SEMNANI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEMNANI FAMILY FOUNDATION (EIN 74-2639794)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349109157
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:56:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FIGUEROA STREET SUITE 2900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742639794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMNANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEMN | BusinessNameControlTxt |
| Phone | 8013217725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KHOSROW B SEMNANI | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8013217725 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KHOSROW | PersonFirstNm |
| Person Last | SEMNANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BABEK | PreparerPersonNm |
| PTIN | P00570618 | PTIN |
| Phone | 3104327400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,512,437 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,003,274 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,928,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,912,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,662,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,939,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,107,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,651 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,644 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,620,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,043,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,371 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $36,371 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,914 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,914 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $537,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $342,571 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,829 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $39,034 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $34,964 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,884 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $936,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $402,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $327,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,499,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,499,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,436,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $402,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,827,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,184,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,641,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,128,618 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $96,350,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,359,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,793,019 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $920,335 | OtherAssetsBOYAmt |
| Other Assets EOY | $920,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,590,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $97,469,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,620,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,512,437 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,554 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,757 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $28,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,757 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,401,271 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,401,271 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $95,040,172 | RetainedEarningBOYAmt |
| Retained Earning EOY | $104,187,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,441,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,589,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,469,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,620,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,441,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,184,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $963,185 | OtherIncreasesAmt |
| Subtotal | $106,589,209 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,589,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| ARROWHEAD CAPITAL FUND III, LP | P | 2021-12-31 | $3,663 | $3,663 | $3,663 | |
| ARROWHEAD CAPITAL FUND III, LP | P | 2021-12-31 | $107,002 | $107,002 | $107,002 | |
| CASTLE CREEK CAPITAL PARTNERS VII, LP | P | 2021-12-31 | $54,700 | $54,700 | $54,700 | |
| CYNOSURE PARTNERS 2020, LP | P | 2021-12-31 | $31,202 | $31,202 | $31,202 | |
| HARVEST PARTNERS STRUCTURED CAPITAL FUND II (PARALLEL) LP | P | 2021-12-31 | $73,682 | $73,682 | $73,682 | |
| HARVEST PARTNERS VIII (PARALLEL), L.P. | P | 2021-12-31 | $26 | $26 | $26 | |
| HARVEST PARTNERS VIII (PARALLEL), L.P. | P | 2021-12-31 | $70 | $0 | $0 | $70 |
| HARVEST PARTNERS VIII (PARALLEL), L.P. | P | 2021-12-31 | $22,329 | $22,329 | $22,329 | |
| HARVEST PARTNERS VIII (PARALLEL), L.P. | P | 2021-12-31 | $272 | $0 | $0 | $272 |
| HKW CAPITAL PARTNERS V, LP | P | 2021-12-31 | $215,991 | $215,991 | $215,991 | |
| HP SCF II (PARALLEL) CAYMAN AIV-1, LP | P | 2021-12-31 | $4,272 | $4,272 | $4,272 | |
| KOHLBERG TE INVESTORS IX, L.P. | P | 2021-12-31 | $2 | $0 | $0 | $2 |
| KOHLBERG TE INVESTORS IX, L.P. | P | 2021-12-31 | $996 | $0 | $0 | $996 |
| LEAVITT EQUITY PARTNERS II, L.P. | P | 2021-12-31 | -$6 | -$6 | $6 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS IV, LP | P | 2021-12-31 | $947 | $947 | $947 | |
| LEVINE LEICHTMAN CAPITAL PARTNERS V, LP | P | 2021-12-31 | $354,853 | $354,853 | $354,853 | |
| LK OPPORTUNITIES FUND II Q LP | P | 2021-12-31 | $49,712 | $0 | $0 | $49,712 |
| LK OPPORTUNITIES FUND II Q LP | P | 2021-12-31 | $297 | $0 | $0 | $297 |
| LK OPPORTUNITIES FUND II Q LP | P | 2021-12-31 | $272 | $0 | $0 | $272 |
| LK OPPORTUNITIES FUND II Q LP | P | 2021-12-31 | $26,656 | $26,656 | $26,656 | |
| MERCATO PARTNERS GROWTH II, LP | P | 2021-12-31 | $102,176 | $102,176 | $102,176 | |
| NORTHERN TRUST LT PUBLICLY TRADED SECURITIES | P | $10,108,260 | $5,543,851 | $5,543,851 | $4,564,409 | |
| NORTHERN TRUST ST PUBLICLY TRADED SECURITIES | P | $3,667,876 | $452,723 | $452,723 | $3,215,153 | |
| PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I, L.P. | P | 2021-12-31 | $984 | $984 | $984 | |
| PIMCO BRAVO FUND II OFFSHORE FEEDER AIV I, L.P. | P | 2021-12-31 | -$1 | -$1 | $1 | |
| PIMCO BRAVO FUND ONSHORE FEEDER II, L.P. | P | 2021-12-31 | -$1,743 | -$1,743 | $1,743 | |
| STEPSTONE VC OPPORTUNITIES IV, LP. | P | 2021-12-31 | $50,735 | $50,735 | $50,735 | |
| USAA EAGLE REAL ESTATE FEEDER 1, LP | P | 2021-12-31 | $21,517 | $21,517 | $21,517 | |
| CAPITAL GAINS DIVIDENDS | P | $41,456 | $41,456 | $41,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,107,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $749 | EsPenaltyAmt |
| Overpayment | $5,536 | OverpaymentAmt |
| Applied To ES Tax | $5,536 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SEMNANIFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013217725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KHOSROW SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIRIN KIA | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| GHAZALEH SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYMOUR SEMNANI | ||||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 60 E S TEMPLE ST STE 200-61 | SALT LAKE CITY | UT | 84111 | INVESTMENT MANAGEMENT | $139,859 |
| LOVE COMMUNICATIONS | |||||
| 546 S 200 W | SALT LAKE CITY | UT | 84101 | PR / MARKETING / PROMOTIONS | $50,000 |
| MANSOOR EMAM | |||||
| 65 E TWIN PEAKS ST | MIDVALE | UT | 84047 | CONSULTING ON MEDICAL GRANTS AND OPERATING PROGRAM | $21,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT PAYMENT OF UTILITIES, INSURANCE, REPAIRS, AND OTHER RELATED EXPENSES FOR BUILDINGS USED EXCLUSIVELY BY THE MALIHEH FREE CLINIC (MFC) AND REFUGEE JUSTICE LEAGUE (RJL). MFC IS A PUBLIC CHARITY PROVIDING FREE MEDICAL SERVICES FOR UNINSURED AND LOW-INCOME INDIVIDUALS AND FAMILIES. RJL IS A PUBLIC CHARITY FOUNDED TO PROMOTE AND DEFEND CONSTITUTIONAL RIGHTS OF ALL REFUGEES IN THE UNITED STATES OF AMERICA. | Description1Txt |
| Expenses1 | $2,620 | Expenses1Amt |
| Description2 | ASSISTANCE WITH ECONOMIC IMPROVEMENT AND DEVELOPMENT OF DISADVANTAGED INDIVIDUALS. | Description2Txt |
| Expenses2 | $44,003 | Expenses2Amt |
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 | $126,928,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,849,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,798,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,798,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,961,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,836,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,441,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,441,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147,915 | TotalTaxAmt |
| Distributable Before Adj | $6,293,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,293,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,293,899 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,827,399 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,827,399 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,293,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,310,244 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,827,399 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,310,244 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $517,155 | 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 | $5,776,744 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KHOSROW SEMNANI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KHOSROW SEMNANI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8013217725 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED IN THE FORM OF A LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| ATTN DEVELOPMENT 125 BROAD STREET | 18TH FLOOR | NEW YORK | NY | 10004 | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| ACLU OF UTAH FOUNDATION INC | |||||||
| 355 N 300 W | SALT LAKE CITY | UT | 84103 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| ANIMAL RESCUE CORPS INC | |||||||
| 1380 MONROE ST NW 326 | WASHINGTON | DC | 20010 | PUBLIC | GENERAL CONTRIBUTION | $250 | |
| BASKERVILLE INSTITUTE | |||||||
| 1338S FOOTHILL DRIVE 225 | SALT LAKE CITY | UT | 84108 | PUBLIC | GENERAL CONTRIBUTION | $1,000 | |
| BECKET FUND FOR RELIGIOUS LIBERTY | |||||||
| 1919 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| BRIGHTSTAR CHRISTIAN ACADEMY | |||||||
| 1513 KOOSER RD | SAN JOSE | CA | 95118 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| CATHEDRAL OF THE MADELEINE | |||||||
| 331 E S TEMPLE ST | SALT LAKE CITY | UT | 84111 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 210 S RIO GRANDE ST | SALT LAKE CITY | UT | 84101 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| CHABAD LUBAVITCH OF UTAH INC | |||||||
| 1760 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84105 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| CHILDRENS HOME EUNIME | |||||||
| 28935 SELFRIDGE DR | MALIBU | CA | 90265 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| COMMUNITY FOUNDATION OF UTAH | |||||||
| 2257 S 1100 E SUITE 205 | SALT LAKE CITY | UT | 84106 | PUBLIC | GENERAL CONTRIBUTION | $100,000 | |
| COTTONWOOD CANYONS FOUNDATION | |||||||
| 2091 E MURRAY HOLLADAY RD | HOLLADAY | UT | 84117 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 CA-1 SUITE 201 | MALIBU | CA | 90265 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| DAVID ECCLES SCHOOL OF BUSINESS | |||||||
| 1655 CAMPUS CENTER DR | SALT LAKE CITY | UT | 84112 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC | GENERAL CONTRIBUTION | $25,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PUBLIC | GENERAL CONTRIBUTION | $25,000 | |
| ELIZABETH SMART FOUNDATION | |||||||
| 507 TROLLEY SQUARE | SALT LAKE CITY | UT | 84102 | PUBLIC | GENERAL CONTRIBUTION | $23,000 | |
| EYE CARE KIDS FOUNDATION | |||||||
| 6911 SOUTH STATE STREET | MIDVALE | UT | 84047 | PUBLIC | GENERAL CONTRIBUTION | $4,000 | |
| FOURTH STREET CLINIC | |||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| IMPACT MENTAL HEALTH | |||||||
| 515 E 4500 S G220 | SALT LAKE CITY | UT | 84107 | PUBLIC | GENERAL CONTRIBUTION | $20,000 | |
| INTERMOUNTAIN FOUNDATION | |||||||
| 36 STATE ST 23 | SALT LAKE CITY | UT | 84111 | PUBLIC | GENERAL CONTRIBUTION | $100,000 | |
| INTERNATIONAL COMMITTEE OF RED CROSS | |||||||
| 801 2ND AVE | NEW YORK | NY | 10017 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| ISLAMIC SOCIETY OF GREATER SLC | |||||||
| 1019 WEST PARKWAY AVENUE | WEST VALLEY CITY | UT | 84119 | PUBLIC | GENERAL CONTRIBUTION | $34,000 | |
| LDS CHARITIES | |||||||
| ATTN ALAN MOORE 1450 N UNIVERSITY | AVE | PROVO | UT | 84604 | PUBLIC | GENERAL CONTRIBUTION | $100,000 |
| LUTHERAN FAMILY SERVICES ROCKY MOUNTAIN | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | PUBLIC | GENERAL CONTRIBUTION | $3,000 | |
| MALIHEH FREE CLINIC | |||||||
| 941 E 3300 S | SALT LAKE CITY | UT | 84106 | PUBLIC | GENERAL CONTRIBUTION | $13,400 | |
| MORAN EYE CENTER | |||||||
| 65 MARIO CAPECCHI DRIVE | SALT LAKE CITY | UT | 84132 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| MORMON BATTALION ASSOCIATION | |||||||
| 495 HOLBROOK DRIVE | IDAHO FALLS | ID | 83401 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| NAACP | |||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | PUBLIC | GENERAL CONTRIBUTION | $2,000 | |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1440 FOOTHILL DRIVE SUITE 200 | SALT LAKE CITY | UT | 84108 | PUBLIC | GENERAL CONTRIBUTION | $25,800 | |
| NEIGHBORHOOD HOUSE ASSOCIATION | |||||||
| 1050 WEST 500 SOUTH | SALT LAKE CITY | UT | 84104 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| NUFDI FUND INC | |||||||
| 10730 NORMANDIE FARM DR | POTOMAC | MD | 20854 | PUBLIC | GENERAL CONTRIBUTION | $25,000 | |
| ODYSSEY HOUSE | |||||||
| 344 E 100 S | SALT LAKE CITY | UT | 84111 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| PEN AMERICAN CENTER INC | |||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL CONTRIBUTION | $20,000 | |
| PRESERVATION UTAH | |||||||
| 375 N CANYON RD | SALT LAKE CITY | UT | 84103 | PUBLIC | GENERAL CONTRIBUTION | $2,000 | |
| PRIMARY CHILDREN'S HOSPITAL | |||||||
| 100 MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84113 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| REFUGEE JUSTICE LEAGUE | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | PUBLIC | GENERAL CONTRIBUTION | $12,500 | |
| SALT LAKE VALLEY HABITAT FOR HUMANITY | |||||||
| 1276 S 500 W | SALT LAKE CITY | UT | 84101 | PUBLIC | GENERAL CONTRIBUTION | $2,500 | |
| SHIEKH AHMEDREIMBURSEMENT FOR SHEEP DONATION | |||||||
| PO BOX 11623 | SALT LAKE CITY | UT | 84147 | PUBLIC | GENERAL CONTRIBUTION | $1,105 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 1275 E FAIRFAX RD | SALT LAKE CITY | UT | 84103 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| SOUTH VALLEY SERVICES | |||||||
| 8000 S REDWOOD RD | WEST JORDAN | UT | 84088 | PUBLIC | GENERAL CONTRIBUTION | $1,000 | |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE MSC 512 | MEMPHIS | TN | 38105 | PUBLIC | GENERAL CONTRIBUTION | $15,081 | |
| THE INN BETWEEN | |||||||
| 1216 E 1300 S | SALT LAKE CITY | UT | 84105 | PUBLIC | GENERAL CONTRIBUTION | $7,015 | |
| THE ROAD HOME | |||||||
| 1415 S MAIN STREET | SALT LAKE CITY | UT | 84115 | PUBLIC | GENERAL CONTRIBUTION | $10,000 | |
| THE SALT LAKE CITY POLICE FOUNDATION | |||||||
| PO BOX 3234 | SALT LAKE CITY | UT | 84110 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| THE SALVATION ARMY | |||||||
| 438 S 900 W | SALT LAKE CITY | UT | 84104 | PUBLIC | GENERAL CONTRIBUTION | $2,500 | |
| THEIR STORY IS OUR STORY | |||||||
| PO BOX 970771 | OREM | UT | 84097 | PUBLIC | GENERAL CONTRIBUTION | $3,000 | |
| UNITED 4 IRAN | |||||||
| UNIVERSITY OF CALIFORNIA BERKLEY | BERKELEY | CA | 94709 | PUBLIC | GENERAL CONTRIBUTION | $1,500 | |
| UNIVERSITY OF UTAH - DEPARTMENT OF BIOMEDICAL ENGINEERING | |||||||
| 36 S WASATCH DR | SALT LAKE CITY | UT | 84112 | PUBLIC | GENERAL CONTRIBUTION | $11,000 | |
| UNIVERSITY OF UTAH ADVANCEMENT OFFICE | |||||||
| 332 1400 E 73 | SALT LAKE CITY | UT | 84112 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| UTAH FOOD BANK | |||||||
| 4416 RIVER RD | ST GEORGE | UT | 84790 | PUBLIC | GENERAL CONTRIBUTION | $500 | |
| UTAH MUSLIM CIVIC LEAGUE | |||||||
| 46 W BROADWAY SUITE 143 | SALT LAKE CITY | UT | 84101 | PUBLIC | GENERAL CONTRIBUTION | $35,000 | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 55766 | BOSTON | MA | 022055766 | PUBLIC | GENERAL CONTRIBUTION | $2,388,538 | |
| WESTMINSTER COLLEGE | |||||||
| 1840 S 1300 E | SALT LAKE CITY | UT | 84105 | PUBLIC | GENERAL CONTRIBUTION | $50,000 | |
| WOMEN OF THE WORLD | |||||||
| 415 E 3900 S | SALT LAKE CITY | UT | 84107 | PUBLIC | GENERAL CONTRIBUTION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,499,689 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,356 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,912,849 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $51,621 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,611,073 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CYNOSURE PARTNERS 2020, LP | 525990 | $2,276 |
| LEAVITT EQUITY PARTNERS II, L.P. | 525990 | -$731 |
| LK OPPORTUNITIES FUND II Q LP | 525990 | $1,462 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $69,984 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,547,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,617,550 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KHOSROW SEMNANI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11623 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,003,274 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,234 SHARES MFO VANGUARD INSTL INDEX FD SH BEN INT | NoncashPropertyDesc |
| Fair Market Value | $5,003,274 | FairMarketValueAmt |
| Received | 2021-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,820 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,820 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| STATEMENT REQUIRED BY REGULATION SECTION 53.4945-5(D) | FORM 990-PF | INFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS1) GRANTEE: PERSIAN HERITAGE FOUNDATION 450 RIVERSIDE DRIVE, SUITE 24 NEW YORK, NY 100272) DATE PAID AMOUNT NOVEMBER 11, 2015 $25,000 AUGUST 4, 2016 $25,000 OCTOBER 2, 2017 $25,000 AUGUST 16, 2019 $25,0003) PURPOSE: LINGUISTAL RESEARCH TO PRESERVE ENDANGERED LANGUAGES4) AMOUNT OF GRANT SPENT BY GRANTEE AS OF DECEMBER 31, 2021: $200,0005) DIVERSION: TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE6) DATE OF REPORTS RECEIVED FROM GRANTEE: QUARTERLY THROUGHOUT 20217) SEMNANI FAMILY FOUNDATION REVIEWED THE GRANT REPORTS BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY |
| PART VII-B LINE 1(A)4 | THE FOUNDATION REIMBURSED CERTAIN BUSINESS, TRAVEL ANDMEETING EXPENSES THAT WERE INCURRED BY MEMBERS OF THECORPORATION AND BOARD WHILE CONDUCTING FOUNDATION BUSINESS.ALL OF THE ABOVE ARE EXCEPTIONS TO SELF-DEALING BECAUSE THEEXPENSE REIMBURSEMENTS WERE REASONABLE AND NECESSARYTO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION AND WERENOT EXCESSIVE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $105,359,204 | EOYBookValueAmt |
| EOYFMV | $135,793,019 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,914 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,914 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CULTURAL RESOURCES | $20,000 | $20,000 | $20,000 |
| BUILDING HELD FOR CHARITABLE USE | $900,335 | $900,335 | $3,570,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DIRECT CHARITABLE ACTIVITIES | $46,623 | $0 | $46,623 |
| DUES / SUBSCRIPTIONS | $3,500 | $0 | $3,500 |
| INSURANCE | $769 | $0 | $769 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CYNOSURE PARTNERS 2020, LP | $2,252 | $2,252 | $2,252 |
| HKW CAPITAL PARTNERS V, LP | $14,302 | $14,302 | $14,302 |
| LEAVITT EQUITY PARTNERS II, L.P. | -$3,166 | -$3,166 | -$3,166 |
| LK OPPORTUNITIES FUND II Q LP | -$209 | -$209 | -$209 |
| MERCATO PARTNERS GROWTH II, LP | $8,641 | $8,641 | $8,641 |
| NORTHERN TRUST OTHER INCOME | $351 | $351 | $351 |
| STEPSTONE VC OPPORTUNITIES IV, LP. | $1,473 | $1,473 | $1,473 |
| CYNOSURE PARTNERS 2020, LP | $2,276 | $2,276 | |
| LEAVITT EQUITY PARTNERS II, L.P. | -$731 | -$731 | |
| LK OPPORTUNITIES FUND II Q LP | $1,462 | $1,462 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM INVESTMENTS REPORTED ON BOOKS NOT ON RETURN | Desc |
| Amt | $963,185 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES FROM NORTHERN TRUST | $18,460 | $18,460 | $0 |
| INVESTMENT MANAGEMENT FEES FROM PASSTHROUGHS | $277,669 | $271,790 | $0 |
| CONSULTING FEES | $127,429 | $0 | $127,429 |
| CUSTODY FEES | $52,321 | $52,321 | $0 |
| PR / MARKETING FEES | $61,400 | $0 | $61,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES FROM NORTHERN TRUST | $24,577 | $24,577 | $0 |
| EXCISE TAXES | $196,783 | $0 | $0 |