Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
THE STEPHEN PHILIBOSIAN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)46-930 W ELDORADO DR   Room/suite
City or town, state, and ZIP code
INDIAN WELLS, CA92210
A Employer identification number

23-7029751
B Telephone number (see page 10 of the instructions)

C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,636,185J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 105,822 105,822 105,822
4 Dividends and interest from securities...... 167,092 167,092 167,092
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 312,031
b Gross sales price for all assets on line 6a 3,268,581
7 Capital gain net income (from Part IV, line 2)... 312,031
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 92 92 92
12 Total. Add lines 1 through 11........ 585,037 585,037 273,006
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,200      
c Other professional fees (attach schedule).... Click to see attachment 40,133 33,430   6,703
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,305     2,305
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 700     700
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,677     15,677
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,015 33,430   25,385
25 Contributions, gifts, grants paid........ 651,588 651,588
26 Total expenses and disbursements. Add lines 24 and 25 713,603 33,430   676,973
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -128,566
b Net investment income (if negative, enter -0-) 551,607
c Adjusted net income (if negative, enter -0-)... 273,006
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 74,748 81,272 81,272
2 Savings and temporary cash investments.......... 75,077 83,612 83,612
3 Accounts receivable bullet1,124
Less: allowance for doubtful accounts bullet   1,124 1,124 1,124
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,112,961 Click to see attachment3,082,947 3,789,902
c Investments—corporate bonds (attach schedule)........ 2,313,470 Click to see attachment1,783,347 1,886,113
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,386,409 Click to see attachment1,802,921 1,794,162
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,963,789 6,835,223 7,636,185
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 2,956,367 2,956,367
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,007,422 3,878,856
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,963,789 6,835,223
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,963,789 6,835,223
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,963,789
2 Enter amount from Part I, line 27a..................... 2 -128,566
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 6,835,223
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,835,223
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ABBOTT LABS P   2011-01-05
b NOVARTIS P   2011-01-05
c MORGAN STANLEY P   2011-01-21
d PRINCIPAL FG POOL P   2011-04-15
e ACCENTURE P   2011-08-05
PRINCIPAL FGLMC POOL P   2011-10-17
BECTON DICKINSON & CO P   2011-01-05
PROCTOR & GAMBLE P   2011-01-05
FANNIE MAE P   2011-02-01
PRINCIPAL FGLMC POOL P   2011-04-15
WISDOMTREE P   2011-08-22
IBM P   2011-10-25
CATERPILLAR P   2011-01-05
ROYAL DUTCH SHELL P   2011-01-05
CONOCOPHILLIPS P   2011-02-11
EATON CORP P   2011-05-04
HEWLETT PACKARD P   2011-08-12
HONEYWELL P   2011-11-01
CHEVRON CORP P   2011-01-05
SEMPRA ENERGY P   2011-01-05
PRINCIPAL FG POOL P   2011-02-15
HEWLETT PACKARD P   2011-05-04
PRINCIPAL FG POOL P   2011-08-15
PRINCIPAL FG POOL P   2011-11-15
COCA-COLA P   2011-01-05
TEVA PHARMACEUTICAL P   2011-01-05
PRINCIPAL FG POOL P   2011-02-15
PRINCIPAL FG POOL P   2011-05-16
PRINCIPAL FG POOL P   2011-08-15
PRINCIPAL FG POOL P   2011-11-15
CONOCOPHILLIPS P   2011-01-05
UNION PACIFIC CORP P   2011-01-05
PRINCIPAL FGLMC POOL P   2011-02-15
PRINCIPAL FG POOL P   2011-05-16
PRINCIPAL FGLMC POOL P   2011-08-15
PRINCIPAL FGLMC POOL P   2011-11-15
EXXON MOBIL P   2011-01-05
UNITED TECHNOLOGIES P   2011-01-05
PRINCIPAL FG POOL P   2011-03-15
PRINCIPAL FGLMC POOL P   2011-05-16
PRINCIPAL FGLMC POOL P   2011-09-15
WISDOMTREE P   2011-12-02
HEWLETT PACKARD P   2011-01-05
WALMART P   2011-01-05
PRINCIPAL FG POOL P   2011-03-15
PRINCIPAL FG POOL P   2011-06-15
PRINCIPAL FG POOL P   2011-09-15
PRINCIPAL FG POOL P   2011-12-15
IBM P   2011-01-05
WELLS FARGO P   2011-01-05
PRINCIPAL FGLMC POOL P   2011-03-15
PRINCIPAL FGLMC POOL P   2011-06-15
PRINCIPAL FG POOL P   2011-09-15
PRINCIPAL FG POOL P   2011-12-15
ISHARES S&P MIDCAP P   2011-01-05
WHIRLPOOL P   2011-01-05
ISHARES S&P SMALLCAP P   2011-03-16
V F CORP P   2011-06-21
ABBOTT LABS P   2011-09-20
PRINCIPAL FGLMC POOL P   2011-12-15
JP MORGAN P   2011-01-05
ACCENTURE P   2011-01-05
LOCKHEED MARTIN P   2011-03-16
PRINCIPAL FG POOL P   2011-07-15
MCDONALDS P   2011-09-20
TEVA PHARMACEUTICAL P   2011-12-27
JOHNSON & JOHNSON P   2011-01-05
PRINCIPAL FG POOL P   2011-01-18
NYSE EURONEXT P   2011-03-16
PRINCIPAL FG POOL P   2011-07-15
GREATER ORLANDO AVIATION P   2011-10-03
JOHNSON CONTROLS P   2011-01-05
PRINCIPAL FG POOL P   2011-01-18
SYSCO CORP P   2011-03-16
PRINCIPAL FGLMC POOL P   2011-07-15
V F CORPORATION P   2011-10-04
MCDONALDS P   2011-01-05
PRINCIPAL FG POOL P   2011-01-18
CONOCOPHILLIPS P   2011-04-01
WALT DISNEY CO P   2011-07-15
PRINCIPAL FG POOL P   2011-10-17
MICROSOFT P   2011-01-05
CITIGROUP P   2011-01-18
PRINCIPAL FG POOL P   2011-04-15
WHIRLPOOL CORP P   2011-08-05
PRINCIPAL FG POOL P   2011-10-17
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 87,060   77,582 9,478
b 98,808   82,676 16,132
c 60,000   59,721 279
d 910   912 -2
e 22,044   14,254 7,790
37   38 -1
36,079   33,350 2,729
109,146   77,107 32,039
100,000   108,101 -8,101
2,076   2,128 -52
150,105   156,145 -6,040
44,556   32,155 12,401
46,766   16,884 29,882
29,985   7,721 22,264
28,736   30,146 -1,410
16,141   15,167 974
32,356   43,999 -11,643
85,000   90,380 -5,380
61,543   49,846 11,697
62,799   26,696 36,103
731   730 1
30,065   31,428 -1,363
745   744 1
612   611 1
85,165   59,802 25,363
46,592   48,508 -1,916
1,210   1,212 -2
714   713 1
662   663 -1
716   717 -1
98,730   109,278 -10,548
73,590   41,549 32,041
1,656   1,697 -41
668   669 -1
1,015   1,040 -25
525   538 -13
36,536   21,210 15,326
58,854   48,344 10,510
722   721 1
2,397   2,456 -59
821   842 -21
201,384   217,360 -15,976
90,570   90,094 476
93,221   94,247 -1,026
1,165   1,168 -3
934   936 -2
624   623 1
652   651 1
76,894   68,143 8,751
92,661   75,081 17,580
1,145   1,173 -28
1,991   2,041 -50
704   706 -2
770   771 -1
27,262   21,621 5,641
46,898   44,926 1,972
104,898   77,659 27,239
22,602   19,501 3,101
16,593   13,503 3,090
38   39 -1
79,209   78,024 1,185
78,598   64,025 14,573
31,791   27,629 4,162
551   550 1
26,322   18,655 7,667
41,348   53,897 -12,549
47,905   39,632 8,273
1,079   1,077 2
108,438   91,493 16,945
683   685 -2
25,000   25,000  
25,798   21,501 4,297
1,630   1,633 -3
46,859   49,976 -3,117
2,775   2,843 -68
46,484   32,502 13,982
7,639   6,218 1,421
2,480   2,542 -62
11,806   11,305 501
50,000   52,525 -2,525
491   490 1
51,255   47,619 3,636
250,000   256,158 -6,158
873   872 1
31,360   40,647 -9,287
328   329 -1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       9,478
b       16,132
c       279
d       -2
e       7,790
      -1
      2,729
      32,039
      -8,101
      -52
      -6,040
      12,401
      29,882
      22,264
      -1,410
      974
      -11,643
      -5,380
      11,697
      36,103
      1
      -1,363
      1
      1
      25,363
      -1,916
      -2
      1
      -1
      -1
      -10,548
      32,041
      -41
      -1
      -25
      -13
      15,326
      10,510
      1
      -59
      -21
      -15,976
      476
      -1,026
      -3
      -2
      1
      1
      8,751
      17,580
      -28
      -50
      -2
      -1
      5,641
      1,972
      27,239
      3,101
      3,090
      -1
      1,185
      14,573
      4,162
      1
      7,667
      -12,549
      8,273
      2
      16,945
      -2
       
      4,297
      -3
      -3,117
      -68
      13,982
      1,421
      -62
      501
      -2,525
      1
      3,636
      -6,158
      1
      -9,287
      -1
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 312,031
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 639,103 7,728,515 0.082694
2009 657,734 7,559,200 0.087011
2008 703,445 8,819,691 0.079758
2007 759,173 10,662,658 0.071199
2006 834,225 10,397,227 0.080235
2 Total of line 1, column (d) ...................... 2 0.400897
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.080179
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 7,853,435
5 Multiply line 4 by line 3....................... 5 629,681
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,516
7 Add lines 5 and 6......................... 7 635,197
8 Enter qualifying distributions from Part XII, line 4.............. 8 676,973
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,516
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 5,516
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,516
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,245
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,245
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,271
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCA, PA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOYCE STEIN Telephone no.bullet (760) 568-3920
    Located atbullet46-930 W EL DORADO DRIVEINDIAN WELLSCA ZIP+4bullet92210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MRS JOYCE P STEINClick to see attachment TRUSTEE
    40.00     		0 0 0
    46-930 W ELDORADO DRIVE
    INDIAN WELLS,CA92210
    MR ALBERT MOMJIANClick to see attachment TRUSTEE
    40.00     		0 0 0
    1600 MARKET STREET
    PHILADELPHIA,PA19103
    MRS RICHARD DANELIANClick to see attachment TRUSTEE
    40.00     		0 0 0
    10417 BAINBRIDGE AVENUE
    LOS ANGELES,CA90024
    MRS STEPHANIE LANDESClick to see attachment TRUSTEE
    40.00     		0 0 0
    46-650 E ELDORADO DRIVE
    INDIAN WELLS,CA92210
    MR GEORGE PHILLIPSClick to see attachment TRUSTEE
    40.00     		0 0 0
    800 WILSHIRE BLVD 15TH FLOOR
    LOS ANGELES,CA90017
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,776,135
    b
    Average of monthly cash balances.......................
    1b
    196,895
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,973,030
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,973,030
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    119,595
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,853,435
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    392,672
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    392,672
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    5,516
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,516
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    387,156
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    387,156
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    387,156
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    676,973
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    676,973
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    5,516
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    671,457
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 387,156
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 336,853
    b From 2007....... 233,245
    c From 2008....... 276,744
    d From 2009....... 284,772
    e From 2010....... 257,103
    fTotal of lines 3a through e......... 1,388,717
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 676,973
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 387,156
    e Remaining amount distributed out of corpus 289,817
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,678,534
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		336,853
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		1,341,681
    10 Analysis of line 9:
    a Excess from 2007.... 233,245
    b Excess from 2008.... 276,744
    c Excess from 2009.... 284,772
    d Excess from 2010.... 257,103
    e Excess from 2011.... 289,817
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACT FOR MS
    73-710 FRED WARING DR 118
    PALM DESERT,CA92260     		  501(C)3 HEALTH 200
    AEUNA
    616 N GLENDALE SUITE 23
    GLENDALE,CA91206     		  501(C)3 SOCIAL SERVICES 5,000
    AGBU
    2495 E MOUNTAIN
    PASADENA,CA91104     		  501(C)3 SOCIAL SERVICE 1,000
    AGBU MONOUGIAN DEMIROJIAN SCHOOL
    55 E 59YH
    NYC,NY10022     		  501(C)3 SOCIAL SERVICE 1,100
    ALPHA CHI OMEGA FOUNDATION
    813 W 28TH ST
    LOS ANGELES,CA90007     		  501(C)3 SOCIAL SERVICE 500
    AMAA SPREAD
    125 LOUISE STREET
    GLENDALE,CA91205     		  501(C)3 EDUCATION,SOCIAL SERVICE, MISSIONS 79,660
    AMERICAN FRIENDS OF THE ISRAEL PHIL
    11110 OHIO AVE
    LOS ANGELES,CA90025     		  501(C)3 ARTS CULTURAL 6,000
    AMERICAN UNIVERSITY OF AR
    8300 LAKESIDE DR
    OAKLAND,CA94612     		  501(C)3 EDUCATION 5,000
    ANGELS OF EAST AFRICA
    PO BOX 131
    CENTRAL CITY,PA15926     		  501(C)3 SOCIAL SERVICE 500
    ARMENIAN ASSEMBLY
    122 C STREET NW 350
    WASHINGTON,DC20001     		  501(C)3 SOCIAL SERVICE 8,500
    ARMENIAN CHURCH OF THE DE
    39-900 VISTA DUNES
    INDIAN WELLS,CA92210     		  501(C)3 RELIGIOUS 500
    ARMENIAN CILICIA CHURCH
    339 S STA ANITA AVE
    PASADENA,CA91107     		  501(C)3 RELIGIOUS 1,000
    ARMENIAN CONGREGATIONAL C
    26210 W 12 MILE RD
    SOUTHFIELD,MI48034     		  501(C)3 RELIGIOUS 2,000
    ARMENIAN EVANGELICAL CHUR
    152 E 34TH ST
    NEW YORK,NY10016     		  501(C)3 RELIGIOUS 500
    ARMENIAN EVANGELICAL WORL
    3922 YORBA LINDA
    ROYAL OAKS,MI48073     		  501(C)3 MISSION 5,400
    ARMENIAN INTERNATIONAL WO
    65 MAIN STREET 3A
    WATERTOWN,MA02472     		  501(C)3 SOCIAL SERVICE 6,800
    ARMENIAN MARTYRS CHURCH
    100 N EDMONDS
    HAVERTOWN,PA19083     		  501(C)3 RELIGIOUS 1,500
    ARMENIAN MEMORIAL CHURCH
    BIGELOW AVENUE
    WATERTOWN,MA02472     		  501(C)3 RELIGIOUS 1,000
    ARMENIAN SISTERS OF THE IMMACULATE
    GYUMRI
    GYUMRI,GYUMRI  
    AM     		  501(C)3 MISSIONS 1,000
    ARMENIAN TREE PROJECT
    65 MAIN ST
    WATERTOWN,MA02472     		  501(C)3 SOCIAL SERVICE 1,000
    ARMENINAN MISSIONARY AMAA
    31 WEST CENTURY ROAD
    PARAMUS,NJ07652     		  501(C)3 MISSIONS 41,000
    ASEMBLEA CHRISTINA DEL VA
    BOX 128
    COACHELLA VALLEY,CA92236     		  501(C)3 MISSION/CHARITIES 9,000
    ASSISTANT LEAGUE OF PALM SPRINGS
    PO BOX 3056
    RANCHO MIRAGE,CA92270     		  501(C)3 EDUCATION 500
    ATHLETES IN ACTION CAMPU
    5801 N UNION BLVD SUITE
    COLORADO SPRINGS,CO80918     		  501(C)3 MISSION/CHARITIES 500
    BALLET THEATER FOUNDATION
    890 BROADWAY
    NEW YORK,NY10003     		  501(C)3 ARTS/CULTURAL 2,000
    BERKELEY HALL SCHOOL
    16000 MULHOLLAND DR
    LOS ANGELES,CA90049     		  501(C)3 EDUCATION 44,800
    BEVERLY HILLS PRESBYTERIA
    505 N RODEO
    BEVERLY HILLS,CA90210     		  501(C)3 RELIGIOUS 3,000
    BRANDYWINE CONSERVANCY
    PO BOX 141
    CHADDSFORD,PA19317     		  501(C)3 ARTS/CULTURAL 5,650
    CAMP AREV
    PO BOX 11145
    GLENDALE,CA91226     		  501(C)3 EDUCATION 1,500
    CARNEGIE HALL SOCIETY
    881 7TH AVENUE AT 57TH ST
    NEW YORK,NY10019     		  501(C)3 ARTS/CULTURAL 150
    CATHEDRAL CITY HIGH SCHOOL
    68-725 MINERVA ROAD
    CATHEDRAL CITY,CA92234     		  501(C)3 EDUCATION 500
    CHILDRENS HOSPITAL
    34TH ST CIVIC CTR BLVD
    PHILADELPHIA,PA19104     		  501(C)3 MISC HEALTH 500
    CHILDREN'S HOSPITAL FOUNDATION
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		  501(C)3 HEALTH 150
    CHIMES CHARTER SCHOOL
    19722 COLLIER ST
    WOODLAND HILLS,CA90364     		  501(C)3 EDUCATION 1,000
    CHRISTIAN ASSEMBLY OF THE
    BOX 128
    COACHELLA VALLEY,CA92236     		  501(C)3 MISSION/CHARITIES 50,500
    CITY HEARTS
    PO BOX1314
    TOPANGA,CA90290     		  501(C)3 SOCIAL SERVICE 125
    COACHELLA VALLEY RESCUE M
    PO BOX 514
    INDIO,CA92202     		  501(C)3 SOCIAL SERVICE 500
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		  501(C)3 EDUCATION 5,000
    COLLEAGUE HELPERS IN PHIL
    710 SO NEW HAMPSHIRE
    LOS ANGELES,CA90005     		  501(C)3 SOCIAL SERVICE 5,500
    COOPER HOSPITAL
    3 COOPER PLAZA 220
    CAMDEN,NJ08103     		  501(C)3 MISC HEALTH 5,000
    CORNERSTONE CHURCH
    78-015 MAIN ST STE 206
    LA QUINTA,CA92253     		  501(C)3 RELIGIOUS 5,000
    DESERT CHRISTIAN ACADEMY
    40700 YUCCA LANE
    BERMUDA DUNES,CA92203     		  501(C)3 EDUCATION 15,600
    DESERT COMMUNITY FOUNDATI
    75-105 MERLE DR STE 300
    PALM DESERT,CA92211     		  501(C)3 SOCIAL SERVICE 500
    DEVELOPMENTAL SVCS FOR ARMENIA
    BOX 660849
    ARCADIA,CA91006     		  501(C)3 MISSION 500
    EISENHOWER MEDICAL CTR
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		  501(C)3 MISC HEALTH 25,000
    ESPOIR POUR L'ARMONIE
    LYON
    LYON,LYON  
    FR     		  501(C)3 MISSION 2,000
    ETCHMIADZIN CHILDREN'S FU
    1356 OXFORD
    SAN MARINO,CA91108     		  501(C)3 MISSION 500
    FOUNDERS THE MUSIC CENTE
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 4,496
    FRESNO COMMUNITY MEDICAL CTR
    2823 FRESNO ST
    FRESNO,CA93721     		  501(C)3 HEALTH 500
    FULLER THEOLOGICAL SEMINA
    700 LOCUST STREET
    PASADENA,CA91101     		  501(C)3 RELIGIOUS 50
    FUNDAMENTAL CHURCH OF EAST LA
    8420 S GATE AVE
    SOUTH GATE,CA90280     		  501(C)3 RELIGIOUS 1,000
    GEFFEN PLAYHOUSE
    10886 LE CONTE AVE
    LOS ANGELES,CA90024     		  501(C)3 ARTS CULTURAL 2,500
    GEORGE W BUSH PRESIDENTIAL CTR
    PO BOX 600610
    DALLAS,TX75360     		  501(C)3 ARTS CULTURAL 5,000
    GOOD NEWS JAIL AND PRISON
    P O BOX 9760
    HENRICO,VA23228     		  501(C)3 MISSION 500
    HAIGAZIAN UNIVERSITY
    31 W CENTURY BLVD
    PARAMUS,NJ07652     		  501(C)3 EDUCATION 1,825
    HORIZONS INTL
    BOX 18478
    BOULDER,CO80608     		  501(C)3 ARTS CULTURAL 500
    IGLESIA BAUTISTE FUNDAMEN
    942 S FORD BLVD
    LOS ANGELES,CA90022     		  501(C)3 MISSION 1,000
    IMMANUAL ARMENIAN CONGR
    9516 DOWNEY AVE
    DOWNEY,CA90240     		  501(C)3 RELIGIOUS 500
    INDIANA UNIVERSITY FOUND
    1500 NORTH STATE ROAD 46
    BLOOMINGTON,IN47408     		  501(C)3 EDUCATION 5,000
    INNER CITY ARTS
    720 KOHLER ST
    LOS ANGELES,CA90021     		  501(C)3 ARTS CULTURAL 35,000
    INTEGRATED LEARNING INST
    43875 WASHINGTON ST STE F
    PALM DESERT,CA92211     		  501(C)3 EDUCATION 700
    JUNIOR LEAGUE
    630 N LARCHMONT
    LOS ANGELES,CA90004     		  501(C)3 SOCIAL SERVICE 200
    KAUFFMAN CTR FOR THE PERFORMING ART
    1601 BROADWAY
    KANSAS CITY,MO64106     		  501(C)3 ARTS CULTURAL 5,000
    LA MUSIC CENTER
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 200
    LARK CHORUS & ORCHESTRA
    411 E ACACIA AVE
    GLENDALE,CA91203     		  501(C)3 ARTS CULTURAL 6,700
    LAS MADRINAS HOSPITAL GUILD
    313 E CALDWELL AVE
    VISALIA,CA93277     		  501(C)3 HEALTH 350
    LIBRARY FOUNDATION OF LOS
    630 W 5TH ST
    LOS ANGELES,CA90071     		  501(C)3 EDUCATION 700
    LIVING DESERT
    47-900 PORTOLA AVE
    PALM DESERT,CA92260     		  501(C)3 SOCIAL SERVICE 9,000
    LOREN ZACHERY COMPETITION
    2250 GLOAMING WAY
    BEVERLY HILLS,CA90210     		  501(C)3 ARTS/CULTURAL 2,200
    LOS ANGELES OPERA
    135 N GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 6,500
    LOS ANGELES PHILHARMONIC
    151 S GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 12,600
    LOS ANGELES PHILHARMONIC
    151 S GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 4,794
    MAKE A WISH FOUNDATION
    67831 JANE LANE
    CATHEDRAL CITY,CA92231     		  501(C)3 HEALTH 500
    MCCALLUM THEATER
    73000 FRED WARING DRIVE
    PALM DESERT,CA92260     		  501(C)3 ARTS/CULTURAL 1,310
    MERDINIAN SCHOOL
    13330 RIVERSIDE DRIVE
    SHERMAN OAKS,CA91423     		  501(C)3 ARTS CULTURAL 1,000
    METROPOLITAN OPERA ASSOCI
    88 W END AVENUE
    NEW YORK,NY10023     		  501(C)3 ARTS/CULTURAL 13,538
    METROPOLITAN OPERA GUILD
    88 W END AVENUE
    NEW YORK,NY10023     		  501(C)3 ARTS/CULTURAL 2,500
    MISSION AVIATION FELLOWSH
    112 N PILATUS LN
    NAMPA,ID83687     		  501(C)3 MISSION/CHARITIES 500
    MUSIC CENTER
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 7,120
    MUSIC CENTER FOUNDERS
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 1,000
    OLD ROMAN CATHOLIC AND
    LOS ANGELES
    LOS ANGELES,CA90012     		  501(C)3 MISSION/CHARITIES 73,610
    OPERA SHOWCASE OF THE DES
    1775 E PAKN CANYON
    PALM SPRINGS,CA92264     		  501(C)3 ARTS/CULTURAL 500
    PALM DESERT COMMUNITY PRE
    47-321 HIGHWAY 74
    PALM DESERT,CA92260     		  501(C)3 RELIGIOUS 2,200
    PALM SPRINGS ART MUSEUM
    101 NO MUSEUM DR
    PALM SPRINGS,CA92262     		  501(C)3 ARTS/CULTURAL 5,000
    PALM SPRINGS FRIENDS OF T
    BOX 12770
    PALM SPRINGS,CA92255     		  501(C)3 ARTS/CULTURAL 4,360
    PEPPERDINE ASSOCIATION
    24255 PACIFIC COAST HIGHW
    MALIBU,CA90265     		  501(C)3 EDUCATION 2,500
    PHILADELPHIA ORCHESTRA
    260 BROAD STREET
    PHILADELPHIA,PA19102     		  501(C)3 ARTS/CULTURAL 5,000
    PHILADELPHIA ORCHESTRA
    260 BROAD STREET
    PHILADELPHIA,PA19102     		  501(C)3 ARTS/CULTURAL 1,300
    POROS FOUNDATION
    918 PARKER ST A14
    BERKELEY,CA94710     		  501(C)3 SOCIAL SERVICE 2,000
    PROJECT SAVE
    BOX 236
    WATERTOWN,MA02471     		  501(C)3 MISSION 500
    RUTGERS STATE UNIVERSITY
    57 US HIGHWAY 1
    NEW BRUNSWICK,NJ08901     		  501(C)3 EDUCATION 2,500
    SACRED HEART CATHOLIC SCH
    43776 DEEP CANYON RD
    PALM DESERT,CA92260     		  501(C)3 EDUCATION 7,800
    SAHAG & MESROP ARMENIAN SCHOOL
    2501 N MAIDEN LANE
    ALTADENA,CA91001     		  501(C)3 EDUCATION 1,000
    SAMARITAN'S PURSE
    P O BOX 3000
    BOONE,NC28607     		  501(C)3 MISSION/CHARITIES 14,000
    SCHOOL YEAR ABROAD
    439 SOUTH UNION ST
    LAWRENCE,MA01843     		  501(C)3 EDUCATION 2,500
    ST GREGORY ARMENIAN APOS
    2215 E COLORADO
    PASADENA,CA91107     		  501(C)3 RELIGIOUS 200
    STARLIGHT CHILDREN'S FOUNDATION
    5757 WILSHIRE BLVD
    LOS ANGELES,CA90036     		  501(C)3 SOCIAL SERVICE 500
    STEINWAY SOCIETY
    BOX 3015
    RANCHO MIRAGE,CA92270     		  501(C)3 ARTS/CULTURAL 700
    STUART SAKS MINISTRIES
    10 DONNA LANE
    WAYNE,PA19087     		  501(C)3 SOCIAL SERVICE 1,000
    STUNTMEN'S ASSOCIATION
    5200 LANKERSHIM BLVD
    NORTH HOLLYWOOD,CA91601     		  501(C)3 ARTS/CULTURAL 1,000
    TEEN LINE
    8730 ALDEN DRIVE
    LOS ANGELES,CA90048     		  501(C)3 EDUCATION 2,300
    TRANSPARENT MINISTRIES
    PO BOX 340
    WAYNESBORO,VA22980     		  501(C)3 SOCIAL SERVICE 5,000
    UCLA FOUNDATION
    10920 WILSHIRE BLVD 900
    LOS ANGELES,CA90024     		  501(C)3 MISC/HEALTH 2,000
    UNION OF ARMENIAN EVANGELICAL CHURC
    BOX 11-0377 RIAD EL SOL
      BEIRUT  
    LE     		  501(C)3 RELIGIOUS 5,000
    UNITED ARMENIAN CONGREGAT
    3480 CAHUENGA BLVD
    LOS ANGELES,CA90036     		  501(C)3 RELIGIOUS 1,000
    UNITED FRIENDS OF THE CHILDREN
    1055 WILSHIRE BLVD STE 19
    LOS ANGELES,CA90017     		  501(C)3 SOCIAL SERVICE 3,500
    UNIVERSITY OF SOUTH FLORIDA
    4202 E FOWLER AVE CPR 107
    TAMPA,FL33620     		  501(C)3 EDUCATION 1,000
    WARING INTL PIANO COMPETI
    73-710 FRED WARING DR 201
    PALM DESERT,CA92260     		  501(C)3 ARTS/CULTURAL 5,000
    WAGNER SOCIETY OF SOCAL
    3332 DERONDA DR
    LOS ANGELES,CA90068     		  501(C)3 ARTS/CULTURAL 100
    WALLACE ANNENNBERG CTR
    991 W PICO
    LOS ANGELES,CA90025     		  501(C)3 ARTS/CULTURAL 5,000
    WEST LA FOR THE TRADITIONAL CHINESE
    12340 SANTA MONICA
    LOS ANGELES,CA90025     		  501(C)3 HEALTH 200
    WESTSIDE ARARAT GUILD
    15105 MISSION HILLS RD
    MISSION HILLS,CA91345     		  501(C)3 SOCIAL SERVICE 700
    WESTSIDE GUILD FOR CHILDR
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		  501(C)3 MISC/HEALTH 2,700
    WOODBURY UNIVERSITY
    7500 GLENOAKS AVE
    BURBANK,CA91510     		  501(C)3 EDUCATION 500
    YOUTH FOR CHRIST INTL
    BOX 4555
    ENGLEWOOD,CO80153     		  501(C)3 RELIGIOUS 500
    YOUTH FOR CHRIST OF THE DESERT
    PO BOX 14370
    PALM DESERT,CA92255     		  501(C)3 RELIGIOUS 500
    Total .................................bullet 3a 651,588
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 105,822  
    4 Dividends and interest from securities....     14 167,092  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         312,031
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCLASS ACTION PROCEEDS     14 92  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   273,006 312,031
    13Total. Add line 12, columns (b), (d), and (e)..................
    13585,037
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 3,200      

    TY 2011 CompensationExplanation
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Person Name Explanation
    MRS JOYCE P STEIN  
    MR ALBERT MOMJIAN  
    MRS RICHARD DANELIAN  
    MRS STEPHANIE LANDES  
    MR GEORGE PHILLIPS  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 BURLINGTON NORTH SANTA FE    
    100,000 HOME DEPOT    
    15,000 COSTCO 15,644 17,916
    25,000 CREDIT SUISSE NY 24,987 25,645
    25,000 DELL, INC 24,870 28,963
    25,000 MONSANTO CO 25,160 28,913
    30,000 ABBOTT LABS 30,082 32,444
    35,000 MORGAN STANLEY 35,379 34,560
    50,000 GE CAPITAL CORP 50,168 50,606
    50,000 UNITED TECHNOLOGIES 50,547 56,166
    50,000 WALT DISNEY    
    60,000 MORGAN STANLEY    
    65,000 DUPONT EI NEMOUR 65,601 69,051
    65,000 TARGET 67,613 65,545
    75,000 BOTTLING GROUP, LLC 82,932 82,099
    75,000 PRIVATE EXPORT FUNDING 81,694 84,258
    75,000 VERIZON 74,049 85,820
    85,000 BOEING 89,350 89,555
    85,000 HONEYWELL    
    100,000 BURLINGTON NORTH SANTA FE 100,008 103,591
    100,000 COCA COLA 98,392 100,319
    100,000 HOME DEPOT 100,237 108,956
    CISCO SYSTEMS 74,120 87,280
    CITIGROUP, INC.    
    FANNIE MAE 49,344 52,184
    FANNIE MAE 02/01/11    
    FANNIE MAE 05/01/13 25,524 26,335
    FANNIE MAE 06/12/07 75,369 90,617
    FANNIE MAE 08/01/12 78,830 77,075
    FEDERAL FARM CREDIT 10/20/14 74,323 83,619
    FG POOL G04477 08/01/38 23,325 25,679
    FG POOL G08279 24,503 26,884
    FGMLC POOLA81144 32,626 35,687
    GOLDMAN SACHS GROUP 74,404 74,027
    GREATER ORLANDO AVIATION    
    MONTGOMERY CNTY PA 9/1/25 53,209 55,480
    PENNSYLVANIA BUILD AMERICA BONDS 78,000 79,975
    TENN VALLEY AUTHORITY 103,057 106,864

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 35,317 47,796
    ACCENTURE PLC 38,010 53,230
    AIR PRODS & CHEMS INC 45,600 51,114
    ALTRIA GROUP 80,899 97,845
    APACHE 65,619 56,613
    AT&T 41,170 42,336
    AUTOMATIC DATA PROCESSING 46,190 54,010
    BECTON DICKINSON & CO 52,967 50,436
    BLACKROCK 99,489 106,053
    BRISTOL MYERS 66,157 88,100
    CATERPILLAR INC 23,638 63,420
    CHEVRON 46,649 77,140
    COCA-COLA, CO. 49,848 83,964
    CONOCO PHILLIPS 91,094 123,879
    CONSOLIDATED EDISON INC 64,464 80,639
    CVS 64,338 72,385
    DISNEY 65,689 67,500
    DUPONT EL NEMOUR 80,266 116,739
    EATON CORP 92,055 100,119
    EXXON MOBIL CORP 63,625 127,140
    GENERAL ELECTRIC 62,272 59,103
    GENUINE PARTS CO 60,533 71,910
    GLAXOSMITHKLINE 78,252 91,260
    HEINZ 42,348 44,583
    HEWLETT PACKARD    
    HOME DEPOT 62,541 75,672
    IBM 34,803 50,567
    INTEL CORPORATION 101,243 126,100
    JOHNSON & JOHNSON 45,908 60,662
    JOHNSON CONTROLS 63,973 63,302
    JPMORGAN CHASE 106,641 83,125
    KIMBERLY CLARK 75,798 88,272
    KRAFT FOODS 47,259 56,040
    M&T BK CORP 56,039 49,621
    MCDONALDS 74,621 120,396
    MERCK & CO 86,433 90,480
    METLIFE 42,233 28,842
    MICROSOFT 77,671 82,423
    NORFOLK SOUTHERN 42,970 47,359
    NOVARTIS A G 55,294 64,316
    NYSE EURONEXT 36,949 34,583
    PROCTOR & GAMBLE CO 58,964 86,723
    QUALCOMM 64,399 62,905
    ROYAL DUTCH PETROLEUM 26,593 113,290
    SEMPRA ENERGY 28,921 71,500
    TEVA PHARMACEUTICAL    
    TOTAL FINA ELF S A 90,585 86,887
    UNION PACIFIC 36,356 74,158
    UNITED PARCEL SERVICE 29,125 29,276
    UNITED TECHNOLOGIES CORP 45,064 62,127
    VERIZON 32,250 36,108
    WAL-MART 50,704 64,242
    WASTE MANAGEMENT 73,729 65,420
    WELLS FARGO & CO 79,392 88,192
    WHIRLPOOL    

    TY 2011 InvestmentsOtherSchedule2
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    7500 ISHARES DOW JONES EPAC AT COST 220,125 222,675
    1500 ISHARES S&P GLOBAL MATERIALS AT COST 97,094 85,800
    2200 ISHARE S&P MIDCAP 400 AT COST 127,851 166,459
    4100 ISHARES S&P SMALLCAP 600 AT COST 132,646 177,580
    JPMORGAN ALERIAN MLP INDEX AT COST 124,754 148,086
    1850 VANGUARD FTSE ALL WORLD AT COST 182,496 143,505
    10250 VANGUARD EMERG MARKET AT COST 418,497 391,653
    10800 VANGUARD EUROPE PACIFIC AT COST 377,306 330,804
    2200 WISDOMTREE DEFA FUND AT COST 122,152 127,600

    TY 2011 OtherExpensesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    COMPUTER EXPENSES 2,771     2,771
    POSTAGE 1,331     1,331
    INSURANCE 1,052     1,052
    OFFICE SUPPLIES 5,710     5,710
    TELEPHONE 4,813     4,813


    TY 2011 OtherIncomeSchedule2
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 92 92 92


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECRETARY 5,250     5,250
    BOOKKEEPING 1,453     1,453
    INVESTMENT FEES 33,430 33,430    


    TY 2011 TaxesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CA FILING FEES 10     10
    FOREIGN TAXES 2,295     2,295