RICHARD DERMENJIAN CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD DERMENJIAN CHARITABLE TRUST (EIN 26-6607162)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-03
- IRS object ID
- 202411559349100211
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-03T12:14:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 N RADNOR-CHESTER RD SUITE 200 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266607162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD DERMENJIAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O KIRK KARAGELIAN CO-TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6108929800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET PO BOX 547 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190630547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK KARAGELIAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6108929800 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIRK | PersonFirstNm |
| Person Last | KARAGELIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN PAUL CPA MST | PreparerPersonNm |
| PTIN | P01246987 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2024-06-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,247,899 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $392 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $392 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $657,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,324 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,460 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,275 | CashBOYAmt |
| Cash EOY | $64,063 | CashEOYAmt |
| Cash EOYFMV | $64,063 | CashEOYFMVAmt |
| Acct Rcvbl | $289 | AcctRcvblAmt |
| Acct Rcvbl EOY | $289 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $289 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $347,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,703 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,831 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,831 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $797,281 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,019,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,019,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,168,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,247,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,247,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,168,068 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,247,899 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,168,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,168,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,247,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,168,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132,771 | OtherIncreasesAmt |
| Subtotal | $1,253,367 | SubtotalAmt |
| Other Decreases | $5,468 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,247,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH 20076 ST NON-COVERED | $67 | $65 | $2 | $2 | |
| MERRILL LYNCH 20076 LT NON-COVERED | $153 | $142 | $11 | $11 | |
| MERRILL LYNCH 20076 ST COVERED | $156,943 | $163,666 | -$6,723 | -$6,723 | |
| MERRILL LYNCH 20076 LT COVERED | $470,319 | $499,466 | -$29,147 | -$29,147 | |
| MERRILL LYNCH 20076 LT NON-COVERED | $24,810 | $14,359 | $10,451 | $10,451 | |
| CAPITAL GAINS DIVIDENDS | $5,577 | $5,577 | $5,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,367 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,367 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,861 | OverpaymentAmt |
| Applied To ES Tax | $2,861 | 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 | PA | 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 |
| Individual With Books | TRUSTEES | IndividualWithBooksNm |
| Phone | 6108929800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REVEREND NERSES MANOOGIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | $6,000 | $0 | $0 |
| K KIRK KARAGELIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | $6,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAKING OF EDUCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS THROUGH-OUT THE UNITED STATES. DURING 2023, SCHOLARSHIPS WERE AWARDED TO 14 STUDENTS ATTENDING 12 DIFFERENT SCHOOLS. | Description1Txt |
| Expenses1 | $50,500 | Expenses1Amt |
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 | $1,151,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,188,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,188,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,171,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $506 | TotalTaxAmt |
| Distributable Before Adj | $58,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,507 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,507 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,592 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIRK KARAGELIAN CO-TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108929800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION CHECKLIST 1. RECENT PHOTO (OPTIONAL). 2. HIGH SCHOOL TRANSCRIPT; OR 3. IF CURRENTLY ENROLLED IN COLLEGE, COLLEGE TRANSCRIPT. 4. TWO (2) LETTERS OF PROOF OF ARMENIAN HERITAGE (EX: LETTER FROM A PRIEST OR OTHER ARMENIAN COMMUNITY LEADER). 5. TWO (2) LETTERS OF RECOMMENDATION FROM TEACHERS, GUIDANCE COUNSELORS, ETC. (INCLUDE ADDRESS, PHONE NUMBERS AND RELATIONSHIP TO APPLICANT). 6. IF YOU HAVE PREVIOUSLY APPLIED FOR ANY OTHER FINANCIAL AID, PLEASE PROVIDE COPIES OF ALL APPLICATION FORMS. 7. COPY OF TAX RETURNS (1040) FOR PREVIOUS 3 YEARS FOR APPLICANT AND PARENTS, OR IF MARRIED, INCLUDE 1040 OF SPOUSE AS WELL. 8. RESPONSE TO ESSAY. IF YOU HAVE APPLIED FOR THIS SCHOLARSHIP BEFORE, PLEASE SELECT AN ESSAY THAT YOU HAVE NOT RESPONDED TO PREVIOUSLY. 9. SIGNED AUTHORIZATION WHICH ALLOWS US TO CONTACT THE SCHOOL ON YOUR BEHALF (INCLUDED IN THIS PACKET). 10. IF YOU ARE CURRENTLY ENROLLED IN COLLEGE, PLEASE ATTACH YOUR INVOICE FROM THAT SCHOOL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | EVERY JUNE AND DECEMBER (PRIOR TO COLLEGE SEMESTER) | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD MUST BE USED FOR TUITION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDRE KAZANCI | |||||||
| 141 VILLAGE CIRCLE EAST | PARAMUS | NJ | 07652 | N/A | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| ANNA TEKEYAN | |||||||
| 24 CLAREMONT LANE | SUFFERN | NY | 10901 | N/A | N/A | COLLEGE SCHOLARSHIP | $5,500 |
| CYNTHIA HAVATIAN | |||||||
| 782 HIGHLAND AVENUE | PARAMUS | NJ | 07652 | N/A | N/A | COLLEGE SCHOLARSHIP | $3,500 |
| DAVID BABAIAN | |||||||
| 228 HASTINGS BOULEVARD | BROOMALL | PA | 19008 | N/A | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| KRISTIN VARTANOV | |||||||
| 1611 BRIAR HILL ROAD | GLADWYNE | PA | 19035 | N/A | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| MASON CAMPBELL | |||||||
| 314 TAPESTRY CIRCLE | EXTON | PA | 19341 | N/A | N/A | COLLEGE SCHOLARSHIP | $3,000 |
| MICHAEL KENKANIAN | |||||||
| 9501 BRIGADON LANE | FREDERICK | MD | 21704 | N/A | N/A | COLLEGE SCHOLARSHIP | $7,500 |
| NARE MINASIAN | |||||||
| 3411 LEWIS ROAD | NEWTOWN SQUARE | PA | 19073 | N/A | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| PHILIP TORIKIAN | |||||||
| 222 1ST AVENUE | BROOMALL | PA | 19008 | N/A | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| SAREEN MINASIAN | |||||||
| 3411 LEWIS ROAD | NEWTOWN SQUARE | PA | 19073 | N/A | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| SONA BARDAKJIAN | |||||||
| 206 MARTINS RUN | MEDIA | PA | 19063 | N/A | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| STEPHANIE HAVATIAN | |||||||
| 782 HIGHLAND AVENUE | PARAMUS | NJ | 07652 | N/A | N/A | COLLEGE SCHOLARSHIP | $3,000 |
| VALERIE KILICYAN | |||||||
| 538 SALEM STREET | PARAMUS | NJ | 07652 | N/A | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| YEVA DERKOSROFIAN | |||||||
| 461 CHURCH STREET | WHITINSVILLE | MA | 01588 | N/A | N/A | COLLEGE SCHOLARSHIP | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,500 | 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 | $392 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,495 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $2,460 | $0 | $2,460 |
| INVESTMENT EXPENSES | $13,490 | $13,490 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRUIST FINL CORP | $25,279 | $25,279 |
| US BANCORP | $23,552 | $23,552 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BHP GROUP LTD | $46,378 | $46,378 |
| ENERGY TRANSFER LP | $69,325 | $69,325 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL | AT COST | $52,126 | $52,126 |
| BROWN ADV SUSTAINABLE | AT COST | $75,867 | $75,867 |
| EATON VANCE TAX DIV INC | AT COST | $95,998 | $95,998 |
| ISHARES GOLD TR | AT COST | $104,483 | $104,483 |
| J.P MORGAN EXCHANGE | AT COST | $138,365 | $138,365 |
| PUBLIC STORAGE | AT COST | $20,248 | $20,248 |
| TORTOISE ENERGY INFRSTRCTR | AT COST | $62,402 | $62,402 |
| VIRTUS INCOME & GROWTH | AT COST | $130,485 | $130,485 |
| ARTISAN HIGH INCOME | AT COST | $72,169 | $72,169 |
| EATON VANCE EMERGING MARKET | AT COST | $70,240 | $70,240 |
| GUGGENHEIM MARCO | AT COST | $85,249 | $85,249 |
| SHENKMAN CAPITAL SHORT | AT COST | $50,361 | $50,361 |
| WISDOMTREE EMERGING | AT COST | $61,020 | $61,020 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $5,468 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOX RENTAL | $436 | $0 | $0 |
| ADMIN SERVICES | $1,685 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTION | $6,553 |
| UNREALIZED GAIN/(LOSS) ON INVESTMENTS | $126,218 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $396 | Amt |
| Net Investment Income | $396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |