RICHARD DERMENJIAN CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD DERMENJIAN CHARITABLE TRUST (EIN 26-6607162)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201721309349101522
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T11:56:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W BALTIMORE AVENUE SUITE 200 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266607162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD DERMENJIAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O KIRK KARAGELIAN CO-TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6108929800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET PO BOX 547 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190630547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRK KARAGELIAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6108929800 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M FISHER CPA ESQ M TAX | PreparerPersonNm |
| PTIN | P01335184 | PTIN |
| Phone | 6105653930 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.207.99.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 11:56:06 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD023B6DD8A9EE6B5EE6ABCB48F8371FD156CD3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,194,778 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,817 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $530,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,062 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,518 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,366 | CashBOYAmt |
| Cash EOY | $59,039 | CashEOYAmt |
| Cash EOYFMV | $59,039 | CashEOYFMVAmt |
| Corporate Stock BOY | $286,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $286,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $286,439 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $27,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,575 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,575 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $751,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $822,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $822,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,202,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,194,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,202,875 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,194,778 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,202,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,202,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,194,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,202,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,429 | OtherIncreasesAmt |
| Subtotal | $1,194,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA RESOURCES CUSIP 13057Q107 | P | 2016-01-08 | 2016-04-07 | $10 | $10 | $0 | $0 |
| CALAMOS STRAT TOT RETURN CUSIP XXX-XX-XXXX | P | 2016-02-18 | 2016-03-21 | $414 | $412 | $2 | $2 |
| WESTERN ASSET HIGH INCOME OPPORTUNITY CUSIP 95766K109 | P | 2016-11-01 | 2016-11-17 | $2,957 | $3,049 | -$92 | -$92 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND CUSIP 97717W315 | P | 2015-08-31 | 2016-01-08 | $7,301 | $9,803 | -$2,502 | -$2,502 |
| ALLIANZGI NFJ DIVID INTEREST AND PREMIUM CUSIP 01883A107 | P | 2016-03-28 | 2016-06-09 | $20,994 | $20,045 | $949 | $949 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF CUSIP 92203J407 | P | 2016-02-18 | 2016-11-15 | $25,354 | $25,003 | $351 | $351 |
| JOHNSON & JOHNSON COM CUSIP XXX-XX-XXXX | P | 2016-09-07 | 2016-11-17 | $374 | $367 | $7 | $7 |
| NRG YIELD INC SHS CLC CUSIP 62942X405 | P | 2016-06-16 | 2016-09-08 | $32,021 | $23,637 | $8,384 | $8,384 |
| PROCTER AND GAMBLE CO CUSIP XXX-XX-XXXX | P | 2016-08-16 | 2016-11-15 | $6,893 | $6,845 | $48 | $48 |
| QUALCOMM INC CUSIP XXX-XX-XXXX | P | 2016-09-22 | 2016-11-21 | $34,922 | $30,463 | $4,459 | $4,459 |
| TERRAFORM PWR INC SHS CUSIP 88104R100 | P | 2015-12-08 | 2016-06-07 | $14,158 | $14,575 | -$417 | -$417 |
| VODAFONE GROUP PLC SHS CUSIP 92857W308 | P | 2016-01-08 | 2016-02-18 | $5,442 | $5,766 | -$324 | -$324 |
| AQR MANAGED FUTURES STRATEGY FUND CL CUSIP 00203H859 | P | 2016-02-23 | 2016-10-10 | $32,853 | $35,000 | -$2,147 | -$2,147 |
| RS FLOATING RATE FUND CUSIP 74972H283 | P | 2015-06-15 | 2016-01-08 | $5 | $5 | $0 | $0 |
| VICTORY FLOATING RATE FUND CL Y CUSIP 92647K549 | P | 2016-03-31 | 2016-11-15 | $1,378 | $1,335 | $43 | $43 |
| TEMPLETON GLBL BOND FD CUSIP XXX-XX-XXXX | P | 2016-02-18 | 2016-02-23 | $5 | $5 | $0 | $0 |
| ALTRI GROUP INC CUSIP 02209S103 | P | 2011-10-11 | 2016-02-17 | $21,590 | $9,986 | $11,604 | $11,604 |
| CALIFORNIA RESOURCES CUSIP 13057Q107 | P | 2015-01-14 | 2016-04-07 | $19 | $22 | -$3 | -$3 |
| WESTERN ASSET HIGH INCOME OPPORTUNITY F CUSIP 95766K109 | P | 2015-08-31 | 2016-11-15 | $43,998 | $44,178 | -$180 | -$180 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND CUSIP 97717W315 | P | 2014-06-26 | 2016-01-08 | $7,914 | $14,076 | -$6,162 | -$6,162 |
| ALLIANZGI NFJ DIVID INTEREST AND PREMIUM CUSIP 01883A107 | P | 2014-02-11 | 2016-06-07 | $17,292 | $19,789 | -$2,497 | -$2,497 |
| JOHNSON & JOHNSON COM CUSIP XXX-XX-XXXX | P | 2011-10-11 | 2016-11-15 | $18,037 | $9,958 | $8,079 | $8,079 |
| PROCTER & GAMBLE CO | P | 2011-10-11 | 2016-11-15 | $12,788 | $9,958 | $2,830 | $2,830 |
| VODAFONE GROUP PLC SHS CUSIP 92857W308 | P | 2011-11-04 | 2016-02-18 | $15,827 | $22,441 | -$6,614 | -$6,614 |
| VICTORY FLOATING RATE FUND CL Y CUSIP 92647K549 | P | 2012-01-31 | 2016-11-15 | $2,174 | $2,253 | -$79 | -$79 |
| TEMPLETON GLBL BOND FD CUSIP XXX-XX-XXXX | P | 2012-12-19 | 2016-02-23 | $1,105 | $1,304 | -$199 | -$199 |
| CALAMOS STRAT TOT RETURN CUSIP XXX-XX-XXXX | P | 2011-08-29 | 2016-02-18 | $43,339 | $38,624 | $4,715 | $4,715 |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND CUSIP 97717W315 | P | 2011-12-29 | 2016-01-08 | $16,733 | $30,116 | -$13,383 | -$13,383 |
| RS FLOATING RATE FUND CUSIP 74972H283 | P | 2011-01-06 | 2016-01-08 | $34,995 | $39,989 | -$4,994 | -$4,994 |
| VICTORY FLOATING RATE FUND CL Y CUSIP 92647K549 | P | 2011-01-06 | 2016-11-15 | $26,744 | $28,629 | -$1,885 | -$1,885 |
| TEMPLETON GLBL BOND FD CUSIP XXX-XX-XXXX | P | 2008-01-24 | 2016-01-08 | $46,897 | $49,837 | -$2,940 | -$2,940 |
| OCH ZIFF CAPTL MANGMT GR CLASS A COMMON STOCK CUSIP 67551U105 | P | 2013-05-20 | 2016-11-15 | $11,434 | $31,437 | -$20,003 | -$20,003 |
| PLAINS ALL AMERN PIPL LP CUSIP XXX-XX-XXXX | P | 2015-10-20 | 2016-03-21 | $15,607 | $21,007 | -$5,400 | -$5,400 |
| TALEN ENERGY CORP SHS CUSIP 87422J105 | P | 2015-06-05 | 2016-12-06 | $602 | $602 | $602 | |
| CAPITAL GAINS DIVIDENDS | P | $8,584 | $8,584 | $8,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,164 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,622 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,510,035 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052066 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,428,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,108 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,377,192 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040741 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,006 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,291,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,343,252 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052513 | DistributionYr5Rt |
| Total Distribution | 0.229900 | TotalDistributionRt |
| Average Distribution | 0.045980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,257,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,822 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,037 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $652 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $652 | TotalPaymentsAndCreditsAmt |
| Overpayment | $221 | OverpaymentAmt |
| Applied To ES Tax | $221 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TRUSTEES | IndividualWithBooksNm |
| Phone | 8563822250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REVEREND NERSES MANOOGIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| K KIRK KARAGELIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAKING OF EDUCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS THROUGH-OUT THE UNITED STATES. DURING 2016, SCHOLARSHIPS WERE AWARDED TO 6 STUDENTS ATTENDING 6 DIFFERENT SCHOOLS. | Description1Txt |
| Expenses1 | $44,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,174,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,276,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,276,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,257,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $431 | TotalTaxAmt |
| Distributable Before Adj | $62,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,761 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $10,111 | Taxable2Amt |
| Undistributed Income CY | $62,446 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIRK KARAGELIAN CO-TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6108929800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION CHECKLIST 1. RECENT PHOTO (OPTIONAL). 2. HIGH SCHOOL TRANSCRIPT; OR 3. IF CURRENTLY ENROLLED IN COLLEGE, COLLEGE TRANSCRIPT. 4. TWO (2) LETTERS OF PROOF OF ARMENIAN HERITAGE (EX: LETTER FROM A PRIEST OR OTHER ARMENIAN COMMUNITY LEADER). 5. TWO (2) LETTERS OF RECOMMENDATION FROM TEACHERS, GUIDANCE COUNSELORS, ETC. (INCLUDE ADDRESS, PHONE NUMBERS AND RELATIONSHIP TO APPLICANT). 6. IF YOU HAVE PREVIOUSLY APPLIED FOR ANY OTHER FINANCIAL AID, PLEASE PROVIDE COPIES OF ALL APPLICATION FORMS. 7. COPY OF TAX RETURNS (1040) FOR PREVIOUS 3 YEARS FOR APPLICANT AND PARENTS, OR IF MARRIED, INCLUDE 1040 OF SPOUSE AS WELL. 8. RESPONSE TO ESSAY. IF YOU HAVE APPLIED FOR THIS SCHOLARSHIP BEFORE, PLEASE SELECT AN ESSAY THAT YOU HAVE NOT RESPONDED TO PREVIOUSLY. 9. SIGNED AUTHORIZATION WHICH ALLOWS US TO CONTACT THE SCHOOL ON YOUR BEHALF (INCLUDED IN THIS PACKET). 10. IF YOU ARE CURRENTLY ENROLLED IN COLLEGE, PLEASE ATTACH YOUR INVOICE FROM THAT SCHOOL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | EVERY JUNE AND DECEMBER (PRIOR TO COLLEGE SEMESTER) | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARD MUST BE USED FOR TUITION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HAGOP SEMERJIAN | |||||||
| 104 WHEELER AVENUE | WESTWOOD | NJ | 07675 | N/A | N/A | COLLEGE SCHOLARSHIP | $8,000 |
| JORDAN HEATON | |||||||
| 463 NORTH SWEETGUM LANE | LAFAYETTE HILL | PA | 19444 | N/A | N/A | COLLEGE SCHOLARSHIP | $8,000 |
| MELANIE K SOOKIASIAN | |||||||
| 1014 PLUMLY ROAD | WEST CHESTER | PA | 19382 | N/A | N/A | COLLEGE SCHOLARSHIP | $6,000 |
| NANCY KEYTANJIAN | |||||||
| 624 MOURNING DOVE ROAD | AUDOBON | PA | 19403 | N/A | N/A | COLLEGE SCHOLARSHIP | $6,000 |
| ROZA MELKUMYAN | |||||||
| 1015 GREENHILL ROAD | WEST CHESTER | PA | 19380 | N/A | N/A | COLLEGE SCHOLARSHIP | $10,000 |
| SARA N KEYTANJIAN | |||||||
| 624 MOURNING DOVE ROAD | AUDOBON | PA | 19403 | N/A | N/A | COLLEGE SCHOLARSHIP | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,817 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | 900099 | $176 | 14 | $2 |
| ENTERPRISE PRODUCTS PARTNERS LP | 900099 | -$176 | 14 | $9 |
| PLAIN ALL AMERICAN PIPELINE | 900099 | -$818 | 14 | $2 |
| GLOBAL PARTNERS | 900099 | -$3,984 | ||
| OCH-ZIFF | 900099 | -$406 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,208 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,147 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GENERAL ELECTRIC CAP CORP | BondNm |
| EOY Book Value | $26,575 | EOYBookValueAmt |
| EOYFMV | $26,575 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO COMPANY | $12,381 | $12,381 |
| ALTRIA GROUP INC | $0 | $0 |
| CENTURYLINK INC SHS | $29,329 | $29,329 |
| CVS HEALTH CORP | $25,382 | $25,382 |
| EXXON MOBIL CORP | $21,194 | $21,194 |
| GAMESTOP CORP NEW CLA | $37,721 | $37,721 |
| GENERAL MOTORS CO | $29,125 | $29,125 |
| GLOBAL PARTNERS | $16,609 | $16,609 |
| JOHNSON & JOHNSON | $0 | $0 |
| NRG YIELD INC SHS CLC | $403 | $403 |
| OCCIDENTAL PETE CORP CAL | $20,416 | $20,416 |
| OCH-ZIFF CAPTL MANAGEMENT | $0 | $0 |
| PLAINS ALL AMERN PIPL LP | $0 | $0 |
| PPL CORPORATION | $18,423 | $18,423 |
| PROCTOR & GAMBLE CO | $165 | $165 |
| QUALCOMM INC | $0 | $0 |
| SHIRE PLC-ADR | $16,539 | $16,539 |
| TERRAFORM PWR INC SHS | $0 | $0 |
| VENTAS INC | $29,617 | $29,617 |
| VERIZON COMMUNICATIONS | $29,135 | $29,135 |
| TALEN ENERGY CORP SHS | $0 | $0 |
| VODAFONE GROUP PLC | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANZGI NFJ DIVIDEND | AT COST | $0 | $0 |
| AMERICAN BEACON SIM HIGH | AT COST | $50,411 | $50,411 |
| BLACKROCK CREDIT ALLCT | AT COST | $46,200 | $46,200 |
| CALAMOS STRAT TOT RETURN | AT COST | $0 | $0 |
| CBRE CLARION GLOBAL | AT COST | $56,566 | $56,566 |
| EATON VANCE NATL MUNICPL | AT COST | $41,164 | $41,164 |
| EATON VANCE FLOATING | AT COST | $46,559 | $46,559 |
| FIDUCIARY/CLAY MLP OPP | AT COST | $51,970 | $51,970 |
| FIRST EAGLE | AT COST | $103,858 | $103,858 |
| FIRST EAGLE GOLD FUND | AT COST | $43,988 | $43,988 |
| FPA CRESCENT FUND | AT COST | $105,202 | $105,202 |
| ISHARES S&P GLOBAL | AT COST | $26,758 | $26,758 |
| ISHARES TIPS | AT COST | $36,280 | $36,280 |
| ISHARES JP MORGAN EM BON | AT COST | $49,800 | $49,800 |
| POWERSHARES GLOBAL | AT COST | $43,639 | $43,639 |
| RS FLOATING RATE FUND | AT COST | $0 | $0 |
| TEMPLETON GLBL BOND FD | AT COST | $0 | $0 |
| VANGUARD DIVIDEND | AT COST | $120,330 | $120,330 |
| WESTERN ASSET HIGH | AT COST | $0 | $0 |
| WISDOMTREE EMERGING | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOX RENTAL | $400 | $0 | $0 |
| POSTAGE | $104 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | $178 | $2 | $178 |
| ENTERPRISE PRODUCTS PARTNERS LP | -$167 | $9 | -$167 |
| PLAIN ALL AMERICAN PIPELINE | -$816 | $2 | -$816 |
| GLOBAL PARTNERS | -$3,984 | $0 | -$3,984 |
| OCH-ZIFF | -$406 | $0 | -$406 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTION | $7,322 |
| UNREALIZED GAIN/(LOSS) ON INVESTMENTS | $42,107 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $16,518 | Amt |
| Net Investment Income | $16,518 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |