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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
LEVON & CLAUDIA NAZARIAN FAMILY
FOUNDATION INC (LEVON NAZARIAN FD'N)
Number and street (or P.O. box number if mail is not delivered to street address)21 CAMEO CT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHERRY HILL, NJ080035124
A Employer identification number

11-3587458
B Telephone number (see instructions)

(201) 408-5227
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,592,165
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 50,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 82,771 67,258 15,513
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 936,368
b Gross sales price for all assets on line 6a 4,973,060
7 Capital gain net income (from Part IV, line 2)... 936,368
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).......   296  
12 Total. Add lines 1 through 11........ 1,069,139 1,003,922 15,513
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,500 4,750 0 4,750
c Other professional fees (attach schedule).... 18,832 18,832 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,763 299 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,118 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,213 23,881 0 4,750
25 Contributions, gifts, grants paid....... 369,000 369,000
26 Total expenses and disbursements. Add lines 24 and 25 403,213 23,881 0 373,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 665,926
b Net investment income (if negative, enter -0-) 980,041
c Adjusted net income (if negative, enter -0-)... 15,513
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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.............   60,093 60,093
2 Savings and temporary cash investments......... 125,217 403,343 403,343
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) 549,090    
b Investments—corporate stock (attach schedule)....... 3,731,895 Click to see attachment2,896,272 3,089,643
c Investments—corporate bonds (attach schedule)....... 198,470 Click to see attachment2,036,246 2,039,086
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 125,356    
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) 4,730,028 5,395,954 5,592,165
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 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........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 4,730,028 5,395,954
30 Total net assets or fund balances (see instructions)..... 4,730,028 5,395,954
31 Total liabilities and net assets/fund balances (see instructions). 4,730,028 5,395,954
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
4,730,028
2
Enter amount from Part I, line 27a .....................
2
665,926
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,395,954
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,395,954
Form 990-PF (2015)
Form 990-PF (2015)
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 PUBLICLY TRADED SECURITIES - BNY MELLON - ST      
b PUBLICLY TRADED SECURITIES - BNY MELLON - LT      
c PUBLICLY TRADED SECURITIES - CHARLES SCHWAB - ST      
d PUBLICLY TRADED SECURITIES - CHARLES SCHWAB - LT      
e PUBLICLY TRADED MUTUAL FUNDS - LONG TERM      
PUBLICLY TRADED SECURITIES - BNY MELLON - LONG TERM DISTRIBUTION      
(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 254,354   272,296 -17,942
b 4,492,539   3,636,982 855,557
c 31,053   32,531 -1,478
d 91,001   94,883 -3,882
e 14,855     14,855
89,258     89,258
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       -17,942
b       855,557
c       -1,478
d       -3,882
e       14,855
      89,258
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 2 936,368
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 -19,420
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 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))
2014 312,902 5,978,079 0.052342
2013 212,035 5,380,643 0.039407
2012 48,750 4,457,436 0.010937
2011 67,250 4,254,705 0.015806
2010 105,200 3,797,390 0.027703
2
Total of line 1, column (d) .....................
20.146195
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
0.029239
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,903,603
5
Multiply line 4 by line 3......................
5
172,615
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
9,800
7
Add lines 5 and 6........................
7
182,415
8
Enter qualifying distributions from Part XII, line 4.............
8
373,750
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,800
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 0
3 Add lines 1 and 2........................... 3 9,800
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,800
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,000
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 2,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,810
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 2015 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 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletNJ
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletCLAUDIA NAZARIAN Telephone no.bullet (201) 408-5227

    Located atbullet21 CAMEO CTCHERRY HILLNJ ZIP+4bullet080035124
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    1c
     
    No
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    NAZAR NAZARIAN DIRECTOR
    5.00
    0 0 0
    21 CAMEO CT
    CHERRY HILL,NJ080035124
    LEVON NAZARIAN DIRECTOR
    5.00
    0 0 0
    21 CAMEO CT
    CHERRY HILL,NJ080035124
    CLAUDIA NAZARIAN DIRECTOR
    5.00
    0 0 0
    21 CAMEO CT
    CHERRY HILL,NJ080035124
    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 0
    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.............bullet0
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    5,586,053
    b
    Average of monthly cash balances.......................
    1b
    407,453
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,993,506
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,993,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,903
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,903,603
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    295,180
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    295,180
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    9,800
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,800
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    285,380
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    285,380
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    285,380
    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
    373,750
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    373,750
    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
    9,800
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    363,950
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 285,380
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 97,765
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 373,750
    a Applied to 2014, but not more than line 2a 97,765
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 275,985
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    9,395
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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
    AMERICAN HEART ASSOCIATION
    1 UNION STREET SUITE 301
    ROBBINSVILLE,NJ086914183
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    AMERICAN INSTITUTE OF ULTRASOUND IN MEDICINE ENDOWMENT EDUCTAION RESEARCH
    14750 SWEITZER LANE SUITE 100
    LAUREL,MD20707
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    ARMENIA TREE PROJECT
    65 MAIN ST
    WATERTOWN,MA02472
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    ARMENIAN EYE CARE PROJECT
    PO BOX 5630
    NEWPORT BEACH,CA92662
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    ARMENIAN GENERAL BENEVOLENT UNION
    55 EAST 59TH STREET
    NEW YORK,NY10022
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 241,500
    ARMENIAN MISSIONARY ASSOCIATION OF AMERICA
    31 WEST CENTURY ROAD
    PARAMUS,NJ07652
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    ARMENIAN SISTERS ACADEMY
    440 UPPER GULPH ROAD
    RADNOR,PA19087
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    CHILDREN OF ARMENIA FUND
    162 FIFTH AVENUE - SUITE 900
    NEW YORK,NY10010
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 25,000
    CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION
    34TH STREET AND CIVIC CENTER BLVD
    PHILADELPHIA,PA19104
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    FOOD BANK OF SOUTH JERSEY
    1501 JOHN TIPTON BLVD
    PENNSAUKEN TOWNSHIP,NJ08110
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    FUND FOR ARMENIA RELIEF
    630 2ND AVE
    NEW YORK,NY10016
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    HOVANIAN SCHOOL
    817 RIVER ROAD
    NEW MILFORD,NJ07646
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    KELLOGG SCHOOL OF MANAGEMENT
    2001 SHERIDAN RD
    EVANSTON,IL60208
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    MAKE-A-WISH FOUNDATION
    1347 PERINEVILLE ROAD
    MONROE TOWNSHIP,NJ08831
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    MEMORIAL SLOAN-KETTERING CANER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    MORGAN PARK ACADEMY
    2153 W 111TH ST
    CHICAGO,IL60643
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    NEAR EAST FOUNDATION
    430-432 CROUSE HINDS HALL - 900 S
    CROUSE AVENUE
    SYRACUSE,NY132442130
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    PHILABUNDANCE
    3616 SOUTH GALLOWAY ST
    PHILADELPHIA,PA19148
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    RADIOLOGICAL SOCIETY OF NORTH AMERICA
    820 JORIE BLVD
    OAK BROOK,IL60523
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,500
    RONALD MCDONALD HOUSE OF SOUTHERN NEW JERSEY
    550 MICKLE BLVD
    CAMDEN,NJ08103
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    SHUSHI ARMENIAN DANCE ENSEMBLE ST VARTAN CATHEDRAL
    630 2ND AVENUE
    NEW YORK,NY10016
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 10,000
    SMILE TRAIN
    41 MADISON AVENUE - 28TH FLOOR
    NEW YORK,NY10010
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    SRU ULTRASOUND FOUNDATION
    1891 PRESTON WHITE DRIVE
    RESTON,VA20191
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    ST NERSESS ARMENIAN SEMINARY
    150 STRATTON RD
    NEW ROCHELLE,NY10804
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    ST SAHAG & ST MESROB ARMENIAN CHURCH
    630 CLOTHIER RD
    WYNNEWOOD,PA19096
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 6,000
    THE GREATER PHILADELPHIA FILM OFFICE
    1515 ARCH STREET- 11TH FLOOR
    PHILADELPHIA,PA19102
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 10,000
    THE ROENTGEN FUND
    44211 SLATESTONE COURT
    LEESBURG,VA20176
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    THOMAS JEFFERSON UNIVERSITY HOSPITAL
    111 S 11TH ST
    PHILADELPHIA,PA19107
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 25,000
    TUFFS UNIVERSITY
    419 BOSTON AVENUE
    MEDFORD,MA02155
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    VETRI COMMUNITY PARTNERSHIP
    211 N 13TH STREET
    PHILADELPHIA,PA19107
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    NONE PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    Total .................................bullet 3a 369,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 ...........
             
    4 Dividends and interest from securities....     14 82,771  
    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 ............
        18 936,368  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,019,139 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,019,139
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    LEVON & CLAUDIA NAZARIAN FAMILY
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    Employer identification number

    11-3587458
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    LEVON & CLAUDIA NAZARIAN FAMILY
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    Employer identification number
    11-3587458
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    NAZARIAN FAMILY FOUNDATION  
    147 DEMAREST AVE
     
    ENGLEWOOD CLIFFS, NJ07632

    $ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    LEVON & CLAUDIA NAZARIAN FAMILY
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    Employer identification number

    11-3587458
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    LEVON & CLAUDIA NAZARIAN FAMILY
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    Employer identification number

    11-3587458
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 9,500 4,750 0 4,750

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EMC CORP - 100,000 SHARES 100,172 93,308
    LLOYDS BANK PLC - 100,000 SHARES 100,990 100,397
    CREDIT SUISSE NEW YORK - 100,000 SHARES 111,264 110,428
    SHELL INTERNATIONAL FIN - 100,000 SHARES 108,647 106,580
    ORACLE CORP - 100,000 SHARES 100,255 101,044
    BARCLAYS BANK PLC - 100,000 SHARES 111,244 109,924
    HSBC USA INC - 100,000 SHARES 98,731 98,838
    JP MORGAN CHASE & CO - 100,000 SHARES 106,894 106,084
    GENERAL ELEC CAP CORP - 100,000 SHARES 112,363 112,762
    INTEL CORP - 100,000 SHARES 103,008 103,582
    US BANCORP - 100,000 SHARES 98,763 99,424
    AMAZON.COM INC - 100,000 SHARES 94,830 96,746
    CHEVRON CORP - 100,000 SHARES 95,499 95,489
    APPLE INC - 100,000 SHARES 95,243 97,437
    STATE STREET CORP - 100,000 SHARES 98,275 98,820
    GOOGLE INC - 100,000 SHARES 102,281 105,258
    BLACKROCK INC - 100,000 SHARES 101,913 102,681
    PFIZER INC - 100,000 SHARES 100,094 102,593
    COMCAST CORP - 100,000 SHARES 99,052 100,922
    PNC BANK NA - 100,000 SHARES 96,728 96,769

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLERGAN PLC - 60 SHARES 19,571 18,750
    ACCENTURE PLC - 125 SHARES 12,990 13,063
    EATCON CORP PLC - 270 SHARES 18,249 14,051
    INGERSOIL-RAND PLC - 300 SHARES 18,156 16,587
    INVESTCO LIMITED - 520 SHARES 19,992 17,410
    AVAGO TECHNOLOGIES - 120 SHARES 14,707 17,418
    AT&T INC - 270 SHARES 9,229 9,291
    ABBOTT LABORATORIES - 200 SHARES 10,123 8,982
    ABBVIE INC - 280 SHARES 13,996 16,587
    ACTIVISTION BLIZZARD INC - 300 SHARES 11,619 11,613
    ADOBE SYSTEMS - 185 SHARES 15,316 17,379
    ALLY FINANCIAL INC. - 500 SHARES 11,284 9,320
    ALPHABET, INC. - 45 SHARES 30,217 35,010
    AMAZON.COM INC - 45 SHARES 24,063 30,415
    AMERICAN TOWER CORPORATION - 100 SHARES 9,677 9,695
    AMGEN INC - 20 SHARES 3,513 3,247
    ANACOR PHARMACEUTICALS NC - 30 SHARES 4,614 3,389
    ANALOG DEVICES INC - 300 SHARES 17,595 16,596
    APPLE INC - 320 SHARES 39,945 33,683
    BANK OF AMERICA CORPORATION - 1,400 SHARES 25,064 23,562
    BIOMARIN PHARMACEUTICAL INC - 40 SHARES 5,799 4,190
    BIOGEN IDEC INC - 40 SHARES 17,034 12,254
    BRISTOL-MYERS SQUIBB COMPANY - 145 SHARE 9,250 9,975
    CVS CAREMARK CORPORATION - 200 SHARES 19,240 19,554
    CAPITAL ONE FINANCIAL CORPORATION - 225 SHARES 18,312 16,241
    CARDINAL HEALT INC - 135 SHARES 11,562 12,051
    CELANESE CORP (CE) SERIES A - 200 SHARES 13,059 13,466
    CELGENE CORP - 70 SHARES 9,283 8,383
    CHEVRON CORPORATION - 120 SHARES 13,808 10,795
    COGNIZANT TECHNOLOGY SOLUTIONS CORP - 125 SHARES 7,763 7,503
    COMCAST CORP CI A - 400 SHARES 24,264 22,572
    CONSTELLATION BRANDS INC - 120 SHARES 16,934 17,093
    COSTCO WHSL CORP NEW - 60 SHARES 8,767 9,690
    THE WALT DISNEY COMPANY - 90 SHARES 10,076 9,457
    DOW CHEMICAL CO - 260 SHARES 13,133 13,385
    ELECTRONIC ARTS INC - 260 SHARES 18,758 17,867
    EXELON CORP - 500 SHARES 13,404 13,885
    EXXON MOBIL CORP - 215 SHARES 16,796 16,759
    FACEBOOK INC - 320 SHARES 30,113 33,491
    HALLIBURTON CO - 330 SHARES 13,607 11,233
    HARLEY DAVIDSON INC - 180 SHARES 10,592 8,170
    HARTFORD FINL SVCS GROUP INC - 350 SHARES 16,816 15,211
    HERSHEY CO - 130 SHARES 11,885 11,605
    HOME DEPOT INC - 200 SHARES 22,928 26,450
    HONEYWELL INTL INC - 183 SHARES 19,235 18,953
    ILLINOIS TOOL WKS INC - 190 SHARES 16,890 17,609
    INTERCONTINENTALEXCHANGE GROUP INC - 100 SHARES 23,521 25,626
    JOHNSON & JOHNSON - 300 SHARES 27,832 30,816
    MARATHON PETROLEUM CORP - 250 SHARES 13,265 12,960
    MERCK & CO INC - 250 SHARES 14,746 13,205
    MICROSOFT CORPORATION - 300 SHARES 16,698 16,644
    MONSTER BEVERAGE CORPORATION - 130 SHARES 19,566 19,365
    NIKE INC CLASS B STOCK - 180 SHARES 10,487 11,250
    NUCOR CORP - 200 SHARES 8,958 8,060
    PNC FINANCIAL SERVICES GROUP - 220 SHARES 17,344 20,968
    PALO ALTO NETWORKS INC - 75 SHARES 13,957 13,211
    PEPSICO INC - 215 SHARES 21,199 21,483
    PFIZER INC - 550 SHARES 19,708 17,754
    PHILIP MORRIS INTERNATIONAL INC - 195 SHARES 16,654 17,142
    PHILIPS 66 - 90 SHARES 7,237 7,362
    PIONEER NATURAL RESOURCES COMPANY - 63 SHARES 8,145 7,899
    THE PROCTER & GAMBLE COMPANY - 140 SHARES 10,676 11,117
    SALESFORCE.COM INC - 275 SHARES 19,832 21,560
    SCHLUMBERGER LTD - 195 SHARES 16,297 13,601
    SCHWAB CHARLES CORP NEW - 570 SHARES 19,811 18,770
    SEMPRA ENERGY - 175 SHARES 17,870 16,452
    SERVICENOW INC - 205 SHARES 15,996 17,745
    3M CO - 75 SHARES 11,811 11,298
    TIME WARNER INC - 190 SHARES 15,649 12,287
    UNION PAC CORP - 200 SHARES 17,024 15,640
    UNITED TECHNOLOGIES CORP - 140 SHARES 15,282 13,450
    UNIVERSAL HEALTH SERVICES IN CI B - 120 SHARES 14,048 14,339
    VALERO ENERGY CORP NEW - 225 SHARES 15,228 15,910
    VERIZON COMMUNICATIONS INC - 165 SHARES 7,795 7,626
    VISA INC CLASS A SHRS - 200 SHARES 15,908 15,510
    VOYA FINANCIAL INC - 380 SHARES 15,177 14,026
    WELLS FARGO & COMPANY - 230 SHARES 13,238 12,503
    YUM! BRANDS INC - 200 SHARES 17,300 14,610
    BNY MELLON INCOME STOCK FUND - 71,891 SHARES 620,000 578,722
    ANHEUSER BUSH INBEV SPN - 70 SHARES 8,432 8,750
    DREYFUS/NEWTON INTERNATIONAL EQUITY - 9,567 SHARES 177,047 180,730
    DREYFUS INTERNATIONAL STOCK FUND - 12,918 SHARES 177,447 183,820
    SEQUOIA INCOME FUND - 4,552 SHARES 695,859 943,542

    TY 2015 OtherExpensesSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP LOSSES 4,118 0 0 0


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 18,832 18,832 0 0


    TY 2015 TaxesSchedule
    Name:
    LEVON & CLAUDIA NAZARIAN FAMILY
     
    FOUNDATION INC (LEVON NAZARIAN FD'N)
    EIN:
    11-3587458
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 1,464 0 0 0
    FOREIGN TAXES 299 299 0 0