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BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202441319349101619
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-10T12:24:28-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952131722PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENKINS BOWLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1626 S LAKE AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN957098601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BESS & GEORGE VORON FOUNDATIONBusinessNameLine1Txt
Business Name Line2DAVID A VORON M D TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBESSBusinessNameControlTxt
Phone6264468809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVID APersonFirstNm
Person LastVORONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick J BowlerPreparerPersonNm
PTINP01809730PTIN
Phone6267922179PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,572,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$84,507DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,507DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$536NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,050GrossSalesPriceAmt
Total Rev And Expnss$84,183TotalRevAndExpnssAmt
Total Net Invst Incm$84,719TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,200AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$120InterestRevAndExpnssAmt
Interest Net Invst Incm$120InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,229TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,019TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$133OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$133OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,682TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,272TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,782TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,272TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$173,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$91,599ExcessRevenueOverExpensesAmt
Net Investment Income$83,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$627,823SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$633,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$633,420SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,027,455CorporateStockBOYAmt
Corporate Stock EOY$931,419CorporateStockEOYAmt
Corporate Stock EOYFMV$2,937,817CorporateStockEOYFMVAmt
Other Assets BOY$2,137OtherAssetsBOYAmt
Other Assets EOY$977OtherAssetsEOYAmt
Other Assets EOYFMV$977OtherAssetsEOYFMVAmt
Total Assets BOY$1,657,415TotalAssetsBOYAmt
Total Assets EOY$1,565,816TotalAssetsEOYAmt
Total Assets EOYFMV$3,572,214TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,657,415CapitalStockBOYAmt
Capital Stock EOY$1,565,816CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,657,415TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,565,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,657,415TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,565,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,657,415TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$91,599ExcessRevenueOverExpensesAmt
Subtotal$1,565,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,565,816TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE EXHIBIT BP2001-01-012023-11-01$89,339$92,025-$2,686-$2,686
SEE EXHIBIT BP2001-01-012023-11-01$4,711$2,212$2,499$2,499
SEE EXHIBIT BP2001-01-012023-11-01$349-$349-$349
FieldValueIRS element (for citing)
Capital Gain Net Income-$536CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,160InvestmentIncomeExciseTaxAmt
Subtotal$1,160SubtotalAmt
Tax Based On Investment Income$1,160TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,137EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,137TotalPaymentsAndCreditsAmt
Overpayment$977OverpaymentAmt
Applied To ES Tax$977AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID A VORON MD TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264468809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,658,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$619,090AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,277,484TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,277,484AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,162CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,228,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,160TaxBasedOnInvestmentIncomeAmt
Total Tax$1,160TotalTaxAmt
Distributable Before Adj$160,256DistributableBeforeAdjAmt
Distributable Before Ded$160,256DistributableBeforeDedAmt
Distributable As Adjusted$160,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$173,350ExpensesAndContributionsAmt
Qualifying Distributions$173,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,256DistributableAsAdjustedAmt
Undistributed Income PY$156,614UndistributedIncomePYAmt
Qualifying Distributions$173,350QualifyingDistributionsAmt
Applied To Year1$156,614AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,736AppliedToCurrentYearAmt
Undistributed Income CY$143,520UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID A VORONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$1,000
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$15,000
JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048PCGENERAL FUND$5,000
RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$1,000
USC ARCADIA HOSPITAL FOUNDATION
300 W HUNTINGTON DRIVEARCADIACA91007SO IIGENERAL FUND$1,950
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$13,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$32,000
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010PCGENERAL SUPPORT$5,000
ANTI-DEFAMATION LEAGUE
10495 CALIFORNIA ROUTE 2LOS ANGELESCA90025PCGENERAL SUPPORT$3,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$5,000
FRIENDS OF ROBINSON GARDENS
1008 ELDEN WAYBEVERLY HILLSCA90210PCGENERAL SUPPORT$100
PASADENA ARTS LEAGUE
2847 CUMBERLAND ROADSAN MARINOCA91108PCGENERAL SUPPORT$550
SAN MARINO CHARITY LEAGUE
1613 CHELSEA ROADSAN MARINOCA91108PCGENERAL SUPPORT$500
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL SUPPORT$10,000
PANCREATIC CANCER ACTION NETWORKS
1500 ROSECRANS AVE 200MANHATTAN BEACHCA90266PCGENERAL SUPPORT$10,000
LUNDQUIST INSTITUTE
1124 W CARSON STTORRANCECA90502PCGENERAL SUPPORT$2,000
UCLA JONSSON COMPREHENSIVE CANCER C
10833 LE CONTE AVELOS ANGELESCA90024PCGENERAL SUPPORT$55,000
CALTECH UNIVERSITY
1200 E CALIFORNIA BLVDPASADENACA91125PCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$212ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,507ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$536ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$84,183ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,183TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE EXHIBIT AStockNm
EOY Book Value$931,419EOYBookValueAmt
EOYFMV$2,937,817EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX OVERPAYMENTDesc
BOY Book Value$2,137BOYBookValueAmt
EOY Book Value$977EOYBookValueAmt
EOYFMV$977EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$133RevenueAndExpensesPerBooksAmt
Net Investment Income$133NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,160
FOREIGN TAXES$1,019$1,019
OTHER TAXES$50$50

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