Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 or province, country, and ZIP or foreign postal code
INDIAN WELLS, CA92210
A Employer identification number

23-7029751
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,454,349J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 65,480 65,480 65,480
4 Dividends and interest from securities...... 190,590 190,590 190,590
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,750
b Gross sales price for all assets on line 6a 1,166,696
7 Capital gain net income (from Part IV, line 2)... 115,750
8 Net short-term capital gain......... 16,791
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 483 483 483
12 Total. Add lines 1 through 11........ 372,303 372,303 273,344
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 1,500      
c Other professional fees (attach schedule).... Click to see attachment 43,016 35,305   7,711
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,282 3,282    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,417     16,417
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,215 38,587   24,128
25 Contributions, gifts, grants paid........ 656,057 656,057
26 Total expenses and disbursements. Add lines 24 and 25 720,272 38,587   680,185
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -347,969
b Net investment income (if negative, enter -0-) 333,716
c Adjusted net income (if negative, enter -0-)... 273,344
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 90,628 71,741 71,741
2 Savings and temporary cash investments.......... 96,912 18,632 18,632
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   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 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)........ 2,998,792 Click to see attachment3,019,189 4,597,787
c Investments—corporate bonds (attach schedule)........ 1,591,488 Click to see attachment1,313,718 1,359,779
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,909,139 Click to see attachment1,911,222 2,406,410
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) 6,688,083 6,334,502 8,454,349
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 3,731,716 3,378,135
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,688,083 6,334,502
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,688,083 6,334,502
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 6,688,083
2 Enter amount from Part I, line 27a..................... 2 -347,969
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 5
4 Add lines 1, 2, and 3.......................... 4 6,340,119
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,617
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,334,502
Form 990-PF (2013)
Form 990-PF (2013)
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 EATON CORP P 2012-12-04 2013-01-08
b DELL INC P 2008-04-15 2013-01-25
c FG POOL G04477 P 2008-08-11 2013-02-15
d FGLMC POOL A81144 P 2008-08-18 2013-05-15
e MALLINCKRODT PLC P 2012-11-14 2013-07-11
DUPONT EL NEMOUR P 2008-08-07 2013-07-15
FG POOL G04477 P 2008-08-11 2013-03-15
FGLMC POOL A81144 P 2008-08-18 2013-06-17
MALLINCKRODT PLC P 2012-11-14 2013-10-31
FG POOL G08279 P 2008-08-12 2013-01-15
FG POOL G04477 P 2008-08-11 2013-04-15
FGLMC POOL A81144 P 2008-08-18 2013-07-15
NORFOLK SOUTHERN CORP P 2012-12-05 2013-07-25
FG POOL G08279 P 2008-08-12 2013-02-15
FG POOL G04477 P 2008-08-11 2013-05-15
FGLMC POOL A81144 P 2008-08-18 2013-08-15
QUEST DIAGNOSTICS INC P 2012-07-10 2013-02-13
FG POOL G08279 P 2008-08-12 2013-03-15
FG POOL G04477 P 2008-08-11 2013-06-17
FGLMC POOL A81144 P 2008-08-18 2013-09-16
TIFFANY & CO P 2012-05-30 2013-03-26
FG POOL G08279 P 2008-08-12 2013-04-15
FG POOL G04477 P 2008-08-11 2013-07-15
FGLMC POOL A81144 P 2008-08-18 2013-10-15
MALLINCKRODT PLC P 2012-02-29 2013-10-31
FG POOL G08279 P 2008-08-12 2013-05-15
FG POOL G04477 P 2008-08-11 2013-08-15
FGLMC POOL A81144 P 2008-08-18 2013-11-15
ALTRIA GROUP P 2010-12-31 2013-08-20
FG POOL G08279 P 2008-08-12 2013-06-17
FG POOL G04477 P 2008-08-11 2013-09-16
FGLMC POOL A81144 P 2008-08-18 2013-12-16
APACHE CORP P 2011-02-08 2013-08-06
FG POOL G08279 P 2008-08-12 2013-07-15
FG POOL G04477 P 2008-08-11 2013-10-15
FANNI MAE 4.625% P 2008-04-07 2013-05-01
APACHE CORP P 2011-02-21 2013-08-06
FG POOL G08279 P 2008-08-12 2013-08-15
FG POOL G04477 P 2008-08-11 2013-11-15
HEINZ H J P 2011-09-29 2013-04-02
BEOING CAPITAL CORP P 2008-08-15 2013-01-15
FG POOL G08279 P 2008-08-12 2013-09-16
FG POOL G04477 P 2008-08-11 2013-12-16
ISHARES S & P GLOBAL P 2010-10-05 2013-04-29
BRISTOL MYERS SQUIBB COM P 2010-12-31 2013-05-16
FG POOL G08279 P 2008-08-12 2013-10-15
FGLMC POOL A81144 P 2008-08-18 2013-01-15
KIMBERLY CLARK CORP P 2010-12-31 2013-05-22
COCA COLA P 2011-02-16 2013-11-12
FG POOL G08279 P 2008-08-12 2013-11-15
FGLMC POOL A81144 P 2008-08-18 2013-02-15
TENN VALLEY AUTHORITY P 2006-07-11 2013-03-15
CONOCOPHILLIPS P 2009-11-17 2013-01-17
FG POOL G08279 P 2008-08-12 2013-12-16
FGLMC POOL A81144 P 2008-08-18 2013-03-15
CREDIT SUISSE NEW YORK P 2008-05-06 2013-05-15
FG POOL G04477 P 2008-08-11 2013-01-15
FGMLC POOL A81144 P 2008-08-18 2013-04-15
(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 62,398   58,112 4,286
b 25,899   24,870 1,029
c 595   594 1
d 709   726 -17
e 38   36 2
65,000   65,601 -601
680   679 1
17   18 -1
880   855 25
431   432 -1
601   600 1
348   356 -8
70,137   58,746 11,391
558   559 -1
736   735 1
395   405 -10
35,531   37,832 -2,301
610   611 -1
633   632 1
360   369 -9
20,448   17,060 3,388
552   554 -2
680   678 2
669   686 -17
5,241   4,742 499
776   778 -2
678   678  
17   17  
71,214   51,481 19,733
597   599 -2
700   699 1
496   508 -12
28,696   41,157 -12,461
510   511 -1
428   428  
25,000   25,524 -524
22,547   24,462 -1,915
681   683 -2
349   349  
59,497   42,348 17,149
85,000   89,350 -4,350
549   550 -1
183   182 1
87,448   97,094 -9,646
100,350   61,526 38,824
350   351 -1
1,322   1,355 -33
56,397   34,741 21,656
100,000   98,392 1,608
217   218 -1
858   879 -21
100,000   103,057 -3,057
100,423   69,256 31,167
372   373 -1
834   855 -21
25,000   24,987 13
654   653 1
407   417 -10
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       4,286
b       1,029
c       1
d       -17
e       2
      -601
      1
      -1
      25
      -1
      1
      -8
      11,391
      -1
      1
      -10
      -2,301
      -1
      1
      -9
      3,388
      -2
      2
      -17
      499
      -2
       
       
      19,733
      -2
      1
      -12
      -12,461
      -1
       
      -524
      -1,915
      -2
       
      17,149
      -4,350
      -1
      1
      -9,646
      38,824
      -1
      -33
      21,656
      1,608
      -1
      -21
      -3,057
      31,167
      -1
      -21
      13
      1
      -10
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 2 115,750
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 16,791
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))
2012 607,379 7,669,647 0.079193
2011 671,457 7,853,435 0.085499
2010 639,103 7,728,515 0.082694
2009 657,734 7,559,200 0.087011
2008 703,445 8,819,691 0.079758
2 Total of line 1, column (d) ...................... 2 0.414155
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 0.082831
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,045,915
5 Multiply line 4 by line 3....................... 5 666,451
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,337
7 Add lines 5 and 6......................... 7 669,788
8 Enter qualifying distributions from Part XII, line 4.............. 8 680,185
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 3,337
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 3,337
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 3,337
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,436
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 901
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,337
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 25
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 2014 estimated taxBullet   RefundedBullet 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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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 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 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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    402,296
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,337
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,337
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    398,959
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    398,959
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    398,959
    Part XII
    Qualifying Distributions (see 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
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 398,959
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 276,744
    b From 2009....... 284,772
    c From 2010....... 257,103
    d From 2011....... 289,817
    e From 2012....... 228,666
    fTotal of lines 3a through e......... 1,337,102
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 680,185
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 398,959
    e Remaining amount distributed out of corpus 281,226
    5 Excess distributions carryover applied to 2013.    
    (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 1,618,328
    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 instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		276,744
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,341,584
    10 Analysis of line 9:
    a Excess from 2009.... 284,772
    b Excess from 2010.... 257,103
    c Excess from 2011.... 289,817
    d Excess from 2012.... 228,666
    e Excess from 2013.... 281,226
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 (2013)
    Form 990-PF (2013)
    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
    ACADEMY OF PALM DESERT COMMUNITY PR
    47-321 HWY 74
    PALM DESERT,CA92260     		  501(C)3 SOCIAL SERVICE 1,328
    ACADEMY OF VOCAL ARTS
    1920 SPRUCE STREET
    PHILADELPHIA,PA19103     		  501(C)3 ARTS CULTURAL 500
    ACT FOR MS
    73-710 FRED WARING DR 118
    PALM DESERT,CA92260     		  501(C)3 HEALTH 2,050
    AMAA ORPHAN CHILD CARE FUND
    31 WEST CENTURY ROAD
    PARAMUS,NJ07652     		  501(C)3 SOCIAL SERVICE 1,800
    AMAA SPREAD
    125 LOUISE STREET
    GLENDALE,CA91205     		  501(C)3 EDUCATION,SOCIAL SERVICE, MISSIONS 67,500
    AMERICAN UNIVERSITY OF ARMENIA
    8300 LAKESIDE DR
    OAKLAND,CA94612     		  501(C)3 EDUCATION 2,000
    APOSTOLIC CHURCH OF THE DESERT
    38-900 VISTA DUNES RD
    RANCHO MIRAGE,CA92270     		  501(C)3 RELIGIOUS 500
    ARARAT CONGREGATIONAL CHURCH
    2 SALEM STREET
    SALEM,NH03079     		  501(C)3 RELIGIOUS 500
    ARMENIAN ASSEMBLY
    122 C STREET NW 350
    WASHINGTON,DC20001     		  501(C)3 SOCIAL SERVICE 5,000
    ARMENIAN EVANGELICAL CHUR
    4950 FRANKLIN AVE
    LOS ANGELES,CA90027     		  501(C)3 RELIGIOUS 500
    ARMENIAN EVANGELICAL UNION
    411 E ACACIA AVE
    GLENDALE,CA91205     		  501(C)3 RELIGIOUS 1,200
    ARMENIAN EVANGELICAL WOMEN OF EAST
    411 E ACACIA ST 200
    GLENDALE,CA91205     		  501(C)3 SOCIAL SERVICE 500
    ARMENIAN GENERAL BENEVOLENCE UNION
    2495 E MOUNTAIN ST
    PASADENA,CA91104     		  501(C)3 SOCIAL SERVICE 325
    ARMENIAN INTERNATIONAL WOMEN
    65 MAIN ST
    WATERTOWN,MA02472     		  501(C)3 SOCIAL SERVICE 1,750
    ARMENIAN EVANGELICAL WORLD COUNCIL
    3922 YORBA LINDA BLVD
    ROYAL OAKS,MI48073     		  501(C)3 MISSION 13,000
    ARMENIAN MARTYRS CHURCH
    100 N EDMONDS
    HAVERTOWN,PA19083     		  501(C)3 RELIGIOUS 500
    ARMENIAN MISSIONARY ASSOCIATION
    31 W CENTURY RD
    PARAMUS,NJ07652     		  501(C)3 MISSION 36,000
    ARMENIAN SISTERS ACADEMY
    2361 FLORENCITA DR
    MONTROSE,CA91020     		  501(C)3 EDUCATION 5,000
    ASEMBLEA CHRISTINA DEL VALLE
    BOX 128
    COACHELLA VALLEY,CA92236     		  501(C)3 MISSION/CHARITIES 32,000
    BEHIND A MIRACLE
    255 PALOWET DR
    PALM DESERT,CA92260     		  501(C)3 MISSION 500
    BERKELEY HALL SCHOOL
    16000 MULHOLLAND DR
    LOS ANGELES,CA90049     		  501(C)3 EDUCATION 23,000
    BETTY FORD FOUNDATION
    41990 COOK S ST C-301
    PALM DESERT,CA92260     		  501(C)3 SOCIAL SERVICE 1,000
    BRANDYWINE CONSERVANCY
    PO BOX 141
    CHADDSFORD,PA19317     		  501(C)3 ARTS/CULTURAL 8,075
    C EVERT KOOP GRADUATE RESEARCH
    INDIANA UNIV FD BOX 500
    BLOOMINGTON,IN47402     		  501(C)3 EDUCATION 5,500
    CAMP AREV
    PO BOX 11145
    GLENDALE,CA91226     		  501(C)3 EDUCATION 1,000
    CANCER CARE NETWORK FOUNDATION
    4005 VERDUGO
    LOS ANGELES,CA90065     		  501(C)3 HEALTH 500
    CARNEGIE HALL FRIENDS
    881 7TH AVENUE AT 57TH ST
    NEW YORK,NY10019     		  501(C)3 ARTS/CULTURAL 650
    CATHEDRAL CITY HIGHSCHOOL
    69956 BLUE GRASS WAY
    CATHEDRAL CITY,CA92234     		  501(C)3 EDUCATION 1,000
    CHAMLIAN ARMENIAN SCHOOL
    4444 LOWELL AVENUE
    GLENDALE,CA91214     		  501(C)3 EDUCATION 1,000
    CHILDRENS HOSPITAL
    34TH ST CIVIC CTR BLVD
    PHILADELPHIA,PA19104     		  501(C)3 MISC HEALTH 3,100
    CHOOKASINAN ARMENIAN CONCERT ENSEMB
    2511 BROWNING AVE
    FRESNO,CA93711     		  501(C)3 ARTS/CULTURAL 1,000
    CHRISTIAN ASSEMBLY OF THE VALLEY
    BOX 128
    COACHELLA VALLEY,CA92236     		  501(C)3 MISSION/CHARITIES 41,940
    COACHELLA VALLEY ALUMNAE PANHELLENI
    49-105 QUERCUS LANE
    PALM DESERT,CA92260     		  501(C)3 EDUCATION 500
    COACHELLA VALLEY SYMPHONY
    PO BOX 10727
    PALM DESERT,CA92255     		  501(C)3 ARTS/CULTURAL 250
    COLBY SAWYER COLLEGE
    541 MAIN ST
    NEW LONDON,NH03257     		  501(C)3 EDUCATION 1,000
    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 5,000
    COLLEGE OF THE DESERT FOUNDATION
    43-500 MONTEREY AVE
    PALM DESERT,CA92260     		  501(C)3 EDUCATION 600
    COOPER HOSPITAL
    3 COOPER PLAZA 220
    CAMDEN,NJ08103     		  501(C)3 MISC HEALTH 5,000
    CRU CAMPUS CRUSADE FOR CHRIST
    BOX 628222
    ORLANDO,FL32862     		  501(C)3 RELIGIOUS 1,700
    DESERT CHRISTIAN ACADEMY
    40700 YUCCA LANE
    BERMUDA DUNES,CA92203     		  501(C)3 EDUCATION 14,800
    DESERT COMMUNITY FOUNDATION
    75-105 MERLE DR STE 300
    PALM DESERT,CA92211     		  501(C)3 SOCIAL SERVICE 4,450
    DESERT TOWN HALL
    44-950 EL DORADE DR
    INDIAN WELLS,CA92210     		  501(C)3 ARTS/CULTURAL 4,000
    DEVELOPMENTAL SERVICES FOR ARMENIA
    BOX 660849
    ARCADIA,CA91006     		  501(C)3 MISSION 250
    EISENHOWER HOSPITAL FOUNDATION
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		  501(C)3 MISC HEALTH 16,000
    EISENHOWER MEDICAL CTR
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		  501(C)3 MISC HEALTH 5,000
    ESPOIR POUR L'ARMONIE
    LYON
    LYON,LYON  
    FR     		  501(C)3 MISSION 1,000
    FOREST HOME MINISTRIES
    40000 VALLEY OF THE FALLS
    FOREST FALLS,CA92339     		  501(C)3 SOCIAL SERVICE 500
    FOUNDERS THE MUSIC CENTER
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 500
    FRIENDS OF OPHELIA
    73555 SAN GORGONIO WAY
    PALM DESERT,CA92260     		  501(C)3 SOCIAL SERVICE 500
    FRIENDS OF THE SMITHSONIAN
    BOX 9016
    PITTSFIELD,MA01202     		  501(C)3 EDUCATION 50
    FULLER THEOLOGICAL SEMINARY
    700 LOCUST STREET
    PASADENA,CA91101     		  501(C)3 RELIGIOUS 1,000
    GEORGE W BUSH PRESIDENTIAL CTR
    PO BOX 600610
    DALLAS,TX75360     		  501(C)3 ARTS CULTURAL 5,000
    GOOD NEWS JAIL AND PRISON MINISTRY
    2230 E PARHAM RD
    RICHMOND,VA23228     		  501(C)3 ARTS CULTURAL 500
    GOOD SHEPHERD CATHOLIC CHURCH
    505 N BEDFORD DR
    BEVERLY HILLS,CA90210     		  501(C)3 RELIGIOUS 1,000
    GRAIN OF WHEAT
    BOX 341
    SUWANKK,GA30024     		  501(C)3 MISSION 500
    HAIGAZIAN UNIVERSITY
    31 W CENTURY BLVD
    PARAMUS,NJ07652     		  501(C)3 EDUCATION 12,000
    HOUSE OF ARMENIA
    100 W GLENOAKS
    GLENDALE,CA91202     		  501(C)3 ARTS/CULTURAL 5,000
    IGLESIA BAUTISTE FUNDAMEN
    942 S FORD BLVD
    LOS ANGELES,CA90022     		  501(C)3 MISSION 3,000
    INNER CITY ARTS
    720 KOHLER ST
    LOS ANGELES,CA90021     		  501(C)3 ARTS CULTURAL 5,000
    INTERNATIONAL HOUSE OF PHILADELPHIA
    3701 CHESTNUT ST
    PHILADELPHIA,PA19104     		  501(C)3 SOCIAL SERVICES 2,500
    LA MUSEUM OF ART
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		  501(C)3 ARTS CULTURAL 2,500
    LA MUSIC CENTER
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 3,100
    LARK MUSIC SOCIETY INC - AMAA
    411 E ACACIA AVE
    GLENDALE,CA91203     		  501(C)3 ARTS CULTURAL 9,000
    LIBERTY INSTITUTE
    2001 W PLANO PARKWAY
    PLANO,TX75075     		  501(C)3 SOCIAL SERVICE 1,000
    LIBRARY FOUNDATION OF LOS ANGELES
    630 W 5TH ST
    LOS ANGELES,CA90071     		  501(C)3 EDUCATION 700
    LOREN ZACHERY SOCIETY
    2250 GLOAMING WAY
    BEVERLY HILLS,CA90210     		  501(C)3 ARTS/CULTURAL 5,800
    LOS ANGELES OPERA AMAA ORPHAN CARE
    135 N GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 807
    LOS ANGELES OPERA
    135 N GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 22,399
    LOS ANGELES PHILHARMONIC COMMITTEE
    19400 ROMAR ST
    NORTHRIDGE,CA91324     		  501(C)3 ARTS CULTURAL 7,250
    LOS ANGELES PHILHARMONIC
    151 S GRAND AVENUE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 6,268
    LOYOLA LAW SCHOOL
    919 ALBANY ST
    LOS ANGELES,CA90015     		  501(C)3 EDUCATION 5,000
    MCCALLUM THEATER
    73000 FRED WARING DRIVE
    PALM DESERT,CA92260     		  501(C)3 ARTS/CULTURAL 3,240
    MEDSEND
    PO BOX 1098
    ORANGE,CT06477     		  501(C)3 SOCIAL SERVICE 1,000
    MERDINIAN SCHOOL
    13330 RIVERSIDE DRIVE
    SHERMAN OAKS,CA91423     		  501(C)3 ARTS CULTURAL 2,000
    METROPOLITAN MUSEUM OF ART
    11 WEST 53 STREET
    NEW YORK,NY10019     		  501(C)3 ARTS/CULTURAL 150
    METROPOLITAN OPERA ASSOCIATION
    88 W END AVENUE
    NEW YORK,NY10023     		  501(C)3 ARTS/CULTURAL 23,040
    MISSION ME
    4840 N ADAMS RD STE 418
    ROCHESTER,MI48306     		  501(C)3 MISSION 1,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 S LAKE SHORE DR
    CHICAGO,IL60637     		  501(C)3 ARTS/CULTURAL 500
    MUSIC CENTER
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 6,500
    MUSIC CENTER FOUNDERS
    135 N GRAND AVE
    LOS ANGELES,CA90012     		  501(C)3 ARTS/CULTURAL 1,700
    NATL ETHNIC COALITION OF ORG
    12 E 33RD ST 12TH FL
    NEW YORK,NY10016     		  501(C)3 SOCIAL SERVICE 9,000
    NEAR EAST FOUNDATION
    900 S CROUSE AVE
    SYRACUSE,NY13244     		  501(C)3 SOCIAL SERVICE 500
    NOTRE DAME HIGH SCHOOL
    2851 OVERLAND AVE
    LOS ANGELES,CA90064     		  501(C)3 EDUCATION 12,525
    OLD ROMAN CATHOLIC AND
    LOS ANGELES
    LOS ANGELES,CA90012     		  501(C)3 MISSION/CHARITIES 81,440
    PALM DESERT COMMUNITY PRESBYTERIAN
    47-321 HIGHWAY 74
    PALM DESERT,CA92260     		  501(C)3 RELIGIOUS 8,540
    PALM DESERT HIGH SCHOOL
    74910 AZTEC RD
    PALM DESERT,CA92260     		  501(C)3 EDUCATION 1,100
    PALM SPRINGS FRIENDS OF THE PHILHAR
    BOX 12770
    PALM SPRINGS,CA92255     		  501(C)3 ARTS/CULTURAL 4,000
    PET RESCUE CENTER
    83496 AVENUE 51
    COACHELLA,CA92236     		  501(C)3 SOCIAL SERVICE 500
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HIGHW
    MALIBU,CA90265     		  501(C)3 EDUCATION 1,500
    PHILADELPHIA ORCH CENTRAL COMMITTEE
    5103 CONVENT LANE 306
    PHILADELPHIA,PA19114     		  501(C)3 ARTS/CULTURAL 600
    PHILADELPHIA ORCHESTRA
    1102 CROMWELL RD
    WYNDMUR,PA19038     		  501(C)3 ARTS/CULTURAL 350
    PHILADELPHIA ORCHESTRA
    260 BROAD STREET
    PHILADELPHIA,PA19102     		  501(C)3 ARTS/CULTURAL 100
    PILGRIM ARMENIAN CONGREGATIONAL CHU
    3673 N 1ST ST
    FRESNO,CA93726     		  501(C)3 RELIGIOUS 5,000
    PROJECT SAVE
    BOX 236
    WATERTOWN,MA02471     		  501(C)3 MISSION 500
    SACRED HEART CATHOLIC SCHOOL
    43776 DEEP CANYON RD
    PALM DESERT,CA92260     		  501(C)3 EDUCATION 7,400
    ST GREGORY ARMENIAN APOS CHURCH
    2215 E COLORADO
    PASADENA,CA91107     		  501(C)3 SOCIAL SERVICE 250
    ST MICHAEL & GABRIEL ROMANIAN APOS
    590 S VELLA RD
    PALM SPRINGS,CA92264     		  501(C)3 RELIGIOUS 1,000
    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
    TEEN LINE
    8730 ALDEN DRIVE
    LOS ANGELES,CA90048     		  501(C)3 EDUCATION 2,755
    TOOLS FOR TOMORROW
    75-105 MERLE DR
    PALM DESERT,CA92210     		  501(C)3 SOCIAL SERVICE 750
    UCLA DEVT ART OF THE BRAIN
    10920 WILSHIRE 1400
    LOS ANGELES,CA90024     		  501(C)3 MISC HEALTH 3,400
    UCLA FOUNDATION MEMORIAL FUND
    BOX 1372
    GLENDALE,CA91209     		  501(C)3 SOCIAL SERVICE 2,500
    UCLA JONSSON CANCER CENTER FOUNDATI
    BOX 951781
    LOS ANGELES,CA90095     		  501(C)3 EDUCATION 5,000
    UNITED ARMENIAN CONGREGAT
    3480 CAHUENGA BLVD
    LOS ANGELES,CA90036     		  501(C)3 RELIGIOUS 7,000
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		  501(C)3 EDUCATION 100
    USO GREATER LA AREA
    203 WORLD WAY
    LOS ANGELES,CA90045     		  501(C)3 SOCIAL SERVICE 100
    VINTAGE CHURCH
    1045 BROXTON AVE
    WESTWOOD,CA90024     		  501(C)3 RELIGIOUS 500
    WARING INTL PIANO COMPETI
    73-710 FRED WARING DR 201
    PALM DESERT,CA92260     		  501(C)3 ARTS/CULTURAL 17,000
    WARING INTL PIANO COMPETI
    73-710 FRED WARING DR 201
    PALM DESERT,CA92260     		  501(C)3 ARTS/CULTURAL 14,500
    WESTSIDE ARARAT GUILD
    17080 TIMBER RIDGE DR
    GRANADA HILLS,CA91344     		  501(C)3 SOCIAL SERVICE 1,000
    WESTSIDE GUILD FOR CHILDRENS HOSP
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		  501(C)3 MISC/HEALTH 175
    YOUTH FOR CHRIST INTERNATIONAL
    BOX 4555
    ENGLEWOOD,CO80153     		  501(C)3 RELIGIOUS 500
    Total .................................bullet 3a 656,057
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 65,480  
    4 Dividends and interest from securities....     14 190,590  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        115,750
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCLASS ACTION PROCEEDS     14 483  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   256,553 115,750
    13Total. Add line 12, columns (b), (d), and (e)..................
    13372,303
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 1,500      

    TY 2013 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 2013 InvestmentsCorpBondsSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Name of Bond End of Year Book Value End of Year Fair Market Value
    65,000 AMERICAN EXPRESS CREDIT 67,613 67,917
    15,000 COSTCO 15,644 16,849
    25,000 CREDIT SUISSE NY    
    25,000 DELL, INC    
    25,000 MONSANTO CO 25,160 28,042
    35,000 MORGAN STANLEY 35,379 40,953
    75,000 GE CAPITAL CORP 74,238 71,157
    50,000 UNITED TECHNOLOGIES 50,547 52,840
    65,000 DUPONT EI NEMOUR    
    75,000 BOTTLING GROUP, LLC 82,933 78,662
    75,000 PRIVATE EXPORT FUNDING 81,694 79,352
    75,000 VERIZON 74,049 82,022
    85,000 BOEING    
    100,000 BURLINGTON NORTH SANTA FE 100,008 101,444
    100,000 COCA COLA    
    100,000 HOME DEPOT 100,237 106,689
    CISCO SYSTEMS 74,120 82,510
    FANNIE MAE 49,344 50,438
    FANNIE MAE 05/01/13    
    FANNIE MAE 06/12/07 75,369 85,763
    FEDERAL FARM CREDIT 10/20/14 74,323 77,771
    FG POOL G04477 08/01/38 8,045 8,882
    FG POOL G08279 8,157 8,973
    FGMLC POOLA81144 11,759 12,805
    GOLDMAN SACHS GROUP 74,404 83,410
    MONTGOMERY CNTY PA 9/1/25 53,209 52,316
    PENNSYLVANIA BUILD AMERICA BONDS 77,896 78,515
    TENN VALLEY AUTHORITY    
    US TREASURY NB 1.75% 99,590 92,469

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 38,010 82,220
    ALTRIA GROUP 29,418 46,068
    AMERICAN EXPRESS CO 30,414 36,292
    APACHE    
    APPLE INC 140,195 171,111
    AT&T 41,170 49,224
    AUTOMATIC DATA PROCESSING 46,191 80,799
    BECTON DICKINSON & CO 52,967 74,581
    BLACKROCK 99,489 188,300
    BRISTOL MYERS    
    CANADIAN IMPERIAL BANK 47,538 51,246
    CHEVRON 85,953 118,665
    CISCO SYS INC 24,651 33,645
    COCA-COLA, CO. 49,848 99,144
    CONOCO PHILLIPS    
    COVIDIEN PLC 56,739 80,018
    CVS 64,338 127,037
    DARDEN RESTAURANTS 56,104 62,526
    DISNEY 65,689 137,520
    DUPONT EL NEMOUR 80,266 165,674
    EATON CORP 127,846 188,397
    EXXON MOBIL CORP 41,355 98,670
    GENERAL ELECTRIC 62,272 92,499
    GENUINE PARTS CO 60,533 97,748
    GLAXOSMITHKLINE 78,252 106,780
    HEINZ    
    IBM 65,879 79,717
    INTEL CORPORATION 64,638 88,247
    JOHNSON & JOHNSON 99,150 157,993
    JPMORGAN CHASE 106,641 146,200
    KIMBERLY CLARK 41,057 67,899
    KRAFT FOODS 34,357 40,433
    M&T BK CORP 56,039 75,673
    MATTEL INC 63,249 80,886
    MCDONALDS 121,526 164,951
    MERCK & CO 86,433 120,120
    MICROSOFT 77,671 118,777
    NORFOLK SOUTHERN    
    NOVARTIS A G 55,294 90,428
    PHILIP MORRIS INTERNATIONAL 42,453 43,565
    PROCTOR & GAMBLE CO 58,964 105,833
    QUALCOMM 76,816 100,238
    QUEST    
    ROYAL DUTCH PETROLEUM 26,593 110,469
    SANOFI-AVENTIS ADR 26,095 37,541
    SCHLUMBERGER LTD 60,255 39,835
    TIFFANY & CO NEW    
    TJX COS INC 28,644 38,238
    TOTAL FINA ELF S A 90,585 104,159
    UNION PACIFIC 36,356 117,600
    UNITED PARCEL SERVICE 67,174 94,572
    UNITED TECHNOLOGIES CORP 45,064 96,730
    UNITEDHEALTH GROUP 54,039 65,888
    VERIZON 32,250 44,226
    WASTE MANAGEMENT 73,729 89,740
    WELLS FARGO & CO 49,000 89,665

    TY 2013 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 220,125 284,550
    3000 ISHARES MCSI CANADA INDEX AT COST 76,769 87,480
    1,950 ISHARES CORE MSCI EMERGING AT COST 99,177 97,130
    1500 ISHARES S&P GLOBAL MATERIALS AT COST    
    1,900 ISHARE S&P MIDCAP 400 AT COST 127,851 254,239
    2,600 ISHARES S&P SMALLCAP 600 AT COST 132,646 283,738
    JPMORGAN ALERIAN MLP INDEX AT COST 124,754 176,130
    1850 VANGUARD FTSE ALL WORLD AT COST 182,496 190,439
    12250 VANGUARD EMERG MARKET AT COST 502,688 503,965
    10800 VANGUARD EUROPE PACIFIC AT COST 322,564 386,707
    2200 VANGUARD REIT ETF AT COST 122,152 142,032

    TY 2013 OtherDecreasesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Description Amount
    FEDERAL TAXES PAID 4,493
    MISCELLANEOUS 1,124


    TY 2013 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 1,635     1,635
    POSTAGE 1,732     1,732
    INSURANCE 2,010     2,010
    OFFICE SUPPLIES 5,603     5,603
    TELEPHONE 5,437     5,437


    TY 2013 OtherIncomeSchedule2
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 483 483 483


    TY 2013 OtherIncreasesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Description Amount
    ROUNDING 5


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECRETARY 6,950     6,950
    BOOKKEEPING 761     761
    INVESTMENT FEES 35,305 35,305    


    TY 2013 TaxesSchedule
    Name:
    THE STEPHEN PHILIBOSIAN FOUNDATION
    EIN: 23-7029751
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,282 3,282