STRATEGY STUDIO / PUBLIC DATA EXPLORER

RICHARD DERMENJIAN CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RICHARD DERMENJIAN CHARITABLE TRUST (EIN 26-6607162)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-17
IRS object ID
202101689349101000
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-17T08:15:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1170 NORTH RADNOR-CHESTER ROAD SUITEAddressLine1Txt
Address Line2200AddressLine2Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266607162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD DERMENJIAN CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O KIRK KARAGELIAN CO-TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6108929800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 W FRONT STREET PO BOX 547AddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP190630547ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIRK KARAGELIANPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6108929800PhoneNum
Signature2021-06-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKIRKPersonFirstNm
Person LastKARAGELIANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN PAUL CPA MSTPreparerPersonNm
PTINP01246987PTIN
Phone6105653930PhoneNum
Preparation2021-06-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,232,450FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,736DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,736DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$373,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,795CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,538TotalRevAndExpnssAmt
Total Net Invst Incm$46,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$9,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$288TaxesRevAndExpnssAmt
Taxes Net Invst Incm$288TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,046OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,034TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,288TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,534TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,288TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,996ExcessRevenueOverExpensesAmt
Net Investment Income$43,250NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,892CashBOYAmt
Cash EOY$39,577CashEOYAmt
Cash EOYFMV$39,577CashEOYFMVAmt
Corporate Stock BOY$279,365CorporateStockBOYAmt
Corporate Stock EOY$194,722CorporateStockEOYAmt
Corporate Stock EOYFMV$194,722CorporateStockEOYFMVAmt
Other Investments BOY$846,793OtherInvestmentsBOYAmt
Other Investments EOY$998,151OtherInvestmentsEOYAmt
Other Investments EOYFMV$998,151OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,182,050TotalAssetsBOYAmt
Total Assets EOY$1,232,450TotalAssetsEOYAmt
Total Assets EOYFMV$1,232,450TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,182,050NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,232,450NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,182,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,232,450TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,182,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,232,450TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,182,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,996ExcessRevenueOverExpensesAmt
Other Increases$58,396OtherIncreasesAmt
Subtotal$1,232,450SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,232,450TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SERUCITIES$125,114$124,439$675$675
PUBLICLY TRADED SERUCITIES$244,495$245,116-$621-$621
PUBLICLY TRADED SERUCITIES$41$41$0$0
CAPITAL GAINS DIVIDENDS$3,741$3,741$3,741P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,795CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$601InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$601SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$601TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$121ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$601TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTRUSTEESIndividualWithBooksNm
Phone6108929800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 W FRONT STREETAddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REVEREND NERSES MANOOGIAN
15 W FRONT STREET PO BOX 547MEDIAPA190630547TRUSTEE1.00$6,000$0$0
K KIRK KARAGELIAN
15 W FRONT STREET PO BOX 547MEDIAPA190630547TRUSTEE1.00$6,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MAKING OF EDUCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS THROUGH-OUT THE UNITED STATES. DURING 2019, SCHOLARSHIPS WERE AWARDED TO 12 STUDENTS ATTENDING 10 DIFFERENT SCHOOLS.Description1Txt
Expenses1$38,500Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,041,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,091,897TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,091,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,378CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,075,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,776MinimumInvestmentReturnAmt
Tax Based On Investment Income$601TaxBasedOnInvestmentIncomeAmt
Total Tax$601TotalTaxAmt
Distributable Before Adj$53,175DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,175DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,175DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,175DistributableAsAdjustedAmt
Undistributed Income PY$38,332UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$49,200QualifyingDistributionsAmt
Applied To Year1$38,332AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,868AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$42,307UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKIRK KARAGELIAN CO-TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 547AddressLine1Txt
CityMEDIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19063ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6108929800RecipientPhoneNum
Form And Info And MaterialsAPPLICATION 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 DeadlinesEVERY JUNE AND DECEMBER (PRIOR TO COLLEGE SEMESTER)SubmissionDeadlinesTxt
Restrictions On AwardsAWARD MUST BE USED FOR TUITION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONNOR CAMPBELL
314 TAPESTRY CIRCLEEXTONPA19341N/AN/ACOLLEGE SCHOLARSHIP$5,000
DAVID BABAIAN
228 HASTINGS BOULEVARDBROOMALLPA19008N/AN/ACOLLEGE SCHOLARSHIP$2,500
GRADY CAMPBELL
314 TAPESTRY CIRCLEESTONPA19341N/AN/ACOLLEGE SCHOLARSHIP$1,500
KRISTINA VARTANOV
1611 BRIAR HILL RDGLADWYNEPA19035N/AN/ACOLLEGE SCHOLARSHIP$5,000
LENA BARDAKJIAN
206 MARTINS RUNMEDIAPA19063N/AN/ACOLLEGE SCHOLARSHIP$1,500
LEVON TEKEYAN
24 CLAREMONT LANESUFFERNNY10901N/AN/ACOLLEGE SCHOLARSHIP$4,000
MARK MELKUMYAN
1015 GREENHILL RDWEST CHESTERPA19380N/AN/ACOLLEGE SCHOLARSHIP$4,000
MEGAN KALAYJIAN
8107 CHASTAIN AVENUERESENDACA91335N/AN/ACOLLEGE SCHOLARSHIP$2,500
NAREEN BABAIAN
228 HASTINGS BOULEVARDBROOMALLPA19008N/AN/ACOLLEGE SCHOLARSHIP$4,000
REBECCA SELVERIAN
670 CHATHAM LNBLUE BELLPA19422N/AN/ACOLLEGE SCHOLARSHIP$1,000
REBEKAH BRUNELLE
2906 SPANISH CIRCLE - APT 103TAMPAFL33624N/AN/ACOLLEGE SCHOLARSHIP$2,500
RYAN HEATON
463 NORTH SWEETGUM LNLAFAYETTE HILLPA19444N/AN/ACOLLEGE SCHOLARSHIP$2,500
VAHE MINASIAN
3411 LEWIS ROADNEWTOWN SQUAREPA19073N/AN/ACOLLEGE SCHOLARSHIP$1,500
VICTORIA SELVERIAN
670 CHATHAM LNBLUE BELLPA19422N/AN/ACOLLEGE SCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,736ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,795ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$46,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionRICHARD DERMENJIAN CHARITABLE TRUST HAS MADE THE ELECTION TO USE THE CURRENT YEAR EXCESS QUALIFIED DISTRIBUTIONS FOR THE UNDISTRIBUTED INCOME AMOUNT OF $10,111 FROM 2015.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO COMPANY$16,466$16,466
ALTRIA GROUP INC$24,785$24,785
APPLE INC$58,384$58,384
CVS HEALTH CORP$29,028$29,028
INTEL CORP$149$149
3M COMPANY$31,437$31,437
FIFTH THIRD BANK CORP$34,473$34,473

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALLIANZGI INCOME AND GROWTH FUNDAT COST$72,119$72,119
BLACKROCK CREDIT ALLCTAT COST$84,410$84,410
DOUBLELINE SHILLERAT COST$143,631$143,631
EATON VANCE TAX DIV INCAT COST$81,608$81,608
INVESCO VARIABLE RATEAT COST$65,941$65,941
INVESCO EMERGING MARKETSAT COST$56,906$56,906
PIMCO DYNAMIC CREDITAT COST$57,240$57,240
SPDR BLMBRG BARCLAYS CONV SECURITIESAT COST$45,535$45,535
VANGUARD DIVIDENDAT COST$193,252$193,252
AMERICAN NEW WORLD FUNDAT COST$65,428$65,428
ISHARES GOLD TRAT COST$48,135$48,135
SHENKMAN CPTL SHORTAT COST$30,544$30,544
BROWN ADV SUSTAINABLEAT COST$53,402$53,402

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOX RENTAL$410$0$0
ADMIN SERVICES$1,636$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON-DIVIDEND DISTRIBUTION$1,390
UNREALIZED GAIN/(LOSS) ON INVESTMENTS$57,006

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$288Amt
Net Investment Income$288NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt