RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202123069349101917
- Schema version
- 2019v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2021-11-02T19:18:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 Suite 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND EDWARDS | PreparerPersonNm |
| PTIN | P00106630 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,536,605 | 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 | $24,907 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $336,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,250,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $54,066 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $379,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,752 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,752 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $247 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $554,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $554,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $554,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$263,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,436 | CashBOYAmt |
| Cash EOY | $117,757 | CashEOYAmt |
| Cash EOYFMV | $117,757 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $345,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,776,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,776,691 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $92,445 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,289 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,289 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,112,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,158,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,158,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,512,434 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,471,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,471,663 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,272,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,536,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,536,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,272,517 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,536,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,272,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,536,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,272,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,536,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,272,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$263,052 | ExcessRevenueOverExpensesAmt |
| Other Increases | $527,140 | OtherIncreasesAmt |
| Subtotal | $11,536,605 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,536,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,701,161 | $3,672,669 | $28,492 | $28,492 |
| PUBLICLY TRADED SECURITIES | P | $325,833 | $352,993 | -$27,160 | -$27,160 |
| PUBLICLY TRADED SECURITIES | P | $2,764,219 | $2,766,981 | -$2,762 | -$2,762 |
| PUBLICLY TRADED SECURITIES | P | $459,248 | $458,792 | $456 | $456 |
| CAPITAL GAIN DIVIDENDS | P | $19,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,720,203 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,076,913 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,777,409 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,039,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.230685 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,503,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,994,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.278318 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,463,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,658,906 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.668217 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $420,685 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,486,987 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024057 | DistributionYr5Rt |
| Total Distribution | 1.343714 | TotalDistributionRt |
| Average Distribution | 0.268743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,376,497 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,057,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,061,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $554,678 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,978 | SubtotalAmt |
| Tax Based On Investment Income | $7,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,897 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,897 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,081 | TaxDueAmt |
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 | $8,688,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,861,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,549,743 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,549,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,376,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $568,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $568,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,978 | TotalTaxAmt |
| Distributable Before Adj | $560,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $560,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $560,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $554,678 | 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 | $554,678 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $554,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,686,400 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,146,734 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,182,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,194,474 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,210,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $554,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $554,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,169 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,169 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,204,206 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,204,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,680,231 | ExcessFromYear4Amt |
| Excess From Year3 | $2,146,734 | ExcessFromYear3Amt |
| Excess From Year2 | $2,182,767 | ExcessFromYear2Amt |
| Excess From Year1 | $1,194,474 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR RAY R IRANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $10,000 | |||||
| AMIDEAST | ||||||||||||
| 2025 M ST NW STE 600 | WASHINGTON | DC | 20036 | none | PC | unrestricted | $10,000 | |||||
| ISLAMIC CENTER OF CLAREMONT | ||||||||||||
| 3641 N Garey Ave | Pomona | CA | 91767 | none | PC | unrestricted | $37,000 | |||||
| Islamic Center of Southern California | ||||||||||||
| 434 Vermont Ave | LOS ANGELES | CA | 90020 | none | PC | unrestricted | $10,000 | |||||
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92835 | none | PC | unrestricted | $500 | |||||
| ICNA Relief USA | ||||||||||||
| 2180 W Crescent Ave Suite A B C | Anaheim | CA | 92801 | none | PC | unrestricted | $1,000 | |||||
| Ummah Relief International | ||||||||||||
| 311 Heine Ave | Elgin | IL | 60123 | NONE | PC | UNRESTRICTED | $1,000 | |||||
| THE 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 | |||||
| Friends of Sheba Medical Center | ||||||||||||
| 6505 Wilshire Blvd Suite 615 | Los Angeles | CA | 90048 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| New Horizon School | ||||||||||||
| 1819 Sawtelle Blvd | LOS ANGELES | CA | 90025 | NONE | PC | UNRESTRICTED | $2,000 | |||||
| Bayan Claremont | ||||||||||||
| 1325 N College Ave | Claremont | CA | 91711 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| THE UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | UNRESTRICTED | $250,000 | |||||
| Los Angeles World Affairs Council | ||||||||||||
| 3535 Hayden Ave | Culver City | CA | 90232 | NONE | PC | UNRESTRICED | $6,000 | |||||
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||||||
| 3 DAG HAMMARKSKJOLD NO 8 FL | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| ARAB AMERICAN NATIONAL MUSEUM | ||||||||||||
| 13624 MICHIGAN AVENUE | DEARBORN | MI | 48126 | NONE | PC | UNRESTRICTED | $1,000 | |||||
| NATIONAL ACADEMY OF ENGINEERING | ||||||||||||
| 500 FIFTH STREET NW NAS 048 | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| UNICEF | ||||||||||||
| 105 KERCKHOFF HALL UCLA | LOS ANGELES | CA | 90024 | NONE | PC | UNRESTRICTED | $30,000 | |||||
| Lebanese for Lebanon Foundation | ||||||||||||
| 1736 Rudell Rd | Burbank | CA | 91501 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| WORLD OF CHILDREN | ||||||||||||
| 15615 ALTON PARKWAY SUITE 330 | IRVINE | CA | 92618 | NONE | PC | UNRESTRICTED | $2,000 | |||||
| Keep Memory Alive | ||||||||||||
| 888 W Bonneville Ave | Las Vegas | NV | 89106 | NONE | PC | UNRESTRICTED | $18,000 | |||||
| Rand Corporation | ||||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | NONE | PC | UNRESTRICTED | $22,000 | |||||
| DR SUSAN LOVE RESEARCH FOUNDATION | ||||||||||||
| 16133 VENTURA BLVD STE 1000 | ENCINO | CA | 91436 | NONE | PC | UNRESTRICTED | $500 | |||||
| THE TRANSPLANTATION SOCIETY | ||||||||||||
| NONE | PC | UNRESTRICTED | $60,000 | 505 BOULEVARD RENE-LEVESQUE OUEST | MONTREAL | QUEBEC | CA | H2Z 1Y7 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $554,500 | 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 | $336,910 | 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 | $18,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 8621 QEF INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $409,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,076 | 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 | RAY IRANI CHARITABLE LEAD ANNUITY T | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,907 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPIRIANT RISK MGD TXBL | $4,471,663 | $4,471,663 |
| PUTNAM SHORT DURATION INC. FD |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPIRIANT DEFENSIVE | $2,328,547 | $2,328,547 |
| UBS E TRACS ALERIAN MLP | ||
| DFA EMERGING MARKETS CORE | $81,795 | $81,795 |
| DFA EMERGING MKTS VALUE | $79,097 | $79,097 |
| IQ HEDGE MULTI-STRATEGY | ||
| ISHARES EDGE MSCI MIN | ||
| ASPIRIANT RISK MGD EQTY | $768,176 | $768,176 |
| VANGUARD SMALL CAP VALUE | $82,242 | $82,242 |
| ELLINGTON PRIVATE OPPORTUNITIE | $818,348 | $818,348 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CA FTB FILING FEE | $10 | $10 | |
| CA ATTORNEY GENERAL'S FEE | $150 | $150 | |
| ACCOUNT FEE (UBS) | $175 | $175 | |
| BANK CHARGES | $18 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Form 8521 QEF Income | Desc |
| Net Investment Income | $54,066 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $527,140 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $9,752 | Amt |
| Net Investment Income | $9,752 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $247 | $247 |
| IRS 990-PF EXCISE TAX | $78,117 |