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RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201621339349103352
Schema version
2015v2.1
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)
Return2016-05-12T18:17:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261518255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASPIRIANT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD STE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900253392ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486394885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DECLARATION OF TRUST OF THE RAY RBusinessNameLine1Txt
Business Name Line2IRANI FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDECLBusinessNameControlTxt
Phone3108064000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD RM/STE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR RAY R IRANIPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone3108064000PhoneNum
Signature2016-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDRIA YEOPreparerPersonNm
PTINP00342692PTIN
Phone3108064000PhoneNum
Preparation2016-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,200,075FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$324,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$324,476DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,721NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,896,065GrossSalesPriceAmt
Total Rev And Expnss$395,782TotalRevAndExpnssAmt
Total Net Invst Incm$324,476TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$37,423AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$28,173AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25,805TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,554TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$198OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$198OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,727TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,448TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,457,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,457,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,520,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,727TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,466,448TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,124,644ExcessRevenueOverExpensesAmt
Net Investment Income$289,749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96,696CashBOYAmt
Cash EOY$123,347CashEOYAmt
Cash EOYFMV$123,347CashEOYFMVAmt
Sav And Temp Cash Invst BOY$240,893SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$167,468SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$167,468SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$17,903PrepaidExpensesBOYAmt
Prepaid Expenses EOY$21,302PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$21,302PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$14,500,916CorporateStockBOYAmt
Corporate Stock EOY$5,268,544CorporateStockEOYAmt
Corporate Stock EOYFMV$5,268,544CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,689,829CorporateBondsBOYAmt
Corporate Bonds EOY$619,414CorporateBondsEOYAmt
Corporate Bonds EOYFMV$619,414CorporateBondsEOYFMVAmt
Other Assets BOY$10,814OtherAssetsBOYAmt
Total Assets BOY$16,557,051TotalAssetsBOYAmt
Total Assets EOY$6,200,075TotalAssetsEOYAmt
Total Assets EOYFMV$6,200,075TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$16,557,051RetainedEarningBOYAmt
Retained Earning EOY$6,200,075RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,557,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,200,075TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,557,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,200,075TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,557,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,124,644ExcessRevenueOverExpensesAmt
Subtotal$6,432,407SubtotalAmt
Other Decreases$232,332OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,200,075TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$20,846,788GrossSalesPriceAmt
Cost Or Other Basis$20,904,786CostOrOtherBasisAmt
Gain Or Loss-$57,998GainOrLossAmt
Gains Minus Excess Or Losses-$57,998GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,721CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$420,685AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,486,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.024057DistributionYr1Rt
Adjusted Qlfy Distri Yr2$259,724AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,711,161NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022177DistributionYr2Rt
Adjusted Qlfy Distri Yr3$821,505AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,521,994NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109214DistributionYr3Rt
Adjusted Qlfy Distri Yr4$564,177AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,320,710NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077066DistributionYr4Rt
Adjusted Qlfy Distri Yr5$690,116AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,910,661NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.140534DistributionYr5Rt
Total Distribution0.373048TotalDistributionRt
Average Distribution0.074610AverageDistributionRt
Net Vl Noncharitable Assets$15,658,906NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,168,311AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,897NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,171,208AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,466,448QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,897InvestmentIncomeExciseTaxAmt
Subtotal$2,897SubtotalAmt
Tax Based On Investment Income$2,897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,302EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$21,302TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$18,405OverpaymentAmt
Applied To ES Tax$18,405AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ASPIRIANT LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108064000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD SUITE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
DR RAY R IRANI
10877 WILSHIRE BLVD SUITE 1402LOS ANGELESCA90024CO-TRUSTEE0.00$0$0$0
KENNETH J ANDERSON
11100 SANTA MONICA BLVD SUITE 600LOS ANGELESCA90025CO-TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,160,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$737,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,897,367TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,897,367AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$238,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,658,906NetVlNoncharitableAssetsAmt
Minimum Investment Return$782,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$782,945MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,897TaxBasedOnInvestmentIncomeAmt
Total Tax$2,897TotalTaxAmt
Distributable Before Adj$780,048DistributableBeforeAdjAmt
Distributable Before Ded$780,048DistributableBeforeDedAmt
Distributable As Adjusted$780,048DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,466,448ExpensesAndContributionsAmt
Qualifying Distributions$10,466,448QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,897PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,463,551AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$780,048DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$129,928ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$468,355ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$598,283TotalExcessDistributionCyovAmt
Qualifying Distributions$10,466,448QualifyingDistributionsAmt
Applied To Current Year$780,048AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,686,400RemainingDistriFromCorpusAmt
Total Corpus$10,284,683TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,284,683ExcessDistriCyovToNextYrAmt
Excess From Year4$129,928ExcessFromYear4Amt
Excess From Year3$468,355ExcessFromYear3Amt
Excess From Current Year$9,686,400ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR RAY R IRANIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN DRUZE SOCIETY
PO BOX 221390NEWHALLCA91322NONE501(C)(3)UNRESTRICTED$10,000
OPERATION SMILE
6435 TIDEWATER DRIVENORFOLKVA23509NONE501(C)(3)UNRESTRICTED$10,000
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038NONE501(C)(3)UNRESTRICTED$65,500
FIRST STAR
901 K STREET NORTHWESTWASHINGTONDC20001NONE501 (C)(3)UNRESTRICTED$3,000STE 700
FORD'S THEATRE
511 TENTH STREET NWWASHINGTONDC20004NONE501 (C)(3)UNRESTRICTED$10,000
THE ISLAMIC CENTER OF SOUTHERN CALI
434 S VERMONT AVELOS ANGELESCA90020NONE501 (C)(3)UNRESTRICTED$103,000
OVERCOMING OBSTACLES
125 MAIDEN LANENEW YORKNY10038NONE501 (C)(3)UNRESTRICTED$10,000
STOP CANCER
2566 OVERLAND AVELOS ANGELESCA90064NONE501 (C)(3)UNRESTRICTED$5,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVDLOS ANGELESCA90025NONE501 (C)(3)UNRESTRICTED$6,000STE 1500
UNITED CEREBRAL PALSY
6430 INDEPENDENCE AVEWOODLAND HILLSCA91367NONE501(C)(3)UNRESTRICTED$6,000
ARAB AMERICAN NATIONAL MUSEUM
2651 SAULINO CTDEARBORNMI48120NONE501(C)(3)UNRESTRICTED$5,000
CHOC CHILDREN'S FOUNDATION
1201 W LA VETA AVEORANGECA92868NONE501(C)(3)UNRESTRICTED$12,000
RACE TO ERASE MS
1875 CENTURY PARK EASTLOS ANGELESCA90067NONE501(C)(3)UNRESTRICTED$2,000SUITE 980
RICE UNIVERSITY'S BAKER INSTITUTE
6100 MAIN STHOUSTONTX77005NONE501(C)(3)UNRESTRICTED$5,000BAKER HALL MS-40 STE 120
MUSLIM PUBLIC AFFAIRS COUNCIL
4988 N FIGUEROA STLOS ANGELESCA90042NONE501(C)(3)UNRESTRICTED$1,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027NONE501(C)(3)UNRESTRICTED$12,000
LOS ANGELES BALLET
11755 EXPOSITION BLVDLOS ANGELESCA90064NONE501(C)(3)UNRESTRICTED$86,000
HASSAN HATHOUT LEGACY FOUNDATION
PO BOX 609SOUT PASADENACA91031NONE501(C)(3)UNRESTRICTED$3,000
NATIONAL ACADEMY OF ENGINEERING
2101 CONSTITUTION AVE NWWASHINGTONDC20418NONE501(C)(3)UNRESTRICTED$4,000
MPACF
PO BOX 1283MT PLEASANTMI48804NONE501(C)(3)UNRESTRICTED$1,000
THE LA FUND FOR PUBLIC EDUCATION
10250 CONSTELLATION BLVDLOS ANGELESCA90067NONE501(C)(3)UNRESTRICTED$50,000SUITE 230
DR SUSAN LOVE RESEARCH FOUNDATION
2811 WILSHIRE BLVDSANTA MONICACA90403NONE501(C)(3)UNRESTRICTED$500SUITE 500
CLAREMONT GRADUATE UNIVERSITY
150 E TENTH STCLAREMONTCA91711NONE501(C)(3)UNRESTRICTED$1,000
HOUSE OF LEBANON INC
4800 WILSHIRE BLVDLOS ANGELESCA90010NONE501(C)(3)UNRESTRICTED$35,000
EPILEPSY FOUNDATION
5777 WEST CENTURY BLVDLOS ANGELESCA90045NONE501(C)(3)UNRESTRICTED$5,000SUITE 820
CHILDREN'S DEFENSE FUND
25 E STREET NWWASHINGTONDC20001NONE501(C)(3)UNRESTRICTED$5,000
GIRLS INC
120 WALL STNEW YORKNY10005NONE501(C)(3)UNRESTRICTED$1,00018TH FLOOR
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUSLOS ANGELESCA90089NONE501(C)(3)UNRESTRICTED$10,000,0003551 TROUSDALE STE 160
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,457,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$324,503ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$8,721ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$315,782ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$315,782TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRAY IRANI CHARITABLE LEAD ANNUITY TContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD SUITE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$80,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$18,500$9,250$9,250
INVESTMENT MANAGEMENT FEES$18,923$18,923

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOND FUNDS
DOUBLELINE TOTAL RETURN$92,454$92,454
FIDELITY FLOATING RATE$32,418$32,418
JPMORGAN HIGH YIELD$73,387$73,387
LOOMIS SAYLES CORE PLUS$82,158$82,158
METROPOLITAN WEST TOTAL$182,238$182,238
VANGUARD INFLATION$50,174$50,174
VANGUARD TOTAL BOND$106,585$106,585

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY FUNDS
COHEN & STEERS INST$181,654$181,654
DFA EMERGING MKTS CORE$656,593$656,593
DFA INTL CORE EQTY PORT$934,327$934,327
DFA INTL SMALL CAP VALUE$205,739$205,739
DIAMOND HILL SMALL CAP$158,941$158,941
HARBOR INTERNATIONAL$401,560$401,560
WHV INTL EQTY FD CL$311,990$311,990
ISHARES CORE US VALUE$1,242,689$1,242,689
ISHARES MSCI MARKETS MIN$215,904$215,904
ISHARES RUSSELL 1000$298,042$298,042
SPDR DOW JONES INTER$186,955$186,955
UBS E TRACS ALERIAN MLP$474,150$474,150

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$10,814BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED GAINS$232,331
ROUNDING$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CA FRANCHISE TAX BOARD FEE$10$10
CA ATTORNEY GENERAL REGISTRY$150$150
BANK FEES$38$38

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDR RAY R IRANIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110877 WILSHIRE BLVD STE 1402AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$6,554$6,554
U.S. EXCISE TAX$19,251