RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- RAY R IRANI AND GHADA RASLAN IRANI FOUNDATION (EIN 48-6394885)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-25
- IRS object ID
- 201142069349100259
- Schema version
- 2010v3.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-25T18:18:55-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-07-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE LEE | Name |
| Phone | 3108064000 | Phone |
| Date Prepared | 2011-07-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 7649483 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2203825 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 105789 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 105767 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16572 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 874135 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16572 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2326186 | TotalRevenueAndExpenses |
| Total Net Investment Income | 122339 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 7568 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 568 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 291 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 291 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7859 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 568 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 291 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 689825 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 689825 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 697684 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 568 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 690116 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1628502 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121771 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 23050 | CashBOY |
| Cash EOY | 307568 | CashEOY |
| Cash EOYFMV | 307568 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 56056 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 151104 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 151104 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2432670 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2159801 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6691268 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 717377 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 506436 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 497297 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | 2246 | OtherAssetsEOY |
| Other Assets EOYFMV | 2246 | OtherAssetsEOYFMV |
| Total Assets BOY | 3229153 | TotalAssetsBOY |
| Total Assets EOY | 3127155 | TotalAssetsEOY |
| Total Assets EOYFMV | 7649483 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3229153 | RetainedEarningsBOY |
| Retained Earnings EOY | 3127155 | RetainedEarningsEOY |
| Total Net Assets BOY | 3229153 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3127155 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3229153 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3127155 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3229153 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1628502 | ExcessOfRevenueOverExpenses |
| Subtotal | 4857655 | Subtotal |
| Other Decreases | 1730500 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3127155 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 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 |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS CORE EQUITY-147 | P | 2008-05-14 | 2010-01-08 | 27990 | 30018 | -2028 | -2028 |
| VANGUARD TOTAL INT'L STOCK INDEX-133 | P | 2009-12-24 | 2010-10-20 | 20748 | 19741 | 1007 | 1007 |
| PIMCO TOTAL RETURN-14001.477 | P | 2008-05-14 | 2010-01-08 | 152454 | 151671 | 783 | 783 |
| VANGUARD F/I INT. CORP-7391.316 | P | 2010-06-08 | 2010-08-04 | 75135 | 71937 | 3198 | 3198 |
| DWS RREEF GLOBAL REAL ESTATE-11649.9 | P | 2009-11-23 | 2010-01-08 | 79185 | 84237 | -5052 | -5052 |
| PIMCO TOTAL RETURN-8223.959 | P | 2009-11-23 | 2010-01-08 | 89546 | 90468 | -922 | -922 |
| GS CONNECT S&P GSCI ENHANCED COMMODI | P | 2009-11-24 | 2010-01-08 | 33607 | 31938 | 1669 | 1669 |
| DFA INT'L SMALL CAP VALUE-999.715 | P | 2009-12-24 | 2010-01-08 | 15925 | 14972 | 953 | 953 |
| DFA INT'L SMALL COMPANY-1190.584 | P | 2009-12-24 | 2010-01-08 | 17732 | 16866 | 866 | 866 |
| DFA INTERNATIONAL VALUE-2273.578 | P | 2009-12-24 | 2010-01-08 | 40457 | 38771 | 1686 | 1686 |
| DFA US LARGE CAP VALUE-4902.582 | P | 2009-12-24 | 2010-01-08 | 87672 | 84725 | 2947 | 2947 |
| DFA US MICRO CAP-1206.333 | P | 2009-12-24 | 2010-01-08 | 13081 | 12831 | 250 | 250 |
| DFA US SMALL CAP-1457.023 | P | 2009-12-24 | 2010-01-08 | 24837 | 24325 | 512 | 512 |
| DFA US SMALL CAP VALUE-1642.841 | P | 2009-12-24 | 2010-01-08 | 33627 | 32698 | 929 | 929 |
| KAYNE ANDERSON MLP INVT-588 | P | 2009-12-24 | 2010-09-27 | 15220 | 14693 | 527 | 527 |
| KAYNE ANDERSON MLP INVT-579 | P | 2009-12-24 | 2010-09-29 | 14965 | 14468 | 497 | 497 |
| S P D R TRUST UNIT SR-1096 | P | 2009-12-24 | 2010-01-08 | 125011 | 123204 | 1807 | 1807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16572 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 10874 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 187660 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4043151 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046414 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 83660 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2304365 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036305 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61160 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1183925 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051659 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35045 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 668897 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052392 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 65025 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 91617 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.709748 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.896518 | TotalDistributionRatio |
| Average Distribution Ratio | 0.179304 | AverageDistributionRatio |
| Net Noncharitable Assets | 4910661 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 880501 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1218 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 881719 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 690116 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2435 | InvestmentIncomeExciseTax |
| Subtotal | 2435 | Subtotal |
| Tax Based On Investment Income | 2435 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14179 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14179 | TotalCreditsAndPayments |
| Overpayment | 11744 | Overpayment |
| Amount Credited To Next Year | 11744 | 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 | true | 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 | 4642122 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 343321 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4985443 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4985443 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74782 | CashDeemedCharitable |
| Net Noncharitable Assets | 4910661 | NetNoncharitableAssets |
| Minimum Investment Return | 245533 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 245533 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2435 | TaxBasedOnInvestmentIncome |
| Total Tax | 2435 | TotalTax |
| Distributable Amount Before Adj | 243098 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 243098 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 243098 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 690116 | ExpensesAndContributions |
| Qualifying Distributions | 690116 | QualifyingDistributions |
| Adj Qualifying Distributions | 690116 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 243098 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 60444 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1813 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3191 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 65448 | TotalExcessDistriCarryover |
| Qualifying Distributions | 690116 | QualifyingDistributions |
| Applied To Current Year | 243098 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 447018 | RemainingDistriFromCorpus |
| Total Corpus | 512466 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 60444 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 452022 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1813 | ExcessFromYear4 |
| Excess From Year3 | 3191 | ExcessFromYear3 |
| Excess From Current Year | 447018 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN DRUZE SOCIETY | |||||||
| 2239 MERTON AVENUE | EAGLE ROCK | CA | 90041 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| THE COLLEGE CHALLENGE | |||||||
| 301 N ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| INTERNATIONAL COLLEGE | |||||||
| 1185 AVENUE OF THE AMERIC | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED | $500,000 |
| ISLAMIC CENTER OF SO CALI | |||||||
| 434 S VERMONT AVE | LOS ANGELES | CA | 90020 | NONE | 501(C)(3) | UNRESTRICTED | $52,000 |
| LA PHILHARMONIC ASSOC | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | UNRESTRICTED | $5,500 |
| LEBANESE AMERICAN FDTN | |||||||
| 12198 VENTURA BLVD | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| LEBANESE LADIES CULT SOCI | |||||||
| 1499 WEMBLEY RD | SAN MARINO | CA | 91108 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 |
| NEW HORIZON SCHOOL | |||||||
| 651 N ORANGE GROVE BLVD | PASADENA | CA | 91103 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 |
| PROVIDENCE TARZANA FDTN | |||||||
| 18321 CLARK STREET | TARZANA | CA | 91356 | NONE | 501(C)(3) | UNRESTRICTED | $8,325 |
| SAWA | |||||||
| 11702 COCHISE PLACE | CHATSWORTH | CA | 91311 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| UNIV OF SOUTHERN CALIF | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 689825 | 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 | $105,767 | ExclusionAmount |
| Related Or Exempt Function Income | 22 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,572 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,339 | ExclusionAmount |
| Related Or Exempt Function Income | 22 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 122361 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | RRI DECL OF TRUST UA DTD 111390 | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | 1948825 | X | |
| 2 | RAY IRANI CHARITABLE LEAD ANNUITY T | 11100 SANTA MONICA BLVD SUITE 600 | LOS ANGELES | CA | 90025 | 80000 | X | |
| 3 | ASPIRIANT INVESTMENT ADVISORS | 101 SECOND STREET STE 1400 | SAN FRANCISCO | CA | 94105 | 175000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 20,000 SHS OF OXY (NASDAQ) | NoncashPropertyDescription |
| Fair Market Value | 1950500 | FairMarketValue |
| Date Received | 2010-12-28 | DateReceived |
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 | 506436 | EOYBookValue |
| EOYFMV | 497297 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| OCCIDENTAL PETROLEUM CORP | 501039 | 4806900 |
| EQUITY FUNDS | 1658762 | 1884368 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDEND RECEIVABLE | Description |
| EOY Book Value | 2246 | EOYBookValue |
| EOYFMV | 2246 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON CONTRIBUTED STOCK | Description |
| Amount | $1,730,500 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| CA FRANCHISE TAX BOARD FEE | 10 | 10 |
| CA ATTORNEY GENERAL REGISTRY | 150 | 150 |
| BANK FEE | 131 | 131 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ASPIRIANT INVESTMENT ADVISORS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET STE 1400 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX PAID | $568 | 568 |
| U.S. EXCISE TAX | $7,000 |