALL CAP | P | 2001-12-03 | 2012-12-19 | 12145 | 7874 | 4271 | 4271 |
| 46.419-DFA INTERNATIONAL VALUE | P | 2001-12-17 | 2012-12-19 | 763 | 454 | 309 | 309 |
| 0.546-DFA INTERNATIONAL VALUE | P | 2009-03-10 | 2012-12-19 | 9 | 5 | 4 | 4 |
| 24.048-DFA US SMALL CAP | P | 2001-12-17 | 2012-12-19 | 543 | 328 | 215 | 215 |
| 7.675-DFA INTERNATIONAL VALUE | P | 2002-09-10 | 2012-12-19 | 126 | 71 | 55 | 55 |
| 4.105-DFA INTERNATIONAL VALUE | P | 2009-06-09 | 2012-12-19 | 67 | 58 | 9 | 9 |
| 199.588-DFA US SMALL CAP | P | 2001-12-17 | 2012-12-19 | 4510 | 2720 | 1790 | 1790 |
| 6.949-DFA INTERNATIONAL VALUE | P | 2002-12-16 | 2012-12-19 | 114 | 62 | 52 | 52 |
| 1.135-DFA INTERNATIONAL VALUE | P | 2009-09-09 | 2012-12-19 | 19 | 19 | ||
| 13.915-DFA US SMALL CAP | P | 2002-12-16 | 2012-12-19 | 314 | 159 | 155 | 155 |
| 2.1-DFA INTERNATIONAL VALUE | P | 2003-03-10 | 2012-12-19 | 35 | 17 | 18 | 18 |
| 1.392-DFA INTERNATIONAL VALUE | P | 2009-12-09 | 2012-12-19 | 23 | 23 | ||
| 19.482-DFA US SMALL CAP | P | 2002-12-16 | 2012-12-19 | 440 | 223 | 217 | 217 |
| 19.18-DFA INTERNATIONAL VALUE | P | 2003-06-10 | 2012-12-19 | 315 | 192 | 123 | 123 |
| 0.224-DFA INTERNATIONAL VALUE | P | 2010-03-09 | 2012-12-19 | 4 | 4 | ||
| 61.397-DFA US SMALL CAP VALUE | P | 2001-12-03 | 2012-12-19 | 1600 | 1314 | 286 | 286 |
| 0.144-DFA INTERNATIONAL VALUE | P | 2007-03-08 | 2012-12-19 | 2 | 3 | -1 | -1 |
| 4.045-DFA INTERNATIONAL VALUE | P | 2010-06-08 | 2012-12-19 | 67 | 59 | 8 | 8 |
| 6.647-DFA US SMALL CAP VALUE | P | 2001-12-17 | 2012-12-19 | 173 | 122 | 51 | 51 |
| 3.82-DFA INTERNATIONAL VALUE | P | 2007-06-08 | 2012-12-19 | 63 | 98 | -35 | -35 |
| 1.13-DFA INTERNATIONAL VALUE | P | 2010-09-08 | 2012-12-19 | 19 | 19 | ||
| 70.189-DFA US SMALL CAP VALUE | P | 2001-12-17 | 2012-12-19 | 1829 | 1283 | 546 | 546 |
| 1.313-DFA INTERNATIONAL VALUE | P | 2007-09-10 | 2012-12-19 | 22 | 32 | -10 | -10 |
| 1.55-DFA INTERNATIONAL VALUE | P | 2010-12-09 | 2012-12-19 | 26 | 28 | -2 | -2 |
| 2.164-DFA US SMALL CAP VALUE | P | 2002-12-16 | 2012-12-19 | 56 | 34 | 22 | 22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 28738 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 16 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12680 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1386171 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.009148 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67245 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1215889 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055305 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61756 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1053377 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058627 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 68910 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1226793 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056171 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86114 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1104713 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.077951 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257202 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051440 | AverageDistributionRatio |
| Net Noncharitable Assets | 1250540 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64328 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 644 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64972 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 62849 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1288 | InvestmentIncomeExciseTax |
| Subtotal | 1288 | Subtotal |
| Tax Based On Investment Income | 1288 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1658 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1658 | TotalCreditsAndPayments |
| Overpayment | 370 | Overpayment |
| Amount Credited To Next Year | 370 | 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 |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108064000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD SUITE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RAY R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | CHAIRMAN | 0.01 | 0 | 0 | 0 |
| GLENN R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | V.P. | 0.01 | 0 | 0 | 0 |
| LILLIAN MUELLER | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | V.P. & CFO | 0.05 | 2000 | 0 | 0 |
| MARTIN R IRANI | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | SECRETARY | 0.05 | 1500 | 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 | 1195072 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 74512 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1269584 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1269584 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19044 | CashDeemedCharitable |
| Net Noncharitable Assets | 1250540 | NetNoncharitableAssets |
| Minimum Investment Return | 62527 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62527 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1288 | TaxBasedOnInvestmentIncome |
| Total Tax | 1288 | TotalTax |
| Distributable Amount Before Adj | 61239 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 61239 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 61239 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 62849 | ExpensesAndContributions |
| Qualifying Distributions | 62849 | QualifyingDistributions |
| Adj Qualifying Distributions | 62849 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61239 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 23834 | UndistributedIncomePriorYear |
| Qualifying Distributions | 62849 | QualifyingDistributions |
| Applied To Year1 | 23834 | AppliedToYear1 |
| Applied To Current Year | 39015 | AppliedToCurrentYear |
| Undistributed Income CY | 22224 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY R IRANI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HARVARD WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 |
| JOHN THOMAS DYE SCHOOL PA | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| LA PHILHARMONIC | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | UNRESTRICTED | $5,314 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59314 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,715 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $28,738 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,453 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 64453 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| RAY R IRANI |
| GLENN R IRANI |
| LILLIAN MUELLER |
| MARTIN R IRANI |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | PIMCO TOTAL RETURN | NameOfBond |
| EOY Book Value | 35528 | EOYBookValue |
| EOYFMV | 38689 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 12,000 SHS - OCCIDENTAL PETROLEUM | 135480 | 919320 |
| VANGUARD 500 INDEX FUND | ||
| DFA INTL VALUE PORTFOLIO | ||
| DFA US LARGE CAP VALUE PORTFOLIO | 8098 | 11763 |
| DFA US SMALL CAP PORTFOLIO | ||
| DFA US SMALL CAP VALUE PORTFOLIO | ||
| DFA EMERGING MARKETS PORTFOLIO | ||
| DFA INTERNATIONAL SMALL CO PORT FUND | ||
| VANGUARD TOTAL INTL STOCK MARKET | ||
| DFA EMERGING MARKETS | ||
| DFA GLOBAL EQUITY | 95000 | 95032 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| FRANCHISE TAX BOARD FEE | 10 | 10 |
| ATTORNEY GENERAL | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $46 | 46 |
| 2011 FEDERAL EXCISE TAX | $515 |
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