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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$6,503,845J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 123,848 123,848  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,028
b Gross sales price for all assets on line 6a 2,322,524
7 Capital gain net income (from Part IV, line 2)... 75,028
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 107 107  
12 Total. Add lines 1 through 11........ 198,983 198,983  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 8,500 4,250   4,250
c Other professional fees (attach schedule).... Click to see attachment 26,422 26,422   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34 34   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,956 30,706   4,250
25 Contributions, gifts, grants paid....... 293,250 293,250
26 Total expenses and disbursements. Add lines 24 and 25 328,206 30,706   297,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,223
b Net investment income (if negative, enter -0-) 168,277
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 99,437 72,672 72,672
2 Savings and temporary cash investments......... 61,371 41,601 41,601
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)      
b Investments—corporate stock (attach schedule)....... 2,855,785 Click to see attachment2,644,166 3,788,386
c Investments—corporate bonds (attach schedule)....... 2,367,255 Click to see attachment2,496,186 2,601,186
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,383,848 5,254,625 6,503,845
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,383,848 5,254,625
29 Total net assets or fund balances (see instructions)..... 5,383,848 5,254,625
30 Total liabilities and net assets/fund balances (see instructions). 5,383,848 5,254,625
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,383,848
2
Enter amount from Part I, line 27a .....................
2
-129,223
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,254,625
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 29 .
6
5,254,625
Form 990-PF (2020)
Form 990-PF (2020)
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 - S/T      
b PUBLICLY TRADED SECURITIES - BNY MELLON - L/T      
c PUBLICLY TRADED MUTUAL FUNDS & SECURITIES - L/T CAPITAL GAIN DISTRIBUTIONS      
d
e
(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 251,277   247,221 4,056
b 2,033,060   2,000,275 32,785
c 38,187     38,187
d
e
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       4,056
b       32,785
c       38,187
d
e
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 75,028
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,339
c All other domestic foundations enter 1.39% 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 2,339
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 2,339
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,493
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,493
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,154
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,154 RefundedBullet 11 0
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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 (2020)
    Form 990-PF (2020)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2020)
    Form 990-PF (2020)
    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
    5,811,401
    b
    Average of monthly cash balances.......................
    1b
    168,470
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,979,871
    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
    5,979,871
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    89,698
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,890,173
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    294,509
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    294,509
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,339
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,339
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    292,170
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    292,170
    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
    292,170
    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
    297,500
    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
    297,500
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    297,500
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 292,170
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 2,521
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 2,521
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 297,500
    a Applied to 2019, but not more than line 2a 0
    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 2020 distributable amount..... 292,170
    e Remaining amount distributed out of corpus 5,330
    5 Excess distributions carryover applied to 2020. 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 7,851
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		7,851
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 2,521
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 5,330
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    NAZAR NAZARIAN
    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 (2020)
    Form 990-PF (2020)
    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
    100 LIVES FOUNDATION INC
    1900 K STREET
    WASHINGTON,DC20006     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 10,000
    AMERICAN UNIVERSITY OF ARMENIA
    1000 BROADWAY SUITE 280
    OAKLAND,CA94607     		  GOV TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    ARMENIA WOUNDED HEROES FUND
    PO BOX 484
    FAIR LAWN,NJ07410     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 20,000
    ARMENIAN GENERAL BENEVOLENT UNION
    55 EAST 59TH STREET
    NEW YORK,NY10022     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 183,500
    ARMENIAN MISSIONARY ASSOCIATION OF AMERICA
    31 WEST CENTURY ROAD
    PARAMUS,NJ07652     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    AUTISM SPEAKS
    1 EAST 33RD STREET 4TH FLOOR
    NEW YORK,NY10016     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    BOYS & GIRLS CLUB OF AMERICA
    1275 PEACHTREE STREET NE
    ATLANTA,GA30309     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    BREAKTHROUGH OF GREATER PHILADELPHIA
    34 WEST COULTER STREET
    PHILADELPHIA,PA19144     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    FOOD BANK OF SOUTH JERSEY
    1501 JOHN TIPTON BLVD
    PENNSAUKEN TOWNSHIP,NJ08110     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 3,000
    FUND FOR ARMENIA RELIEF
    630 2ND AVE
    NEW YORK,NY10016     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 5,000
    HABITAT FOR HUMANITY
    285 PEACHTREE CENTER AVENUE NE
    SUITE 2700
    ATLANTA,GA30303     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    MAKE-A-WISH FOUNDATION
    1347 PERINEVILLE ROAD
    MONROE TOWNSHIP,NJ08831     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY10163     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    MULTIPLE SCLEROSIS ASSOCIATION
    375 KINGS HIGHWAY NORTH
    CHERRY HILL,NJ08034     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 500
    PHILABUNDANCE
    3616 SOUTH GALLOWAY ST
    PHILADELPHIA,PA19148     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,000
    RADIOLOGICAL SOCIETY OF NORTH AMERICA
    820 JORIE BLVD
    OAK BROOK,IL60523     		  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     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    SMILE TRAIN
    41 MADISON AVENUE - 28TH FLOOR
    NEW YORK,NY10010     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    ST NERSESS ARMENIAN SEMINARY
    150 STRATTON ROAD
    NEW ROCHELLE,NY10804     		  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     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,000
    STORY STORKS INC
    301 LAKE STREET
    HADDON HEIGHTS,NJ08035     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    SUSAN G KOMEN FOUNDATION
    5005 LBJ FREEWAY SUITE 526
    DALLAS,TX75244     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    TEKEYAN CULTURAL ASSOCIATION
    500 SYLVAN AVENUE
    ENGLEWOOD CLIFFS,NJ07632     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,500
    THE ROENTGEN FUND
    44211 SLATESTONE COURT
    LEESBURG,VA20176     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,500
    THOMAS JEFFERSON UNIVERSITY AND HOSPITALS
    111 S 11TH ST
    PHILADELPHIA,PA19107     		  GOV TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 31,000
    TOYS FOR TOTS
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA221721776     		  PC TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 1,000
    TRUSTEES OF THE UNIVERSITY OF PA
    UNIVERSITY OF PENNSYLVANIA
    PHILADELPHIA,PA19104     		  GOV TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 250
    TRUSTEES OF TUFTS COLLEGE
    169 HOLLAND STREET
    SOMERVILLE,MA02144     		  GOV TO HELP ACTIVITIES OF VAR PUBLIC CHAR INST WHICH ARE EXEMPT UNDER 501 (C)(3) 2,500
    Total .................................bullet 3a 293,250
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 123,848  
    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.....     14 107  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 75,028  
    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).. 0 198,983 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    198,983
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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
    MARKS PANETH LLP 8,500 4,250   4,250

    TY 2020 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
    BARCLAYS PLC - 45,000 SHARES 46,495 46,977
    BANK OF MONTREAL - 45,000 SHARES 45,475 48,807
    CITIGROUP INC - 45,000 SHARES 44,604 46,801
    LLOYDS BANK PLC - 45,000 SHARES 44,866 46,377
    JP MORGAN CHASE & CO - 45,000 SHARES 46,254 47,637
    WESTPAC BKG CORP - 45,000 SHARES 47,178 48,912
    RABOBANK NEDERLAND NY - 45,000 SHARES 47,296 46,792
    SUMITOMO MITSUI FINLGRP - 45,000 SHARES 46,413 48,044
    ROYAL BANK OF CANADA - 45,000 SHARES 45,541 48,121
    APPLE INC - 45,000 SHARES 44,461 47,203
    HSBC HOLDINGS PLC - 45,000 SHARES 48,303 48,540
    TORONTO-DOMINION BANK - 45,000 SHARES 47,032 48,218
    CREDIT SUISSE NEW YORK - 40,000 SHARES 43,712 43,880
    MORGAN STANLEY - 45,000 SHARES 44,421 45,888
    SIMON PROPERTY GROUP LP - 45,000 SHARES 45,004 47,027
    GOLDMAN SACHS GROUP INC - 45,000 SHARES 48,163 47,565
    A T & T INC - 45,000 SHARES 52,028 52,077
    BANK OF NOVA SCOTIA - 45,000 SHARES 46,406 46,473
    VERIZON COMMUNICATIONS - 40,000 SHARES 44,146 44,426
    B B & T CORPORATION - 45,000 SHARES 44,171 46,304
    B P CAP MARKETS AMERICA - 45,000 SHARES 46,597 46,791
    AMGEN INC - 45,000 SHARES 44,360 46,392
    ASTRAZENECA PLC - 45,000 SHARES 44,857 46,255
    US BANCORP - 45,000 SHARES 44,443 46,762
    WELLS FARGO & COMPANY - 45,000 SHARES 43,173 46,580
    JOHN DEERE - 45,000 SHARES 43,146 46,527
    INTEL CORP - 45,000 SHARES 44,416 47,129
    BANK OF AMERICA CORP - 45,000 SHARES 44,639 47,710
    ORACLE CORP - 45,000 SHARES 47,350 48,364
    CVS HEALTH CORP - 40,000 SHARES 45,333 45,300
    UNITED PARCEL SERVICE - 45,000 SHARES 43,696 47,066
    GLAXOSMITHKLINE CAPITAL - 45,000 SHARES 44,789 48,211
    TOTAL CAPITAL CANANDA LTD - 45,000 SHARES 44,479 47,791
    SHELL INTERNATIONAL FIN - 45,000 SHARES 44,787 48,985
    DOWDUPONT INC - 45,000 SHARES 45,940 49,646
    AMERICAN HONDA FINANCE - 45,000 SHARES 44,959 47,651
    BNY MELLON HIGH YIELD FUND - CLASS I - 29,856 SHARES 179,901 183,612
    SANTANDER UK PLC - 45,000 SHARES 45,294 46,498
    PEPSICO INC - 45,000 SHARES 48,224 48,069
    COMCAST CORP - 40,000 SHARES 45,341 45,955
    WALT DISNEY COMPANY - 45,000 SHARES 46,493 47,173
    BNY MELLON MUNICIPAL OPPORTUNITIES FUND - 19,926 260,000 275,783
    TCW EMERGING MARKETS INCOME FUND - 29,479 SHARES 232,000 250,867

    TY 2020 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
    ATLASSIAN CORPORATION PLC - 47 SHARES 2,459 10,992
    EATON CORP PLC - 196 SHARES 14,162 23,547
    HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY - 140 SHARES 10,499 10,241
    MEDTRONIC PLC - 199 SHARES 18,674 23,311
    TRANE TECHNOLOGIES PUBLIC LIMITED CO - 206 SHARES 11,339 29,903
    ABBOTT LABORATORIES - 170 SHARES 10,315 18,613
    ABBVIE INC - 260 SHARES 20,950 27,859
    ADOBE SYSTEMS INC - 38 SHARES 4,052 19,005
    ADVANCED MICRO DEVICES INC - 240 SHARES 5,349 22,010
    AIR PRODUCTS & CHEMICALS INC - 56 SHARES 11,707 15,300
    ALPHABET INC - 31 SHARES 25,095 54,332
    AMAZON.COM INC - 26 SHARES 24,526 84,680
    AMERICAN INTERNATIONAL GROUP INC - 650 SHARES 23,824 24,609
    AMERICAN TOWER CORPORATION - 53 SHARES 7,845 11,896
    APPLE INC - 976 SHARES 48,137 129,505
    BANK OF AMERICA CORPORATION - 660 SHARES 10,656 20,005
    BOSTON SCIENTIFIC CORPORATION - 530 SHARES 19,075 19,054
    BRISTOL-MEYERS SQUIBB COMPANY - 275 SHARES 15,453 17,058
    CME GROUP INC - 108 SHARES 19,520 19,661
    C S X CORP - 270 SHARES 11,749 24,503
    CVS HEALTH CORPORATION - 150 SHARES 8,832 10,245
    CELANESE CORP - 192 SHARES 14,101 24,949
    CENTENE CORP DEL - 190 SHARES 12,322 11,406
    CHARTER COMMUNICATIONS INC - 34 SHARES 17,415 22,493
    CHEVRON CORPORATION - 216 SHARES 20,314 18,241
    COCA-COLA CO - 470 SHARES 24,320 25,775
    COMCAST CORP CL A - 290 SHARES 9,083 15,196
    COSTCO WHSL CORP NEW - 35 SHARES 5,109 13,187
    CROWDSTRIKE HOLDINGS INC - 62 SHARES 4,819 13,133
    DEERE & CO - 106 SHARES 13,888 28,519
    THE WALT DISNEY COMPANY - 102 SHARES 10,118 18,480
    DOLLAR TREE INC - 42 SHARES 5,984 8,833
    EQUINIX, INC. - 26 SHARES 12,985 18,569
    EXELON CORP - 220 SHARES 5,898 9,288
    FMC CORP - 88 SHARES 9,431 10,114
    FACEBOOK INC - 192 SHARES 25,045 52,447
    HOME DEPOT INC - 78 SHARES 11,121 20,718
    HONEYWELL INTL INC - 132 SHARES 14,156 28,076
    ILLINOIS TOOLS WKS INC - 116 SHARES 11,926 23,650
    INTUIT - 31 SHARES 8,337 11,775
    JP MORGAN CHASE & CO - 288 SHARES 28,219 36,596
    KLA - TENCOR CORP - 48 SHARES 7,803 12,428
    LAS VEGAS SANDS CORP - 300 SHARES 14,940 17,880
    LILLY ELI & CO - 86 SHARES 13,572 14,520
    LUMENTUM HOLDINGS INC - 150 SHARES 11,641 14,220
    MICROSOFT CORPORATION - 464 SHARES 49,552 103,203
    MICRON TECHNOLOGY INC - 510 SHARES 21,623 38,342
    MONDELEZ INTERNATIONAL - 340 SHARES 15,098 19,880
    NETFLIX COM IN - 24 SHARES 9,872 12,978
    NEXTERA ENERGY INC - 228 SHARES 9,039 17,590
    NIKE INC CLASS B STOCK - 194 SHARES 12,085 27,445
    NVIDIA CORP - 76 SHARES 18,849 39,687
    O'REILLY AUTOMOTIVE INC - 36 SHARES 14,897 16,293
    OTIS WORLDWIDE CORPORATION - 163 SHARES 7,999 11,011
    PAYPAL HOLDINGS INC - 143 SHARES 14,937 33,491
    PFIZER INC - 530 SHARES 18,424 19,509
    PHILIP MORRIS INTERNATIONAL INC - 236 SHARES 19,155 19,539
    PIONEER NATURAL RESOURCES COMPANY - 64 SHARES 7,454 7,289
    THE PROCTER & GAMBLE COMPANY - 182 SHARES 18,426 25,324
    RAYTHEON TECHNOLOGIES CORP - 67 SHARES 5,301 4,791
    S&P GLOBAL INC - 56 SHARES 12,539 18,409
    SALESFORCE.COM/INC - 40 SHARES 2,848 8,901
    SCHWAB CHARLES CORP NEW - 240 SHARES 7,279 12,730
    SEMPRA ENERGY - 76 SHARES 11,182 9,683
    SKYWORKS SOLUTIONS INC - 69 SHARES 9,133 10,549
    SQUARE INC - 116 SHARES 7,347 25,246
    SYNCHRONY FINANCIAL - 720 SHARES 16,899 24,991
    T-MOBILE US INC - 80 SHARES 5,490 10,788
    TEXAS INSTRUMENTS INC - 178 SHARES 21,300 29,215
    THE TRADE DESK INC - 19 SHARES 3,873 15,219
    THERMO FISHER SCIENTIFIC INC - 41 SHARES 10,964 19,097
    TRUIST FINL CORP - 443 SHARES 17,350 21,233
    UNITEDHEALTH GROUP INC - 96 SHARES 20,753 33,665
    VALERO ENERGY CORP NEW - 112 SHARES 5,821 6,336
    VISA INC-CLASS A SHRS - 219 SHARES 25,850 47,902
    VOYA FINANCIAL INC - 320 SHARES 10,012 18,819
    YUM! BRANDS INC - 120 SHARES 7,237 13,027
    BNY MELLON INCOME STOCK FUND - 48,548 SHARES 409,213 413,143
    THE BNY MELLON MID CAP - 20,432 SHARES 325,000 427,032
    ISHARES RUSSELL 2000 INDEX FUND - 1,200 SHARES 157,163 235,272
    BNY MELLON INTERNATION STOCK FUND - 11,104 SHARES 153,152 268,374
    BNY MELLON INTERNATIONAL SMALL CAP - 11,551 SHARES 144,124 164,136
    BNY MELLON EMERGING MARKETS FUND - 9,588 SHARES 100,000 123,682
    BNY MELLON DIVERSIFIED EMERGING - 2,920 SHARES 53,783 87,964
    BNY MELLON GLOBAL REAL ESTATE - 9,482 SHARES 87,000 82,590
    VAN ECK CM COMMODITY INDEX FUND - 14,376 SHARES 59,378 68,716
    BNY MELLON SMALL CAP MULTI-STRATEGY FUND - 4,592 SHARES 80,000 108,473

    TY 2020 OtherIncomeSchedule2
    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
    CLASS ACTION PROCEEDS FROM INVESTMENT 107 107 107


    TY 2020 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 TO BNY MELLON WEALTH MANAGEMENT 26,407 26,407   0
    BANK CHARGES 15 15   0


    TY 2020 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
    FOREIGN TAXES 34 34   0