RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202113009349100716
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2021-10-27T11:08:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486394885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DECLARATION OF TRUST OF THE RAY R | BusinessNameLine1Txt |
| Business Name Line2 | IRANI FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ASPIRIANT | InCareOfNm |
| Business Name Control | DECL | BusinessNameControlTxt |
| Phone | 3108064000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH J ANDERSON | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 3108064000 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ANDERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND EDWARDS | PreparerPersonNm |
| PTIN | P00106630 | PTIN |
| Phone | 3108064000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $16,529,498 | 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 | $3,024,946 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $225,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,596,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,468,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,783,515 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $59,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,846,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,068,012 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $9,315 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,565 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $750 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $628 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,757,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,757,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,774,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,758,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,072,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,058,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,757 | CashBOYAmt |
| Cash EOY | $107,842 | CashEOYAmt |
| Cash EOYFMV | $107,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,776,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,256,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,256,125 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,289 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,392 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,392 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,158,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,802,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,802,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,471,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,078,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,078,756 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,278,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,278,480 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,536,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,529,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,529,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,536,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,529,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,536,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,536,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,529,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,536,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,072,113 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,920,780 | OtherIncreasesAmt |
| Subtotal | $16,529,498 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,829,537 | $2,903,238 | -$32,690 | -$73,701 |
| PUBLICLY TRADED SECURITIES | P | $2,739,728 | $2,728,976 | $37,425 | $10,752 |
| PUBLICLY TRADED SECURITIES | D | $2,874,288 | $120,375 | $2,753,913 | $2,753,913 |
| CAPITAL GAIN DIVIDENDS | P | $24,867 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,867 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,783,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,518 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,518 | SubtotalAmt |
| Tax Based On Investment Income | $42,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $53,392 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $366 | EsPenaltyAmt |
| Overpayment | $10,508 | OverpaymentAmt |
| Applied To ES Tax | $10,508 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DR RAY R IRANI | ||||||||
| 10877 WILSHIRE BLVD SUITE 1402 | LOS ANGELES | CA | 90024 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
| KENNETH J ANDERSON | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANELES | CA | 90025 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,959,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,324,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,284,434 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,284,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,085,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $654,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $654,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,518 | TotalTaxAmt |
| Distributable Before Adj | $611,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $611,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $611,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,758,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,758,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,758,335 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,679,150 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,146,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,182,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,194,474 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $15,203,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,758,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $611,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,146,595 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,349,720 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,679,150 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,670,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,146,734 | ExcessFromYear4Amt |
| Excess From Year3 | $2,182,767 | ExcessFromYear3Amt |
| Excess From Year2 | $1,194,474 | ExcessFromYear2Amt |
| Excess From Current Year | $1,146,595 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY R IRANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ford's Theatre | |||||||||||
| 514 TENTH ST NW | WASHINGTON | DC | 20004 | NONE | PC | UNRESTRICTED | $15,000 | ||||
| Lebanese American Foundation | |||||||||||
| 4800 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED | $200,000 | ||||
| Islamic Center of Claremont | |||||||||||
| 3641 N Garey Ave | Pomona | CA | 91767 | NONE | PC | UNRESTRICTED | $40,000 | ||||
| St Jude Children's Research Hospital | |||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| Ummah Relief International | |||||||||||
| 311 Heine Ave | Elgin | IL | 60123 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| Brent Shapiro Foundation | |||||||||||
| 10250 CONSTELLATION BLVD 18TH FLOO | LOS ANGELES | CA | 90067 | NONE | PC | UNRESTRICTED | $50,000 | ||||
| Muslim Public Affairs Council | |||||||||||
| 3010 WILSHIRE BLVD STE 217 | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| The UCLA Foundation | |||||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | UNRESTRICTED | $1,200,000 | ||||
| American University Of Beirut | |||||||||||
| 3 DAG HAMMARKSKJOLD NO 8 FL | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $15,000 | ||||
| Arab American National Museum | |||||||||||
| 13624 MICHIGAN AVENUE | DEARBORN | MI | 48126 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| UNICEF | |||||||||||
| 105 KERCKHOFF HALL UCLA | LOS ANGELES | CA | 90024 | NONE | PC | UNRESTRICTED | $80,000 | ||||
| LA Promise Fund | |||||||||||
| 1933 S Broadway Suite 1108 | Los Angeles | CA | 90007 | NONE | PC | UNRESTRICTED | $5,000 | ||||
| Sigma Xi | |||||||||||
| 3200 Chapel Hill Nelson Hwy | Research Triangle Park | NC | 27709 | NONE | PC | UNRESTRICTED | $500 | Cape Fear Building Suite 300 PO | |||
| Southfield Muslim Community Center | |||||||||||
| 23725 Northwestern Hwy | Southfield | MI | 48075 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| Tourette Association of America | |||||||||||
| 42-40 Bell Boulevard Suite 205 | Bayside | NY | 11361 | NONE | PC | UNRESTRICTED | $25,000 | ||||
| International College | |||||||||||
| 215 Park Avenue South Suite 1710 | New York | NY | 10003 | NONE | PC | UNRESTRICTED | $12,000 | ||||
| Children's Diabetes Foundation | |||||||||||
| 3025 South Parker Road Suite 110 | Aurora | CO | 80014 | NONE | PC | UNRESTRICTED | $2,500 | ||||
| Lebanese American University | |||||||||||
| NONE | PC | UNRESTRICTED | $10,000 | PO Box 13-8053 | Chouran Beirut | LE | |||||
| Los Angeles Ballet | |||||||||||
| 11755 Exposition Blvd | Los Angeles | CA | 90064 | NONE | PC | UNRESTRICTED | $50,000 | ||||
| USC Presidents Leadership Fund | |||||||||||
| University of Southern California | Los Angeles | CA | 90089 | NONE | PC | UNRESTRICTED | $20,000 | ||||
| Islamic Center of Southern California | |||||||||||
| 434 Vermont Ave | Los Angeles | CA | 90020 | NONE | PC | UNRESTRICTED | $25,000 | ||||
| The Blue Ribbon Music Center | |||||||||||
| 135 N Grand Avenue | Los Angeles | CA | 90012 | NONE | PC | UNRESTRICTED | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,757,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,089 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,596,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,821,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,821,592 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | DR RAY R IRANI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,024,946 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ASPIRIANT RISK MGD TXBL | BondNm |
| EOY Book Value | $3,078,756 | EOYBookValueAmt |
| EOYFMV | $3,078,756 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPIRIANT DEFENSIVE | $1,271,689 | $1,271,689 |
| DFA EMERGING MARKETS CORE | $10,355 | $10,355 |
| DFA EMERGING MKTS VALUE | $52,739 | $52,739 |
| ASPIRIANT RISK MGD EQTY | $642,824 | $642,824 |
| VANGUARD SMALL CAP VALUE | $64,706 | $64,706 |
| ELLINGTON PRIVATE OPPORTUNITIE | ||
| ISHARES CORE MSCI | $68,554 | $68,554 |
| ISHARES CORE S&P US | $157,776 | $157,776 |
| ISHARES MSCI EAFE VALUE | $143,488 | $143,488 |
| ISHARES MSCI GLOBAL MIN | $455,962 | $455,962 |
| ISHARES RUSELL 2000 | $66,139 | $66,139 |
| VGRD FTSE ALL WRLD EX US | $78,099 | $78,099 |
| WISDOMTREE EMRG MRKT HG | $64,590 | $64,590 |
| DFA INTERNATIONAL CORE E | $59,074 | $59,074 |
| DFA INTERNATIONAL SMALL | $57,167 | $57,167 |
| VANGUARD DIVIDEND GROWTH | $40,574 | $40,574 |
| CROWDSTRIKE HLDGS INC CL A | $3,569,167 | $3,569,167 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLOVER PCO II SECONDARY FEEDER | FMV | $112,068 | $112,068 |
| CLOVER PCO II ORIGINAT FEEDER | FMV | $135,834 | $135,834 |
| ELLINGTON PRIVATE OPPORTUNITY | FMV | $1,030,578 | $1,030,578 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEE | $8,565 | $8,565 |
| LEGAL | $750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA FTB FILING FEE | $10 | $10 |
| CA ATTORNEY GENERAL'S FEE | $75 | $75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PFIC QEF INCOME | Desc |
| Net Investment Income | $59,408 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $1,920,780 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $628 | $628 |
| IRS 990-PF EXCISE TAX | $6,897 |