RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-21
- IRS object ID
- 201201739349100410
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-21T17:25:38-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-06-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE LEE | Name |
| Phone | 3108064000 | Phone |
| Date Prepared | 2012-06-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6880409 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 80000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 155368 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 155345 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2850725 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5198573 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2850725 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3086093 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3006070 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 1734 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1734 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 160 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 160 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1894 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1734 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 160 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 594060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 594060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 595954 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1734 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 594220 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2490139 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3004336 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 307568 | CashBOY |
| Cash EOY | 178128 | CashEOY |
| Cash EOYFMV | 178128 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 151104 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 83701 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 83701 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2159801 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3148905 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4412210 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 506436 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2200602 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2200412 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 2246 | OtherAssetsBOY |
| Other Assets EOY | 5958 | OtherAssetsEOY |
| Other Assets EOYFMV | 5958 | OtherAssetsEOYFMV |
| Total Assets BOY | 3127155 | TotalAssetsBOY |
| Total Assets EOY | 5617294 | TotalAssetsEOY |
| Total Assets EOYFMV | 6880409 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3127155 | RetainedEarningsBOY |
| Retained Earnings EOY | 5617294 | RetainedEarningsEOY |
| Total Net Assets BOY | 3127155 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5617294 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3127155 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5617294 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3127155 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2490139 | ExcessOfRevenueOverExpenses |
| Subtotal | 5617294 | Subtotal |
| Total Net Assets Fund Balances EOY | 5617294 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (56 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 |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY CL B-296 | P | 2009-12-24 | 2011-03-23 | 25053 | 19499 | 5554 | 5554 |
| DFA INTERNATIONAL VALUE-136 | P | 2011-12-13 | 2011-12-14 | 1926 | 1959 | -33 | -33 |
| DFA INT'L SMALL COMPANY-6 | P | 2010-09-08 | 2011-12-22 | 87 | 92 | -5 | -5 |
| OCCIDENTAL PETE CORP-2393 | D | 2008-04-28 | 2011-03-15 | 234710 | 37259 | 197451 | 197451 |
| DFA EMERGING MARKETS CORE EQUI-1829 | P | 2008-05-14 | 2011-12-22 | 31714 | 37206 | -5492 | -5492 |
| DFA INT'L SMALL CAP VALUE-3007 | P | 2009-12-24 | 2011-12-22 | 40489 | 45028 | -4539 | -4539 |
| DFA INT'L SMALL COMPANY-40 | P | 2010-12-09 | 2011-12-22 | 550 | 660 | -110 | -110 |
| OCCIDENTAL PETE CORP-4000 | D | 2008-04-28 | 2011-11-08 | 400615 | 62280 | 338335 | 338335 |
| DFA EMERGING MARKETS CORE EQUI-3002 | P | 2009-12-24 | 2011-12-22 | 52049 | 54000 | -1951 | -1951 |
| DFA INT'L SMALL CAP VALUE-31 | P | 2010-06-08 | 2011-12-22 | 423 | 418 | 5 | 5 |
| DFA INT'L SMALL COMPANY-2 | P | 2011-03-08 | 2011-12-22 | 29 | 38 | -9 | -9 |
| OCCIDENTAL PETE CORP-6000 | D | 2002-11-26 | 2011-11-08 | 600922 | 66000 | 534922 | 534922 |
| DFA EMERGING MARKETS CORE EQUI-15376 | P | 2011-03-23 | 2011-12-22 | 266590 | 330000 | -63410 | -63410 |
| DFA INT'L SMALL CAP VALUE-0 | P | 2010-09-08 | 2011-12-22 | 6 | 6 | ||
| DFA INT'L SMALL COMPANY-6604 | P | 2011-03-23 | 2011-12-22 | 90583 | 116000 | -25417 | -25417 |
| SPDR DJ WILSHIRE INTL REAL EST-5047 | P | 2011-09-21 | 2011-12-22 | 160553 | 170872 | -10319 | -10319 |
| DFA INTERNATIONAL VALUE-6523 | P | 2009-12-24 | 2011-12-14 | 92669 | 111229 | -18560 | -18560 |
| DFA INT'L SMALL CAP VALUE-23 | P | 2010-12-09 | 2011-12-22 | 311 | 380 | -69 | -69 |
| DFA INT'L SMALL COMPANY-105 | P | 2011-06-08 | 2011-12-22 | 1440 | 1839 | -399 | -399 |
| SPDR DJ WILSHIRE INTL REAL EST-638 | P | 2011-09-22 | 2011-12-22 | 20296 | 20325 | -29 | -29 |
| DFA INTERNATIONAL VALUE-5 | P | 2010-03-09 | 2011-12-14 | 77 | 91 | -14 | -14 |
| DFA INT'L SMALL CAP VALUE-54 | P | 2010-12-09 | 2011-12-22 | 723 | 881 | -158 | -158 |
| DFA INT'L SMALL COMPANY-53 | P | 2011-09-08 | 2011-12-22 | 725 | 807 | -82 | -82 |
| VANGUARD TOTAL INTL STK-6766 | P | 2009-12-24 | 2011-12-22 | 176581 | 200259 | -23678 | -23678 |
| DFA INTERNATIONAL VALUE-98 | P | 2010-06-08 | 2011-12-14 | 1387 | 1403 | -16 | -16 |
| DFA INT'L SMALL CAP VALUE-6515 | P | 2011-03-23 | 2011-12-22 | 87733 | 116000 | -28267 | -28267 |
| DFA INT'L SMALL COMPANY-124 | P | 2011-12-13 | 2011-12-22 | 1704 | 1691 | 13 | 13 |
| VANGUARD TOTAL INTL STK-177 | P | 2009-12-30 | 2011-12-22 | 4615 | 5130 | -515 | -515 |
| DFA INTERNATIONAL VALUE-27 | P | 2010-09-08 | 2011-12-14 | 387 | 444 | -57 | -57 |
| DFA INT'L SMALL CAP VALUE-109 | P | 2011-06-08 | 2011-12-22 | 1474 | 1916 | -442 | -442 |
| DFA INT'L SMALL COMPANY-206 | P | 2011-12-13 | 2011-12-22 | 2821 | 2799 | 22 | 22 |
| VANGUARD TOTAL INTL STK-111 | P | 2010-12-28 | 2011-12-22 | 2903 | 3469 | -566 | -566 |
| DFA INTERNATIONAL VALUE-37 | P | 2010-12-09 | 2011-12-14 | 531 | 672 | -141 | -141 |
| DFA INT'L SMALL CAP VALUE-34 | P | 2011-09-08 | 2011-12-22 | 452 | 497 | -45 | -45 |
| DWS RREEF GLOBAL REAL ESTATE-27149 | P | 2009-11-23 | 2011-09-21 | 181886 | 196309 | -14423 | -14423 |
| VANGUARD TOTAL INTL STK-3659 | P | 2011-03-23 | 2011-12-22 | 95478 | 117000 | -21522 | -21522 |
| DFA INTERNATIONAL VALUE-19 | P | 2011-03-08 | 2011-12-14 | 269 | 368 | -99 | -99 |
| DFA INT'L SMALL CAP VALUE-17 | P | 2011-12-12 | 2011-12-22 | 225 | 225 | ||
| DWS RREEF GLOBAL REAL ESTATE-2034 | P | 2010-09-27 | 2011-09-21 | 13626 | 15030 | -1404 | -1404 |
| VANGUARD TOTAL INTL STK-504 | P | 2011-10-05 | 2011-12-22 | 13155 | 13000 | 155 | 155 |
| DFA INTERNATIONAL VALUE-5272 | P | 2011-03-23 | 2011-12-14 | 74907 | 100000 | -25093 | -25093 |
| DFA INT'L SMALL CAP VALUE-93 | P | 2011-12-12 | 2011-12-22 | 1251 | 1251 | ||
| DWS RREEF GLOBAL REAL ESTATE-1994 | P | 2010-09-29 | 2011-09-21 | 13358 | 14775 | -1417 | -1417 |
| VANGUARD TOTAL INTL STK-354 | P | 2011-12-20 | 2011-12-22 | 9245 | 9176 | 69 | 69 |
| DFA INTERNATIONAL VALUE-202 | P | 2011-06-08 | 2011-12-14 | 2868 | 3726 | -858 | -858 |
| DFA INT'L SMALL CAP VALUE-184 | P | 2011-12-12 | 2011-12-22 | 2482 | 2482 | ||
| DWS RREEF GLOBAL REAL ESTATE-29212 | P | 2011-03-23 | 2011-09-21 | 195702 | 220000 | -24298 | -24298 |
| DFA INTERNATIONAL VALUE-767 | P | 2011-07-15 | 2011-12-14 | 10901 | 14000 | -3099 | -3099 |
| DFA INT'L SMALL COMPANY-3045 | P | 2009-12-24 | 2011-12-22 | 41766 | 43134 | -1368 | -1368 |
| OCCIDENTAL PETE CORP-9000 | D | 2001-05-03 | 2011-03-15 | 882737 | 73435 | 809302 | 809302 |
| DFA INTERNATIONAL VALUE-84 | P | 2011-09-08 | 2011-12-14 | 1196 | 1282 | -86 | -86 |
| DFA INT'L SMALL COMPANY-2 | P | 2010-03-09 | 2011-12-22 | 26 | 27 | -1 | -1 |
| OCCIDENTAL PETE CORP-11367 | D | 1993-01-01 | 2011-03-15 | 1114896 | 91391 | 1023505 | 1023505 |
| DFA INTERNATIONAL VALUE-200 | P | 2011-09-14 | 2011-12-14 | 2845 | 3000 | -155 | -155 |
| DFA INT'L SMALL COMPANY-32 | P | 2010-06-08 | 2011-12-22 | 437 | 414 | 23 | 23 |
| OCCIDENTAL PETE CORP-2240 | D | 2002-05-24 | 2011-03-15 | 219703 | 16674 | 203029 | 203029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2850725 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -206790 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 690116 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4910661 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.140534 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 187660 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4043151 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046414 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 83660 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2304365 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036305 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61160 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1183925 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051659 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35045 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 668897 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052392 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.327304 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065461 | AverageDistributionRatio |
| Net Noncharitable Assets | 7320710 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 479221 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30043 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 509264 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 594220 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 30043 | InvestmentIncomeExciseTax |
| Subtotal | 30043 | Subtotal |
| Tax Based On Investment Income | 30043 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 11744 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 35000 | TaxPaidWithExtension |
| Total Credits And Payments | 46744 | TotalCreditsAndPayments |
| Overpayment | 16701 | Overpayment |
| Amount Credited To Next Year | 16701 | 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 |
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 |
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 | 6891920 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 540273 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7432193 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 7432193 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 111483 | CashDeemedCharitable |
| Net Noncharitable Assets | 7320710 | NetNoncharitableAssets |
| Minimum Investment Return | 366036 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 366036 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30043 | TaxBasedOnInvestmentIncome |
| Total Tax | 30043 | TotalTax |
| Distributable Amount Before Adj | 335993 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 335993 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 335993 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 594220 | ExpensesAndContributions |
| Qualifying Distributions | 594220 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 30043 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 564177 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 335993 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1813 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3191 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 447018 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 452022 | TotalExcessDistriCarryover |
| Qualifying Distributions | 594220 | QualifyingDistributions |
| Applied To Current Year | 335993 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 258227 | RemainingDistriFromCorpus |
| Total Corpus | 710249 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1813 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 708436 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3191 | ExcessFromYear4 |
| Excess From Year1 | 447018 | ExcessFromYear1 |
| Excess From Current Year | 258227 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DRUZE SOCIETY | ||||||||
| 2239 MERTON AVENUE | EAGLE ROCK | CA | 90041 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||
| 3 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| EPARCHY OF ST MARON OF BROOKLYN | ||||||||
| 109 REMSEN ST | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| ISLAMIC CTR OF SOUTHERN CALIFORNIA | ||||||||
| 434 S VERMONT AVE | LOS ANGELES | CA | 90020 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| LEBANESE AMERICAN FDTN | ||||||||
| 12198 VENTURA BLVD | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) | UNRESTRICTED | $68,060 | |
| LEBANESE LADIES CULTURAL SOCIETY | ||||||||
| 1499 WEMBLEY RD | SAN MARINO | CA | 91108 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 | |
| MAKASSED FOUNDATION OF AMERICA | ||||||||
| 818 18TH STREET NW 400 | WASHINGTON DC | DC | 20006 | NONE | 501(C)(3) | UNRESTRICTED | $300,000 | |
| NATL ARAB AMERICAN MEDICAL ASSOC | ||||||||
| 801 SOUTH ADAMS RD 208 | BIRMINGHAM | MI | 48009 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| NEW HORIZON SCHOOL | ||||||||
| 651 N ORANGE GROVE BLVD | PASADENA | CA | 91103 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| OUR LADY OF MT LEBANON | ||||||||
| 333 S SAN VINCENTE BLVD | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) | UNRESTRICTED | $16,000 | |
| OVERCOMING OBSTACLES | ||||||||
| 125 MAIDEN LANE 5TH FLR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | UNRESTRICTED | $100,000 | |
| PROVIDENCE TARZANA FDTN | ||||||||
| 18321 CLARK STREET | TARZANA | CA | 91356 | NONE | 501(C)(3) | UNRESTRICTED | $9,000 | |
| THE JOHN THOMAS DYE SCHOOL | ||||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 | |
| UNICEF | ||||||||
| 10351 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | SUITE 420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 594060 | 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 | $155,345 | ExclusionAmount |
| Related Or Exempt Function Income | 23 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,850,725 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,006,070 | ExclusionAmount |
| Related Or Exempt Function Income | 23 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3006093 | 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 | RAY IRANI CHARITABLE LEAD ANNUITY T | 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 | 80000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
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 | 2200602 | EOYBookValue |
| EOYFMV | 2200412 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| OCCIDENTAL PETROLEUM CORP | 154000 | 1311800 |
| EQUITY FUNDS | 2994905 | 3100410 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DIVIDEND RECEIVABLE | 2246 | 3018 | 3018 |
| RECEIVABLE | 2940 | 2940 |
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 | $1,734 | 1734 |
| U.S. EXCISE TAX |