RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349102608
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T17:35:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900253392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486394885 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DECLARATION OF TRUST OF THE RAY R | BusinessNameLine1 |
| Business Name Line2 | IRANI FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DECL | NameControl |
| Phone | 3108064000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD | AddressLine1 |
| Address Line2 | ROOM/SUITE 600 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH J ANDERSON | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 3108064000 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE LEE | Name |
| Phone | 3108064000 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10581376 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4113532 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 212903 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 212865 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 938183 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2686220 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 938183 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5264618 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1151048 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 38526 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3526 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 160 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 160 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38686 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3526 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 160 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 832820 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 832820 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 871506 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3526 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 832980 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4393112 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1147522 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 178128 | CashBOY |
| Cash EOY | 106985 | CashEOY |
| Cash EOYFMV | 106985 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 83701 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 90996 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 90996 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3148905 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5158792 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8811009 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2200602 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1517375 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1560146 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 5958 | OtherAssetsBOY |
| Other Assets EOY | 9120 | OtherAssetsEOY |
| Other Assets EOYFMV | 12240 | OtherAssetsEOYFMV |
| Total Assets BOY | 5617294 | TotalAssetsBOY |
| Total Assets EOY | 6883268 | TotalAssetsEOY |
| Total Assets EOYFMV | 10581376 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5617294 | RetainedEarningsBOY |
| Retained Earnings EOY | 6886388 | RetainedEarningsEOY |
| Total Net Assets BOY | 5617294 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6886388 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5617294 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6886388 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5617294 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4393112 | ExcessOfRevenueOverExpenses |
| Subtotal | 10010406 | Subtotal |
| Other Decreases | 3124018 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6886388 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 9.201-DFA US MICRO CAP | P | 2010-12-09 | 2012-05-16 | 127 | 124 | 3 | 3 |
| 2419.118-PIMCO TOTAL RETURN | P | 2010-09-22 | 2012-01-25 | 26590 | 28000 | -1410 | -1410 |
| 111.61-VANGUARD SHORT TERM BOND | P | 2012-08-31 | 2012-12-19 | 1189 | 1191 | -2 | -2 |
| 1.527-DFA US MICRO CAP | P | 2011-03-08 | 2012-05-16 | 21 | 22 | -1 | -1 |
| 7142-VANGUARD INTL EQTY INDEX | P | 2011-12-22 | 2012-05-16 | 282760 | 282371 | 389 | 389 |
| 106.562-VANGUARD SHORT TERM BOND | P | 2012-09-28 | 2012-12-19 | 1135 | 1138 | -3 | -3 |
| 3916.375-DFA US MICRO CAP | P | 2011-03-23 | 2012-05-16 | 54207 | 56000 | -1793 | -1793 |
| 93805.347-VANGUARD SHORT TERM BOND | P | 2011-12-16 | 2012-12-19 | 998993 | 1000000 | -1007 | -1007 |
| 107.943-VANGUARD SHORT TERM BOND | P | 2012-10-31 | 2012-12-19 | 1149 | 1151 | -2 | -2 |
| 9.216-DFA US MICRO CAP | P | 2011-06-08 | 2012-05-16 | 127 | 127 | ||
| 70.863-VANGUARD SHORT TERM BOND | P | 2011-12-22 | 2012-12-19 | 755 | 750 | 5 | 5 |
| 10000-OCCIDENTAL PETE CORP | D | 2010-12-28 | 2012-02-03 | 1024475 | 110000 | 914475 | 914475 |
| 12.398-DFA US MICRO CAP | P | 2011-12-13 | 2012-05-16 | 172 | 159 | 13 | 13 |
| 363.175-VANGUARD SHORT TERM BOND | P | 2011-12-22 | 2012-12-19 | 3868 | 3846 | 22 | 22 |
| 2.718-DFA US SMALL CAP | P | 2011-03-08 | 2012-05-16 | 59 | 61 | -2 | -2 |
| 53.68-VANGUARD SHORT TERM BOND | P | 2011-12-30 | 2012-12-19 | 572 | 569 | 3 | 3 |
| 1600.085-DFA US SMALL CAP | P | 2011-03-23 | 2012-05-16 | 34543 | 35758 | -1215 | -1215 |
| 125.415-VANGUARD SHORT TERM BOND | P | 2012-01-31 | 2012-12-19 | 1336 | 1337 | -1 | -1 |
| 3.47-DFA US SMALL CAP | P | 2012-03-08 | 2012-05-16 | 75 | 78 | -3 | -3 |
| 116.461-VANGUARD SHORT TERM BOND | P | 2012-02-29 | 2012-12-19 | 1240 | 1239 | 1 | 1 |
| 2220.52-DFA US SMALL CAP VALUE | P | 2011-03-23 | 2012-01-25 | 55611 | 59654 | -4043 | -4043 |
| 8.91-VANGUARD SHORT TERM BOND | P | 2012-03-30 | 2012-12-19 | 95 | 95 | ||
| 20.228-DFA US SMALL CAP VALUE | P | 2010-12-09 | 2012-05-16 | 492 | 504 | -12 | -12 |
| 26.73-VANGUARD SHORT TERM BOND | P | 2012-03-30 | 2012-12-19 | 285 | 284 | 1 | 1 |
| 4851.893-DFA US SMALL CAP VALUE | P | 2011-03-23 | 2012-05-16 | 118060 | 130346 | -12286 | -12286 |
| 123.534-VANGUARD SHORT TERM BOND | P | 2012-03-30 | 2012-12-19 | 1316 | 1311 | 5 | 5 |
| 12.925-DFA US SMALL CAP VALUE | P | 2011-06-08 | 2012-05-16 | 314 | 327 | -13 | -13 |
| 119.398-VANGUARD SHORT TERM BOND | P | 2012-04-30 | 2012-12-19 | 1272 | 1270 | 2 | 2 |
| 27.18-DFA US SMALL CAP VALUE | P | 2011-12-13 | 2012-05-16 | 661 | 606 | 55 | 55 |
| 121.185-VANGUARD SHORT TERM BOND | P | 2012-05-31 | 2012-12-19 | 1291 | 1289 | 2 | 2 |
| 108-GS CONNECT S&P GSCI ENHANCED COM | P | 2011-03-23 | 2012-01-25 | 5358 | 5941 | -583 | -583 |
| 113.604-VANGUARD SHORT TERM BOND | P | 2012-06-29 | 2012-12-19 | 1210 | 1208 | 2 | 2 |
| 1757.532-PIMCO TOTAL RETURN | P | 2010-08-05 | 2012-01-25 | 19318 | 20060 | -742 | -742 |
| 114.472-VANGUARD SHORT TERM BOND | P | 2012-07-31 | 2012-12-19 | 1219 | 1221 | -2 | -2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 938183 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -4152 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 564177 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7320710 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.077066 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 690116 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4910661 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.140534 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 187660 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4043151 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046414 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 83660 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2304365 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036305 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 61160 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1183925 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051659 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.351978 | TotalDistributionRatio |
| Average Distribution Ratio | 0.070396 | AverageDistributionRatio |
| Net Noncharitable Assets | 7521994 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 529518 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11475 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 540993 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 832980 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11475 | InvestmentIncomeExciseTax |
| Subtotal | 11475 | Subtotal |
| Tax Based On Investment Income | 11475 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16308 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 7000 | TaxPaidWithExtension |
| Total Credits And Payments | 23308 | TotalCreditsAndPayments |
| Overpayment | 11833 | Overpayment |
| Amount Credited To Next Year | 11833 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108064000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD SUITE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RAY R IRANI | ||||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | CO-TRUSTEE | 0.00 | 0 | 0 | 0 |
| KENNETH J ANDERSON | ||||||||
| 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | CO-TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7091760 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 544782 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7636542 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7636542 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 114548 | CashDeemedCharitable |
| Net Noncharitable Assets | 7521994 | NetNoncharitableAssets |
| Minimum Investment Return | 376100 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 376100 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11475 | TaxBasedOnInvestmentIncome |
| Total Tax | 11475 | TotalTax |
| Distributable Amount Before Adj | 364625 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 364625 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 364625 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 832980 | ExpensesAndContributions |
| Qualifying Distributions | 832980 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11475 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 821505 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 364625 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3191 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 447018 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 258227 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 708436 | TotalExcessDistriCarryover |
| Qualifying Distributions | 832980 | QualifyingDistributions |
| Applied To Current Year | 364625 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 468355 | RemainingDistriFromCorpus |
| Total Corpus | 1176791 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3191 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1173600 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 447018 | ExcessFromYear2 |
| Excess From Year1 | 258227 | ExcessFromYear1 |
| Excess From Current Year | 468355 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY R IRANI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARAB AMERICAN HISTORICAL FDTN | |||||||
| PO BOX 291159 | LOS ANGELES | CA | 90029 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CDM BOY'S WATER POLO FDTN | |||||||
| PO BOX 11991 | NEWPORT BEACH | CA | 92658 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| CHILDREN OF WAR FOUNDATION | |||||||
| PO BOX 17402 | BEVERLY HILLS | CA | 90202 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CTR FOR THE STUDY OF THE PRESIDENCY | |||||||
| 1020 19TH STREET NW 250 | WASHINGTON DC | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED | $100,000 |
| ISLAMIC CTR OF SOUTHERN CALIFORNIA | |||||||
| 434 S VERMONT AVE | LOS ANGELES | CA | 90020 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 |
| KING HUSSEIN FOUNDATION | |||||||
| PO BOX 1195 | MCLEAN | VA | 22101 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| LACMA | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| LEBANESE AMERICAN FDTN | |||||||
| 12198 VENTURA BLVD | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) | UNRESTRICTED | $502,820 |
| LEBANESE LADIES CULTURAL SOCIETY | |||||||
| 1499 WEMBLEY RD | SAN MARINO | CA | 91108 | NONE | 501(C)(3) | UNRESTRICTED | $40,000 |
| NATL ARAB AMERICAN MEDICAL ASSOC | |||||||
| 801 SOUTH ADAMS RD 208 | BIRMINGHAM | MI | 48009 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| NEW HORIZON IRVINE | |||||||
| 1 TRUMAN | IRVINE | CA | 92620 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 |
| NEW HORIZON LOS ANGELES | |||||||
| 434 S VERMONT AVE | LOS ANGELES | CA | 90020 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| SIGMA XI | |||||||
| PO BOX 13975 | DURHAM | NC | 27709 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| THE BUCKLEY SCHOOL | |||||||
| 3900 STANSBURY AVE | SHERMAN OAKS | CA | 91423 | NONE | 501(C)(3) | UNRESTRICTED | $40,000 |
| THE COLLEAGUES | |||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 832820 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $212,903 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $938,183 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,151,086 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1151086 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RRI DECL OF TRUST UA DTD 111390 | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD SUITE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4113532 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 10,000 SHS OF OXY (NYSE) | 1056150 | 2012-02-28 |
| 1 | 39,245 SHS OF OXY (NYSE) | 3057382 | 2012-12-21 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| RAY R IRANI |
| KENNETH J ANDERSON |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BOND FUNDS | NameOfBond |
| EOY Book Value | 1517375 | EOYBookValue |
| EOYFMV | 1560146 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| OCCIDENTAL PETROLEUM CORP | 1033514 | 4079099 |
| EQUITY FUNDS | 4125278 | 4731910 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DIVIDEND RECEIVABLE | 3018 | 9120 | 9120 |
| OTHER RECEIVABLES | 2940 | 3120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON DONATED SECURITIES | Description |
| Amount | $3,124,018 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| CA FRANCHISE TAX BOARD FEE | 10 | 10 |
| CA ATTORNEY GENERAL REGISTRY | 150 | 150 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX PAID | $3,526 | 3526 |
| U.S. EXCISE TAX | $35,000 |