TMI CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TMI CHARITABLE FOUNDATION (EIN 81-1560519)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-17
- IRS object ID
- 202621079349100012
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-17T18:35:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 15TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811560519 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TMIC | BusinessNameControlTxt |
| Phone | 9517437812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MIDVALE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY TAMBERCHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9517437812 | PhoneNum |
| Signature | 2026-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 3104784148 | PhoneNum |
| Preparation | 2026-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,855,669 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $48,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $525,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,819 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $138 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,267 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,567 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $498 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,024 | CashBOYAmt |
| Cash EOY | $90,207 | CashEOYAmt |
| Cash EOYFMV | $90,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,244 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $145,752 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,336,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,501,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,651,218 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,724,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,705,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,855,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,724,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,705,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,724,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,724,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,705,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,724,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,705,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,705,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $509,003 | $491,950 | $17,053 | $17,053 |
| CAPITAL GAIN DIVIDENDS | P | $16,766 | $16,766 | $16,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,819 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $355 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $355 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $596 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TONY TAMBERCHI | IndividualWithBooksNm |
| Phone | 9517437812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MIDVALE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TONY TAMBERCHI | ||||||||
| 1515 MIDVALE AVENUE | LOS ANGELES | CA | 90024 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| EEVA TAMBERCHI | ||||||||
| 1515 MIDVALE AVENUE | LOS ANGELES | CA | 90024 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,582,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,822,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,822,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,795,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $951 | TotalTaxAmt |
| Distributable Before Adj | $88,801 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,801 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,801 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,801 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $86,054 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONY TAMBERCHI | ContributingManagerNm |
| Contributing Manager | EEVA TAMBERCHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| 3380 CHASTAIN MEADOWS PKY NW 200 | KENNESAW | GA | 30144 | N/A | PC | TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH RESEARCH AND PATIENT SUPPORT. | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 4600 CAMPUS DR | IRVINE | CA | 92617 | N/A | PC | TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. | $1,500 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | TO PROVIDE EMERGENCY ASSISTANCE, DISASTER RELIEF, AND DISASTER PREPARED EDUCATION IN THE U.S. | $5,000 |
| ARMENIAN RELIEF SOCIETY | |||||||
| 517 W GLENOAKS BLVD | GLENDALE | CA | 91202 | N/A | PC | TO SUPPORT ARMENIAN COMMUNITY. | $3,000 |
| BEAR VALLEY COMMUNITY HOSPITAL | |||||||
| PO BOX 887 | BIG BEAR LAKE | CA | 92315 | N/A | PC | TO SUPPORT HEALTHCARE SERVICES TO THE PEOPLE OF THE BIG BEAR VALLEY. | $10,000 |
| BEAR VALLEY MEALS ON WHEELS | |||||||
| PO BOX 6378 | BIG BEAR LAKE | CA | 92315 | N/A | PC | TO SERVE MEALS TO UNDER SERVED COMMUNITIES | $2,500 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | PC | TO SUPPORT BIOMEDICAL RESEARCH, TREATMENT, AND ACADEMIA PROGRAMS RELATED TO CANCER CARE. | $2,500 |
| COVENANT HOUSE | |||||||
| 1325 NORTH WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | PROVIDING SUPPORT TO THE YOUTH AND YOUNG FAMILIES | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | DELIVERING EMERGENCY MEDICAL AID AND HUMANITARIAN PROJECTS | $1,000 |
| DOVES OF BIG BEAR VALLEY | |||||||
| 41943 BIG BEAR BLVD | BIG BEAR LAKE | CA | 92315 | N/A | PC | TO OFFER EDUCATION, PREVENTION, AND TREATMENT PROGRAMS TO THOSE AFFECTED BY DOMESTIC VIOLENCE. | $5,000 |
| ELDER LOVE - USA | |||||||
| 41550 ECLECTIC ST | PALM DESERT | CA | 92260 | N/A | PC | TO PROVIDE LOW COST IN HOME CAREGIVING SERVICES TO THE ELDERLY | $2,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET STE 700 | CHICAGO | IL | 60601 | N/A | PC | ENSURING EQUITABLE ACCESS TO NUTRITIOUS FOOD TO COMMUNITIES | $2,500 |
| LOS ANGELES MISSION | |||||||
| 303 EAST FIFTH STREET | LOS ANGELES | CA | 90013 | N/A | PC | TO SUPPORT HOMELESS PROGRAMS FOR MEN, WOMEN, AND CHILDREN IN LOS ANGELES COUNTY. | $3,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 1730 RODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | PROVIDING HEALTH AND HUMAN SERVICES | $2,500 |
| ROTARY CLUB OF BIG BEAR LAKE | |||||||
| 40611 VILLAGE DRIVE | BIG BEAR LAKE | CA | 92315 | N/A | PC | COMMUNITY SERVICE PROGRAMS, FOOD BANKS, SENIOR AND COMMUNITY RECOGNITION. | $14,000 |
| SALVATION ARMY | |||||||
| 30840 HAWTHORNE BLVD | RANCHO PALOS VERDES | CA | 90275 | N/A | PC | TO ENCOURAGE COMMUNITY AND FAITH BUILDING. | $5,000 |
| SHRINER'S CHILDREN HOSPITAL | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | TO PROVIDE SUPPORT TO A SPECIALIZED HEALTHCARE SYSTEM FOR PEDIATRIC CARE | $3,000 |
| SOROPTIMIST INTERNATIONAL OF ROSEVILLE | |||||||
| PO BOX 625 | ROSEVILLE | CA | 95678 | N/A | PC | TO SUPPORT WOMEN AND GIRLS GLOBAL VOLUNTEER WORK PROGRAMS. | $5,000 |
| ST JUDE'S CHILDREN HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | TO SUPPORT RESEARCH AND TREATMENT FOR PEDIATRIC CATASTROPHIC DISEASES. | $3,000 |
| TUFENKIAN FOUNDATION | |||||||
| 156 WOOSTER STREET | NEW YORK | NY | 10012 | N/A | POF | PROVIDING SOCIAL SERVICES FOR THE HOMELESS AND DISPLACED PERSONS, WOMEN SHELTERS, ENVIRONMENTAL ACTIVISM, AND SOCIAL PROTECTION FOR THE VULNERABLE | $5,000 |
| UNION RESCUE MISSION | |||||||
| 545 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | N/A | PC | TO SUPPORT HOMELESSNESS SERVICES TO MEN, WOMEN, AND CHILDREN. | $3,000 |
| UNITED ARMENIAN CHURCH | |||||||
| 3840 CAHUENGA BLVD W | LOS ANGELES | CA | 90068 | N/A | PC | TO ENCOURAGE COMMUNITY AND FAITH BUILDING. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,334 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMEDIATION PAYMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,650 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,267 | Amt |
| Net Investment Income | $1,567 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,700 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFENKIAN FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WOOSTER STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-12-18 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | COMMUNITY DEVELOPMENT PROGRAMS IN RURAL/BORDER REGIONS OF ARMENIA | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSION OF GRANT FUNDS WAS FOUND. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NO REPORTS RECEIVED. | DatesOfReportsByGranteeTxt |
| Verification | 2026-03-27 | VerificationDt |
| Results Of Verification | NO GRANT REPORTS WERE RECEIVED DURING THE YEAR, AS THE GRANTEE DID NOT EXPEND ANY PORTION OF THE GRANT FUNDS DURING THE REPORTING PERIOD. THE GRANT REMAINS OPEN AND SUBJECT TO EXPENDITURE RESPONSIBILITY, AND THE FOUNDATION WILL CONTINUE TO MONITOR THE GRANT AND REQUIRE APPROPRIATE REPORTS IN FUTURE PERIODS. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND | $366,704 | $454,362 |
| CHAMPLAIN MID CAP FUND | $46,986 | $38,433 |
| GLOBAL X INFRSTRUCTURE DEVELOPMENT ETF | $77,951 | $98,447 |
| MADISON MID CAP FUND | $68,664 | $64,259 |
| NATIXIS VAUGHAN NELSON SMALL CAP VALYE FUND | $43,316 | $44,965 |
| GOLDMAN SACHS GQG PARTNERS INTERNATIONAL | $34,768 | $36,379 |
| MFS INSTITUTIONAL TRUST-MFS INTERNATIONAL EQUITY FUND | $64,972 | $70,968 |
| ARTISAN INTERNATIONAL SMALL-MID FUND | $25,276 | $27,412 |
| AVANTIS EMERGING MARKETS EQUITY ETF | $41,838 | $51,295 |
| DODGE & COX EMERGING MARKETS STOCK FUND | $19,918 | $25,561 |
| ISHARES CHINA LARGE-CAP ETF EMERGING ALL CAP | $32,362 | $35,380 |
| MORGAN STANLEY DIGITAL BARRIER NOTE DTD 04/26/2024 | $50,000 | $66,378 |
| NEUBERGER BERMAN LONG SHORT FUND | $24,783 | $26,880 |
| BLACKROCKSYSTEMATIC MULTI-STRATEGY FUND | $39,555 | $40,215 |
| BLACKROCK TOTAL RETURN FUND | $154,139 | $157,625 |
| HARTFORD TOTAL RETURN BOND FUND | $105,746 | $107,407 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | $64,161 | $66,350 |
| NYLI MACKAY U.S. INFRSTRUCTURE BOND FUND | $97,341 | $99,833 |
| ANGEL OAK MULTI-STRATEGY INCOME FUND | $32,973 | $33,369 |
| ARTISAN HIGH INCOME FUND | $38,041 | $38,180 |
| STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM | $71,784 | $67,520 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REMEDIATION PAYMENT | Desc |
| Revenue And Expenses Per Books | $138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $138 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $14,772 | Amt |
| Net Investment Income | $14,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $0 | $498 | $0 |
| STATE TAXES | $50 | $0 | $50 |