RICHARD DERMENJIAN CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD DERMENJIAN CHARITABLE TRUST (EIN 26-6607162)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-28
- IRS object ID
- 201241809349100604
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-28T13:01:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233063393 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKO & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 W BALTIMORE AVENUE SUITE 200 | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | 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 | 266607162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD DERMENJIAN CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O KIRK KARAGELIAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 6108929800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET PO BOX 547 | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 190630547 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIRK KARAGELIAN | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 6108929800 | Phone |
| Date Signed | 2012-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY FISHER | Name |
| PTIN | P01335184 | PTIN |
| Phone | 6105653930 | Phone |
| Date Prepared | 2012-06-14 | 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 | 1346539 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16447 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16447 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40480 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40480 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 19643 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 510917 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19643 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -3559 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 73011 | TotalRevenueAndExpenses |
| Total Net Investment Income | 76570 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4575 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4575 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 18596 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18596 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 240 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 240 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 493 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31904 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22836 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8575 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94404 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22836 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 71075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21393 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53734 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 116444 | CashBOY |
| Cash EOY | 249092 | CashEOY |
| Cash EOYFMV | 249092 | CashEOYFMV |
| Investments Corp Stock BOY | 434597 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 352376 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 352376 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 45000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 46121 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 46121 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 801565 | InvestmentsOtherBOY |
| Investments Other EOY | 698950 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 698950 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1397606 | TotalAssetsBOY |
| Total Assets EOY | 1346539 | TotalAssetsEOY |
| Total Assets EOYFMV | 1346539 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1397606 | UnrestrictedBOY |
| Unrestricted EOY | 1346539 | UnrestrictedEOY |
| Total Net Assets BOY | 1397606 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1346539 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1397606 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1346539 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1397606 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21393 | ExcessOfRevenueOverExpenses |
| Other Increases | 10746 | OtherIncreases |
| Subtotal | 1386959 | Subtotal |
| Other Decreases | 40420 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1346539 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MERRILL LYNCH STATEMENT (SEE ATTACHED) | P | 29056 | 31185 | -2129 | -2129 |
| MERRILL LYNCH STATEMENT (SEE ATTACHED) | P | 415225 | 414291 | 934 | 934 |
| MERRILL LYNCH STATEMENT (SEE ATTACHED) | P | 64698 | 45798 | 18900 | 18900 |
| CAPITAL GAINS DIVIDENDS | P | 1938 | 1938 | 1938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19643 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1282543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031188 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 76500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1268668 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060299 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1617455 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.091487 | TotalDistributionRatio |
| Average Distribution Ratio | 0.030496 | AverageDistributionRatio |
| Net Noncharitable Assets | 1343252 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 537 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 41501 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 71075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 537 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 537 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 537 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 388 | TaxPaidWithExtension |
| Total Credits And Payments | 388 | TotalCreditsAndPayments |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Tax Due | 163 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TRUSTEES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8563822250 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 W FRONT STREET | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| REVEREND NERSES MANOOGIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| K KIRK KARAGELIAN | ||||||||
| 15 W FRONT STREET PO BOX 547 | MEDIA | PA | 190630547 | TRUSTEE | 1.00 | 4000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAKING OF EDUCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS THROUGH-OUT THE UNITED STATES. DURING 2011, SCHOLARSHIPS WERE AWARDED TO 9 STUDENTS ATTENDING 7 DIFFERENT SCHOOLS. | Description1 |
| Expenses1 | 61500 | Expenses1 |
| Description2 | RELIGIOUS SERVICE | Description2 |
| Expenses2 | 1000 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1189305 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 174403 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1363708 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1363708 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20456 | CashDeemedCharitable |
| Net Noncharitable Assets | 1343252 | NetNoncharitableAssets |
| Minimum Investment Return | 67163 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 67163 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 537 | TaxBasedOnInvestmentIncome |
| Total Tax | 537 | TotalTax |
| Distributable Amount Before Adj | 66626 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 66626 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 66626 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 71075 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 71075 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 537 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 70538 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 66626 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 43339 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 71075 | QualifyingDistributions |
| Applied To Year1 | 43339 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 27736 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 38890 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALYSSA SOOKIASIAN | ||||||
| 1014 PLUMLY ROAD | WEST CHESTER | PA | 19382 | N/A | COLLEGE SCHOLARSHIP | $7,500 |
| ELZA GRIGORYAN | ||||||
| 400 GLENDALE ROAD APT F-41 | HAVERTOWN | PA | 19083 | N/A | COLLEGE SCHOLARSHIP | $6,000 |
| ARAM GIRGORYAN | ||||||
| 400 GLENDALE ROAD APT F-41 | HAVERTOWN | PA | 19083 | N/A | COLLEGE SCHOLARSHIP | $10,000 |
| NEVAIR ORANJIAN | ||||||
| 217-14 47TH AVENUE | BAYSIDE | NY | 11361 | N/A | COLLEGE SCHOLARSHIP | $8,000 |
| MARIA S ASDOURIAN | ||||||
| 45 TERRACE HALL AVENUE | BURLINGTON | MA | 01803 | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| SYLVA OHANIAN | ||||||
| 154 BARRY DRIVE NORTH | HIGHLAND LAKES | NJ | 07422 | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| ARMAN AYRAPETYAN | ||||||
| 820 CONCORD AVENUE | DREXEL HILL | PA | 19026 | N/A | COLLEGE SCHOLARSHIP | $12,000 |
| TALENE YEREMIAN | ||||||
| 317 NETHERINGTON ROAD | BROOMALL | PA | 19008 | N/A | COLLEGE SCHOLARSHIP | $6,000 |
| MICHELLE AYRAPETYAN | ||||||
| 26 NANCY DRIVE | RICHBORO | PA | 18954 | N/A | COLLEGE SCHOLARSHIP | $10,000 |
| ST GREGORY THE ILLUMINATOR | ||||||
| 8701 RIDGE AVE | PHILADELPHIA | PA | 19128 | N/A | RELIGIOUS SERVICE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,447 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,480 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,643 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | 900099 | -$3,152 |
| ENTERPRISE PRODUCTS PARTNERS LP | 900099 | $58 |
| ENTERPRISE PRODUCTS PARTNERS LP | 900099 | -$371 |
| PLAINS ALL AMERICAN PIPLELINE | 900099 | -$94 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$3,559 | UnrelatedBusinessIncomeAmount |
| Exclusion | $76,570 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73011 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $4,575 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4575 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME INVESTMENTS | NameOfBond |
| EOY Book Value | 46121 | EOYBookValue |
| EOYFMV | 46121 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ENTERPRISE PRODUCTS PTRS, L.P. | 102009 | 102009 |
| FIXED INCOME INVESTMENTS | 250367 | 250367 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 698950 | BookValue |
| EOYFMV | 698950 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $39,724 |
| ADJUSTMENT | $696 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BOX RENTAL | 320 | 0 | 0 |
| MISC EXPENSES | 173 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP | -3152 | 0 | -3152 |
| ENTERPRISE PRODUCTS PARTNERS LP | 58 | 0 | 58 |
| ENTERPRISE PRODUCTS PARTNERS LP | -371 | 0 | -371 |
| PLAINS ALL AMERICAN PIPLELINE | -94 | 0 | -94 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT INTEREST | $5,157 |
| NON-TAXABLE DISTRIBUTION | $5,239 |
| NON-DIVIDEND DISTRIBUTION | $350 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $18,596 | Amount |
| Net Investment Income | 18596 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $240 | Amount |
| Net Investment Income | 240 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |